Taboola.com Ltd. (TBLA) fair value analysis
Nasdaq · Updated 2026-10-19
TBLA price how computed
Forward Fair Value verdict
OvervaluedTBLA is trading at a 10–25% premium to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $3.44
- Sector
- Communication Services
- 12-month range
- $2.95–$5.58
- Market cap
- $867M
- From 52-week high
- -38.4%
- Shares outstanding
- 252M
- Rank in Communication Services by discount to fair value
- #20 of 29
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
Taboola.com Ltd. is a content discovery and native advertising platform that helps publishers monetize their digital content and assists advertisers in promoting their content across web properties. The company operates globally, serving publishers, advertisers, and users primarily through its platform that displays recommended content links on websites and apps across the internet.
TBLA currently ranks #20 of 29 Communication Services stocks by discount to fair value. It has screened as Overvalued for 4 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $867M
- P/E (trailing)
- 7x
- Revenue (TTM)
- $1.96B
- Net margin
- 6.1%
- EPS (TTM)
- $0.49
- Gross margin
- 29.3%
- Debt / equity
- 0.09
- Revenue growth (3-yr avg)
- 10.8%
- Shares outstanding
- 252M
Derived indicators how computed
- Quality grade
- B
- Margin trend
- Contracting
- 52-week position
- The bottom quarter of its range
- DCF cross-check
- Undervalued
Technicals how computed
- RSI (14-day)
- 43 · neutral
- 50-day average
- $3.66
- 200-day average
- $4.05
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Earnings how computed
- Next earnings report
- 2026-11-04
- Last 8 quarters vs consensus
- 5 beat, 2 missed
- Quarter by quarter
- 2026-06 ▬ met (0.0%)
2026-03 ▲ beat (+50.0%)
2025-12 ▲ beat (+151.3%)
2025-09 ▲ beat (+75.0%)
2025-06 ▲ beat (+25.0%)
2025-03 ▲ beat (+600.0%)
2024-12 ▼ miss (-9.1%)
2024-09 ▼ miss (-25.0%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 5 buy · 3 hold · 0 sell (8 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $5.8
- Target vs last price
- +68.6%
What our data shows for TBLA
- Our model validated 15 trailing price-to-earnings windows for TBLA, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $2.95–$5.58.
- The 14-day relative strength index sits at a neutral 43.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for TBLA
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent TBLA news
TickrTrends' derived news-sentiment signal for TBLA is currently mixed, computed from recent coverage.
- TBLA Maintained by StoneX -- Price Target Lowered to $5.00 (gurufocus.com, 2026-10-20)
TickrTrends take: StoneX's reduction of TBLA's price target indicates analyst concern about near-term value, which aligns with TickrTrends' assessment that the Communication Services company is currently overvalued. Investors focused on valuation metrics should monitor whether this analyst action reflects broader market recognition of stretched valuations in the sector, or if it represents a company-specific reassessment. The maintenance of coverage alongside the target reduction suggests continued analyst engagement rather than a loss of conviction, making this a data point to track against TBLA's fundamental performance going forward. - TBLA CLASS ACTION NOTICE: Faruqi & Faruqi, LLP Reminds Taboola.com (TBLA) Investors of Securities Class Action Lawsuit Deadline on October 20, 2026 (markets.businessinsider.com, 2026-10-10)
TickrTrends take: Given TickrTrends' current assessment that TBLA is overvalued, the announcement of an active securities class action lawsuit with an October 20, 2026 deadline adds legal risk to an already expensive valuation profile. Investors in the Communication Services sector should monitor how this litigation develops, as potential settlements or adverse judgments could create additional downward pressure on a stock already trading above fundamental value according to TickrTrends' analysis. The combination of elevated valuation multiples and unresolved legal exposure represents a compounding risk factor worth tracking closely. - Kaplan Fox & Kilsheimer LLP Announces a Securities Fraud Class Action Against Taboola.com Ltd. (TBLA) With a Lead Plaintiff Deadline of October 20, 2026 (markets.businessinsider.com, 2026-09-30)
TickrTrends take: The securities fraud litigation against Taboola represents a material legal risk that investors should monitor for potential financial and reputational impacts on the company. Given that TickrTrends currently assesses TBLA as overvalued within the Communication Services sector, this class action lawsuit adds legal uncertainty to an already elevated valuation relative to fundamentals. The outcome and any potential settlement costs could weigh on earnings and investor confidence, making the lead plaintiff deadline of October 20, 2026 an important date for tracking case developments and their implications for shareholder value.
More TBLA news
- Kaplan Fox Deadline Alert: Taboola.com Ltd. (TBLA) Investors Have Until October 20, 2026 to Seek a Lead Plaintiff Role (markets.businessinsider.com, 2026-09-25)
What people are saying
Follow the TBLA conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for TBLA showed improvement in quality metrics this week, with the quality grade advancing from C to B, suggesting enhanced operational or financial characteristics. However, the valuation verdict shifted from Fairly valued to Overvalued, indicating that despite the quality improvements, the stock's current price has moved beyond what fundamental metrics would support for the Communication Services sector.
- 2026-10-05 — TickrTrends' derived indicators for TBLA showed a shift in valuation assessment this week, with the stock moving from an overvalued designation to fairly valued. This change suggests that the Communication Services sector company's valuation metrics have adjusted to a level more consistent with its fundamentals.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is TBLA stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), TBLA is trading at a 10–25% premium to estimated fair value and screens as overvalued. The exact fair value and discount are available to subscribers.
What is TBLA's TickrTrends verdict?
TBLA's current verdict is Overvalued, refreshed with every weekly Forward Fair Value run.
How does TBLA compare to other Communication Services stocks?
TBLA ranks #20 of 29 Communication Services stocks in TickrTrends' coverage by discount to fair value.
Is TBLA overbought or oversold?
TBLA's 14-day RSI is in neutral territory - neither overbought nor oversold.
When does TBLA report earnings next?
TBLA's next earnings report is scheduled for 2026-11-04, per the published earnings calendar.
Does TBLA usually beat earnings estimates?
Over its last 8 reported quarters TBLA beat the consensus estimate 5 times and missed 2 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about TBLA?
Of 8 analysts covering TBLA, 5 rate it a buy, 3 a hold and 0 a sell - buy-leaning, with a consensus price target of $5.8 (+68.6% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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