Rosenblatt and Benchmark Positive on Taboola.com (TBLA)

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].