Taboola.com (TBLA) Stock Overview
Operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
TBLA Community Fair Values
Create NarrativeSee what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Taboola.com Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4.10 |
| 52 Week High | US$5.71 |
| 52 Week Low | US$2.84 |
| Beta | 1.52 |
| 1 Month Change | -24.59% |
| 3 Month Change | -22.00% |
| 1 Year Change | 24.85% |
| 3 Year Change | 20.44% |
| 5 Year Change | -53.52% |
| Change since IPO | -59.05% |
Recent News & Updates
Seeking Alpha • 22h
Taboola Is Now A Buy After The Reset (Rating Downgrade)
Summary Taboola is rated Buy, not Strong Buy, due to manageable downside risks and a solid balance sheet amid recent volatility. TBLA's ex-TAC gross profit and adjusted EBITDA guidance were raised, with margins improving through higher ad rates and AI-driven business shifts. Valuation remains depressed at 4.6x forward EV/EBITDA, but upside exists if AI products drive growth and major publishers remain engaged. Key risks include heavy reliance on a few partners, regulatory changes, and the uncertain recovery timeline from the loss of Google’s Explore More. Read the full article on Seeking Alpha
Narrative Update • Jul 22
TBLA: Higher Margin Outlook And New Partnerships Will Drive Future Upside
Analysts have nudged their fair value estimate for Taboola.com higher by $1.00, citing updated views on profit margins, discount rates and future P/E expectations that are reflected in the latest $2 price target increases reported in recent Street research. Analyst Commentary Recent Street research on Taboola.com points to a cluster of higher price targets and refreshed assumptions around margins, discount rates and P/E multiples.Recent updates
Seeking Alpha • 22h
Taboola Is Now A Buy After The Reset (Rating Downgrade)
Summary Taboola is rated Buy, not Strong Buy, due to manageable downside risks and a solid balance sheet amid recent volatility. TBLA's ex-TAC gross profit and adjusted EBITDA guidance were raised, with margins improving through higher ad rates and AI-driven business shifts. Valuation remains depressed at 4.6x forward EV/EBITDA, but upside exists if AI products drive growth and major publishers remain engaged. Key risks include heavy reliance on a few partners, regulatory changes, and the uncertain recovery timeline from the loss of Google’s Explore More. Read the full article on Seeking AlphaNarrative Update • Jul 22
TBLA: Higher Margin Outlook And New Partnerships Will Drive Future Upside
Analysts have nudged their fair value estimate for Taboola.com higher by $1.00, citing updated views on profit margins, discount rates and future P/E expectations that are reflected in the latest $2 price target increases reported in recent Street research. Analyst Commentary Recent Street research on Taboola.com points to a cluster of higher price targets and refreshed assumptions around margins, discount rates and P/E multiples.
Narrative Update • Jul 08
TBLA: Execution Risks Around AI Monetization Will Pressure Future Returns
Analysts have adjusted their fair value estimate for Taboola.com to $3.75 from $4.00, citing updated views on discount rates, revenue growth, profit margins and future P/E in recent research that also included $2 increases to published price targets. Analyst Commentary Recent research on Taboola.com points to a more measured stance, even as published price targets were adjusted upward by $2.
Narrative Update • Jun 24
TBLA: AI Monetization And Higher Margins Will Support Future Upside
Analysts have lifted their price target on Taboola.com by $2, citing recent Street research updates that reflect their latest views on the stock's valuation and earnings potential. Analyst Commentary Recent Street research on Taboola.com reflects a more constructive tone around the stock, with both referenced firms lifting their price targets by US$2 after reviewing the company’s valuation and earnings setup.Analysis Article • Jun 16
Taboola.com (TBLA) Stock Could Be 15% Undervalued After Opening DeeperDive to AI Platforms
Taboola.com (TBLA) has opened its DeeperDive generative AI monetization engine to external conversational AI, chatbot, and virtual assistant platforms. This move directly links user queries to high intent advertising demand. See our latest analysis for Taboola.com. The DeeperDive announcement comes as Taboola.com’s 90 day share price return of 59.35% and 1 year total shareholder return of 38.76% point to building momentum, even though the 5 year total shareholder return is still down...Narrative Update • Jun 07
TBLA: Higher Margins And Index Inclusion Will Support Future Upside
Analysts have lifted their price target on Taboola.com by $2, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to updated P/E assumptions, suggesting they see room for the stock to support a somewhat richer earnings multiple under their revised framework.Narrative Update • May 16
TBLA: Higher Margin Outlook And Buybacks Will Support Future Upside
Analysts have raised their fair value estimate for Taboola.com by about $1 per share, citing updated price targets from firms that recently increased their views by $2. These firms now see the stock supported by assumptions for profit margins and P/E that differ from prior estimates.Analysis Article • May 14
Shareholders Will Be Pleased With The Quality of Taboola.com's (NASDAQ:TBLA) Earnings
Taboola.com Ltd. ( NASDAQ:TBLA ) recently posted some strong earnings, and the market responded positively. We did some...Narrative Update • Apr 23
TBLA: AI Search Adoption And Share Buybacks Will Drive Future Upside
Analysts have modestly fine-tuned their price target on Taboola.com, keeping it around $4.79, as slight adjustments to the discount rate, revenue growth outlook, and future P/E assumptions leave their overall valuation largely unchanged. What's in the News HuffPost UK selected Taboola's DeeperDive Gen AI answer engine to power on-site search and Q&A experiences using its own journalism and real-time content.Narrative Update • Apr 09
TBLA: AI Answer Engine And Aggressive Buybacks Will Drive Future Upside
Analysts have adjusted their price targets for Taboola.com to reflect updated views on fair value near $4.79, along with revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these factors frame a different risk and return profile for the stock than in the prior update.Narrative Update • Mar 25
TBLA: AI Answer Engine And Buybacks Will Support Future Margin Upside
Analysts have adjusted their price target on Taboola.com to reflect updated assumptions around discount rates, long term revenue growth, profit margins and future P/E, resulting in a revised fair value estimate of about $4.79 per share, which is broadly in line with the prior $4.79 view. What's in the News Issued earnings guidance for the first quarter of 2026 with expected revenues between $444m and $462m, giving investors a sense of the near term topline range (Corporate guidance).Narrative Update • Mar 11
TBLA: AI Publisher Engagement And High Intent Ads Will Support Future Margin Upside
Analysts have modestly adjusted their price view on Taboola.com, with the updated fair value moving to about $4.79 from $4.80. This reflects revised assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.Narrative Update • Feb 23
TBLA: Publisher AI Tools And CTV Measurement Will Support Future Margin Upside
Analysts have kept their price target on Taboola.com broadly in line with prior views, pointing to only slight adjustments in fair value, discount rate and future P/E assumptions as they refine their models rather than rethink the core outlook. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine for major UK titles including Express and Daily Star, with the goal of keeping more reader engagement on publisher sites while responding to traffic challenges from AI powered search engines that scrape content (client announcement).Narrative Update • Feb 09
TBLA: Publisher AI Partnerships And CTV Measurement Will Support Future Margin Upside
Analysts have made only a small adjustment to their valuation on Taboola.com, keeping the fair value estimate at $4.80 while fine tuning inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions to reflect updated modeling views. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine to run across sites such as Express and Daily Star, with a focus on keeping readers on publisher properties and using AI to surface timely, contextual content sourced from their own journalism (Client Announcement).Narrative Update • Jan 26
TBLA: CTV Expansion And Share Repurchases Will Support Future Margin Upside
Analysts recently nudged their price target on Taboola.com slightly higher to reflect small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, while keeping the overall valuation framework broadly unchanged. What's in the News Taboola and LG Ad Solutions launched Performance Enhancer, connecting premium connected TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to help advertisers broaden reach, optimize CPA and attribute conversions to TV exposure (Client announcement).Narrative Update • Jan 11
TBLA: CTV Partnerships And Buybacks Will Support Future Margin Expansion
Analysts have nudged their price target on Taboola.com slightly higher to reflect small updates in discount rate, long term revenue growth, profit margin assumptions and future P/E expectations, while keeping their fair value view essentially unchanged at US$4.80. What's in the News Taboola announced a new partnership with LG Ad Solutions to launch Performance Enhancer, connecting premium TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to support audience targeting and attribution (Client Announcement).Analysis Article • Jan 09
Risks To Shareholder Returns Are Elevated At These Prices For Taboola.com Ltd. (NASDAQ:TBLA)
It's not a stretch to say that Taboola.com Ltd.'s ( NASDAQ:TBLA ) price-to-sales (or "P/S") ratio of 0.7x right now...Narrative Update • Dec 21
TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility Improves
Analysts have modestly raised their price target on Taboola.com to approximately $4.80 from about $4.50, citing slightly stronger long term growth and margin assumptions, even as some Street research continues to emphasize the need for clearer double digit topline potential. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects improving confidence in Taboola's long term growth profile and margin expansion, even if near term expectations remain restrained.Narrative Update • Dec 07
TBLA: Future Profit Margins Will Drive Upside As Catalysts Emerge
Analysts have modestly reduced their price target on Taboola.com from 4.50 dollars to 4.50 dollars. This reflects more tempered expectations for revenue growth and profit margins, given the limited visibility into near term catalysts.Narrative Update • Nov 23
TBLA: Future Profit Margins Will Drive Share Momentum Into 2025
Narrative Update on Taboola.com Analyst Price Target Analysts have raised their fair value estimate for Taboola.com from $4.38 to $4.50 per share. This adjustment is attributed to improved revenue growth and profit margin forecasts, even as the outlook on the pace of top-line expansion remains cautious.Narrative Update • Nov 05
TBLA: Recent Earnings Strength Will Drive Future Momentum And Share Gains
Analysts have modestly increased their price target for Taboola.com from $4.17 to $4.38 per share, citing recent positive earnings momentum and expectations for steady, although moderate, revenue growth in coming years. Analyst Commentary Recent analyst notes for Taboola.com offer a range of perspectives, reflecting both optimism and caution regarding the company's growth trajectory and valuation in the months ahead.Analysis Article • Oct 02
Is Taboola.com Ltd. (NASDAQ:TBLA) Potentially Undervalued?
While Taboola.com Ltd. ( NASDAQ:TBLA ) might not have the largest market cap around , it received a lot of attention...Analysis Article • Jul 17
These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysis Article • May 14
Solid Earnings Reflect Taboola.com's (NASDAQ:TBLA) Strength As A Business
Taboola.com Ltd.'s ( NASDAQ:TBLA ) strong earnings report was rewarded with a positive stock price move. We have done...Analysis Article • May 13
Taboola.com Ltd.'s (NASDAQ:TBLA) Shares Climb 25% But Its Business Is Yet to Catch Up
Those holding Taboola.com Ltd. ( NASDAQ:TBLA ) shares would be relieved that the share price has rebounded 25% in the...
New Narrative • Apr 25
Realize Platform And AI Will Expand Advertising Horizons
Expansion into the broader performance advertising market and partnerships with major advertisers could drive revenue growth through increased client demand and effective use of AI.Analysis Article • Mar 07
Taboola.com Ltd. (NASDAQ:TBLA) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
The Taboola.com Ltd. ( NASDAQ:TBLA ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Mar 06
Taboola: High Risk At The Right Price
Summary 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. Risks include competition from established players like The Trade Desk and uncertainty in delivering ROI for advertisers. Read the full article on Seeking AlphaAnalysis Article • Feb 25
Is Taboola.com (NASDAQ:TBLA) Using Debt In A Risky Way?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Nov 15
Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth Ahead
Summary 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. Due to very high uncertainty, I recommend starting with a very small position and adding on price drops or, after re-evaluations, considering covered Call options near fair value. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Taboola Remains A Buy Opportunity
Summary We consider Taboola.com a potential Buy opportunity for retail value investors over the long term; the digital marketing industry driven by AI is having phenomenal growth. Despite the stock's volatility, Taboola shows signs of growing profitability, revenue, and positive EPS over the next few quarters. Valuation metrics suggest room for price appreciation, with a fair price estimate of $3.38-$3.70, potentially reaching $5 within six months. Improved financials, reduced debt, hedge fund stock accretion, a buyback program, and significant insider and institutional ownership bolster confidence in TBLA as a worthwhile potential investment for retail value investors. Read the full article on Seeking AlphaAnalysis Article • Jul 25
Is Taboola.com (NASDAQ:TBLA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Shareholder Returns
| TBLA | US Interactive Media and Services | US Market | |
|---|---|---|---|
| 7D | -18.3% | 7.5% | 3.5% |
| 1Y | 24.8% | 33.6% | 20.5% |
Return vs Industry: TBLA underperformed the US Interactive Media and Services industry which returned 33.6% over the past year.
Return vs Market: TBLA exceeded the US Market which returned 20.5% over the past year.
Price Volatility
| TBLA volatility | |
|---|---|
| TBLA Average Weekly Movement | 10.2% |
| Interactive Media and Services Industry Average Movement | 8.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: TBLA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: TBLA's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 2,000 | Adam Singolda | www.taboola.com |
Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. It offers Taboola, which is a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web. The company was incorporated in 2006 and is headquartered in New York, New York.
Taboola.com Ltd. Fundamentals Summary
| TBLA fundamental statistics | |
|---|---|
| Market cap | US$1.09b |
| Earnings (TTM) | US$118.76m |
| Revenue (TTM) | US$1.96b |
9.3x
P/E Ratio0.6x
P/S RatioIs TBLA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TBLA income statement (TTM) | |
|---|---|
| Revenue | US$1.96b |
| Cost of Revenue | US$1.38b |
| Gross Profit | US$583.87m |
| Other Expenses | US$465.10m |
| Earnings | US$118.76m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.44 |
| Gross Margin | 29.75% |
| Net Profit Margin | 6.05% |
| Debt/Equity Ratio | 7.7% |
How did TBLA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/07 01:17 |
| End of Day Share Price | 2026/08/07 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Taboola.com Ltd. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark Zgutowicz | Benchmark Company |
| Daniel Day | B. Riley Securities, Inc. |
| Zachary Cummins | B. Riley Securities, Inc. |