TBLA - Taboola: High Margin High Growth And A Sustainable Moat

2024-07-22 02:18:21 ET

Summary

• Taboola stock is undervalued with over 100% upside potential following a recent share price fall.
• Taboola has 600 million daily active users, a strong balance sheet, and has recently signed exclusive long-term contracts with Apple and Yahoo!.
• Taboola's business model focuses on providing recommendations to internet users, driving engagement and monetization.
• A forecast Step-Change in finances suggests possible upside surprises ahead.

I think Taboola ( TBLA ) is significantly undervalued and, following its recent fall in share price, has an upside potential of more than 100%.

Taboola is an AI company with 600 million active users per day, providing the scale and data needed to grow the power of its recommendation engine, its core product.

The company has a solid balance sheet with strong margins and consistent revenue growth....

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