NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Taboola (NASDAQ: TBLA) today announced that Reach has selected DeeperDive, a Gen AI answer engine that lives directly on publisher websites and leverages their own content. As part of the agreement, Reach will use DeeperDive across sites including Express and Daily Star. Today’s publishers face growing challenges from Generative AI-powered search engines that scrape their content, impacting their traffic. Publishers continue to seek out new methods and technologie ...

Group 1 - Taboola will release its fourth quarter and full year 2025 financial results on February 25, 2026, at 8:30 a.m. ET [1] - A conference call and webcast will be hosted by Taboola's senior management team to discuss the financial results [1] - The webcast will be available for replay for one year, until February 25, 2027 [1] Group 2 - Taboola provides performance advertising technology that extends beyond search and social media, delivering measurable outcomes at scale [2] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize [3] - Major publishers like NBC News and Yahoo, as well as OEMs such as Samsung and Xiaomi, utilize Taboola's technology to enhance audience growth and revenue [3]

Summary of Taboola FY Conference Call (January 14, 2026) Company Overview - **Company**: Taboola (NasdaqGS:TBLA) - **Industry**: Digital Advertising and Content Discovery - **CEO**: Adam Singolda - **Founded**: 2007 - **Business Model**: Performance advertising platform focusing on engagement and monetization across the open web, serving over 1 billion users monthly and thousands of publishers and advertisers worldwide [2][4] Key Points and Arguments Market Position - Taboola is the largest performance advertising company globally outside of Google, Facebook, and Amazon, operating in a $1 trillion advertising market [4][5] - The company emphasizes performance metrics in advertising, focusing on the "open web" where performance is harder to measure compared to major platforms [4][5] Business Model and Revenue - Taboola operates as both a Supply-Side Platform (SSP) and Demand-Side Platform (DSP), generating approximately $2 billion in revenue, primarily from direct advertisers [5][6] - The company reaches about 600 million people daily, with a focus on cost-per-click (CPC) advertising rather than cost-per-thousand impressions (CPM) [6][5] Advertising Funnel - Taboola positions itself in the middle of the advertising funnel, targeting consumers who are in the consideration phase of their purchasing decisions [7][10] - The company aims to help advertisers drive conversions by engaging users at critical decision-making moments [10][11] AI and Technology Integration - Taboola acknowledges the risks and opportunities presented by AI, particularly in relation to search traffic and the potential for AI to enhance user engagement [12][15] - The company has launched a product called "Deeper Dive," an AI-based tool for the open web that allows users to interact with content and receive targeted advertisements [15][17][70] Product Innovations - **Realize**: Launched as an advertising console to integrate native and display advertising, allowing advertisers to upload various ad formats and access diverse supply sources [21][24] - The product has shown promising growth, with a focus on attracting new advertisers and increasing spending from existing clients [27][29] Growth Strategies - Taboola aims to achieve double-digit revenue growth by increasing demand from advertisers and expanding its market presence [34][36] - The company is focusing on high-consideration segments such as personal finance, healthcare, and e-commerce, where it believes it can excel [116][118] Taboola News - Taboola News is identified as one of the fastest-growing segments, providing news content on OEM devices, which creates intimate advertising opportunities [37][43] - The growth is driven by increasing device partnerships and improved revenue per user through better targeting [43][44] E-commerce and Creator Economy - E-commerce is highlighted as a significant growth area, particularly through the Creator Economy, where creators drive product conversions via social media [45][46] - Taboola is capitalizing on this trend by integrating products into creator content, which has proven to be a profitable segment [47] Political Advertising - Political advertising is not a major focus for Taboola, as the company has not invested significantly in that area [48][50] Future Outlook - The company is optimistic about its growth trajectory, with plans to continue investing in technology and expanding its advertiser base [54][56] - Taboola is cautious about acquisitions, preferring to focus on organic growth and improving existing products before considering significant purchases [56][58] Additional Important Insights - The company is experiencing a decline in search traffic, but this has a limited impact on revenue due to the nature of the traffic [159][170] - Taboola is committed to maintaining a strong financial position, with a focus on share buybacks and sustainable growth [54][56] - The CEO emphasizes the importance of execution and consistency in achieving the company's growth objectives [115][145]

Core Viewpoint - Taboola.com Ltd. (NASDAQ:TBLA) is recognized as a promising investment opportunity, with recent coverage initiated by Rosenblatt and a positive outlook from Benchmark, despite previous mischaracterizations affecting its stock performance [1][3]. Group 1: Analyst Ratings and Price Targets - Rosenblatt initiated coverage on Taboola.com Ltd. with a Buy rating and a price target of $6, suggesting that the stock has been unfairly labeled as a secular loser due to competition from Google AI-search [1]. - Benchmark reiterated its Buy rating on Taboola.com Ltd. with a price target of $4.50, expressing confidence in the stability of the company's core native advertising business [3]. Group 2: Company Developments and Strategic Partnerships - The company has made significant progress following its merger with Connecity and a strategic equity partnership with Yahoo, positioning it for future growth through early adoption of AI in direct marketing across over 9,000 publishers [2]. - Improvements in the company's ad system, Realize, which launched at the start of 2025, have expanded its appeal to marketers and contributed to a more favorable revenue outlook [2][4]. Group 3: Revenue Growth Expectations - Management at Taboola.com Ltd. anticipates low single-digit percentage revenue growth in 2026 for its Native business, excluding traffic acquisition costs, indicating a stable outlook for the core business [3].

Group 1: Small-Cap Stocks Outlook - Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, remains positive about small-cap stocks, expecting them to benefit from lower interest rates in 2026 [1] - Biel has indicated that small caps will start to outperform once earnings improve, although recent gains have been driven by lower-quality companies without earnings [2] - The overall setup for small-cap stocks in 2026 appears more favorable compared to mid-cap and large-cap stocks, suggesting they could be a good investment opportunity [3] Group 2: Penny Stocks Analysis - The list of the 10 best US penny stocks to buy was compiled using the Finviz stock screener, focusing on stocks with a share price under $5 and favored by institutional investors [5] - Plug Power Inc. (NASDAQ:PLUG) has a current share price of $2.23, with 27 hedge fund holders, and has been upgraded to a Buy rating by Clear Street, despite a lowered price target from $3.50 to $3.00 [7][8] - Taboola.com Ltd. (NASDAQ:TBLA) has a share price of $4.43 and 29 hedge fund holders, with a Buy rating initiated by Rosenblatt, setting a price target at $6 due to its strategic partnerships and AI adoption [13][14]

Core Insights - Taboola.com Ltd. is experiencing renewed strength in its stock performance, leading to a significant increase in its Momentum score in Benzinga's Edge Rankings [1][3] - The stock has surged 48.85% since mid-October and is projected to end the year up 21.72% year-to-date [3] - Analysts have a consensus price target of $5.15 per share for Taboola, indicating a potential upside of 13.43% from current levels [4] Performance Metrics - Taboola's Momentum score increased from 53.12 to 70.35 within a week, reflecting strong price movements and volatility [3][2] - The company's Realize platform is identified as a key driver of recent positive results, reaching an "inflection point" [4] - The stock ranks high in both Momentum and Growth in Benzinga's Edge Stock Rankings, showing favorable price trends across short, medium, and long-term time frames [5]

Core Insights - Taboola, a leader in performance advertising technology, will participate in the Needham Growth Conference on January 14, 2026, showcasing its management team's insights and strategies [1] - The company operates the Realize ad platform, which reaches approximately 600 million daily active users, partnering with major publishers like NBC News and Yahoo [2] Company Overview - Taboola empowers businesses through performance advertising technology that extends beyond traditional search and social media, delivering measurable outcomes at scale [2] - The company collaborates with thousands of businesses, providing unique data and specialized algorithms to enhance audience growth and revenue [2] Investor Relations - A live webcast of the conference participation will be available on Taboola's investor relations website, ensuring accessibility for stakeholders [1]

Industry Overview - The technology sector is experiencing strong growth in 2025, driven by cloud computing, artificial intelligence (AI), cybersecurity, data-center expansion, and digital transformation [2] - The sector has gained 25.3% year to date, outperforming the S&P 500's growth of 19.2% [3] - Approximately 61% of investors believe the technology sector will attract the most investment over the next three years, surpassing all other sectors [3] Future Outlook - The outlook for the technology sector in 2026 appears positive, supported by ongoing enterprise investment in AI, software automation, and digital engagement tools [4] - Demand for specialized technologies is expected to accelerate as organizations seek to extract more value from data and improve operational agility [4] Investment Opportunities - Investing in low-priced tech stocks can provide attractive upside potential, especially when these companies show improving fundamentals and clear growth drivers [5] - Nokia (NOK) is well-positioned in the technology cycle, with a strong 5G portfolio and a stable balance sheet, holding €4.89 billion ($5.74 billion) in cash as of September 30, 2025 [6][7] - Lantronix, Inc. (LTRX) is gaining traction in Edge AI and drones, with a significant increase in drone OEM engagements from 10 to 17 [12][13] - Taboola.com Ltd. (TBLA) is expanding its performance advertising platform, Realize, and reported adjusted EBITDA of about $48 million with margins exceeding 27% in Q3 2025 [19][20] - TransAct Technologies (TACT) is experiencing strong momentum in its Foodservice Technology business, with expected net sales between $50 million and $53 million for full-year 2025 [23][24] Company Performance - Nokia targets an annual comparable operating profit of €2.7–€3.2 billion by 2028 and has a Zacks Rank 2 (Buy) [10] - Lantronix has a Growth Score of A, with a stock surge of 48.8% over the past year and earnings estimates for the current and next fiscal year increasing by 42.9% and 90%, respectively [16] - Taboola has a Growth Score of A, with a stock gain of 11.4% over the past three months and earnings estimates moving up by 2.2% and 4.3% for the current and next fiscal year [22] - TransAct has a Growth Score of A, with a stock increase of 15.8% over the past six months and earnings estimates rising by 18.4% and 6.9% for the current and next fiscal year [26]

Group 1 - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for momentum stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] - A safer investment approach involves targeting bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score [2] Group 2 - Taboola.com Ltd. (TBLA) is highlighted as a strong candidate for momentum investing, showing a four-week price change of 21.9% [3] - TBLA has gained 18.7% over the past 12 weeks, indicating its ability to deliver positive returns over a longer timeframe [4] - The stock has a beta of 1.3, suggesting it moves 30% more than the market in either direction, reflecting fast-paced momentum [4] Group 3 - TBLA has a Momentum Score of B, indicating a favorable time to invest in the stock for potential success [5] - The stock has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [6] - TBLA is trading at a Price-to-Sales ratio of 0.62, suggesting it is undervalued at 62 cents for each dollar of sales [6] Group 4 - TBLA appears to have significant growth potential and is part of a broader list of stocks that meet the 'Fast-Paced Momentum at a Bargain' criteria [7] - There are over 45 Zacks Premium Screens available for investors to identify winning stock picks based on various investing styles [8]

Core Insights - Taboola has launched a new solution called Performance Enhancer in partnership with LG Ad Solutions, which connects premium CTV exposure to measurable digital conversions globally [1][2] Group 1: Partnership Overview - The partnership aims to create a more connected and measurable advertising ecosystem, allowing brands to extend campaigns from Smart TVs into high-quality digital environments [3] - Performance Enhancer combines LG Ad Solutions' audience insights, powered by first-party ACR data, with Taboola's performance advertising technology [3][4] Group 2: Benefits for Advertisers - Advertisers can drive more site visits and conversions by optimizing campaigns toward audiences most likely to act [3][7] - The solution allows for quantifying ROI by attributing site visits, engagement, and conversions directly back to TV exposure [7] - It enhances efficiency by consolidating cross-platform measurement, which strengthens future media planning and reduces fragmentation [7] Group 3: Company Background - LG Ad Solutions, formerly known as Alphonso Inc., is a leader in advanced advertising for Connected TV and cross-screen devices, focusing on creating meaningful connections between brands and audiences [5] - Taboola empowers businesses through performance advertising technology, reaching approximately 600 million daily active users across major publishers [6]