• In early July 2026, Taboola.com announced that OPPO and realme will expand their use of Taboola News across millions of additional smartphones in India and Thailand, while Wikitree adopted Taboola’s DeeperDive GenAI answer engine to boost on-site engagement and monetization.
• Together, these moves extend Taboola’s reach both on mobile devices and within publisher sites, highlighting how its AI tools aim to deepen user engagement and create fresh advertising opportunities across the open web.
• We’ll now examine how expanding Taboola News onto more OPPO and realme devices could influence Taboola.com’s existing investment narrative.

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Taboola.com Investment Narrative Recap

To own Taboola.com, you need to believe its AI driven open web platform can keep attracting advertiser budgets despite modest core growth and rising competition. The OPPO and realme expansion, plus DeeperDive wins like Wikitree, modestly support the near term catalyst of stronger engagement and ad demand, while the biggest risk remains dependence on key OEM and publisher partnerships, where any contract loss or weaker terms could quickly weigh on revenue and margins.

The most relevant recent development alongside this smartphone expansion is Taboola’s addition to multiple Russell indices, including the Russell 2000 and Russell 3000. Index inclusion can increase visibility and bring more institutional ownership, which sits against the same core catalysts of Realize adoption, OEM distribution and GenAI tools, but does little to resolve concerns around slower forecast revenue growth and pressure on earnings over the next few years.

Yet while these AI and OEM wins are encouraging, investors should also recognize the concentration risk around Taboola’s largest distribution partners and how...

Taboola.com's narrative projects $2.3 billion revenue and $103.3 million earnings by 2029. This requires 5.6% yearly revenue growth and a $6.8 million earnings decrease from $110.1 million today.

Uncover how Taboola.com's forecasts yield a $5.79 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Some of the lowest analysts were expecting only about US$2.3 billion of revenue and US$97.5 million of earnings by 2029, so compared with today’s OEM and AI announcements they paint a far more cautious picture of Taboola’s ability to turn new traffic and tools into lasting profit growth, reminding you that reasonable people can read the same news and still hold very different expectations.

Explore 4 other fair value estimates on Taboola.com - why the stock might be worth 33% less than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Taboola.com research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Taboola.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Taboola.com's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.