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Taboola.com Ltd. (NASDAQ:TBLA) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Taboola.com Ltd. (NASDAQ:TBLA) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Taboola.com Ltd.(納斯達克股票代碼:TBLA)剛剛發佈了第一季度業績,分析師正在更新其估計
Simply Wall St ·  05/11 22:25

As you might know, Taboola.com Ltd. (NASDAQ:TBLA) recently reported its first-quarter numbers. The business exceeded expectations with revenue of US$414m coming in 2.7% ahead of forecasts. Statutory losses were US$0.08 a share, in line with what the analysts predicted. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Taboola.com after the latest results.

你可能知道,Taboola.com有限公司(納斯達克股票代碼:TBLA)最近公佈了其第一季度的數字。該業務超出預期,收入爲4.14億美元,比預期高出2.7%。法定虧損爲每股0.08美元,與分析師的預測一致。對於投資者來說,這是一個重要時刻,因爲他們可以在報告中追蹤公司的業績,看看專家對明年的預測,看看對該業務的預期是否有任何變化。讀者會很高興得知我們已經彙總了最新的法定預測,以了解分析師在最新業績公佈後是否改變了對Taboola.com的看法。

earnings-and-revenue-growth
NasdaqGS:TBLA Earnings and Revenue Growth May 11th 2024
納斯達克GS:TBLA 收益和收入增長 2024 年 5 月 11 日

Taking into account the latest results, the most recent consensus for Taboola.com from six analysts is for revenues of US$1.92b in 2024. If met, it would imply a major 26% increase on its revenue over the past 12 months. Earnings are expected to improve, with Taboola.com forecast to report a statutory profit of US$0.026 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.92b and earnings per share (EPS) of US$0.035 in 2024. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a large cut to EPS estimates.

考慮到最新業績,六位分析師對Taboola.com的最新共識是,2024年的收入爲19.2億美元。如果得到滿足,這意味着其收入在過去12個月中將大幅增長26%。預計收益將有所改善,Taboola.com預計將公佈每股0.026美元的法定利潤。然而,在最新業績公佈之前,分析師曾預計2024年的收入爲19.2億美元,每股收益(EPS)爲0.035美元。最新業績公佈後,分析師似乎變得更加看跌。儘管收入預測沒有變化,但每股收益的預期已大幅下調。

It might be a surprise to learn that the consensus price target was broadly unchanged at US$6.00, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation.

得知共識目標股價基本維持在6.00美元,這可能會令人驚訝,分析師明確表示,預期的收益下降預計不會對估值產生太大影響。

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Taboola.com's growth to accelerate, with the forecast 36% annualised growth to the end of 2024 ranking favourably alongside historical growth of 4.4% per annum over the past three years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 10% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Taboola.com to grow faster than the wider industry.

當然,看待這些預測的另一種方法是將它們與行業本身聯繫起來。分析師們肯定預計Taboola.com的增長將加速,預計到2024年底的年化增長率爲36%,而過去三年的歷史年增長率爲4.4%。相比之下,我們的數據表明,預計類似行業的其他公司(有分析師報道)的收入將以每年10%的速度增長。顯而易見,儘管增長前景比最近更加光明,但分析師也預計,Taboola.com的增長速度將超過整個行業。

The Bottom Line

底線

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$6.00, with the latest estimates not enough to have an impact on their price targets.

要了解的最重要的一點是,分析師下調了每股收益的預期,這表明公佈這些業績後,市場情緒明顯下降。令人高興的是,收入預測沒有重大變化,預計該業務的增長速度仍將快於整個行業。共識目標股價穩定在6.00美元,最新估計不足以對其目標價格產生影響。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Taboola.com going out to 2026, and you can see them free on our platform here..

考慮到這一點,我們仍然認爲該業務的長期發展軌跡對於投資者來說更爲重要。在Simply Wall St,我們有分析師對Taboola.com到2026年的全方位估計,你可以在我們的平台上免費查看。

You can also see our analysis of Taboola.com's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

您還可以看到我們對Taboola.com董事會和首席執行官薪酬和經驗的分析,以及公司內部人士是否一直在購買股票。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.

對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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