Taboola.com Ltd. (TBLA) Fair Value 2026

TBLA · Internet Content & Information ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

7.8 /10

32 fundamental signals · 12 models active

Value Trap Risk

SAFE (23/100)

Quick Summary — As of 2026-08-28, Taboola.com Ltd. (TBLA) trades at $3.78, versus a $2.75 median fair value across its 12 active models — 27.2% below the current price. QOC: 7.8/10. Value Trap Risk: 23/100 (SAFE). 12/13 models active. Within that set, the Bayesian DCF component alone returns $5.54.

Key Facts

Ticker
TBLA
Price
$3.78
Quality Score
7.8/10
Value Trap Risk
23/100
Models Active
12/13
Last Updated
Strength: Bayesian DCF suggests +46.5% upside with 69% confidence
Risk: Majority of models suggest overvaluation

Is Taboola.com Ltd. (TBLA) Undervalued or Overvalued in 2026?

According to CirclFi’s 12-model valuation engine, Taboola.com Ltd. (TBLA) appears overvalued as of : the median of 12 independent fair value estimates is $2.75, 27.2% below the current price of $3.78. Estimates range from $0.53 to $5.54. TBLA scores 7.8/10 on fundamental quality and 23/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. TBLA’s -27.2% gap is wider than that market norm, and the Internet Content & Information sector median is -13.2%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Taboola.com Ltd. Stock in 2026? →

What Fair Value Does Each Model Give TBLA?

12 Intrinsic Value Models vs. Current Price ($3.78)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
$5.54 +46.5%
Intrinsic · Medium Conviction
$0.53 -86.0%
Ensemble · Medium Conviction
$2.88 -23.9%
Scenario · High Conviction
$2.63 -30.5%
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What Is TBLA's Fair Value Range?

Spread across 12 independent models · $0.53 to $5.54

CirclFi's 12 active models place Taboola.com Ltd. (TBLA) between $0.53 and $5.54 per share, a spread of 182% of the median. The median of that range — $2.75 — is the fair value CirclFi publishes for TBLA, against a current price of $3.78.

Low · EPVHigh · Bayesian DCF
$0.53median $2.75$5.54
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$0.53
Most bullish modelBayesian DCF$5.54
Model agreement3 bullish · 9 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for TBLA. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on TBLA, not a CirclFi price target. How each model works →

What Is Taboola.com Ltd. (TBLA) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Taboola.com Ltd.'s intrinsic value is estimated at $2.75, suggesting the stock is overvalued at its current price of $3.78. With 9 out of 12 models flagging downside (-27.2% vs price), the market may be pricing in unsustainable growth. The most optimistic model, Bayesian DCF, places fair value at $5.54 (+46.5%), while EPV — the most conservative — estimates $0.53 (-86.0%). This +132.5% gap reflects genuine analytical uncertainty about Taboola.com Ltd.'s intrinsic worth.

What Do the Models Say About TBLA?

12 of 13 models are currently active for TBLA. Of these, 3 models suggest upside while 9 models suggest overvaluation. Taken together, their median fair value for TBLA is $2.75 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $5.54 on its own, implying +46.5% upside from the current price. See which stocks rank higher →

How Does TBLA Rank in Internet Content & Information?

Among 78 Internet Content & Information stocks, TBLA ranks #20 by Quality of Company score. CirclFi's QOC score of 7.8/10 evaluates 32 fundamental signals. A score of 7.8 indicates above-average quality.

See all Most Undervalued Internet Content & Information Stocks →

As a technology sector, Taboola.com Ltd. operates in a sector where gross margin profile is a critical driver of valuation. Investors evaluating TBLA should weigh these sector-specific dynamics alongside our model-derived fair values.

Is TBLA a Value Trap?

CirclFi's Value Trap algorithm assigns TBLA a score of 23/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

12 of 13 models are active for Taboola.com Ltd.. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi 32-factor quality framework, Taboola.com Ltd.'s fundamental quality profile registers 7.8/10. This robust score captures the company's profitability depth, growth consistency, balance sheet resilience, and shareholder return track record.

The gap between the most bullish and bearish model spans +132.5% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every TBLA valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across TBLA's 12 active models, average confidence is 46%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Taboola.com Ltd. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Internet Content & Information Stocks Should You Also Analyze?

11 related Internet Content & Information stocks with 13-model coverage

Read investment analysis: CARS · TZOO · FVRR · ANGI · RDDT · MOMO · BIDU · LVO · CBMJ · GOOG · META

Which Other Stocks Have a Similar Quality Score to TBLA?

7 companies across all industries closest to TBLA’s Quality of Company score of 7.8/10.

Read investment analysis: SHO · PACS · RYN · JXN · CG · HFBL · NVDA

Where Does TBLA Sit in CirclFi's Internet Content & Information Rankings?

TBLA is ranked against every other Internet Content & Information stock CirclFi covers in each of these screens.

See all Internet Content & Information stocks ranked →

What Else Do Investors Ask About Taboola.com Ltd.’s Valuation?

What is Taboola.com Ltd.'s intrinsic value in 2026?

CirclFi puts Taboola.com Ltd. (TBLA)'s intrinsic value at $2.75 — the median of 12 independent model estimates as of 2026-08-28, ranging from $0.53 to $5.54. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $5.54 on its own. The Quality of Company score is 7.8/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is TBLA overvalued or undervalued right now?

At $3.78, 3 of 12 active models suggest TBLA may be undervalued, while 9 indicate potential overvaluation. The median of all 12 fair value estimates is $2.75, 27.2% below the current price of $3.78 — a consensus view that TBLA is overvalued. The assessment depends on which methodology best fits Taboola.com Ltd.'s business model in Internet Content & Information.

What does a Quality of Company score of 7.8 mean for TBLA?

Taboola.com Ltd.'s QOC of 7.8/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on TBLA?

CirclFi analyzes TBLA with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 12 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on TBLA?

Of the 12 models currently active on TBLA, Bayesian DCF is the most bullish at $5.54 per share, and Earnings Power Value (EPV) is the most bearish at $0.53. CirclFi's published fair value for TBLA is the median of that range, $2.75, not either extreme. The gap between the two ends equals 182% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is TBLA a value trap in 2026?

Taboola.com Ltd.'s Value Trap score is 23/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 12-model valuation engine, Taboola.com Ltd. (TBLA) has a median fair value of $2.75 — 27.2% below the current price of $3.78 — as of 2026-08-28.” Source: circlfi.com/stock/TBLA/ · Methodology
Primary sources for this TBLA valuation
  • Financial statements: Taboola.com Ltd. 10-K and 10-Q filings on SEC EDGAR (CIK 0001840502) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for TBLA as of ; valuations recomputed .

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