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Communication Services - Internet Content & Information - NASDAQ - US
$ 2.61
-1.88 %
$ 884 M
Market Cap
-261.0
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TBLA stock under the worst case scenario is HIDDEN Compared to the current market price of 2.61 USD, Taboola.com Ltd. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TBLA stock under the base case scenario is HIDDEN Compared to the current market price of 2.61 USD, Taboola.com Ltd. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one TBLA stock under the best case scenario is HIDDEN Compared to the current market price of 2.61 USD, Taboola.com Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart TBLA

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$4.4$4.4$4.2$4.2$4.0$4.0$3.8$3.8$3.6$3.6$3.4$3.4$3.2$3.2$3.0$3.0$2.8$2.8$2.6$2.615 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
665 M REVENUE
-53.83%
25.9 M OPERATING INCOME
140.66%
-3.76 M NET INCOME
95.42%
184 M OPERATING CASH FLOW
118.47%
-30.1 M INVESTING CASH FLOW
-50.48%
-100 M FINANCING CASH FLOW
25.73%
491 M REVENUE
13.40%
47.2 M OPERATING INCOME
936.05%
33.1 M NET INCOME
613.53%
61.9 M OPERATING CASH FLOW
24.44%
-10 M INVESTING CASH FLOW
-42.89%
-37.7 M FINANCING CASH FLOW
-286.63%
Balance Sheet Taboola.com Ltd.
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Current Assets 656 M
Cash & Short-Term Investments 230 M
Receivables 370 M
Other Current Assets 55.5 M
Non-Current Assets 1.06 B
Long-Term Investments 0
PP&E 128 M
Other Non-Current Assets 934 M
13.40 %21.53 %3.23 %7.47 %54.36 %Total Assets$1.7b
Current Liabilities 486 M
Accounts Payable 309 M
Short-Term Debt 43.8 M
Other Current Liabilities 133 M
Non-Current Liabilities 181 M
Long-Term Debt 159 M
Other Non-Current Liabilities 22.2 M
46.38 %6.56 %19.89 %23.85 %3.32 %Total Liabilities$666.8m
EFFICIENCY
Earnings Waterfall Taboola.com Ltd.
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Revenue 665 M
Cost Of Revenue 130 M
Gross Profit 534 M
Operating Expenses 508 M
Operating Income 25.9 M
Other Expenses 29.7 M
Net Income -3.76 M
700m700m600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)665m(130m)534m(508m)26m(30m)(4m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
80.37% GROSS MARGIN
80.37%
3.90% OPERATING MARGIN
3.90%
-0.57% NET MARGIN
-0.57%
-0.36% ROE
-0.36%
-0.22% ROA
-0.22%
-0.55% ROIC
-0.55%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Taboola.com Ltd.
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160m160m140m140m120m120m100m100m80m80m60m60m40m40m20m20m00(20m)(20m)(40m)(40m)20192019202020202021202120222022202320232024202420252025
Net Income -3.76 M
Depreciation & Amortization 104 M
Capital Expenditures -35.2 M
Stock-Based Compensation 67.1 M
Change in Working Capital 0
Others 26.6 M
Free Cash Flow 149 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Taboola.com Ltd.
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Wall Street analysts predict an average 1-year price target for TBLA of $5.15 , with forecasts ranging from a low of $2.25 to a high of $7 .
TBLA Lowest Price Target Wall Street Target
2.25 USD -13.79%
TBLA Average Price Target Wall Street Target
5.15 USD 97.32%
TBLA Highest Price Target Wall Street Target
7 USD 168.20%
Price
Max Price Target
Min Price Target
Average Price Target
7777666655554444333322May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 16
6. Ownership
Insider Ownership Taboola.com Ltd.
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Sold
0-3 MONTHS
133 K USD 1
3-6 MONTHS
1.61 M USD 2
6-9 MONTHS
212 K USD 2
9-12 MONTHS
8.54 M USD 1
Bought
2.17 M USD 2
0-3 MONTHS
750 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Taboola Announces Q1 2025 Tracking to High End of Guidance Ranges Across All Key Metrics NEW YORK, March 26, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced that its first quarter 2025 results are tracking toward the high end of the previously disclosed guidance ranges for Revenues, Gross profit, ex-TAC Gross Profit, and Adjusted EBITDA. The company expects to report its first quarter 2025 results before the market opens on Wednesday, May 7, 2025. globenewswire.com - 3 weeks ago
Taboola Announces Successful Completion of Debt Refinancing, Significantly Reducing Annual Interest Expenses NEW YORK, March 19, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced that it has entered into a new $270 million revolving credit facility. Concurrent with the closing, the Company used proceeds from the new facility to pay in full the $123.2 million of remaining outstanding principal and accrued interest under the prior term loan. Based on currently prevailing rates, the Company estimates the annual interest savings to be approximately $3 to $5 million. globenewswire.com - 1 month ago
Taboola Reaches 10 Years in Serving Advertising on Microsoft Properties Including MSN, Edge Browsers and Windows Experiences; Taboola Now Serves Advertising Across Microsoft Productivity Suite, Including Outlook Mail and Office 365 NEW YORK, March 18, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced it has reached a ten-year milestone serving advertising on select Microsoft properties and has deepened this relationship even further. For years, Taboola has served ads on Microsoft-owned digital properties and apps including MSN, one of the most read news destinations in the world, Microsoft Edge, one of the world's leading AI-powered browsers, and other Microsoft Windows experiences. globenewswire.com - 1 month ago
Taboola: Still Undervalued But With Caveats Taboola was initially rated "Strong Buy" due to expected double-digit revenue growth and undervaluation, driven by strong partnerships and potential network effects. Recent earnings report revealed lower-than-expected revenue and gross profit growth, leading to a less optimistic outlook and position trimming. Fair Value estimates range from $3.55 to $5.4, averaging $4.48, indicating undervaluation even in a recession scenario. seekingalpha.com - 1 month ago
Taboola: High Risk At The Right Price 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. seekingalpha.com - 1 month ago
Taboola.com Ltd. (TBLA) Q4 2024 Earnings Call Transcript Taboola.com Ltd. (NASDAQ:TBLA ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Jessica Kourakos - Head, IR Adam Singolda - Founder & CEO Steve Walker - CFO Conference Call Participants Laura Martin - Needham & Company Andrew Boone - Citizens Jason Helfstein - Oppenheimer Mark Zgutowicz - The Benchmark Company Zach Cummins - B. seekingalpha.com - 1 month ago
Taboola.com Ltd. (TBLA) Misses Q4 Earnings Estimates Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.11 per share. zacks.com - 1 month ago
Taboola Announces $200 Million Expansion to Share Repurchase Program NEW YORK, Feb. 26, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced that its Board of Directors approved an additional share repurchase authorization of up to $200 million of the company's outstanding shares, bringing the current total authorization to approximately $240 million. globenewswire.com - 1 month ago
Taboola Reports Strong Fourth Quarter & Full Year 2024 Financial Results; Announces $200M Share Repurchase Expansion; Launches Realize Platform NEW YORK, Feb. 26, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced its results for the fourth quarter and full year ended December 31, 2024. globenewswire.com - 1 month ago
Taboola Partners with LINE, Powering Recommendations and Ads for LINE Plus Globally NEW YORK, Feb. 24, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, today announced a new, exclusive three-year deal with LINE , a diverse, global ecosystem that includes a messaging app, lifestyle, fintech, Web3, e-commerce, gaming, entertainment, AI, and more, reaching nearly 200 million monthly active users. This agreement marks Taboola as LINE's first third-party partner for providing a news service in countries where such a service is not yet available. globenewswire.com - 1 month ago
Taboola to Participate in Upcoming Investor Conferences NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, today announced that members of its management team will participate in the following investor conferences: globenewswire.com - 2 months ago
Taboola to Host Investor Day on March 26, 2025 NEW YORK, Jan. 29, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, today announced that it will hold an Investor Day on March 26, 2025 in New York City. globenewswire.com - 2 months ago
8. Profile Summary

Taboola.com Ltd. TBLA

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COUNTRY US
INDUSTRY Internet Content & Information
MARKET CAP $ 884 M
Dividend Yield 0.00%
Description Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United Kingdom, the United States, Germany, France, and internationally. It offers Taboola, a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web to users. Taboola.com Ltd. was incorporated in 2006 and is headquartered in New York, New York.
Contact 16 Madison Square West, New York, NY, 10010 https://www.taboola.com
IPO Date June 30, 2021
Employees 2000
Officers Tom Inbal Senior Vice President of Marketing & Strategy Mr. Ehud Furman Senior Vice President of Advertising Services & Partnerships Group Mr. Jonny Harvey Managing Director of Taboola News for OEM Mr. Stephen C. Walker Chief Financial Officer Mr. Adam Singolda Founder, Chief Executive Officer & Director Ms. Jessica Kourakos Head of Investor Relations Ms. Blythe Holden General Counsel & Corporate Secretary Mr. Eldad Maniv President & Chief Operating Officer Ms. Kristy Sundjaja Chief People Officer Mr. Lior Golan Chief Technology Officer