Taboola.com Ltd.

NasdaqGS:TBLA Aktierapport

Börsvärde: US$1.5b

Taboola.com Förvaltning

Förvaltning kriterier kontrolleras 2/4

Taboola.com VD är Adam Singolda, utsedd i Jan 2007, har en mandatperiod på 19.33 år. totala årliga ersättningen är $ 10.49M, bestående av 5.6% lön 94.4% bonusar, inklusive företagsaktier och optioner. äger direkt 4.72% av företagets aktier, värda $ 68.85M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.6 år respektive 13.3 år.

Viktig information

Adam Singolda

Verkställande direktör

US$10.5m

Total ersättning

VD-lön i procent5.62%
Anställning som VD19.3yrs
Ägande av VD4.7%
Ledningens genomsnittliga anställningstid5.6yrs
Styrelsens genomsnittliga mandatperiod13.3yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering Apr 23

TBLA: AI Search Adoption And Share Buybacks Will Drive Future Upside

Analysts have modestly fine-tuned their price target on Taboola.com, keeping it around $4.79, as slight adjustments to the discount rate, revenue growth outlook, and future P/E assumptions leave their overall valuation largely unchanged. What's in the News HuffPost UK selected Taboola's DeeperDive Gen AI answer engine to power on-site search and Q&A experiences using its own journalism and real-time content.
Seeking Alpha Apr 22

Taboola Has A Bullish Setup With Real Upside

Summary Taboola (TBLA) is rated Buy, supported by accelerating ex-TAC gross profit, robust free cash flow, and disciplined capital allocation. TBLA’s Realize AI ad platform is driving higher advertiser engagement, with 2025 ex-TAC gross profit up 7% versus initial 2% guidance. Valuation remains muted at 6.3x forward P/E and 4.9x EV/EBITDA, despite consistent buybacks and strong cash conversion. Key risks include Realize growth sustainability, publisher concentration (notably Yahoo), and regulatory changes impacting digital advertising. Read the full article on Seeking Alpha
Analysuppdatering Apr 09

TBLA: AI Answer Engine And Aggressive Buybacks Will Drive Future Upside

Analysts have adjusted their price targets for Taboola.com to reflect updated views on fair value near $4.79, along with revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these factors frame a different risk and return profile for the stock than in the prior update.
Analysuppdatering Mar 25

TBLA: AI Answer Engine And Buybacks Will Support Future Margin Upside

Analysts have adjusted their price target on Taboola.com to reflect updated assumptions around discount rates, long term revenue growth, profit margins and future P/E, resulting in a revised fair value estimate of about $4.79 per share, which is broadly in line with the prior $4.79 view. What's in the News Issued earnings guidance for the first quarter of 2026 with expected revenues between $444m and $462m, giving investors a sense of the near term topline range (Corporate guidance).
Analysuppdatering Mar 11

TBLA: AI Publisher Engagement And High Intent Ads Will Support Future Margin Upside

Analysts have modestly adjusted their price view on Taboola.com, with the updated fair value moving to about $4.79 from $4.80. This reflects revised assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.
Analysuppdatering Feb 23

TBLA: Publisher AI Tools And CTV Measurement Will Support Future Margin Upside

Analysts have kept their price target on Taboola.com broadly in line with prior views, pointing to only slight adjustments in fair value, discount rate and future P/E assumptions as they refine their models rather than rethink the core outlook. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine for major UK titles including Express and Daily Star, with the goal of keeping more reader engagement on publisher sites while responding to traffic challenges from AI powered search engines that scrape content (client announcement).
Analysuppdatering Feb 09

TBLA: Publisher AI Partnerships And CTV Measurement Will Support Future Margin Upside

Analysts have made only a small adjustment to their valuation on Taboola.com, keeping the fair value estimate at $4.80 while fine tuning inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions to reflect updated modeling views. What's in the News Reach selected Taboola's DeeperDive Gen AI answer engine to run across sites such as Express and Daily Star, with a focus on keeping readers on publisher properties and using AI to surface timely, contextual content sourced from their own journalism (Client Announcement).
Analysuppdatering Jan 26

TBLA: CTV Expansion And Share Repurchases Will Support Future Margin Upside

Analysts recently nudged their price target on Taboola.com slightly higher to reflect small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, while keeping the overall valuation framework broadly unchanged. What's in the News Taboola and LG Ad Solutions launched Performance Enhancer, connecting premium connected TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to help advertisers broaden reach, optimize CPA and attribute conversions to TV exposure (Client announcement).
Analysuppdatering Jan 11

TBLA: CTV Partnerships And Buybacks Will Support Future Margin Expansion

Analysts have nudged their price target on Taboola.com slightly higher to reflect small updates in discount rate, long term revenue growth, profit margin assumptions and future P/E expectations, while keeping their fair value view essentially unchanged at US$4.80. What's in the News Taboola announced a new partnership with LG Ad Solutions to launch Performance Enhancer, connecting premium TV exposure with measurable outcomes across CTV and digital channels, using LG first party ACR data and Taboola’s Realize platform to support audience targeting and attribution (Client Announcement).
Analysartikel Jan 09

Risks To Shareholder Returns Are Elevated At These Prices For Taboola.com Ltd. (NASDAQ:TBLA)

It's not a stretch to say that Taboola.com Ltd.'s ( NASDAQ:TBLA ) price-to-sales (or "P/S") ratio of 0.7x right now...
Analysuppdatering Dec 21

TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility Improves

Analysts have modestly raised their price target on Taboola.com to approximately $4.80 from about $4.50, citing slightly stronger long term growth and margin assumptions, even as some Street research continues to emphasize the need for clearer double digit topline potential. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects improving confidence in Taboola's long term growth profile and margin expansion, even if near term expectations remain restrained.
Analysuppdatering Dec 07

TBLA: Future Profit Margins Will Drive Upside As Catalysts Emerge

Analysts have modestly reduced their price target on Taboola.com from 4.50 dollars to 4.50 dollars. This reflects more tempered expectations for revenue growth and profit margins, given the limited visibility into near term catalysts.
Analysuppdatering Nov 23

TBLA: Future Profit Margins Will Drive Share Momentum Into 2025

Narrative Update on Taboola.com Analyst Price Target Analysts have raised their fair value estimate for Taboola.com from $4.38 to $4.50 per share. This adjustment is attributed to improved revenue growth and profit margin forecasts, even as the outlook on the pace of top-line expansion remains cautious.
Analysuppdatering Nov 05

TBLA: Recent Earnings Strength Will Drive Future Momentum And Share Gains

Analysts have modestly increased their price target for Taboola.com from $4.17 to $4.38 per share, citing recent positive earnings momentum and expectations for steady, although moderate, revenue growth in coming years. Analyst Commentary Recent analyst notes for Taboola.com offer a range of perspectives, reflecting both optimism and caution regarding the company's growth trajectory and valuation in the months ahead.
Analysartikel Oct 02

Is Taboola.com Ltd. (NASDAQ:TBLA) Potentially Undervalued?

While Taboola.com Ltd. ( NASDAQ:TBLA ) might not have the largest market cap around , it received a lot of attention...
Analysartikel Jul 17

These 4 Measures Indicate That Taboola.com (NASDAQ:TBLA) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysartikel May 14

Solid Earnings Reflect Taboola.com's (NASDAQ:TBLA) Strength As A Business

Taboola.com Ltd.'s ( NASDAQ:TBLA ) strong earnings report was rewarded with a positive stock price move. We have done...
Analysartikel May 13

Taboola.com Ltd.'s (NASDAQ:TBLA) Shares Climb 25% But Its Business Is Yet to Catch Up

Those holding Taboola.com Ltd. ( NASDAQ:TBLA ) shares would be relieved that the share price has rebounded 25% in the...
User avatar
Ny analys Apr 25

Realize Platform And AI Will Expand Advertising Horizons

Expansion into the broader performance advertising market and partnerships with major advertisers could drive revenue growth through increased client demand and effective use of AI.
Analysartikel Mar 07

Taboola.com Ltd. (NASDAQ:TBLA) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

The Taboola.com Ltd. ( NASDAQ:TBLA ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha Mar 06

Taboola: High Risk At The Right Price

Summary Taboola's stock has dropped over 35% since my last coverage, but I maintain a buy rating with a 1-year target price of $3.5. Despite recent underperformance, TBLA's fundamentals remain solid with a 17% YoY revenue growth and a net margin of 6.75% in Q4 2024. TBLA's expansion into the performance advertising market presents a significant growth opportunity, leveraging its existing publisher relationships and valuable user behavior data. Risks include competition from established players like The Trade Desk and uncertainty in delivering ROI for advertisers. Read the full article on Seeking Alpha
Analysartikel Feb 25

Is Taboola.com (NASDAQ:TBLA) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 15

Taboola: Interesting Growth, Yet The Stock Trades As If It Has Negative Growth Ahead

Summary Taboola's AI platform matches advertisers with publishers on the Open Web, creating network effects from exclusive long-term partnerships, positioning it for growth and potential GAAP profitability by 2025. Despite very high TAC and low gross margins, recent premium supply additions are expected to improve margins, enhancing profitability prospects. The stock appears significantly undervalued with a fair value of $7.75, or slightly undervalued even under more pessimistic scenarios. Due to very high uncertainty, I recommend starting with a very small position and adding on price drops or, after re-evaluations, considering covered Call options near fair value. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

Taboola Remains A Buy Opportunity

Summary We consider Taboola.com a potential Buy opportunity for retail value investors over the long term; the digital marketing industry driven by AI is having phenomenal growth. Despite the stock's volatility, Taboola shows signs of growing profitability, revenue, and positive EPS over the next few quarters. Valuation metrics suggest room for price appreciation, with a fair price estimate of $3.38-$3.70, potentially reaching $5 within six months. Improved financials, reduced debt, hedge fund stock accretion, a buyback program, and significant insider and institutional ownership bolster confidence in TBLA as a worthwhile potential investment for retail value investors. Read the full article on Seeking Alpha
Analysartikel Jul 25

Is Taboola.com (NASDAQ:TBLA) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Jul 22

Taboola: High Margin, High Growth And A Sustainable Moat

Summary Taboola stock is undervalued with over 100% upside potential following a recent share price fall. Taboola has 600 million daily active users, a strong balance sheet, and has recently signed exclusive long-term contracts with Apple and Yahoo!. Taboola's business model focuses on providing recommendations to internet users, driving engagement and monetization. A forecast Step-Change in finances suggests possible upside surprises ahead. Read the full article on Seeking Alpha
Analysartikel May 05

A Piece Of The Puzzle Missing From Taboola.com Ltd.'s (NASDAQ:TBLA) Share Price

It's not a stretch to say that Taboola.com Ltd.'s ( NASDAQ:TBLA ) price-to-sales (or "P/S") ratio of 1x right now seems...
Seeking Alpha Apr 04

Taboola: At A Key Inflection Point, Right Time To Buy

Summary Taboola's partnership with Yahoo has the potential to generate $1 billion in annual revenue and is expected to materialize in its financials in FY2024. The strategic partnerships with Yahoo but also with Apple validate Taboola's technology and market positioning, diversifying its revenue streams and attracting leading global brands. The current valuation reflects excessive scepticism around execution of the company's transformative growth plans, enabling an attractive entry price point. Read the full article on Seeking Alpha
Seeking Alpha Mar 03

Taboola: The Big Rebound Is Coming

Summary Taboola's stock price has increased almost 50% since June 2023, surpassing my previous price target. Quarterly revenue growth has accelerated, and the company's GAAP profitability outlook suggests room for improvement. Taboola's R&D investments in AI capabilities and strategic partnerships, such as with Yahoo, position it for future growth. Read the full article on Seeking Alpha
Analysartikel Feb 04

Investors Holding Back On Taboola.com Ltd. (NASDAQ:TBLA)

With a median price-to-sales (or "P/S") ratio of close to 1.6x in the Interactive Media and Services industry in the...
Analysartikel Dec 23

Are Investors Undervaluing Taboola.com Ltd. (NASDAQ:TBLA) By 44%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Taboola.com fair value estimate is US$7.46 Taboola.com is...

Analys av ersättningar till VD

Hur har Adam Singolda:s ersättning förändrats jämfört med Taboola.com:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$110m

Dec 31 2025n/an/a

US$42m

Sep 30 2025n/an/a

US$25m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$14m

Dec 31 2024US$10mUS$590k

-US$4m

Sep 30 2024n/an/a

-US$33m

Jun 30 2024n/an/a

-US$50m

Mar 31 2024n/an/a

-US$77m

Dec 31 2023US$6mUS$590k

-US$82m

Sep 30 2023n/an/a

-US$71m

Jun 30 2023n/an/a

-US$73m

Mar 31 2023n/an/a

-US$47m

Dec 31 2022US$802kUS$590k

-US$12m

Sep 30 2022n/an/a

-US$27m

Jun 30 2022n/an/a

US$17m

Mar 31 2022n/an/a

-US$46m

Dec 31 2021US$18mUS$590k

-US$37m

Ersättning vs marknad: Adam s total kompensation ($USD 10.49M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.48M ).

Ersättning vs inkomst: Ersättningen för Adam har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Adam Singolda (42 yo)

19.3yrs
Anställning
US$10,491,344
Kompensation

Mr. Adam Singolda is the Founder, Chief Executive Officer and Director of Taboola.com, Ltd. since 2007. He is the Founder and Chief Executive Officer of Taboola, Inc. since July 2007.Mr. Singolda is an Ad...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Adam Singolda
Founder19.3yrsUS$10.49m4.72%
$ 68.8m
Eldad Maniv
President & COO14.3yrsUS$7.01m3.01%
$ 43.8m
Stephen Walker
Chief Financial Officer5.9yrsUS$5.65m0.34%
$ 5.0m
Lior Golan
Chief Technology Officer17.3yrsUS$4.93m0.90%
$ 13.1m
Kristy Sundjaja
Chief People Officer4.3yrsUS$2.25m0.17%
$ 2.4m
Aadam Anwar
Head of Investor Relationsno datainga uppgifteringa uppgifter
Blythe Holden
General Counsel & Corporate Secretaryno datainga uppgifteringa uppgifter
Tom Inbal
Senior Vice President of Marketing & Strategy1.2yrsinga uppgifteringa uppgifter
Jonny Harvey
Managing Director of Taboola News for OEM5.3yrsinga uppgifteringa uppgifter
Ehud Furman
Senior Vice President of Global Sales Alliances & Strategic Partnershipsno datainga uppgifteringa uppgifter
William Glass
Senior VP & CEO and GM of Connexityno datainga uppgifteringa uppgifter
Tal Sliwowicz
Senior Vice President of R&D2.3yrsinga uppgifteringa uppgifter
5.6yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: TBLA s ledningsgrupp är erfaren och erfaren ( 5.6 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Adam Singolda
Founder19.3yrsUS$10.49m4.72%
$ 68.8m
Nechemia Peres
Independent Director13.3yrsUS$238.75k0.089%
$ 1.3m
Erez Shachar
Independent Director19.3yrsUS$246.00k0.062%
$ 908.1k
Zvika Limon
Independent Chairman of the Board19.3yrsUS$332.75k1.29%
$ 18.9m
Richard Scanlon
Independent Director8.3yrsUS$247.50k0.44%
$ 6.4m
Gilad Shany
Independent Director4.9yrsUS$241.00k0.074%
$ 1.1m
Monica Mijaleski
Non-Independent Director3.3yrsUS$227.50k0.045%
$ 653.5k
13.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren styrelse: TBLA s styrelse är rutinerade och erfaren ( 13.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 13:06
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Taboola.com Ltd. bevakas av 11 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Mark ZgutowiczBenchmark Company
Zachary CumminsB. Riley Securities, Inc.
Daniel DayB. Riley Securities, Inc.