Taboola's Shifting Growth Outlook: A Reshaped Valuation Story

Taboola's stock has seen a modest uptick in its fair value estimate from $4.50 to $4.80, with analysts cautiously warming to its long-term growth story. Revenue growth expectations for the coming years have only inched higher, but the shift signals greater confidence that the company can steadily scale its platform. Analyst BTIG initiated coverage at Neutral, acknowledging Taboola's ability to deliver mid-single-digit topline growth but flagging the absence of clear double-digit topline potential.