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Taboola.com Ltd. Stock Price

NasdaqGS:TBLA Community·US$1.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

TBLA Share Price Performance

US$5.58
1.90 (51.63%)
US$5.79
Fair Value
US$5.58
1.90 (51.63%)
3.7% undervalued intrinsic discount
US$5.79
Fair Value
Price US$5.58
AnalystConsensusTarget US$5.79
AnalystLowTarget US$3.75
AnalystHighTarget US$6.00

TBLA Community Narratives

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Fair Value US$5.79 3.7% undervalued intrinsic discount

New Advertising Platform And Samsung Ties Will Broaden Digital Footprint

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Fair Value US$3.75 48.8% 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 7.0% undervalued intrinsic discount

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

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US$6
7.0% 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: Execution Risks Around AI Monetization Will Pressure Future Returns

Fair Value: US$3.75 48.8% 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

TBLA: AI Monetization And Higher Margins Will Support Future Upside

Fair Value: US$5.79 3.7% 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
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AI And Open Web Advertising Shift Will Drive Significant Long Term Upside

Fair Value: US$6 7.0% 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

Excellent balance sheet and good value.

3 Risks
2 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

Narrative Update 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.

Recent updates

No updates