Core Insights - Taboola has expanded its leadership team by hiring Krishan Bhatia as Chief Business Officer to drive global sales and partnerships, focusing on revenue growth across its product portfolio [1][2] Company Overview - Taboola's product portfolio includes the Realize performance advertising platform, a network of publisher partnerships, CTV performance, and generative AI products [2] - The company has surpassed two billion dollars in revenue, indicating strong growth and a solid foundation for future success [4] Leadership and Strategy - Krishan Bhatia has a proven track record in accelerating growth at major companies like Amazon and NBCUniversal, where he led significant advertising initiatives [3] - The CEO of Taboola, Adam Singolda, emphasized the importance of Bhatia's experience in scaling advertising businesses and executing disciplined strategies [4] - Bhatia expressed excitement about joining Taboola at a pivotal growth moment, highlighting the company's innovative technology and commitment to performance advertising [4] Market Position - Taboola aims to redefine performance advertising beyond traditional search and social media, positioning itself as a leading player in the market [4] - The company reaches approximately 600 million daily active users through its advertising technology, which is utilized by major publishers like NBC News and Yahoo [5]

Core Insights - Taboola has partnered with Reach to implement DeeperDive, a Generative AI answer engine that enhances user engagement on publisher websites [1][6] - The adoption of DeeperDive by major publishers aims to combat challenges posed by Generative AI-powered search engines that scrape content, affecting traffic [2][3] Company Developments - DeeperDive has been adopted by several leading publishers since its launch in 2025, including Gannett, India Today Group, and BuzzFeed Asia [3] - The technology allows readers to ask questions and receive instant answers sourced from trusted journalists, enhancing the user experience [4][5] Industry Trends - Publishers are increasingly seeking innovative technologies to maintain competitiveness and reader engagement in a rapidly evolving digital landscape [2][5] - DeeperDive is designed to provide smarter, more diverse answers, leveraging real-time insights from over 600 million daily active users across a network of 9,000 publisher partners [7] Monetization Opportunities - DeeperDive presents new monetization channels for publishers by integrating contextually relevant, high-intent ads into AI-powered results pages, creating commercial opportunities while maintaining user experience [7]

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]