Taboola.com (TBLA)

• Market cap: $935M
• 1 day: -0.72%
• 5 days: 0.00%
• 1 month: -5.48%
• 3 months: -23.97%
• 6 months: -26.60%
• Year to date: -26.01%
• 1 year: -30.83%
• 5 years: -73.33%
• 10 years: -73.33%
• Sector: Communication Services
• Industry: Internet Content & Information

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, United States, Germany, Rest of the world. It generates the majority of its revenue from the United States.

Employees: 2,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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: $344M [Q3] → $387M (+$42.6M) [Q4]

4% more funds holding

Funds holding: 124 [Q3] → 129 (+5) [Q4]

1.17% more ownership

Funds ownership: 35.18% [Q3] → 36.34% (+1.17%) [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 45% upside
• Avg. target: $4.50 63% upside
• High target: $5 81% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Benchmark Mark Zgutowicz 30% 1-year accuracy 20 / 67 met price target	63% upside $4.50	Buy Reiterated	27 Mar 2025
Needham Laura Martin 48% 1-year accuracy 160 / 334 met price target	45% upside $4	Buy Reiterated	27 Mar 2025
JMP Securities Greg Miller 29% 1-year accuracy 8 / 28 met price target	81% upside $5	Market Outperform Maintained	27 Jan 2025