Rosenblatt’s Bullish Initiation on AI Ad Platform Might Change The Case For Investing In Taboola.com (TBLA)

• Rosenblatt recently initiated coverage of Taboola.com with a positive rating, highlighting the company’s AI-powered content discovery and native advertising platform that competes with major digital ad players.
• This endorsement comes soon after Taboola reported quarterly results that surpassed expectations and issued an upbeat outlook, reinforcing interest in its differentiated open-web advertising model.
• With that as context, we’ll explore how Rosenblatt’s new coverage reinforces Taboola’s investment narrative around AI-driven advertising and publisher partnerships.

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Taboola.com Investment Narrative Recap

To own Taboola, you need to believe its AI driven, open web advertising model can keep attracting budgets despite intense competition from larger platforms and shifting user behavior. The recent Rosenblatt initiation and strong Q3 beat support the near term catalyst of growing adoption for its Realize performance platform, while the biggest current risk remains whether Taboola can re accelerate revenue meaningfully from a modest growth base. The short term impact of the technical sell signal and insider selling looks more sentiment driven than fundamental.

The most relevant update here is Taboola’s Q3 2025 report, which showed higher sales and a swing to profitability compared with last year, alongside raised full year revenue guidance to US$1,914 million to US$1,932 million. That stronger execution and guidance have sharpened investor focus on Realize as a key growth lever, but they also heighten the stakes if advertiser budgets or adoption trends soften and the platform does not deliver the uplift many shareholders are hoping for.

Yet behind the upbeat headlines, the reliance on Realize to revive low single digit core growth is something investors should be aware of...

Read the full narrative on Taboola.com (it's free!)

Taboola.com's narrative projects $2.2 billion revenue and $37.6 million earnings by 2028. This requires 6.4% yearly revenue growth and a $24 million earnings increase from $13.6 million today.

Uncover how Taboola.com's forecasts yield a $4.50 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community span from US$4.50 to US$19.34, showing how differently people view Taboola’s potential. Set against this, the execution risk around Realize as the main growth engine may be just as important for you to weigh as the share price today.

Explore 3 other fair value estimates on Taboola.com - why the stock might be worth just $4.50!

Build Your Own Taboola.com Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Taboola.com research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Taboola.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Taboola.com's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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