TBLA logo

Taboola.com Ltd. Stock Price

NasdaqGS:TBLA Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

TBLA Share Price Performance

US$4.76
1.10 (30.05%)
US$5.79
Fair Value
US$4.76
1.10 (30.05%)
17.8% undervalued intrinsic discount
US$5.79
Fair Value
Price US$4.76
AnalystConsensusTarget US$5.79
AnalystLowTarget US$4.00
AnalystHighTarget US$6.00

TBLA Community Narratives

·
Fair Value US$5.79 17.8% undervalued intrinsic discount

New Advertising Platform And Samsung Ties Will Broaden Digital Footprint

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17users have followed this narrative
·
Fair Value US$4 19.0% overvalued intrinsic discount

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

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1users have followed this narrative
·
Fair Value US$6 20.7% undervalued intrinsic discount

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

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US$4
19.0% overvalued intrinsic discount
Revenue
5.13% p.a.
Profit Margin
0.85%
Future PE
63.8x
Price in 2029
US$5.12
US$6
20.7% undervalued intrinsic discount
Revenue
7.51% p.a.
Profit Margin
2.08%
Future PE
36.67x
Price in 2028
US$7.69

Trending Discussion

Updated Narratives

TBLA logo

TBLA: AI Monetization And Higher Margins Will Support Future Upside

Fair Value: US$5.79 17.8% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TBLA logo

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

Fair Value: US$4 19.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TBLA logo

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

Fair Value: US$6 20.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

3 Risks
3 Rewards

Taboola.com Ltd. Key Details

US$2.0b

Revenue

US$1.4b

Cost of Revenue

US$579.8m

Gross Profit

US$469.7m

Other Expenses

US$110.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.40
29.72%
5.64%
7.0%
View Full Analysis

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

Seeking Alpha Jun 25

Taboola: Strong Q1 Growth And AI Upside Support The Bullish Case (Rating Upgrade)

Summary Taboola is rated a strong buy, with recent Q1 results and raised 2026 guidance reinforcing the bullish thesis. TBLA's AI-driven products, notably Realize, are driving advertiser growth, improved retention, and higher average revenue per scaled advertiser. Valuation remains attractive at 5.5x forward EV/EBITDA, with potential upside to $6.34 per share if execution and AI adoption continue. Risks center on concentration with major partners like Yahoo and sector volatility, but TBLA's cash generation and operational leverage are underappreciated. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates