Taboola.com Performance degli utili passati
Criteri Il passato verificati 5/6
Taboola.com ha registrato una crescita degli utili a un tasso medio annuo di 31.1%, mentre il settore Interactive Media and Services ha registrato utili in crescita a un tasso medio annuo di 18.3%. I ricavi sono stati in crescita a un tasso medio annuo di 8.9%. Il ritorno sul capitale proprio di Taboola.com è 11.5% e ha margini netti di 5.6%.
Informazioni chiave
31.12%
Tasso di crescita degli utili
36.78%
Tasso di crescita dell'EPS
| Interactive Media and Services Crescita del settore | 6.15% |
| Tasso di crescita dei ricavi | 8.90% |
| Rendimento del capitale proprio | 11.52% |
| Margine netto | 5.64% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • 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.Seeking Alpha • Apr 22
Taboola Has A Bullish Setup With Real Upside
Summary Taboola (TBLA) is rated Buy, supported by accelerating ex-TAC gross profit, robust free cash flow, and disciplined capital allocation. TBLA’s Realize AI ad platform is driving higher advertiser engagement, with 2025 ex-TAC gross profit up 7% versus initial 2% guidance. Valuation remains muted at 6.3x forward P/E and 4.9x EV/EBITDA, despite consistent buybacks and strong cash conversion. Key risks include Realize growth sustainability, publisher concentration (notably Yahoo), and regulatory changes impacting digital advertising. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Seeking Alpha • Apr 04
Taboola: At A Key Inflection Point, Right Time To Buy
Summary Taboola's partnership with Yahoo has the potential to generate $1 billion in annual revenue and is expected to materialize in its financials in FY2024. The strategic partnerships with Yahoo but also with Apple validate Taboola's technology and market positioning, diversifying its revenue streams and attracting leading global brands. The current valuation reflects excessive scepticism around execution of the company's transformative growth plans, enabling an attractive entry price point. Read the full article on Seeking AlphaSeeking Alpha • Mar 03
Taboola: The Big Rebound Is Coming
Summary Taboola's stock price has increased almost 50% since June 2023, surpassing my previous price target. Quarterly revenue growth has accelerated, and the company's GAAP profitability outlook suggests room for improvement. Taboola's R&D investments in AI capabilities and strategic partnerships, such as with Yahoo, position it for future growth. Read the full article on Seeking AlphaArticolo di analisi • Feb 04
Investors Holding Back On Taboola.com Ltd. (NASDAQ:TBLA)
With a median price-to-sales (or "P/S") ratio of close to 1.6x in the Interactive Media and Services industry in the...Articolo di analisi • Dec 23
Are Investors Undervaluing Taboola.com Ltd. (NASDAQ:TBLA) By 44%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Taboola.com fair value estimate is US$7.46 Taboola.com is...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Taboola.com guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,951 | 110 | 385 | 152 |
| 31 Dec 25 | 1,912 | 42 | 377 | 148 |
| 30 Sep 25 | 1,881 | 25 | 377 | 147 |
| 30 Jun 25 | 1,817 | 14 | 374 | 146 |
| 31 Mar 25 | 1,780 | 14 | 365 | 142 |
| 31 Dec 24 | 1,766 | -4 | 366 | 142 |
| 30 Sep 24 | 1,695 | -33 | 367 | 141 |
| 30 Jun 24 | 1,622 | -50 | 359 | 140 |
| 31 Mar 24 | 1,526 | -77 | 358 | 141 |
| 31 Dec 23 | 1,440 | -82 | 353 | 136 |
| 30 Sep 23 | 1,391 | -71 | 339 | 132 |
| 30 Jun 23 | 1,363 | -73 | 341 | 131 |
| 31 Mar 23 | 1,374 | -47 | 345 | 131 |
| 31 Dec 22 | 1,401 | -12 | 348 | 129 |
| 30 Sep 22 | 1,438 | -27 | 351 | 133 |
| 30 Jun 22 | 1,444 | 17 | 344 | 128 |
| 31 Mar 22 | 1,430 | -46 | 374 | 124 |
| 31 Dec 21 | 1,378 | -37 | 330 | 118 |
| 30 Sep 21 | 1,322 | -41 | 298 | 118 |
| 30 Jun 21 | 1,274 | -47 | 267 | 109 |
| 31 Mar 21 | 1,212 | 28 | 189 | 101 |
| 31 Dec 20 | 1,189 | -14 | 194 | 99 |
| 31 Dec 19 | 1,094 | -49 | 167 | 85 |
| 31 Dec 18 | 909 | -9 | 144 | 73 |
Guadagni di qualità: TBLA ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di TBLA (5.6%) TBLA sono più alti rispetto allo scorso anno (0.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: TBLA è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 31.1% all'anno.
Accelerare la crescita: La crescita degli utili di TBLA nell'ultimo anno ( 706.7% ) supera la media quinquennale ( 31.1% all'anno).
Guadagni vs Settore: La crescita degli utili TBLA nell'ultimo anno ( 706.7% ) ha superato la percentuale del settore Interactive Media and Services -1.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 11.5% ) di TBLA è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 17:53 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Taboola.com Ltd. è coperta da 11 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Zgutowicz | Benchmark Company |
| Zachary Cummins | B. Riley Securities, Inc. |
| Daniel Day | B. Riley Securities, Inc. |