Taboola.com Ltd. (TBLA)
Why Fast-paced Mover Taboola.com (TBLA) Is a Great Choice for Value Investors
Taboola.com (TBLA) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Taboola: Realize Platform Catalyst; Initiate At Strong Buy
We initiate coverage on Taboola with a Strong Buy and $5 PT, driven by above-consensus revenue forecasts and expansion into the $55 billion performance ad market. TBLA's unmatched first-party data scale and AI-driven Realize platform position it for sustainable competitive advantage and superior advertiser ROI as digital ad trends shift. Operational leverage and robust free cash flow generation provide strategic optionality, supporting ongoing innovation, debt reduction, and shareholder returns.
Earnings Estimates Rising for Taboola.com (TBLA): Will It Gain?
Taboola.com (TBLA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Taboola.com Ltd. (TBLA) Q1 2025 Earnings Call Transcript
Taboola.com Ltd. (NASDAQ:TBLA ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Jessica Kourakos - Head, IR Adam Singolda - Founder & CEO Steve Walker - CFO Conference Call Participants Mark Zgutowicz - The Benchmark Company Laura Martin - Needham & Company Zach Cummins - B.
Taboola.com Ltd. (TBLA) Tops Q1 Earnings and Revenue Estimates
Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.01 per share.
Taboola: Still Undervalued But With Caveats
Taboola was initially rated "Strong Buy" due to expected double-digit revenue growth and undervaluation, driven by strong partnerships and potential network effects. Recent earnings report revealed lower-than-expected revenue and gross profit growth, leading to a less optimistic outlook and position trimming. Fair Value estimates range from $3.55 to $5.4, averaging $4.48, indicating undervaluation even in a recession scenario.
Taboola: High Risk At The Right Price
Taboola's stock has dropped over 35% since my last coverage, but I maintain a buy rating with a 1-year target price of $3.5. Despite recent underperformance, TBLA's fundamentals remain solid with a 17% YoY revenue growth and a net margin of 6.75% in Q4 2024. TBLA's expansion into the performance advertising market presents a significant growth opportunity, leveraging its existing publisher relationships and valuable user behavior data.
Taboola.com Ltd. (TBLA) Q4 2024 Earnings Call Transcript
Taboola.com Ltd. (NASDAQ:TBLA ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Jessica Kourakos - Head, IR Adam Singolda - Founder & CEO Steve Walker - CFO Conference Call Participants Laura Martin - Needham & Company Andrew Boone - Citizens Jason Helfstein - Oppenheimer Mark Zgutowicz - The Benchmark Company Zach Cummins - B.
Taboola.com Ltd. (TBLA) Misses Q4 Earnings Estimates
Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.11 per share.
Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth Ahead
Taboola's AI platform matches advertisers with publishers on the Open Web, creating network effects from exclusive long-term partnerships, positioning it for growth and potential GAAP profitability by 2025. Despite very high TAC and low gross margins, recent premium supply additions are expected to improve margins, enhancing profitability prospects. The stock appears significantly undervalued with a fair value of $7.75, or slightly undervalued even under more pessimistic scenarios.
Taboola.com Ltd. (TBLA) Q3 2024 Earnings Call Transcript
Taboola.com Ltd. (NASDAQ:TBLA ) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Corporate Participants Jessica Kourakos - Head-Investor Relations Adam Singolda - Founder and Chief Executive Officer Steve Walker - Chief Financial Officer Conference Call Participants Ethan Widell - B.
Taboola.com Ltd. (TBLA) Reports Q3 Loss, Tops Revenue Estimates
Taboola.com Ltd. (TBLA) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.02.
