TBLA Community Narratives

AnalystConsensusTarget's

Fair Value

Fair Value US$5.79 35.7% undervalued

New Advertising Platform And Samsung Ties Will Broaden Digital Footprint

AnalystLowTarget's

Fair Value

Fair Value US$5 25.5% undervalued

Performance Advertising Shift Will Limit Margins While OEM Partnerships Will Offer Only Modest Relief

AnalystHighTarget's

Fair Value

Fair Value US$7 46.8% undervalued

AI And Open Web Advertising Shift Will Drive Significant Long Term Upside

About TBLA

Founded: 2006
Employees: 2000
CEO: Adam Singolda
WebsiteView website: www.taboola.com

Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. It offers Taboola, which is a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web. The company was incorporated in 2006 and is headquartered in New York, New York.

Recent TBLA News & Updates

Announcement • Aug 23

Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit Against Taboola.com Ltd

Glancy 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.

Recent updates

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Taboola.com Ltd. Stock Price

TBLA Share Price Performance

TBLA Community Narratives

New Advertising Platform And Samsung Ties Will Broaden Digital Footprint

Performance Advertising Shift Will Limit Margins While OEM Partnerships Will Offer Only Modest Relief

AI And Open Web Advertising Shift Will Drive Significant Long Term Upside

Performance Advertising Shift Will Limit Margins While OEM Partnerships Will Offer Only Modest Relief

AI And Open Web Advertising Shift Will Drive Significant Long Term Upside

New Advertising Platform And Samsung Ties Will Broaden Digital Footprint

Trending Discussion

Recently Updated Narratives

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

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

TBLA: AI Monetization And Higher Margins Will Support Future Upside

Snowflake Analysis

Taboola.com Ltd. Key Details

About TBLA

Recent TBLA News & Updates

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

Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit Against Taboola.com Ltd

Taboola Expands NBC News Partnership With Launch of Programmatic Display Advertising

Recent updates

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