Update shared on 23 Nov 2025
Fair value Increased 2.86%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.
Analyst Commentary
Recent research coverage reflects both optimism and caution regarding Taboola.com's prospects. Analysts are evaluating the company’s growth trajectory, underlying execution, and visibility into key catalysts that impact the stock’s valuation.
Bullish Takeaways- Bullish analysts highlight sustained revenue growth projections, which support the recent increase in price target.
- Expectations for improved profit margins suggest operational efficiency improvements, which contribute positively to long-term valuation.
- There is a view that mid-single-digit top-line growth in the near future positions Taboola.com to capitalize on broader digital advertising trends as market conditions improve.
- Bearish analysts express caution about the current growth outlook, noting that visibility into double-digit revenue expansion remains limited.
- Concerns persist about the lack of clear near-term catalysts that could significantly re-rate the company’s shares.
- Some analysts remain on the sidelines and are waiting for more definitive signs of accelerating top-line performance before taking a more constructive stance on the stock.
What's in the News
- Taboola.com Ltd. provided earnings guidance for the fourth quarter of 2025, projecting revenues between $532 million and $542 million. (Key Developments)
- The company raised its full-year 2025 revenue guidance and now expects $1,914 million to $1,932 million for the year. (Key Developments)
- Taboola and Paramount Advertising have formed a strategic partnership to launch "Performance Multiplier," a solution that integrates Taboola's AI with Paramount's ad platform to enhance SMBs' CTV campaign effectiveness. (Key Developments)
- India Today Group is the first in the APAC region to implement Taboola's DeeperDive, a generative AI answer engine designed to increase reader engagement and provide real-time, contextual answers. (Key Developments)
- Taboola's Realize platform, which focuses on performance advertising beyond search and social, has seen strong adoption. Over 650 advertisers have tested new generative AI features and achieved significant improvements in campaign outcomes. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target (Fair Value): Increased slightly from $4.38 to $4.50 per share.
- Discount Rate: Rose from 8.54% to 8.63%, indicating a modest rise in perceived risk or cost of capital.
- Revenue Growth: Upgraded from 6.29% to 7.36%, reflecting improved top-line expectations.
- Net Profit Margin: Increased from 1.63% to 2.17%, suggesting a more optimistic outlook for profitability.
- Future P/E Ratio: Declined significantly from 37.37x to 26.33x, indicating a valuation that is now more in line with higher earnings forecasts or improved cost efficiency.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.