A webinar focusing on strategic investment insights, hosted by Roth Capital, is scheduled for June 5. This event will provide attendees with valuable information aimed at enhancing their investment strategies.
Participants will have the opportunity to explore performance analysis tools like TipRanks’ new KPI Data, designed to help make informed investment decisions. Additionally, TipRanks offers a Smart Value Newsletter, which delivers a selection of undervalued and market-resilient stocks directly to subscribers’ inboxes, aiding in more confident investment choices.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 4 analysts, the average target price for Taboola.com Ltd (TBLA, Financial) is $3.84 with a high estimate of $4.00 and a low estimate of $3.34. The average target implies an
upside of 7.12%
from the current price of $3.58. More detailed estimate data can be found on the Taboola.com Ltd (TBLA) Forecast page.
Based on the consensus recommendation from 6 brokerage firms, Taboola.com Ltd’s (TBLA, Financial) average brokerage recommendation is currently 2.3, indicating “Outperform” status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Taboola.com Ltd (TBLA, Financial) in one year is $3.91, suggesting a
upside
of 9.22% from the current price of $3.58. GF Value is GuruFocus’ estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business’ performance. More detailed data can be found on the Taboola.com Ltd (TBLA) Summary page.
TBLA Key Business Developments
Release Date: May 07, 2025
- Revenue: $427 million, 3% growth year over year.
- Gross Profit: $152 million, 9% higher than last year.
- Adjusted EBITDA: $36 million, 53% higher than last year.
- Free Cash Flow: $36 million, 35% growth year over year.
- Net Loss: $8.75 million.
- Non-GAAP Net Income: $25 million.
- Operating Cash Flow: $48.1 million.
- Number of Scaled Advertisers: Grew by 9%, reaching 1,996.
- Share Repurchases: 16.2 million shares repurchased at an average price of $3.03, totaling $49 million.
- Guidance for Q2 2025 Revenue: $438 million to $458 million.
- Guidance for Full Year 2025 Revenue: $1.84 billion to $1.89 billion.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Taboola.com Ltd (TBLA, Financial) reported first quarter revenues of $427 million, representing a 3% year-over-year growth.
- The company achieved a gross profit of $152 million, which is 9% higher than the previous year.
- Adjusted EBITDA increased by 53% year-over-year, reaching $36 million, with significant margin expansion.
- Free cash flow grew by 35% year-over-year, amounting to $36 million.
- The launch of the Realize platform is expected to unlock new performance advertising budgets, with positive early reception from advertisers.
Negative Points
- The average revenue per scaled advertiser declined by 3% year-over-year.
- The macroeconomic environment, including tariffs, has led to a 1% decrease in advertising spend, particularly affecting the China business.
- Despite strong Q1 results, the company did not raise its full-year guidance due to macroeconomic uncertainties.
- The native advertising market is growing at a slower pace, with low to mid-single-digit growth rates expected.
- Realize platform’s financial impact is not yet factored into the 2025 guidance, indicating uncertainty about its immediate revenue contribution.
