Kavout's analysis suggests that ad-tech firm Taboola (TBLA) is undervalued, currently trading below analyst targets. The company recently achieved profitability, attributed to its AI platform and growth within the Connected TV (CTV) sector. Aggressive share buybacks further indicate the company's potential.
Taboola’s move into profitability, paired with trading below analyst targets, gives the stock a more tangible valuation story than a simple growth narrative. The article points to two operating signals—its AI platform and Connected TV (CTV) growth—plus aggressive buybacks, which together frame how management is supporting the equity case. For streaming and ad-tech watchers, the key next signal is whether Taboola continues to show CTV-driven growth while sustaining profitability and buyback activity.
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