Added to YB: 2025-06-24
Pitch date: 2025-06-17
TBLA [bearish]
Taboola.com Ltd.
-33.89%
current return
Author Info
No bio for this author
Company Info
Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally.
Market Cap
$1.5B
Pitch Price
$3.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.96
P/E
13.03
EV/Sales
0.75
Sector
Interactive Media and Services
Category
N/A
Taboola: Questionable AI Push, Mounting Exposure to Declining Traffic
TBLA short: CEO pivoting to AI suspiciously while dissing Perplexity. 32% of revenue from Yahoo/MSN; 40% from top-5 news sites. 30-year Yahoo deal has risky floor guarantee as web traffic declines 10-15% YoY. Q1 growth mostly from Yahoo deal, legacy business flat to negative. ChatGPT impact on traffic not factored into Yahoo deal.
Read full article (2 min)