Taboola.comTBLA
TBLA
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
144% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $722K
48% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 33
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
12% more capital invested
Capital invested by funds: $346M [Q3] → $387M (+$40.2M) [Q4]
4% more funds holding
Funds holding: 124 [Q3] → 129 (+5) [Q4]
0.92% more ownership
Funds ownership: 35.42% [Q3] → 36.34% (+0.92%) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$4
34%
upside
Avg. target
$4.50
51%
upside
High target
$5
68%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Benchmark Mark Zgutowicz 36% 1-year accuracy 24 / 67 met price target | 51%upside $4.50 | Buy Reiterated | 27 Mar 2025 |
Needham Laura Martin 55% 1-year accuracy 178 / 325 met price target | 34%upside $4 | Buy Reiterated | 27 Mar 2025 |
JMP Securities Greg Miller 41% 1-year accuracy 11 / 27 met price target | 68%upside $5 | Market Outperform Maintained | 27 Jan 2025 |
Financial journalist opinion
Based on 5 articles about TBLA published over the past 30 days
Neutral
GlobeNewsWire
6 days ago
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.

Neutral
GlobeNewsWire
1 week 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.

Neutral
GlobeNewsWire
2 weeks 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.

Positive
Seeking Alpha
3 weeks 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.

Positive
Seeking Alpha
3 weeks 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.

Neutral
Seeking Alpha
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.

Negative
Zacks Investment Research
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.

Neutral
GlobeNewsWire
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.

Neutral
GlobeNewsWire
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.

Neutral
GlobeNewsWire
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.

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