View Past PerformanceTaboola.com バランスシートの健全性財務の健全性 基準チェック /56Taboola.comの総株主資本は$938.0M 、総負債は$72.0Mで、負債比率は7.7%となります。総資産と総負債はそれぞれ$1.5Bと$610.4Mです。 Taboola.comの EBIT は$55.9Mで、利息カバレッジ比率16.7です。現金および短期投資は$133.1Mです。主要情報7.68%負債資本比率US$72.00m負債インタレスト・カバレッジ・レシオ16.7x現金US$133.05mエクイティUS$937.99m負債合計US$610.36m総資産US$1.55b財務の健全性に関する最新情報分析記事 • Jul 17These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Feb 25Is 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...すべての更新を表示Recent updatesお知らせ • 18hGlancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit Against Taboola.com LtdGlancy Prongay Wolke & Rotter LLP announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Fortin v. Taboola.com Ltd. et al., Case No. 26-cv-07170, on behalf of persons and entities that purchased or otherwise acquired Taboola.com Ltd. securities between May 6, 2026 and August 4, 2026, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. On August 5, 2026, before the market opened, Taboola reported second quarter 2026 earnings, including revenue of $476.8 million, falling short of previously issued guidance of $492 million to $505 million. The Company also lowered its full-year 2026 outlook, reducing expected revenue by $91 million at the midpoint to a range of $1,930 million to $1,956 million and lowering expected gross profit by $10 million at the midpoint to a range of $605 million to $615 million. During the accompanying earnings call, management explained that revenue was below guidance in part because Taboola took a more aggressive approach in the second quarter by exiting publisher relationships that did not meet standards for advertiser success. On this news, Taboola’s share price fell $1.45, or 27.41%, to close at $3.84 on August 5, 2026, on unusually heavy trading volume. The complaint filed in this class action alleges that between May 6, 2026 and August 4, 2026, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) the Company was seeing an increase in low-quality publishers; (2) as a result, the Company would need to take an aggressive approach to exiting these low-quality publisher relationships, impacting earnings; (3) as a result, the value of the Company’s publisher relationships was overstated; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.ライブニュース • Aug 21Taboola Expands NBC News Partnership With Launch of Programmatic Display AdvertisingTaboola.com announced an expanded partnership with NBC News that extends beyond native ads into global programmatic display advertising on NBC News digital properties, using Taboola’s Realize platform to run performance-based campaigns. The deal with NBC News broadens Taboola’s role from a single-format provider to a wider advertising solutions partner for a major global news outlet. This aligns with the company’s stated aim to act as an “economic backbone of the open web.” Taboola.com shares trade at US$3.68, with the stock down 28.0% over the past 30 days. This NBC News agreement gives Taboola a reference client for its Realize display platform and may influence how advertisers and other publishers view its ability to serve multiple ad formats across large news properties.New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 138% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$307k sold).Seeking Alpha • Aug 07Taboola 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 AlphaNew Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (US$512k sold).Reported Earnings • Aug 05Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$0.016 (up from US$0.014 loss in 2Q 2025). Revenue: US$476.8m (up 2.4% from 2Q 2025). Net income: US$4.32m (up US$8.66m from 2Q 2025). Profit margin: 0.9% (up from net loss in 2Q 2025). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 05Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Taboola.com Ltd. provided earnings guidance for the third quarter and full fiscal year 2026. For the third quarter, the company expects revenue of $460 million- $473 million. For the full year, the company expects revenue of $1,930 million- $1,956 million.ナラティブ更新 • Jul 22TBLA: Higher Margin Outlook And New Partnerships Will Drive Future UpsideAnalysts 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.お知らせ • Jul 15Taboola.com Ltd. to Report Q2, 2026 Results on Aug 05, 2026Taboola.com Ltd. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026ライブニュース • Jul 10Taboola Extends OPPO and realme Deal Bringing News to Millions of More SmartphonesTaboola.com said OPPO and its subsidiary realme are extending and expanding their partnership, bringing Taboola News to millions of additional smartphones across India and Thailand, with content recommendations integrated into the lockscreen. The deal broadens Taboola’s distribution through two of the world’s largest smartphone manufacturers, which could affect audience reach, engagement levels and how advertisers value Taboola’s mobile inventory. Taboola.com shares trade at $5.58, with the stock up 66.6% over the past 90 days. Greater exposure on OPPO and realme devices ties Taboola more closely to Android smartphone usage in high-population markets. This may influence the company’s future revenue mix and its dependence on large hardware partners. The key risk is concentration, because heavier reliance on a small group of manufacturers can amplify the impact of any contract changes or platform policy shifts on Taboola’s traffic and monetization.ナラティブ更新 • Jul 08TBLA: Execution Risks Around AI Monetization Will Pressure Future ReturnsAnalysts 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.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$5.14, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Interactive Media and Services industry in the US. Total returns to shareholders of 67% over the past three years.ライブニュース • Jun 26Taboola Opens AI Ad Platform to Chatbots and Answer Engines for New Revenue StreamsTaboola.com has opened its Realize ad platform to generative AI companies, allowing AI answer engines, chatbots and virtual assistants to insert high-intent ads directly into AI-generated responses, using the monetization engine that powers DeeperDive. The move extends Taboola’s reach beyond traditional web publishers into AI-native interfaces, giving both AI providers and advertisers another channel to convert user queries into revenue without relying on hardware or semiconductor exposure. Taboola.com shares trade at US$4.45, with the stock up 48.3% over the past 90 days, while the past month has seen a decline of 7.7%. This development ties Taboola more closely to how users consume AI answers, but it also introduces execution risks around ad relevance, user experience and how regulators or platforms treat advertising inside conversational responses.ナラティブ更新 • Jun 24TBLA: AI Monetization And Higher Margins Will Support Future UpsideAnalysts 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.ライブニュース • Jun 17Taboola.com Stock: New Platform Targets AI Answer Engines and Chatbots for Ad Revenue GrowthTaboola.com has launched a new advertising platform designed to monetize AI answer engines, chatbots and virtual assistants using the technology behind DeeperDive, described as one of the fastest-growing generative AI answer engines. The platform allows generative AI companies to integrate high-intent ads directly into AI-generated results, turning user questions into immediate revenue opportunities. By embedding targeted ads within AI-driven interactions, Taboola aims to create value for AI application providers, users and advertisers at the same time. This move positions Taboola.com to participate more directly in the growing use of generative AI interfaces, shifting its ad network capabilities into conversational and assistant-style experiences. Investors may want to monitor how AI platforms respond to this solution and evaluate how effectively Taboola.com can balance monetization with user experience in these highly interactive formats.お知らせ • Jun 16Taboola Launches Ad Platform for AI Answer Engines, Conversational AI Offerings, Chatbots, and Virtual AssistantsTaboola announced it is opening up the monetization engine behind DeeperDive, one of the fastest-growing generative AI answer engines in the world, to generative AI companies, such as those offering conversational AI, chatbots and virtual assistants. With it, these companies can instantly and seamlessly turn user queries into new revenue opportunities. DeeperDive is a generative AI 'Answer Engine' embedded across many of the world’s top publishers that transforms trusted editorial content into an interactive conversational experience, allowing readers to explore stories with greater depth. DeeperDive also adds a new powerful monetization channel for publishers to capitalize on the growing trend of audiences seeking conversational, AI-driven interactions over traditional content experiences. DeeperDive inserts high-intent ads directly into the AI-powered results page, turning user inquiries into meaningful commercial opportunities. Realize, Taboola’s powerful performance ad platform, is the technology that drives demand from direct relationships with tens of thousands of advertisers to the ads that appear on DeeperDive. Generative AI-focused platforms can now capitalize on their own user queries to drive revenue, powered by Taboola’s understanding of user behavior. DeeperDive combines large language models, retrieval systems, and Taboola's proprietary intent graph to generate tens of millions of AI-powered answers every month for more than 7 million users. The platform is powered by NVIDIA accelerated computing, enabling high-throughput, low-latency inference at scale. This foundation allows Taboola to efficiently serve millions of AI interactions while continuously optimizing answer quality, relevance, and monetization. Taboola will spotlight this news alongside programming that features brand, technology, and publishing executives at Cannes Lions 2026.分析記事 • Jun 16Taboola.com (TBLA) Stock Could Be 15% Undervalued After Opening DeeperDive to AI PlatformsTaboola.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...ナラティブ更新 • Jun 07TBLA: Higher Margins And Index Inclusion Will Support Future UpsideAnalysts 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.ライブニュース • Jun 06Taboola Q1 Beats Estimates Full-Year Outlook Raised Index Inclusion Seen Boosting VisibilityTaboola reported Q1 revenue that was 9.1% higher year over year and 2.9% above analyst expectations, with earnings per share also ahead of estimates. Management raised full-year guidance after what CEO Adam Singolda called a strong start across all key metrics, including a revenue outlook that exceeded prior projections. The company is set to join the Russell 3000 and Russell 2000 indexes on June 26, 2026, a move expected to increase visibility with institutional investors, alongside upward analyst revisions to earnings estimates. Stronger-than-expected Q1 results, higher guidance and inclusion in the Russell indexes together indicate that both management and analysts currently have increased confidence in Taboola’s business trajectory. Index inclusion can lead to additional demand from funds that track these benchmarks, but you should also consider concentration in the digital advertising and publisher monetization segment as a key business risk.New Risk • May 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 216% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$512k sold).Recent Insider Transactions • May 17Non-Independent Director recently sold US$307k worth of stockOn the 8th of May, Monica Mijaleski sold around 61k shares on-market at roughly US$5.04 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$603k more than they bought in the last 12 months.ナラティブ更新 • May 16TBLA: Higher Margin Outlook And Buybacks Will Support Future UpsideAnalysts 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.分析記事 • May 14Shareholders Will Be Pleased With The Quality of Taboola.com's (NASDAQ:TBLA) EarningsTaboola.com Ltd. ( NASDAQ:TBLA ) recently posted some strong earnings, and the market responded positively. We did some...Major Estimate Revision • May 13Consensus EPS estimates increase by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$2.02b to US$2.04b. EPS estimate increased from US$0.253 to US$0.438 per share. Net income forecast to grow 6.2% next year vs 18% growth forecast for Interactive Media and Services industry in the US. Consensus price target up from US$4.79 to US$5.79. Share price rose 8.0% to US$5.13 over the past week.New Risk • May 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Recent Insider Transactions Derivative • May 11Non-Independent Director notifies of intention to sell stockMonica Mijaleski intends to sell 61k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$5.04, it would amount to US$307k. Since September 2025, Monica has owned 124.49k shares directly. There has only been one transaction (US$91k sale) from insiders over the last 12 months.お知らせ • May 08+ 1 more updateTaboola.com Ltd. Increases Earnings Guidance for the Year 2026Taboola.com Ltd. increased earnings guidance for the year 2026 . For the year, the company expects revenues to be in the range of $2,006 million - $2,062 million and Gross profit to be in the range of $610 million - $630 million .Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.10 (up from US$0.026 loss in 1Q 2025). Revenue: US$466.4m (up 9.1% from 1Q 2025). Net income: US$59.1m (up US$67.8m from 1Q 2025). Profit margin: 13% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$4.75, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Interactive Media and Services industry in the US. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.46 per share.お知らせ • Apr 24Taboola Launches Realize+ and Expands Agentic Capabilities by Opening its Platform to Claude SkillsTaboola announced the launch of Realize+, the next phase of Taboola’s performance marketing platform, Realize. Realize+ is an agentic system that helps performance marketers unlock more conversions beyond search and social. It continuously makes and executes campaign decisions, helping drive incremental results, while reducing manual effort. Taboola estimates that around 80% of marketers would increase investment in the open web if it offered automated, AI-powered campaign solutions that they get from the walled gardens. Additionally, nearly 86% say they would allocate up to a quarter of their performance budgets to the open web if such capabilities were available. Realize is a technology platform that helps advertisers achieve outcomes at scale, leveraging Taboola’s unique supply, first-party data, and AI. It enables performance campaigns across many of the world’s largest and most trusted publishers, OEMs, and apps. To deliver this, Realize+ is built on a two-part approach: The Decision Engine: Within Realize, automatically moves budget in real time to the highest-performing campaigns and opportunities using a new tool called the Budget Allocator. The Element Generator: Creates and continuously improves ads and targeting, helping campaigns stay effective without manual updates. Together, these capabilities are designed to replicate the performance and autonomy of walled gardens, while providing a direct path to premium inventory and ensuring more budget is spent on outcomes. Realize is also opening itself to Claude Skills, giving advertisers and agencies a conversational front door to Taboola from inside Claude. The first skill released will handle campaign setup and optimization and it is the first of several skills Taboola plans to release over the coming months, which remove friction for agencies and advertisers standardizing on AI-native workflows. Realize+ has spent several months in beta. Stemming from positive early results, phase 2 of the beta will now be expanding in the Second Quarter with improved models, while also featuring an extensive roadmap throughout 2026.ナラティブ更新 • Apr 23TBLA: AI Search Adoption And Share Buybacks Will Drive Future UpsideAnalysts 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.お知らせ • Apr 22Taboola.com Ltd. to Report Q1, 2026 Results on May 06, 2026Taboola.com Ltd. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Apr 21Taboola.com Ltd., Annual General Meeting, Jun 09, 2026Taboola.com Ltd., Annual General Meeting, Jun 09, 2026.ナラティブ更新 • Apr 09TBLA: AI Answer Engine And Aggressive Buybacks Will Drive Future UpsideAnalysts 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.ナラティブ更新 • Mar 25TBLA: AI Answer Engine And Buybacks Will Support Future Margin UpsideAnalysts 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).ナラティブ更新 • Mar 11TBLA: AI Publisher Engagement And High Intent Ads Will Support Future Margin UpsideAnalysts 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.New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.05% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.14 (up from US$0.011 loss in FY 2024). Revenue: US$1.91b (up 8.3% from FY 2024). Net income: US$42.3m (up US$46.0m from FY 2024). Profit margin: 2.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 65%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 25Taboola.Com Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026Taboola.com Ltd. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $444 million to $462 million. For the year, the company expects revenues to be in the range of $1,993 million to $2,054 million.ナラティブ更新 • Feb 23TBLA: Publisher AI Tools And CTV Measurement Will Support Future Margin UpsideAnalysts 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).お知らせ • Feb 18Taboola Announces Appointment of Krishan Bhatia as Chief Business OfficerTaboola announced the expansion of its leadership team with the hiring of Krishan Bhatia as Chief Business Officer, effective February 18, 2026. Bhatia will lead global sales and partnerships for Taboola, with a focus on driving revenue growth across Taboola’s entire product portfolio, which includes its Realize performance advertising platform, network of publisher partnerships, CTV performance, generative AI products and more. He joins with a formidable track record of accelerating growth for category-defining technology and media companies such as Amazon and NBCUniversal. Most recently, Bhatia launched and led Amazon’s global video advertising business across Prime Video, Live Sports, Twitch, and third-party programmers, serving as VP, Global Video Advertising and Partnerships. Before Amazon, Bhatia was President and Chief Business Officer of NBCUniversal’s Global Advertising and Partnerships division where he oversaw the company’s digital, streaming TV and advanced advertising business.ナラティブ更新 • Feb 09TBLA: Publisher AI Partnerships And CTV Measurement Will Support Future Margin UpsideAnalysts 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).お知らせ • Jan 28Taboola.com Ltd. to Report Q4, 2025 Results on Feb 25, 2026Taboola.com Ltd. announced that they will report Q4, 2025 results on Feb 25, 2026ナラティブ更新 • Jan 26TBLA: CTV Expansion And Share Repurchases Will Support Future Margin UpsideAnalysts 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).ナラティブ更新 • Jan 11TBLA: CTV Partnerships And Buybacks Will Support Future Margin ExpansionAnalysts 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).分析記事 • Jan 09Risks 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...ナラティブ更新 • Dec 21TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility ImprovesAnalysts 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.Price Target Changed • Dec 19Price target increased by 13% to US$4.80Up from US$4.25, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$4.01. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of US$0.076 next year compared to a net loss per share of US$0.011 last year.ナラティブ更新 • Dec 07TBLA: Future Profit Margins Will Drive Upside As Catalysts EmergeAnalysts 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.ナラティブ更新 • Nov 23TBLA: Future Profit Margins Will Drive Share Momentum Into 2025Narrative 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.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$4.14, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 13x in the Interactive Media and Services industry in the US. Total returns to shareholders of 111% over the past three years.Recent Insider Transactions Derivative • Nov 07President & COO notifies of intention to sell stockEldad Maniv intends to sell 425k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of November. If the sale is conducted around the recent share price of US$3.33, it would amount to US$1.4m. Since December 2024, Eldad's direct individual holding has increased from 7.25m shares to 7.96m. Company insiders have collectively bought US$3.1m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.018 (up from US$0.019 loss in 3Q 2024). Revenue: US$496.8m (up 15% from 3Q 2024). Net income: US$5.24m (up US$11.7m from 3Q 2024). Profit margin: 1.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06+ 1 more updateTaboola.com Ltd. Provides Earnings Guidance for the Fourth Quarter of 2025Taboola.com Ltd. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenues to be in the range of $532 million to $542 million.ナラティブ更新 • Nov 05TBLA: Recent Earnings Strength Will Drive Future Momentum And Share GainsAnalysts 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.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Interactive Media and Services industry in the US. Total returns to shareholders of 106% over the past three years.お知らせ • Oct 16Taboola.com Ltd. to Report Q3, 2025 Results on Nov 05, 2025Taboola.com Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 05, 2025分析記事 • Oct 02Is 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...Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.014 loss per share (further deteriorated from US$0.013 loss in 2Q 2024). Revenue: US$465.5m (up 8.7% from 2Q 2024). Net loss: US$4.35m (loss widened 1.3% from 2Q 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Taboola.com Ltd. provided earnings guidance for the Third quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $461 million to $469 million. For the year, the company expects revenues to be in the range of $1,858 million to $1,888 million.分析記事 • Jul 17These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jul 16Taboola.com Ltd. to Report Q2, 2025 Results on Aug 06, 2025Taboola.com Ltd. announced that they will report Q2, 2025 results on Aug 06, 2025Recent Insider Transactions Derivative • Jun 20President & COO notifies of intention to sell stockEldad Maniv intends to sell 250k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of June. If the sale is conducted around the recent share price of US$3.56, it would amount to US$890k. Since December 2024, Eldad's direct individual holding has increased from 7.25m shares to 7.79m. Company insiders have collectively bought US$3.0m more than they sold, via options and on-market transactions, in the last 12 months.Price Target Changed • Jun 18Price target increased by 7.6% to US$4.13Up from US$3.84, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$3.65. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$0.06 next year compared to a net loss per share of US$0.011 last year.お知らせ • Jun 04Taboola Launches Predictive Audiences as Part of Realize OfferingTaboola announced an enhancement to Realize, its performance marketing platform, called Predictive Audiences. Predictive Audiences helps advertisers discover untapped, high-converting customers so they can meet performance marketing goals at scale. This new technology is unlocking incremental growth for advertisers, with some growing their spend with Realize by nearly 40% year-over-year, while seeing conversion growth of up to 270% -- all with minimal change to their CAs. The Motley Fool, QuinStreet, and NerdWallet are among advertisers using Predictive Audiences to unlock incremental performance gains. Since launching in limited availability in February, weekly spend attributed to Predictive Audiences has tripled, as more advertisers begin to leverage this solution as a technology for profitable growth. Realize is the only independent performance platform that goes beyond Search and Social, delivering outcomes at scale. Predictive Audiences, Taboola's latest addition to Realize, leverages advertisers' first-party conversion data with Realize's unique data to build AI-powered segments that find high-potential users across Taboola's network--driving more efficient customer acquisition. Key benefits of Predictive Audiences include: Identifying users likely to take action at scale: Predictive Audiences builds audiences based on actions, such as leads or purchases, and Taboola's AI uses this to find similar users at scale across broad network. More efficient targeting through AI: Advertisers can reach more high-converting users in a reliable, privacy-centric way by combining first-party data with Taboola's advanced performance AI. Flexible campaign optimization: Advertisers can tailor their audience size to strike the right balance between scale and efficiency, aligning with specific campaign goals. For example, they can target a high-performing top percentile of users for higher conversion rates but with limited reach. Alternatively, they can broaden their audience to increase scale, which may come with a lower conversion rate. For the first time ever, Realize allows advertisers to tap into display and even more parts of Taboola's large network of publishers, apps and OEMs. Realize is powered by an AI performance engine that finds the best opportunities for campaigns across Taboola's network of trusted publishers and apps. This AI performance engine is powered by the unique data advantage of Taboola's code-on-page integrations with publishers, giving it signal unlike any other open web platform to use when optimizing and placing ads.New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.分析記事 • May 14Solid Earnings Reflect Taboola.com's (NASDAQ:TBLA) Strength As A BusinessTaboola.com Ltd.'s ( NASDAQ:TBLA ) strong earnings report was rewarded with a positive stock price move. We have done...分析記事 • May 13Taboola.com Ltd.'s (NASDAQ:TBLA) Shares Climb 25% But Its Business Is Yet to Catch UpThose holding Taboola.com Ltd. ( NASDAQ:TBLA ) shares would be relieved that the share price has rebounded 25% in the...Price Target Changed • May 08Price target decreased by 7.0% to US$3.84Down from US$4.13, the current price target is an average from 4 analysts. New target price is 15% above last closing price of US$3.34. Stock is down 27% over the past year. The company is forecast to post earnings per share of US$0.058 next year compared to a net loss per share of US$0.011 last year.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.026 loss per share (improved from US$0.076 loss in 1Q 2024). Revenue: US$427.5m (up 3.3% from 1Q 2024). Net loss: US$8.75m (loss narrowed 67% from 1Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 07Taboola.Com Ltd. Provides Earnings Guidance for the Second Quarter of 2025Taboola.com Ltd. provided earnings guidance for the Second quarter of 2025. For the quarter, the company expects revenues to be in the range of $438 million to $458 million.新しいナラティブ • Apr 25Realize 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. お知らせ • Apr 17Taboola.com Ltd., Annual General Meeting, Jun 04, 2025Taboola.com Ltd., Annual General Meeting, Jun 04, 2025.お知らせ • Mar 26Taboola.com Ltd. to Report Q1, 2025 Results on May 07, 2025Taboola.com Ltd. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025Recent Insider Transactions Derivative • Mar 12Chief Financial Officer exercised options to buy US$151k worth of stock.On the 10th of March, Stephen Walker exercised options to buy 50k shares at a strike price of around US$2.63, costing a total of US$132k. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Since June 2024, Stephen's direct individual holding has increased from 378.26k shares to 534.55k. Company insiders have collectively bought US$2.8m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Mar 07Taboola.com Ltd. (NASDAQ:TBLA) May Have Run Too Fast Too Soon With Recent 27% Price PlummetThe Taboola.com Ltd. ( NASDAQ:TBLA ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Mar 06Taboola: High Risk At The Right PriceSummary 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 AlphaRecent Insider Transactions • Mar 03Independent Chairman of the Board recently bought US$494k worth of stockOn the 27th of February, Zvika Limon bought around 169k shares on-market at roughly US$2.93 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Zvika has been a buyer over the last 12 months, purchasing a net total of US$1.2m worth in shares.Recent Insider Transactions Derivative • Mar 02President & COO notifies of intention to sell stockEldad Maniv intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$2.82, it would amount to US$564k. Since March 2024, Eldad's direct individual holding has increased from 7.18m shares to 7.25m. Company insiders have collectively bought US$736k more than they sold, via options and on-market transactions, in the last 12 months.Breakeven Date Change • Feb 27Forecast breakeven date moved forward to 2025The 6 analysts covering Taboola.com previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$17.9m in 2025. Earnings growth of 39% is required to achieve expected profit on schedule.Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.011 loss per share (improved from US$0.24 loss in FY 2023). Revenue: US$1.77b (up 23% from FY 2023). Net loss: US$3.76m (loss narrowed 95% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Taboola.com Ltd. Provides Earnings Guidance for the First Quarter and Full Year of 2025Taboola.com Ltd. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $407 million to $427 million. For the year, the company expects revenues to be in the range of $1,838 million to $1,888 million.分析記事 • Feb 25Is 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...お知らせ • Jan 29Taboola.com Ltd. to Report Q4, 2024 Results on Feb 26, 2025Taboola.com Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025Recent Insider Transactions Derivative • Dec 05President & COO notifies of intention to sell stockEldad Maniv intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of December. If the sale is conducted around the recent share price of US$3.75, it would amount to US$750k. Since March 2024, Eldad has owned 7.18m shares directly. Company insiders have collectively sold US$689k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 22Independent Chairman of the Board recently bought US$677k worth of stockOn the 19th of November, Zvika Limon bought around 215k shares on-market at roughly US$3.15 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Zvika's only on-market trade for the last 12 months.Seeking Alpha • Nov 15Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth AheadSummary 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 AlphaBreakeven Date Change • Nov 15Forecast breakeven date pushed back to 2025The 7 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 97% to 2024. The company is expected to make a profit of US$35.2m in 2025. Average annual earnings growth of 63% is required to achieve expected profit on schedule.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.019 loss per share (improved from US$0.066 loss in 3Q 2023). Revenue: US$433.0m (up 20% from 3Q 2023). Net loss: US$6.45m (loss narrowed 72% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Nov 07Taboola.com Ltd. Provides Unaudited Earnings Guidance for the Fourth Quarter of 2024 and Reiterates Unaudited Earnings Guidance for the Full Year of 2024Taboola.com Ltd. provided unaudited earnings guidance for the fourth quarter of 2024 and reiterated unaudited earnings guidance for the full year of 2024. For the quarter, the company expects revenues to be between $460 million to $490 million. For the full year, the company expects revenues to be between $1,735 million to $1,765 million.お知らせ • Oct 16+ 1 more updateTaboola.com Ltd. to Report Q3, 2024 Results on Nov 07, 2024Taboola.com Ltd. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024Seeking Alpha • Oct 03Taboola Remains A Buy OpportunitySummary 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 Alphaお知らせ • Aug 30Taboola Opens Maximize Conversions AI Bidding Technology to All Advertisers to Drive More Conversions and Lower Campaign CostsTaboola announced its performance advertising-focused bidding technology, Maximize Conversions, is now available for all advertisers. Previously, thousands of advertisers have used Maximize Conversions, which is an AI-powered technology that enables Taboola advertisers to drive more conversions and lower cost for campaigns. Through this offering, Taboola is automating the bidding process for campaigns, allowing advertisers to remove the complexities of manual optimizations. This means they can simply share their budget and marketing objectives, and the algorithm will manage their campaigns in the most efficient and effective way possible within the set cost. Many have achieved 110% increase in conversions for their campaigns, through the use of Taboola's conversion tracking methods and tools. Through this update, any advertiser can now access Max Conversions, regardless of the way they set up their campaigns, and without needing to use Taboola's conversion tracking methods and tools. This gives access to thousands of additional advertisers, so they can run campaigns with Taboola. Today's news comes as Maximize Conversions continues widespread adoption by advertisers. It is being used by 70% of advertisers, including Hyundai, ERGO, Leica Camera, Sonova, Peugeot Turkey, and Opel Turkey. Taboola saw a massive increase of 100% in campaigns launched with Maximize Conversions in the second quarter of 2024 versus the previous quarter.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.013 loss per share (improved from US$0.089 loss in 2Q 2023). Revenue: US$428.2m (up 29% from 2Q 2023). Net loss: US$4.29m (loss narrowed 86% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 79%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.財務状況分析短期負債: TBLAの 短期資産 ( $518.9M ) が 短期負債 ( $468.9M ) を超えています。長期負債: TBLAの短期資産 ( $518.9M ) が 長期負債 ( $141.4M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: TBLA総負債よりも多くの現金を保有しています。負債の削減: TBLAの負債対資本比率は、過去 5 年間で0%から7.7%に増加しました。債務返済能力: TBLAの負債は 営業キャッシュフロー によって 十分にカバー されています ( 351.1% )。インタレストカバレッジ: TBLAの負債に対する 利息支払い は EBIT ( 16.7 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMedia 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/23 21:37終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Taboola.com Ltd. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Mark ZgutowiczBenchmark CompanyDaniel DayB. Riley Securities, Inc.Zachary CumminsB. Riley Securities, Inc.9 その他のアナリストを表示
分析記事 • Jul 17These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Feb 25Is 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...
お知らせ • 18hGlancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit Against Taboola.com LtdGlancy Prongay Wolke & Rotter LLP announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Fortin v. Taboola.com Ltd. et al., Case No. 26-cv-07170, on behalf of persons and entities that purchased or otherwise acquired Taboola.com Ltd. securities between May 6, 2026 and August 4, 2026, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. On August 5, 2026, before the market opened, Taboola reported second quarter 2026 earnings, including revenue of $476.8 million, falling short of previously issued guidance of $492 million to $505 million. The Company also lowered its full-year 2026 outlook, reducing expected revenue by $91 million at the midpoint to a range of $1,930 million to $1,956 million and lowering expected gross profit by $10 million at the midpoint to a range of $605 million to $615 million. During the accompanying earnings call, management explained that revenue was below guidance in part because Taboola took a more aggressive approach in the second quarter by exiting publisher relationships that did not meet standards for advertiser success. On this news, Taboola’s share price fell $1.45, or 27.41%, to close at $3.84 on August 5, 2026, on unusually heavy trading volume. The complaint filed in this class action alleges that between May 6, 2026 and August 4, 2026, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) the Company was seeing an increase in low-quality publishers; (2) as a result, the Company would need to take an aggressive approach to exiting these low-quality publisher relationships, impacting earnings; (3) as a result, the value of the Company’s publisher relationships was overstated; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
ライブニュース • Aug 21Taboola Expands NBC News Partnership With Launch of Programmatic Display AdvertisingTaboola.com announced an expanded partnership with NBC News that extends beyond native ads into global programmatic display advertising on NBC News digital properties, using Taboola’s Realize platform to run performance-based campaigns. The deal with NBC News broadens Taboola’s role from a single-format provider to a wider advertising solutions partner for a major global news outlet. This aligns with the company’s stated aim to act as an “economic backbone of the open web.” Taboola.com shares trade at US$3.68, with the stock down 28.0% over the past 30 days. This NBC News agreement gives Taboola a reference client for its Realize display platform and may influence how advertisers and other publishers view its ability to serve multiple ad formats across large news properties.
New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 138% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$307k sold).
Seeking Alpha • Aug 07Taboola 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
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (US$512k sold).
Reported Earnings • Aug 05Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$0.016 (up from US$0.014 loss in 2Q 2025). Revenue: US$476.8m (up 2.4% from 2Q 2025). Net income: US$4.32m (up US$8.66m from 2Q 2025). Profit margin: 0.9% (up from net loss in 2Q 2025). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 05Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Taboola.com Ltd. provided earnings guidance for the third quarter and full fiscal year 2026. For the third quarter, the company expects revenue of $460 million- $473 million. For the full year, the company expects revenue of $1,930 million- $1,956 million.
ナラティブ更新 • Jul 22TBLA: Higher Margin Outlook And New Partnerships Will Drive Future UpsideAnalysts 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.
お知らせ • Jul 15Taboola.com Ltd. to Report Q2, 2026 Results on Aug 05, 2026Taboola.com Ltd. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
ライブニュース • Jul 10Taboola Extends OPPO and realme Deal Bringing News to Millions of More SmartphonesTaboola.com said OPPO and its subsidiary realme are extending and expanding their partnership, bringing Taboola News to millions of additional smartphones across India and Thailand, with content recommendations integrated into the lockscreen. The deal broadens Taboola’s distribution through two of the world’s largest smartphone manufacturers, which could affect audience reach, engagement levels and how advertisers value Taboola’s mobile inventory. Taboola.com shares trade at $5.58, with the stock up 66.6% over the past 90 days. Greater exposure on OPPO and realme devices ties Taboola more closely to Android smartphone usage in high-population markets. This may influence the company’s future revenue mix and its dependence on large hardware partners. The key risk is concentration, because heavier reliance on a small group of manufacturers can amplify the impact of any contract changes or platform policy shifts on Taboola’s traffic and monetization.
ナラティブ更新 • Jul 08TBLA: Execution Risks Around AI Monetization Will Pressure Future ReturnsAnalysts 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.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$5.14, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Interactive Media and Services industry in the US. Total returns to shareholders of 67% over the past three years.
ライブニュース • Jun 26Taboola Opens AI Ad Platform to Chatbots and Answer Engines for New Revenue StreamsTaboola.com has opened its Realize ad platform to generative AI companies, allowing AI answer engines, chatbots and virtual assistants to insert high-intent ads directly into AI-generated responses, using the monetization engine that powers DeeperDive. The move extends Taboola’s reach beyond traditional web publishers into AI-native interfaces, giving both AI providers and advertisers another channel to convert user queries into revenue without relying on hardware or semiconductor exposure. Taboola.com shares trade at US$4.45, with the stock up 48.3% over the past 90 days, while the past month has seen a decline of 7.7%. This development ties Taboola more closely to how users consume AI answers, but it also introduces execution risks around ad relevance, user experience and how regulators or platforms treat advertising inside conversational responses.
ナラティブ更新 • Jun 24TBLA: AI Monetization And Higher Margins Will Support Future UpsideAnalysts 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.
ライブニュース • Jun 17Taboola.com Stock: New Platform Targets AI Answer Engines and Chatbots for Ad Revenue GrowthTaboola.com has launched a new advertising platform designed to monetize AI answer engines, chatbots and virtual assistants using the technology behind DeeperDive, described as one of the fastest-growing generative AI answer engines. The platform allows generative AI companies to integrate high-intent ads directly into AI-generated results, turning user questions into immediate revenue opportunities. By embedding targeted ads within AI-driven interactions, Taboola aims to create value for AI application providers, users and advertisers at the same time. This move positions Taboola.com to participate more directly in the growing use of generative AI interfaces, shifting its ad network capabilities into conversational and assistant-style experiences. Investors may want to monitor how AI platforms respond to this solution and evaluate how effectively Taboola.com can balance monetization with user experience in these highly interactive formats.
お知らせ • Jun 16Taboola Launches Ad Platform for AI Answer Engines, Conversational AI Offerings, Chatbots, and Virtual AssistantsTaboola announced it is opening up the monetization engine behind DeeperDive, one of the fastest-growing generative AI answer engines in the world, to generative AI companies, such as those offering conversational AI, chatbots and virtual assistants. With it, these companies can instantly and seamlessly turn user queries into new revenue opportunities. DeeperDive is a generative AI 'Answer Engine' embedded across many of the world’s top publishers that transforms trusted editorial content into an interactive conversational experience, allowing readers to explore stories with greater depth. DeeperDive also adds a new powerful monetization channel for publishers to capitalize on the growing trend of audiences seeking conversational, AI-driven interactions over traditional content experiences. DeeperDive inserts high-intent ads directly into the AI-powered results page, turning user inquiries into meaningful commercial opportunities. Realize, Taboola’s powerful performance ad platform, is the technology that drives demand from direct relationships with tens of thousands of advertisers to the ads that appear on DeeperDive. Generative AI-focused platforms can now capitalize on their own user queries to drive revenue, powered by Taboola’s understanding of user behavior. DeeperDive combines large language models, retrieval systems, and Taboola's proprietary intent graph to generate tens of millions of AI-powered answers every month for more than 7 million users. The platform is powered by NVIDIA accelerated computing, enabling high-throughput, low-latency inference at scale. This foundation allows Taboola to efficiently serve millions of AI interactions while continuously optimizing answer quality, relevance, and monetization. Taboola will spotlight this news alongside programming that features brand, technology, and publishing executives at Cannes Lions 2026.
分析記事 • Jun 16Taboola.com (TBLA) Stock Could Be 15% Undervalued After Opening DeeperDive to AI PlatformsTaboola.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...
ナラティブ更新 • Jun 07TBLA: Higher Margins And Index Inclusion Will Support Future UpsideAnalysts 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.
ライブニュース • Jun 06Taboola Q1 Beats Estimates Full-Year Outlook Raised Index Inclusion Seen Boosting VisibilityTaboola reported Q1 revenue that was 9.1% higher year over year and 2.9% above analyst expectations, with earnings per share also ahead of estimates. Management raised full-year guidance after what CEO Adam Singolda called a strong start across all key metrics, including a revenue outlook that exceeded prior projections. The company is set to join the Russell 3000 and Russell 2000 indexes on June 26, 2026, a move expected to increase visibility with institutional investors, alongside upward analyst revisions to earnings estimates. Stronger-than-expected Q1 results, higher guidance and inclusion in the Russell indexes together indicate that both management and analysts currently have increased confidence in Taboola’s business trajectory. Index inclusion can lead to additional demand from funds that track these benchmarks, but you should also consider concentration in the digital advertising and publisher monetization segment as a key business risk.
New Risk • May 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 216% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$512k sold).
Recent Insider Transactions • May 17Non-Independent Director recently sold US$307k worth of stockOn the 8th of May, Monica Mijaleski sold around 61k shares on-market at roughly US$5.04 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$603k more than they bought in the last 12 months.
ナラティブ更新 • May 16TBLA: Higher Margin Outlook And Buybacks Will Support Future UpsideAnalysts 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.
分析記事 • May 14Shareholders Will Be Pleased With The Quality of Taboola.com's (NASDAQ:TBLA) EarningsTaboola.com Ltd. ( NASDAQ:TBLA ) recently posted some strong earnings, and the market responded positively. We did some...
Major Estimate Revision • May 13Consensus EPS estimates increase by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$2.02b to US$2.04b. EPS estimate increased from US$0.253 to US$0.438 per share. Net income forecast to grow 6.2% next year vs 18% growth forecast for Interactive Media and Services industry in the US. Consensus price target up from US$4.79 to US$5.79. Share price rose 8.0% to US$5.13 over the past week.
New Risk • May 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Recent Insider Transactions Derivative • May 11Non-Independent Director notifies of intention to sell stockMonica Mijaleski intends to sell 61k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$5.04, it would amount to US$307k. Since September 2025, Monica has owned 124.49k shares directly. There has only been one transaction (US$91k sale) from insiders over the last 12 months.
お知らせ • May 08+ 1 more updateTaboola.com Ltd. Increases Earnings Guidance for the Year 2026Taboola.com Ltd. increased earnings guidance for the year 2026 . For the year, the company expects revenues to be in the range of $2,006 million - $2,062 million and Gross profit to be in the range of $610 million - $630 million .
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.10 (up from US$0.026 loss in 1Q 2025). Revenue: US$466.4m (up 9.1% from 1Q 2025). Net income: US$59.1m (up US$67.8m from 1Q 2025). Profit margin: 13% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$4.75, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Interactive Media and Services industry in the US. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.46 per share.
お知らせ • Apr 24Taboola Launches Realize+ and Expands Agentic Capabilities by Opening its Platform to Claude SkillsTaboola announced the launch of Realize+, the next phase of Taboola’s performance marketing platform, Realize. Realize+ is an agentic system that helps performance marketers unlock more conversions beyond search and social. It continuously makes and executes campaign decisions, helping drive incremental results, while reducing manual effort. Taboola estimates that around 80% of marketers would increase investment in the open web if it offered automated, AI-powered campaign solutions that they get from the walled gardens. Additionally, nearly 86% say they would allocate up to a quarter of their performance budgets to the open web if such capabilities were available. Realize is a technology platform that helps advertisers achieve outcomes at scale, leveraging Taboola’s unique supply, first-party data, and AI. It enables performance campaigns across many of the world’s largest and most trusted publishers, OEMs, and apps. To deliver this, Realize+ is built on a two-part approach: The Decision Engine: Within Realize, automatically moves budget in real time to the highest-performing campaigns and opportunities using a new tool called the Budget Allocator. The Element Generator: Creates and continuously improves ads and targeting, helping campaigns stay effective without manual updates. Together, these capabilities are designed to replicate the performance and autonomy of walled gardens, while providing a direct path to premium inventory and ensuring more budget is spent on outcomes. Realize is also opening itself to Claude Skills, giving advertisers and agencies a conversational front door to Taboola from inside Claude. The first skill released will handle campaign setup and optimization and it is the first of several skills Taboola plans to release over the coming months, which remove friction for agencies and advertisers standardizing on AI-native workflows. Realize+ has spent several months in beta. Stemming from positive early results, phase 2 of the beta will now be expanding in the Second Quarter with improved models, while also featuring an extensive roadmap throughout 2026.
ナラティブ更新 • Apr 23TBLA: AI Search Adoption And Share Buybacks Will Drive Future UpsideAnalysts 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.
お知らせ • Apr 22Taboola.com Ltd. to Report Q1, 2026 Results on May 06, 2026Taboola.com Ltd. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Apr 21Taboola.com Ltd., Annual General Meeting, Jun 09, 2026Taboola.com Ltd., Annual General Meeting, Jun 09, 2026.
ナラティブ更新 • Apr 09TBLA: AI Answer Engine And Aggressive Buybacks Will Drive Future UpsideAnalysts 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.
ナラティブ更新 • Mar 25TBLA: AI Answer Engine And Buybacks Will Support Future Margin UpsideAnalysts 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).
ナラティブ更新 • Mar 11TBLA: AI Publisher Engagement And High Intent Ads Will Support Future Margin UpsideAnalysts 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.
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.05% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.14 (up from US$0.011 loss in FY 2024). Revenue: US$1.91b (up 8.3% from FY 2024). Net income: US$42.3m (up US$46.0m from FY 2024). Profit margin: 2.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 65%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25Taboola.Com Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026Taboola.com Ltd. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $444 million to $462 million. For the year, the company expects revenues to be in the range of $1,993 million to $2,054 million.
ナラティブ更新 • Feb 23TBLA: Publisher AI Tools And CTV Measurement Will Support Future Margin UpsideAnalysts 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).
お知らせ • Feb 18Taboola Announces Appointment of Krishan Bhatia as Chief Business OfficerTaboola announced the expansion of its leadership team with the hiring of Krishan Bhatia as Chief Business Officer, effective February 18, 2026. Bhatia will lead global sales and partnerships for Taboola, with a focus on driving revenue growth across Taboola’s entire product portfolio, which includes its Realize performance advertising platform, network of publisher partnerships, CTV performance, generative AI products and more. He joins with a formidable track record of accelerating growth for category-defining technology and media companies such as Amazon and NBCUniversal. Most recently, Bhatia launched and led Amazon’s global video advertising business across Prime Video, Live Sports, Twitch, and third-party programmers, serving as VP, Global Video Advertising and Partnerships. Before Amazon, Bhatia was President and Chief Business Officer of NBCUniversal’s Global Advertising and Partnerships division where he oversaw the company’s digital, streaming TV and advanced advertising business.
ナラティブ更新 • Feb 09TBLA: Publisher AI Partnerships And CTV Measurement Will Support Future Margin UpsideAnalysts 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).
お知らせ • Jan 28Taboola.com Ltd. to Report Q4, 2025 Results on Feb 25, 2026Taboola.com Ltd. announced that they will report Q4, 2025 results on Feb 25, 2026
ナラティブ更新 • Jan 26TBLA: CTV Expansion And Share Repurchases Will Support Future Margin UpsideAnalysts 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).
ナラティブ更新 • Jan 11TBLA: CTV Partnerships And Buybacks Will Support Future Margin ExpansionAnalysts 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).
分析記事 • Jan 09Risks 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...
ナラティブ更新 • Dec 21TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility ImprovesAnalysts 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.
Price Target Changed • Dec 19Price target increased by 13% to US$4.80Up from US$4.25, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$4.01. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of US$0.076 next year compared to a net loss per share of US$0.011 last year.
ナラティブ更新 • Dec 07TBLA: Future Profit Margins Will Drive Upside As Catalysts EmergeAnalysts 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.
ナラティブ更新 • Nov 23TBLA: Future Profit Margins Will Drive Share Momentum Into 2025Narrative 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.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$4.14, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 13x in the Interactive Media and Services industry in the US. Total returns to shareholders of 111% over the past three years.
Recent Insider Transactions Derivative • Nov 07President & COO notifies of intention to sell stockEldad Maniv intends to sell 425k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of November. If the sale is conducted around the recent share price of US$3.33, it would amount to US$1.4m. Since December 2024, Eldad's direct individual holding has increased from 7.25m shares to 7.96m. Company insiders have collectively bought US$3.1m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.018 (up from US$0.019 loss in 3Q 2024). Revenue: US$496.8m (up 15% from 3Q 2024). Net income: US$5.24m (up US$11.7m from 3Q 2024). Profit margin: 1.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06+ 1 more updateTaboola.com Ltd. Provides Earnings Guidance for the Fourth Quarter of 2025Taboola.com Ltd. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenues to be in the range of $532 million to $542 million.
ナラティブ更新 • Nov 05TBLA: Recent Earnings Strength Will Drive Future Momentum And Share GainsAnalysts 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.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Interactive Media and Services industry in the US. Total returns to shareholders of 106% over the past three years.
お知らせ • Oct 16Taboola.com Ltd. to Report Q3, 2025 Results on Nov 05, 2025Taboola.com Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 05, 2025
分析記事 • Oct 02Is 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...
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.014 loss per share (further deteriorated from US$0.013 loss in 2Q 2024). Revenue: US$465.5m (up 8.7% from 2Q 2024). Net loss: US$4.35m (loss widened 1.3% from 2Q 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Taboola.com Ltd. provided earnings guidance for the Third quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $461 million to $469 million. For the year, the company expects revenues to be in the range of $1,858 million to $1,888 million.
分析記事 • Jul 17These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jul 16Taboola.com Ltd. to Report Q2, 2025 Results on Aug 06, 2025Taboola.com Ltd. announced that they will report Q2, 2025 results on Aug 06, 2025
Recent Insider Transactions Derivative • Jun 20President & COO notifies of intention to sell stockEldad Maniv intends to sell 250k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of June. If the sale is conducted around the recent share price of US$3.56, it would amount to US$890k. Since December 2024, Eldad's direct individual holding has increased from 7.25m shares to 7.79m. Company insiders have collectively bought US$3.0m more than they sold, via options and on-market transactions, in the last 12 months.
Price Target Changed • Jun 18Price target increased by 7.6% to US$4.13Up from US$3.84, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$3.65. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$0.06 next year compared to a net loss per share of US$0.011 last year.
お知らせ • Jun 04Taboola Launches Predictive Audiences as Part of Realize OfferingTaboola announced an enhancement to Realize, its performance marketing platform, called Predictive Audiences. Predictive Audiences helps advertisers discover untapped, high-converting customers so they can meet performance marketing goals at scale. This new technology is unlocking incremental growth for advertisers, with some growing their spend with Realize by nearly 40% year-over-year, while seeing conversion growth of up to 270% -- all with minimal change to their CAs. The Motley Fool, QuinStreet, and NerdWallet are among advertisers using Predictive Audiences to unlock incremental performance gains. Since launching in limited availability in February, weekly spend attributed to Predictive Audiences has tripled, as more advertisers begin to leverage this solution as a technology for profitable growth. Realize is the only independent performance platform that goes beyond Search and Social, delivering outcomes at scale. Predictive Audiences, Taboola's latest addition to Realize, leverages advertisers' first-party conversion data with Realize's unique data to build AI-powered segments that find high-potential users across Taboola's network--driving more efficient customer acquisition. Key benefits of Predictive Audiences include: Identifying users likely to take action at scale: Predictive Audiences builds audiences based on actions, such as leads or purchases, and Taboola's AI uses this to find similar users at scale across broad network. More efficient targeting through AI: Advertisers can reach more high-converting users in a reliable, privacy-centric way by combining first-party data with Taboola's advanced performance AI. Flexible campaign optimization: Advertisers can tailor their audience size to strike the right balance between scale and efficiency, aligning with specific campaign goals. For example, they can target a high-performing top percentile of users for higher conversion rates but with limited reach. Alternatively, they can broaden their audience to increase scale, which may come with a lower conversion rate. For the first time ever, Realize allows advertisers to tap into display and even more parts of Taboola's large network of publishers, apps and OEMs. Realize is powered by an AI performance engine that finds the best opportunities for campaigns across Taboola's network of trusted publishers and apps. This AI performance engine is powered by the unique data advantage of Taboola's code-on-page integrations with publishers, giving it signal unlike any other open web platform to use when optimizing and placing ads.
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
分析記事 • May 14Solid Earnings Reflect Taboola.com's (NASDAQ:TBLA) Strength As A BusinessTaboola.com Ltd.'s ( NASDAQ:TBLA ) strong earnings report was rewarded with a positive stock price move. We have done...
分析記事 • May 13Taboola.com Ltd.'s (NASDAQ:TBLA) Shares Climb 25% But Its Business Is Yet to Catch UpThose holding Taboola.com Ltd. ( NASDAQ:TBLA ) shares would be relieved that the share price has rebounded 25% in the...
Price Target Changed • May 08Price target decreased by 7.0% to US$3.84Down from US$4.13, the current price target is an average from 4 analysts. New target price is 15% above last closing price of US$3.34. Stock is down 27% over the past year. The company is forecast to post earnings per share of US$0.058 next year compared to a net loss per share of US$0.011 last year.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.026 loss per share (improved from US$0.076 loss in 1Q 2024). Revenue: US$427.5m (up 3.3% from 1Q 2024). Net loss: US$8.75m (loss narrowed 67% from 1Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 07Taboola.Com Ltd. Provides Earnings Guidance for the Second Quarter of 2025Taboola.com Ltd. provided earnings guidance for the Second quarter of 2025. For the quarter, the company expects revenues to be in the range of $438 million to $458 million.
新しいナラティブ • Apr 25Realize 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.
お知らせ • Apr 17Taboola.com Ltd., Annual General Meeting, Jun 04, 2025Taboola.com Ltd., Annual General Meeting, Jun 04, 2025.
お知らせ • Mar 26Taboola.com Ltd. to Report Q1, 2025 Results on May 07, 2025Taboola.com Ltd. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
Recent Insider Transactions Derivative • Mar 12Chief Financial Officer exercised options to buy US$151k worth of stock.On the 10th of March, Stephen Walker exercised options to buy 50k shares at a strike price of around US$2.63, costing a total of US$132k. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Since June 2024, Stephen's direct individual holding has increased from 378.26k shares to 534.55k. Company insiders have collectively bought US$2.8m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Mar 07Taboola.com Ltd. (NASDAQ:TBLA) May Have Run Too Fast Too Soon With Recent 27% Price PlummetThe Taboola.com Ltd. ( NASDAQ:TBLA ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha • Mar 06Taboola: High Risk At The Right PriceSummary 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 Alpha
Recent Insider Transactions • Mar 03Independent Chairman of the Board recently bought US$494k worth of stockOn the 27th of February, Zvika Limon bought around 169k shares on-market at roughly US$2.93 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Zvika has been a buyer over the last 12 months, purchasing a net total of US$1.2m worth in shares.
Recent Insider Transactions Derivative • Mar 02President & COO notifies of intention to sell stockEldad Maniv intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$2.82, it would amount to US$564k. Since March 2024, Eldad's direct individual holding has increased from 7.18m shares to 7.25m. Company insiders have collectively bought US$736k more than they sold, via options and on-market transactions, in the last 12 months.
Breakeven Date Change • Feb 27Forecast breakeven date moved forward to 2025The 6 analysts covering Taboola.com previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$17.9m in 2025. Earnings growth of 39% is required to achieve expected profit on schedule.
Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.011 loss per share (improved from US$0.24 loss in FY 2023). Revenue: US$1.77b (up 23% from FY 2023). Net loss: US$3.76m (loss narrowed 95% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Taboola.com Ltd. Provides Earnings Guidance for the First Quarter and Full Year of 2025Taboola.com Ltd. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $407 million to $427 million. For the year, the company expects revenues to be in the range of $1,838 million to $1,888 million.
分析記事 • Feb 25Is 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...
お知らせ • Jan 29Taboola.com Ltd. to Report Q4, 2024 Results on Feb 26, 2025Taboola.com Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025
Recent Insider Transactions Derivative • Dec 05President & COO notifies of intention to sell stockEldad Maniv intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of December. If the sale is conducted around the recent share price of US$3.75, it would amount to US$750k. Since March 2024, Eldad has owned 7.18m shares directly. Company insiders have collectively sold US$689k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 22Independent Chairman of the Board recently bought US$677k worth of stockOn the 19th of November, Zvika Limon bought around 215k shares on-market at roughly US$3.15 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Zvika's only on-market trade for the last 12 months.
Seeking Alpha • Nov 15Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth AheadSummary 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 Alpha
Breakeven Date Change • Nov 15Forecast breakeven date pushed back to 2025The 7 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 97% to 2024. The company is expected to make a profit of US$35.2m in 2025. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.019 loss per share (improved from US$0.066 loss in 3Q 2023). Revenue: US$433.0m (up 20% from 3Q 2023). Net loss: US$6.45m (loss narrowed 72% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07Taboola.com Ltd. Provides Unaudited Earnings Guidance for the Fourth Quarter of 2024 and Reiterates Unaudited Earnings Guidance for the Full Year of 2024Taboola.com Ltd. provided unaudited earnings guidance for the fourth quarter of 2024 and reiterated unaudited earnings guidance for the full year of 2024. For the quarter, the company expects revenues to be between $460 million to $490 million. For the full year, the company expects revenues to be between $1,735 million to $1,765 million.
お知らせ • Oct 16+ 1 more updateTaboola.com Ltd. to Report Q3, 2024 Results on Nov 07, 2024Taboola.com Ltd. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
Seeking Alpha • Oct 03Taboola Remains A Buy OpportunitySummary 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 Alpha
お知らせ • Aug 30Taboola Opens Maximize Conversions AI Bidding Technology to All Advertisers to Drive More Conversions and Lower Campaign CostsTaboola announced its performance advertising-focused bidding technology, Maximize Conversions, is now available for all advertisers. Previously, thousands of advertisers have used Maximize Conversions, which is an AI-powered technology that enables Taboola advertisers to drive more conversions and lower cost for campaigns. Through this offering, Taboola is automating the bidding process for campaigns, allowing advertisers to remove the complexities of manual optimizations. This means they can simply share their budget and marketing objectives, and the algorithm will manage their campaigns in the most efficient and effective way possible within the set cost. Many have achieved 110% increase in conversions for their campaigns, through the use of Taboola's conversion tracking methods and tools. Through this update, any advertiser can now access Max Conversions, regardless of the way they set up their campaigns, and without needing to use Taboola's conversion tracking methods and tools. This gives access to thousands of additional advertisers, so they can run campaigns with Taboola. Today's news comes as Maximize Conversions continues widespread adoption by advertisers. It is being used by 70% of advertisers, including Hyundai, ERGO, Leica Camera, Sonova, Peugeot Turkey, and Opel Turkey. Taboola saw a massive increase of 100% in campaigns launched with Maximize Conversions in the second quarter of 2024 versus the previous quarter.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.013 loss per share (improved from US$0.089 loss in 2Q 2023). Revenue: US$428.2m (up 29% from 2Q 2023). Net loss: US$4.29m (loss narrowed 86% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 79%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
