Added to YB: 2024-12-05
Pitch date: 2024-12-04
TBLA [bullish]
Taboola.com Ltd.
-24.87%
current return
Author Info
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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
$894.8M
Pitch Price
$3.98
Price Target
15.88 (+431%)
Dividend
N/A
Sector
Interactive Media and Services
Category
growth
Who Am I?....Episode 2 - Taboola.com Ltd.
TBLA: AI-driven adtech platform w/ 17.5% 5yr CAGR, 20% LT growth guidance. Q3 growth +25%, EBITDA 2x. 50-60% EBITDA to FCF. Net cash, buybacks, insider buying. Base case: 20% growth, 50% drop-through = 6-7x 2025 FCF. Bull: 25% growth, 75% drop-through = 5-6x 2026 FCF. 20-30x FCF multiple potential like APP.
Read full article (2 min)