Taboola.com (TBLA) Aperçu de l'action
Taboola.com Ltd. et ses filiales exploitent une plateforme de moteur algorithmique basée sur l'intelligence artificielle en Israël, aux États-Unis, au Royaume-Uni, en Allemagne et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 4/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
TBLA Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Taboola.com Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$4.45 |
| Plus haut sur 52 semaines | US$5.26 |
| Plus bas sur 52 semaines | US$2.84 |
| Bêta | 1.51 |
| Variation sur 1 mois | -7.68% |
| Variation sur 3 mois | 48.33% |
| Variation sur 1 an | 21.25% |
| Variation sur 3 ans | 37.77% |
| Variation sur 5 ans | -57.62% |
| Évolution depuis l'introduction en bourse | -55.50% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jun 25
Taboola: Strong Q1 Growth And AI Upside Support The Bullish Case (Rating Upgrade)
Summary Taboola is rated a strong buy, with recent Q1 results and raised 2026 guidance reinforcing the bullish thesis. TBLA's AI-driven products, notably Realize, are driving advertiser growth, improved retention, and higher average revenue per scaled advertiser. Valuation remains attractive at 5.5x forward EV/EBITDA, with potential upside to $6.34 per share if execution and AI adoption continue. Risks center on concentration with major partners like Yahoo and sector volatility, but TBLA's cash generation and operational leverage are underappreciated. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Article d’analyse • 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...Recent updates
Seeking Alpha • Jun 25
Taboola: Strong Q1 Growth And AI Upside Support The Bullish Case (Rating Upgrade)
Summary Taboola is rated a strong buy, with recent Q1 results and raised 2026 guidance reinforcing the bullish thesis. TBLA's AI-driven products, notably Realize, are driving advertiser growth, improved retention, and higher average revenue per scaled advertiser. Valuation remains attractive at 5.5x forward EV/EBITDA, with potential upside to $6.34 per share if execution and AI adoption continue. Risks center on concentration with major partners like Yahoo and sector volatility, but TBLA's cash generation and operational leverage are underappreciated. Read the full article on Seeking AlphaMise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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 AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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...Seeking Alpha • Jul 22
Taboola: High Margin, High Growth And A Sustainable Moat
Summary Taboola stock is undervalued with over 100% upside potential following a recent share price fall. Taboola has 600 million daily active users, a strong balance sheet, and has recently signed exclusive long-term contracts with Apple and Yahoo!. Taboola's business model focuses on providing recommendations to internet users, driving engagement and monetization. A forecast Step-Change in finances suggests possible upside surprises ahead. Read the full article on Seeking AlphaArticle d’analyse • May 05
A Piece Of The Puzzle Missing From Taboola.com Ltd.'s (NASDAQ:TBLA) Share Price
It's not a stretch to say that Taboola.com Ltd.'s ( NASDAQ:TBLA ) price-to-sales (or "P/S") ratio of 1x right now seems...Rendement pour les actionnaires
| TBLA | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | -5.3% | -6.4% | -2.7% |
| 1Y | 21.3% | 38.0% | 18.6% |
Rendement vs Industrie: TBLA a sous-performé le secteur US Interactive Media and Services qui a rapporté 38 % au cours de l'année écoulée.
Rendement vs marché: TBLA a dépassé le marché US qui a rapporté 18.6 % au cours de l'année écoulée.
Volatilité des prix
| TBLA volatility | |
|---|---|
| TBLA Average Weekly Movement | 9.1% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: TBLA n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TBLA ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2006 | 2,000 | Adam Singolda | www.taboola.com |
Taboola.com Ltd. et ses filiales exploitent une plateforme de moteur algorithmique basée sur l'intelligence artificielle en Israël, aux États-Unis, au Royaume-Uni, en Allemagne et dans le monde entier. Elle propose Taboola, une plateforme qui s'associe à des sites web, des appareils et des applications mobiles pour recommander des contenus éditoriaux et des publicités sur le web ouvert. L'entreprise a été constituée en 2006 et son siège social se trouve à New York, dans l'État de New York.
Taboola.com Ltd. Résumé des fondamentaux
| TBLA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.27b |
| Bénéfices(TTM) | US$110.10m |
| Recettes(TTM) | US$1.95b |
11.0x
Ratio P/E0.6x
Ratio P/SLe site TBLA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TBLA compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.95b |
| Coût des recettes | US$1.37b |
| Marge brute | US$579.78m |
| Autres dépenses | US$469.68m |
| Les revenus | US$110.10m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.40 |
| Marge brute | 29.72% |
| Marge bénéficiaire nette | 5.64% |
| Ratio dettes/capitaux propres | 7.0% |
Quelles ont été les performances à long terme de TBLA?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/25 12:10 |
| Cours de l'action en fin de journée | 2026/06/25 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Taboola.com Ltd. est couverte par 11 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mark Zgutowicz | Benchmark Company |
| Zachary Cummins | B. Riley Securities, Inc. |
| Daniel Day | B. Riley Securities, Inc. |