Taboola.comTBLA
Market Cap: $1.06B
About: Taboola.com Ltd is a technology company that powers recommendations across the Open Web with an artificial intelligence-based, algorithmic engine. It partners with websites, devices, and mobile apps, collectively referred to as digital properties, to recommend editorial content and advertisements on the Open Web. Geographically it serves Israel, the United Kingdom, Germany, France, Rest of the world whilst it generates the majority of its revenue from the United States.
Employees: 1,900
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
2% more funds holding
Funds holding: 124 [Q1] → 126 (+2) [Q2]
1.15% more ownership
Funds ownership: 34.69% [Q1] → 35.84% (+1.15%) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
21% less capital invested
Capital invested by funds: $454M [Q1] → $358M (-$96.5M) [Q2]
56% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $2.6M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Benchmark Mark Zgutowicz 57% 1-year accuracy 34 / 60 met price target | 59%upside $5 | Buy Maintained | 8 Aug 2024 |
Needham Laura Martin 50% 1-year accuracy 71 / 141 met price target | 59%upside $5 | Buy Reiterated | 8 Aug 2024 |
Benchmark Mark Zgutowicz 57% 1-year accuracy 34 / 60 met price target | 90%upside $6 | Buy Reiterated | 6 Aug 2024 |
Needham Laura Martin 50% 1-year accuracy 71 / 141 met price target | 59%upside $5 | Buy Maintained | 5 Jul 2024 |