Stock Analysis

Will BuzzFeed Asia's Adoption of Taboola GenAI Transform the TBLA Publisher Monetization Story?

  • BuzzFeed Asia announced in late November 2025 that it has chosen Taboola's DeeperDive GenAI answer engine, planning to deploy it on its websites in Singapore, Malaysia, and the Philippines.
  • This move highlights how publishers in Southeast Asia are adopting advanced AI solutions to enhance reader engagement, content discovery, and on-site monetization.
  • We'll explore how Taboola's AI partnership with BuzzFeed Asia supports its ongoing shift toward AI-driven publisher solutions and revenue streams.

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Taboola.com Investment Narrative Recap

For investors considering Taboola, the core thesis often revolves around the company’s ability to re-accelerate growth through new AI-driven solutions for publishers and advertisers. The BuzzFeed Asia rollout of the DeeperDive GenAI engine may provide a modest near-term boost in publisher engagement and monetization opportunities, but the biggest catalyst remains widespread adoption of the Realize platform, while execution risk around scaling these new technologies is still a central concern.

A recent and relevant milestone is the launch of DeeperDive with India Today Group, expanding Taboola’s AI content technology footprint in the APAC region alongside the BuzzFeed Asia partnership. These developments reinforce the company’s push to deepen publisher partnerships with next-generation AI tools, an area viewed as essential to its revenue growth ambitions.

On the other hand, investors should be aware that a continued shift in online content discovery toward AI-powered closed platforms could...

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

Taboola.com's outlook anticipates $2.2 billion in revenue and $37.6 million in earnings by 2028. This is based on a projected 6.4% annual revenue growth rate and a $24 million increase in earnings from the current $13.6 million.

Uncover how Taboola.com's forecasts yield a $4.50 fair value, a 11% upside to its current price.

Exploring Other Perspectives

TBLA Community Fair Values as at Nov 2025
TBLA Community Fair Values as at Nov 2025

Simply Wall St Community members set fair value estimates for Taboola.com between US$4.50 and US$19.34, based on three perspectives. With risks mounting around open web traffic share, the debate on the company’s future market potential remains wide open for you to explore today.

Explore 3 other fair value estimates on Taboola.com - why the stock might be worth over 4x more than the current price!

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.

Valuation is complex, but we're here to simplify it.

Discover if Taboola.com might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

About NasdaqGS:TBLA

Taboola.com

Operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally.

Excellent balance sheet with acceptable track record.

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