Taboola's Fiscal 2024 Revenue and Earnings Estimates Cut by This Analyst Despite Strong Q2 Projections - Here's Why
Taboola's Fiscal 2024 Revenue and Earnings Estimates Cut by This Analyst Despite Strong Q2 Projections - Here's Why
Needham analyst Laura Martin maintained Taboola.com Ltd (NASDAQ:TBLA) with a Buy and lowered the price target from $6 to $5. The stock is trading lower on Friday.
Needham分析師Laura Martin認爲Taboola.com Ltd (納斯達克：TBLA) 值得買入，但將其價格目標從6美元下調至5美元。該股票週五交易下跌。
Martin maintained her fiscal 2024 second-quarter estimates but lowered her estimates for the second half of fiscal 2024 and fiscal 2025 and her price target.
Martin維持她的2024財年第二季度預測，但下調了她對2024財年下半年和2025財年的預測和價格目標。
Martin lowered her revenue and earnings estimates for fiscal 2024, the second half of fiscal 2024, and 2025 because she now notes that Yahoo's demand side may take longer to integrate into Taboola's system than she previously thought.
由於Martin現在注意到雅虎的需求方可能需要比她之前預計的時間更長的時間才能整合到Taboola的系統中，她下調了2024財年、2024財年下半年和2025財年的營業收入和收益預測。
Also Read: Taboola's Strategic Expansions And AI Investments Yield Solid Q1 Results: Details
還閱讀：Taboola的戰略擴張和AI投資帶來了紮實的Q1成果:細節。
Martin maintained her estimates for the fiscal 2024 second quarter: gross revenue of $428.3 million (up 29% year-on-year), net revenue, ex-TAC of $145.6 million (up 18% year-on-year), and adjusted EBITDA of $27.2 million (up 74% year-on-year), for a margin of 19%.
Martin維持了她對2024財年第二季度的預測:總收入爲42830萬美元（同比增長29%），扣除交易系統和合規費用後的淨收入爲14560萬美元（同比增長18%），調整後的息稅前利潤爲2720萬美元（同比增長74%），邊際爲19%。
For fiscal 2024, Martin now estimates net revenue, ex-TAC, of $655 million (up 22% year over year, 2% below her previous estimate) and adjusted EBITDA of $183 million (up 85% year over year, 10% below her previous estimate), for a margin of 28%.
對於2024財年，Martin現預測扣除交易系統和合規費用後的淨收入爲65500萬美元（同比增長22%，低於之前的預測2%），調整後的息稅前利潤爲18300萬美元（同比增長85%，低於之前的預測10%），邊際爲28%。
Owing to Martin's lower fiscal 2024 projections, she cut her fiscal 2025 revenue and EPS estimates.
由於Martin的下調了2024財年的預測，她降低了她對2025財年的營業收入和每股收益的預測。
Price Action: TBLA shares are trading lower by 4.18% at $3.33 at the last check Friday.
價格動態：上市公司TBLA週五最後收盤價爲3.33美元，下跌了4.18%。
Image via Unsplash
圖片來源：Unsplash
譯文內容由第三人軟體翻譯。