TBLAN Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Improving Profitability And Cash GenerationThe shift from prior losses to positive TTM earnings, combined with substantial operating and free cash flow, indicates materially stronger financial quality. Strong cash conversion can support product investment, publisher development, debt management, and shareholder returns over the next several quarters.
AI Product Adoption And Monetization PotentialAdoption of Realize Plus and Deeper Dive broadens Taboola’s product capabilities beyond traditional recommendation placements. Early advertiser usage, growing user engagement, and materially higher reported CPMs could improve monetization and strengthen the platform’s competitive position.
Strategic Publisher Distribution ExpansionExpanded relationships with major publishers increase Taboola’s access to inventory and advertiser reach while adding more formats than traditional native placements. The stated display opportunity of roughly two to three times native revenue provides a durable avenue for platform monetization.
Bears Say
Sharp TTM Revenue ContractionThe pronounced TTM revenue decline raises questions about demand stability and the durability of the current earnings improvement. Even with stronger margins and profitability, sustained contraction would reduce operating leverage, limit reinvestment capacity, and make future growth targets harder to achieve.
Exposure To Google Platform Policy ChangesThe faster-than-expected deprecation demonstrates that changes by a major third-party platform can remove meaningful economics from Taboola’s model. The resulting ex-TAC impact and comparisons into early 2027 create a material near-term earnings headwind and highlight platform-policy exposure.
Publisher Network Cleanup Pressures RevenueThe deliberate removal of low-quality publishers may improve advertiser performance over time, but it also shrinks monetized inventory and currently pressures revenue per advertiser. Execution risk remains as Taboola rebuilds the network around higher-quality supply and seeks to replace lost volume.
Taboola.com News
TBLAN FAQ
What was Taboola.com’s price range in the past 12 months?
Currently, no data Available
What is Taboola.com’s market cap?
Taboola.com’s market cap is $15.77B.
When is Taboola.com’s upcoming earnings report date?
Taboola.com’s upcoming earnings report date is Nov 11, 2026 which is in 35 days.
How were Taboola.com’s earnings last quarter?
Taboola.com released its earnings results on Aug 05, 2026. The company reported $0.36 earnings per share for the quarter, missing the consensus estimate of $0.9 by -$0.54.
Is Taboola.com overvalued?
According to Wall Street analysts Taboola.com’s price is currently Undervalued.
Does Taboola.com pay dividends?
Taboola.com does not currently pay dividends.
What is Taboola.com’s EPS estimate?
Taboola.com’s EPS estimate is 0.99.
How many shares outstanding does Taboola.com have?
Currently, no data Available
What happened to Taboola.com’s price movement after its last earnings report?
Taboola.com reported an EPS of $0.36 in its last earnings report, missing expectations of $0.9. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Taboola.com?
Currently, no hedge funds are holding shares in MX:TBLAN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Taboola.com Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$104.52 (― Upside)
$104.52 (― Upside)
Blogger Sentiment
Bullish
MX:TBLAN Sentiment 83%
Sector Average 57%
Sector Average 57%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-0.60%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
1.29%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Taboola.com
Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. It offers Taboola, which is a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web. The company was incorporated in 2006 and is headquartered in New York, New York.
TBLAN Company Deck
TBLAN Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed multiple substantive positives — strong ex-TAC gross profit growth (+12%), encouraging margin and adjusted EBITDA performance, strategic publisher wins (FOX News and a large multi-format expansion), meaningful product traction with Realize Plus and Deeper Dive, and disciplined capital returns including large buybacks. Offsetting these are discrete but material headwinds: a faster-than-expected Google policy change that will remove >$20M of ex-TAC in H2 2026, an intentional network cleanup that depressed near-term revenue, a ~$7.5M FX drag, and a ~$12M one-time write-down. Management framed the cleanup and product transitions as deliberate, long-term positive moves and raised ex-TAC and adjusted EBITDA guidance. Overall, the positives (product momentum, strategic wins, improved ex-TAC and margin expansion, guidance raises, and strong buybacks) are judged to outweigh the transitory and one-time negatives.View all MX:TBLAN earnings summaries