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    How Investors Are Reacting To Taboola.com (TBLA) Expanding GenAI Tools And CTV Performance Partnerships

    Simply Wall St·12/08/2025 23:35:32
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    • In late November and early December 2025, Taboola announced that BuzzFeed Asia will deploy its DeeperDive GenAI answer engine across key Southeast Asian markets and that LG Ad Solutions will use Taboola’s Realize platform and inventory to power Performance Enhancer, a performance-focused, cross‑channel TV and digital advertising solution.
    • Together, these moves show Taboola pushing further into GenAI-powered publisher tools and connected TV performance advertising, aiming to link premium content exposure with measurable, outcome-based campaigns for advertisers.
    • Next, we’ll examine how integrating LG’s ACR-powered TV insights with Taboola’s Realize platform could influence the company’s existing investment narrative.

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    Taboola.com Investment Narrative Recap

    To own Taboola, you need to believe its Realize platform can pull growth out of the low single digits and that its AI tools can keep the open web relevant for advertisers. The BuzzFeed Asia DeeperDive rollout and LG Ad Solutions partnership both directly support that Realize‑centric catalyst, but they also highlight how dependent Taboola is on proving measurable performance quickly while competition in ad tech remains intense.

    The LG Ad Solutions Performance Enhancer launch looks especially important, because it explicitly ties Realize to first party TV viewing data and outcome based campaigns across CTV and digital. If advertisers see credible attribution from TV exposure to conversions, it could help address concerns about Taboola’s slower core growth and limited share of wallet gains with existing large clients.

    But while this may help Realize, investors should also be aware that...

    Read the full narrative on Taboola.com (it's free!)

    Taboola.com's narrative projects $2.2 billion revenue and $37.6 million earnings by 2028.

    Uncover how Taboola.com's forecasts yield a $4.50 fair value, a 11% upside to its current price.

    Exploring Other Perspectives

    TBLA Community Fair Values as at Dec 2025
    TBLA Community Fair Values as at Dec 2025

    Three Simply Wall St Community fair value estimates for Taboola span from US$4.50 to US$19.34, underlining how far apart individual views can be. When you weigh those against the current reliance on Realize adoption to re accelerate growth, it becomes even more important to compare several viewpoints before deciding how this business fits into your portfolio.

    Explore 3 other fair value estimates on Taboola.com - why the stock might be worth just $4.50!

    Build Your Own Taboola.com Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Taboola.com research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Taboola.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Taboola.com's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.