ホームポートフォリオウォッチリストコミュニティ発見スクリーナー
NOT FOR DISTRIBUTION

Taboola.com Ltd.

NasdaqGS:TBLA 株式レポート

時価総額:US$972.6m

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Taboola.com マネジメント

マネジメント 基準チェック /34

Taboola.comの CEO はAdam Singoldaで、 Jan2007年に任命され、 の在任期間は 19.67年です。 の年間総報酬は$ 8.13Mで、 7.3%給与と92.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の5%を直接所有しており、その価値は$ 48.63M 。経営陣と取締役会の平均在任期間はそれぞれ6年と16.7年です。

主要情報

Adam Singolda

最高経営責任者

US$8.1m

報酬総額

CEO給与比率7.26%
CEO在任期間19.7yrs
CEOの所有権5.0%
経営陣の平均在職期間6yrs
取締役会の平均在任期間16.7yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Sep 04

TBLA: AI Monetization And Margin Strength Will Drive Future Upside Potential

Analysts now see fair value for Taboola.com at $5.00, down from a prior $6.00 price target, citing Q2 revenue that missed expectations but was partially balanced by stronger margins and refreshed long term estimates. What’s in the News for Taboola.com Glancy Prongay Wolke & Rotter LLP filed a securities class action in the U.S. District Court for the Southern District of New York, Fortin v.
Seeking Alpha • Aug 07

Taboola Is Now A Buy After The Reset (Rating Downgrade)

Summary Taboola is rated Buy, not Strong Buy, due to manageable downside risks and a solid balance sheet amid recent volatility. TBLA's ex-TAC gross profit and adjusted EBITDA guidance were raised, with margins improving through higher ad rates and AI-driven business shifts. Valuation remains depressed at 4.6x forward EV/EBITDA, but upside exists if AI products drive growth and major publishers remain engaged. Key risks include heavy reliance on a few partners, regulatory changes, and the uncertain recovery timeline from the loss of Google’s Explore More. Read the full article on Seeking Alpha
User avatar
ナラティブ更新 • Jul 22

TBLA: Higher Margin Outlook And New Partnerships Will Drive Future Upside

Analysts have nudged their fair value estimate for Taboola.com higher by $1.00, citing updated views on profit margins, discount rates and future P/E expectations that are reflected in the latest $2 price target increases reported in recent Street research. Analyst Commentary Recent Street research on Taboola.com points to a cluster of higher price targets and refreshed assumptions around margins, discount rates and P/E multiples.
User avatar
ナラティブ更新 • Jul 08

TBLA: Execution Risks Around AI Monetization Will Pressure Future Returns

Analysts have adjusted their fair value estimate for Taboola.com to $3.75 from $4.00, citing updated views on discount rates, revenue growth, profit margins and future P/E in recent research that also included $2 increases to published price targets. Analyst Commentary Recent research on Taboola.com points to a more measured stance, even as published price targets were adjusted upward by $2.
User avatar
ナラティブ更新 • Jun 24

TBLA: AI Monetization And Higher Margins Will Support Future Upside

Analysts have lifted their price target on Taboola.com by $2, citing recent Street research updates that reflect their latest views on the stock's valuation and earnings potential. Analyst Commentary Recent Street research on Taboola.com reflects a more constructive tone around the stock, with both referenced firms lifting their price targets by US$2 after reviewing the company’s valuation and earnings setup.
分析記事 • Jun 16

Taboola.com (TBLA) Stock Could Be 15% Undervalued After Opening DeeperDive to AI Platforms

Taboola.com (TBLA) has opened its DeeperDive generative AI monetization engine to external conversational AI, chatbot, and virtual assistant platforms. This move directly links user queries to high intent advertising demand. See our latest analysis for Taboola.com. The DeeperDive announcement comes as Taboola.com’s 90 day share price return of 59.35% and 1 year total shareholder return of 38.76% point to building momentum, even though the 5 year total shareholder return is still down...
User avatar
ナラティブ更新 • Jun 07

TBLA: Higher Margins And Index Inclusion Will Support Future Upside

Analysts have lifted their price target on Taboola.com by $2, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to updated P/E assumptions, suggesting they see room for the stock to support a somewhat richer earnings multiple under their revised framework.
User avatar
ナラティブ更新 • May 16

TBLA: Higher Margin Outlook And Buybacks Will Support Future Upside

Analysts have raised their fair value estimate for Taboola.com by about $1 per share, citing updated price targets from firms that recently increased their views by $2. These firms now see the stock supported by assumptions for profit margins and P/E that differ from prior estimates.
分析記事 • May 14

Shareholders Will Be Pleased With The Quality of Taboola.com's (NASDAQ:TBLA) Earnings

Taboola.com Ltd. ( NASDAQ:TBLA ) recently posted some strong earnings, and the market responded positively. We did some...
User avatar
ナラティブ更新 • Apr 23

TBLA: AI Search Adoption And Share Buybacks Will Drive Future Upside

Analysts have modestly fine-tuned their price target on Taboola.com, keeping it around $4.79, as slight adjustments to the discount rate, revenue growth outlook, and future P/E assumptions leave their overall valuation largely unchanged. What's in the News HuffPost UK selected Taboola's DeeperDive Gen AI answer engine to power on-site search and Q&A experiences using its own journalism and real-time content.
User avatar
ナラティブ更新 • Apr 09

TBLA: AI Answer Engine And Aggressive Buybacks Will Drive Future Upside

Analysts have adjusted their price targets for Taboola.com to reflect updated views on fair value near $4.79, along with revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these factors frame a different risk and return profile for the stock than in the prior update.
User avatar
ナラティブ更新 • Mar 25

TBLA: AI Answer Engine And Buybacks Will Support Future Margin Upside

Analysts have adjusted their price target on Taboola.com to reflect updated assumptions around discount rates, long term revenue growth, profit margins and future P/E, resulting in a revised fair value estimate of about $4.79 per share, which is broadly in line with the prior $4.79 view. What's in the News Issued earnings guidance for the first quarter of 2026 with expected revenues between $444m and $462m, giving investors a sense of the near term topline range (Corporate guidance).
User avatar
ナラティブ更新 • Mar 11

TBLA: AI Publisher Engagement And High Intent Ads Will Support Future Margin Upside

Analysts have modestly adjusted their price view on Taboola.com, with the updated fair value moving to about $4.79 from $4.80. This reflects revised assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.
User avatar
ナラティブ更新 • Feb 23

TBLA: Publisher AI Tools And CTV Measurement Will Support Future Margin Upside

Analysts have kept their price target on Taboola.com broadly in line with prior views, pointing to only slight adjustments in fair value, discount rate and future P/E assumptions as they refine their models rather than rethink the core outlook. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine for major UK titles including Express and Daily Star, with the goal of keeping more reader engagement on publisher sites while responding to traffic challenges from AI powered search engines that scrape content (client announcement).
User avatar
ナラティブ更新 • Feb 09

TBLA: Publisher AI Partnerships And CTV Measurement Will Support Future Margin Upside

Analysts have made only a small adjustment to their valuation on Taboola.com, keeping the fair value estimate at $4.80 while fine tuning inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions to reflect updated modeling views. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine to run across sites such as Express and Daily Star, with a focus on keeping readers on publisher properties and using AI to surface timely, contextual content sourced from their own journalism (Client Announcement).
User avatar
ナラティブ更新 • Jan 26

TBLA: CTV Expansion And Share Repurchases Will Support Future Margin Upside

Analysts recently nudged their price target on Taboola.com slightly higher to reflect small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, while keeping the overall valuation framework broadly unchanged. What's in the News Taboola and LG Ad Solutions launched Performance Enhancer, connecting premium connected TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to help advertisers broaden reach, optimize CPA and attribute conversions to TV exposure (Client announcement).
User avatar
ナラティブ更新 • Jan 11

TBLA: CTV Partnerships And Buybacks Will Support Future Margin Expansion

Analysts have nudged their price target on Taboola.com slightly higher to reflect small updates in discount rate, long term revenue growth, profit margin assumptions and future P/E expectations, while keeping their fair value view essentially unchanged at US$4.80. What's in the News Taboola announced a new partnership with LG Ad Solutions to launch Performance Enhancer, connecting premium TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to support audience targeting and attribution (Client Announcement).
分析記事 • Jan 09

Risks To Shareholder Returns Are Elevated At These Prices For Taboola.com Ltd. (NASDAQ:TBLA)

It's not a stretch to say that Taboola.com Ltd.'s ( NASDAQ:TBLA ) price-to-sales (or "P/S") ratio of 0.7x right now...
User avatar
ナラティブ更新 • Dec 21

TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility Improves

Analysts have modestly raised their price target on Taboola.com to approximately $4.80 from about $4.50, citing slightly stronger long term growth and margin assumptions, even as some Street research continues to emphasize the need for clearer double digit topline potential. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects improving confidence in Taboola's long term growth profile and margin expansion, even if near term expectations remain restrained.
User avatar
ナラティブ更新 • Dec 07

TBLA: Future Profit Margins Will Drive Upside As Catalysts Emerge

Analysts have modestly reduced their price target on Taboola.com from 4.50 dollars to 4.50 dollars. This reflects more tempered expectations for revenue growth and profit margins, given the limited visibility into near term catalysts.
User avatar
ナラティブ更新 • Nov 23

TBLA: Future Profit Margins Will Drive Share Momentum Into 2025

Narrative Update on Taboola.com Analyst Price Target Analysts have raised their fair value estimate for Taboola.com from $4.38 to $4.50 per share. This adjustment is attributed to improved revenue growth and profit margin forecasts, even as the outlook on the pace of top-line expansion remains cautious.
User avatar
ナラティブ更新 • Nov 05

TBLA: Recent Earnings Strength Will Drive Future Momentum And Share Gains

Analysts have modestly increased their price target for Taboola.com from $4.17 to $4.38 per share, citing recent positive earnings momentum and expectations for steady, although moderate, revenue growth in coming years. Analyst Commentary Recent analyst notes for Taboola.com offer a range of perspectives, reflecting both optimism and caution regarding the company's growth trajectory and valuation in the months ahead.
分析記事 • Oct 02

Is Taboola.com Ltd. (NASDAQ:TBLA) Potentially Undervalued?

While Taboola.com Ltd. ( NASDAQ:TBLA ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Jul 17

These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • May 14

Solid Earnings Reflect Taboola.com's (NASDAQ:TBLA) Strength As A Business

Taboola.com Ltd.'s ( NASDAQ:TBLA ) strong earnings report was rewarded with a positive stock price move. We have done...
分析記事 • May 13

Taboola.com Ltd.'s (NASDAQ:TBLA) Shares Climb 25% But Its Business Is Yet to Catch Up

Those holding Taboola.com Ltd. ( NASDAQ:TBLA ) shares would be relieved that the share price has rebounded 25% in the...
User avatar
新しいナラティブ • Apr 25

Realize Platform And AI Will Expand Advertising Horizons

Expansion into the broader performance advertising market and partnerships with major advertisers could drive revenue growth through increased client demand and effective use of AI.
分析記事 • Mar 07

Taboola.com Ltd. (NASDAQ:TBLA) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

The Taboola.com Ltd. ( NASDAQ:TBLA ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha • Mar 06

Taboola: High Risk At The Right Price

Summary Taboola's stock has dropped over 35% since my last coverage, but I maintain a buy rating with a 1-year target price of $3.5. Despite recent underperformance, TBLA's fundamentals remain solid with a 17% YoY revenue growth and a net margin of 6.75% in Q4 2024. TBLA's expansion into the performance advertising market presents a significant growth opportunity, leveraging its existing publisher relationships and valuable user behavior data. Risks include competition from established players like The Trade Desk and uncertainty in delivering ROI for advertisers. Read the full article on Seeking Alpha
分析記事 • Feb 25

Is Taboola.com (NASDAQ:TBLA) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Nov 15

Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth Ahead

Summary Taboola's AI platform matches advertisers with publishers on the Open Web, creating network effects from exclusive long-term partnerships, positioning it for growth and potential GAAP profitability by 2025. Despite very high TAC and low gross margins, recent premium supply additions are expected to improve margins, enhancing profitability prospects. The stock appears significantly undervalued with a fair value of $7.75, or slightly undervalued even under more pessimistic scenarios. Due to very high uncertainty, I recommend starting with a very small position and adding on price drops or, after re-evaluations, considering covered Call options near fair value. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Taboola Remains A Buy Opportunity

Summary We consider Taboola.com a potential Buy opportunity for retail value investors over the long term; the digital marketing industry driven by AI is having phenomenal growth. Despite the stock's volatility, Taboola shows signs of growing profitability, revenue, and positive EPS over the next few quarters. Valuation metrics suggest room for price appreciation, with a fair price estimate of $3.38-$3.70, potentially reaching $5 within six months. Improved financials, reduced debt, hedge fund stock accretion, a buyback program, and significant insider and institutional ownership bolster confidence in TBLA as a worthwhile potential investment for retail value investors. Read the full article on Seeking Alpha

CEO報酬分析

Taboola.com の収益と比較して、Adam Singolda の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$119m

Mar 31 2026n/an/a

US$110m

Dec 31 2025US$8mUS$590k

US$42m

Sep 30 2025n/an/a

US$25m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$14m

Dec 31 2024US$10mUS$590k

-US$4m

Sep 30 2024n/an/a

-US$33m

Jun 30 2024n/an/a

-US$50m

Mar 31 2024n/an/a

-US$77m

Dec 31 2023US$6mUS$590k

-US$82m

Sep 30 2023n/an/a

-US$71m

Jun 30 2023n/an/a

-US$73m

Mar 31 2023n/an/a

-US$47m

Dec 31 2022US$802kUS$590k

-US$12m

Sep 30 2022n/an/a

-US$27m

Jun 30 2022n/an/a

US$17m

Mar 31 2022n/an/a

-US$46m

Dec 31 2021US$18mUS$590k

-US$37m

報酬と市場: Adamの 総報酬 ($USD 8.13M ) は、 US市場 ($USD 3.51M ) の同規模の企業の平均を上回っています。

報酬と収益: Adamの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Adam Singolda (43 yo)

19.7yrs
在職期間
US$8,130,440
報酬

Mr. Adam Singolda is the Founder, Chief Executive Officer and Director of Taboola.com, Ltd. since 2007. He is the Founder and Chief Executive Officer of Taboola, Inc. since July 2007.Mr. Singolda is an Ad...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Adam Singolda
Founder19.7yrsUS$8.13m5%
$ 48.6m
Eldad Maniv
President & COO14.7yrsUS$4.65m3.09%
$ 30.1m
Stephen Walker
Chief Financial Officer6.3yrsUS$3.53m0.44%
$ 4.2m
Lior Golan
Chief Technology Officer17.7yrsUS$3.47m0.93%
$ 9.0m
Kristy Sundjaja
Chief People Officer4.6yrsUS$1.79m0.19%
$ 1.9m
Aadam Anwar
Head of Investor Relationsno dataデータなしデータなし
Blythe Holden
General Counsel & Corporate Secretaryno dataデータなしデータなし
Tom Inbal
Senior Vice President of Marketing & Strategy1.5yrsデータなしデータなし
Jonny Harvey
Managing Director of Taboola News for OEM5.7yrsデータなしデータなし
Ehud Furman
Senior Vice President of Global Sales Alliances & Strategic Partnershipsno dataデータなしデータなし
William Glass
Senior VP & CEO and GM of Connexityno dataデータなしデータなし
Tal Sliwowicz
Senior Vice President of R&D2.7yrsデータなしデータなし
6.0yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: TBLAの経営陣は経験豊富で経験豊富です(平均在職期間は6年)。


取締役

名称ポジション在職期間報酬所有権
Adam Singolda
Founder19.7yrsUS$8.13m5%
$ 48.6m
Nechemia Peres
Independent Director13.7yrsUS$242.13k0.091%
$ 884.9k
Erez Shachar
Independent Director19.7yrsUS$247.50k0.081%
$ 787.8k
Zvika Limon
Independent Chairman of the Board19.7yrsUS$340.38k1.35%
$ 13.1m
Gilad Shany
Independent Director5.3yrsUS$242.50k0.098%
$ 949.8k
Monica Mijaleski
Non-Independent Director3.7yrsUS$228.75k0.045%
$ 437.6k
16.7yrs
平均在職期間
56.5yo
平均年齢

経験豊富なボード: TBLAの 取締役会 は経験豊富で 経験豊富 です ( 16.7年の平均在任期間)。


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2026/09/20 20:21
終値2026/09/18 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-K
  • SEC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4
  • SEC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-K
  • SEC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 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. 7 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。13

アナリスト機関
Naved KhanB. Riley Securities, Inc.
Daniel DayB. Riley Securities, Inc.
Zachary CumminsB. Riley Securities, Inc.

どこでもより良い投資判断を

スキャンしてダウンロード
App Store を開くGoogle Play を開く
Chrome ウェブストア
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
データソースを見る
市場
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
投資のアイデア
  • 割安企業
  • 配当優良企業
  • インサイダー買い
  • 原子力
  • 自律走行車
  • 人工知能
  • 暗号資産とブロックチェーン
  • サイバーセキュリティ
  • さらにアイデア
株価コミュニティ
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
機能とツール
  • ポートフォリオ・トラッカー
  • ストックスクリーナー&アラート
  • 語りと公正な値
  • 配当金計算機
ニュース & 発見
  • 最新の在庫ニュース
  • グローバルマーケットインサイト
  • The Foxhole ブログ
  • 投資のアイデア
  • コミュニティの物語
  • 新着情報
Simply Wall St
  • プランと料金
  • 広告
  • 会社概要
  • お問い合わせ
  • 採用情報
  • ヘルプセンター
  • 株式投資を学ぶ
  • アフィリエイト・プログラム
  • ビジネス
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • ご利用条件
  • プライバシーポリシー
  • AI利用規約
  • 金融サービスガイド