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The latest analyst work on Taboola.com centers on a reset of price targets, with roughly US$2 per share added to prior views as models are refreshed. That shift in fair value, from about US$4.79 to around US$5.79, lines up with recent commentary that ties higher targets to updated assumptions and a closer look at what the stock already reflects. Below, you will see how to track this evolving narrative so you can judge for yourself how well fresh targets match the story.
Stay updated as the Fair Value for Taboola.com shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taboola.com.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Benchmark raised its Taboola.com price target by US$2, signaling that its refreshed model points to a higher assessment of what the stock could be worth based on current assumptions.
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TD Cowen also lifted its target by US$2, which keeps the recent round of valuation work broadly aligned across firms and provides a clearer reference point for where covering analysts see fair value today.
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Both Benchmark and TD Cowen are updating views based on the same stock that trades in the market now, so their higher targets reflect a reassessment of the existing setup rather than a reaction to a single short term event.
🐻 Bearish Takeaways
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Even with the US$2 target increases, Benchmark and TD Cowen are still framing their views through detailed models, which indicates that they see real execution work ahead before the current trading price fully aligns with their updated fair value ranges.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
We’ve flagged 1 risk for Taboola.com. See which could impact your investment.
What’s in the News
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Taboola.com raised its 2026 earnings guidance, with revenues now guided to US$2.006b to US$2.062b and gross profit to US$610m to US$630m.
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The company issued earnings guidance for Q2 2026, targeting revenues of US$492m to US$505m and gross profit of US$147m to US$152m, and confirmed Q1 2026 and full year 2026 ranges.
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Taboola launched Realize+, an expanded version of its Realize performance marketing platform that adds an agentic system to automate campaign decisions, creative generation and budget allocation across the open web, including integration with Claude Skills.
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From 1 October 2025 to 31 December 2025, Taboola repurchased 18,638,725 shares for US$70.51m, bringing total buybacks under its May 10, 2023 program to 110,438,588 shares for US$383.42m.
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