In a report released today, Laura Martin from Needham maintained a Buy rating on Taboola.com, with a price target of $4.50.
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Laura Martin’s rating is based on Taboola.com’s impressive third-quarter performance in 2025, where the company exceeded expectations across several financial metrics. The company reported net revenue of $176.8 million, which was a 6% increase year-over-year and 5% above the estimates. Additionally, the gross profit and adjusted EBITDA also surpassed forecasts, with the latter showing a 27% margin, indicating strong operational efficiency.
Moreover, the introduction of Taboola’s Realize platform has significantly benefited advertisers by reducing cost-per-click by approximately 67% compared to Meta, and the platform’s traffic saw a substantial 48% year-over-year growth. Taboola also raised its guidance for the fourth quarter and full year 2025, reflecting confidence in its future performance. The integration with Paramount+ marks Taboola’s entry into the connected TV space, further diversifying its offerings. The growth in large client numbers and their increased ad spending, along with disciplined cost management for fiscal year 2026, further support the Buy rating.
In another report released yesterday, TD Cowen also reiterated a Buy rating on the stock with a $4.00 price target.