Taboola.com (TBLAN) Stock Price & Analysis
TBLAN Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 17.59B
- Enterprise Value
- MXN 1.48B
- Total Cash (Recent Filing)
- MXN 133.05M
- Total Debt (Recent Filing)
- MXN 85.40M
- Price to Earnings (P/E)
- 8.4
- Beta
- 0.55
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 1.05
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Profitability, Cash Generation And Balance-sheet Strength
The shift to positive profitability alongside substantial operating and free cash flow improves earnings quality and internal funding capacity. Low leverage and a meaningful equity base provide financial flexibility to invest in products, absorb volatility, and support the business through the next several quarters.
AI Product Adoption And Monetization Potential
Adoption of Realize Plus and Deeper Dive shows Taboola is extending beyond traditional recommendation placements into optimization and conversational formats. Continued usage, advertiser spend, and higher early monetization could improve product differentiation and support durable revenue quality.
Publisher Distribution Expansion
Strategic publisher expansions increase Taboola’s available inventory and strengthen access to large audiences across multiple formats. The broader distribution footprint can improve advertiser reach and monetization, while expected Q4 contributions and 2027 ramp provide a visible growth pathway.
Bears Say
Sustained Top-line Contraction
The sharp TTM revenue decline raises questions about demand stability, traffic volumes, and the durability of recent profit improvement. Even with stronger margins and cash generation, continued contraction would limit operating leverage and make future earnings growth harder to sustain.
Exposure To Google Platform Policy Changes
The accelerated deprecation demonstrates that external platform decisions can remove meaningful economics from Taboola’s model with limited timing control. The expected ex-TAC reduction may pressure revenue and profitability across the next several quarters while replacement products scale.
Publisher Network Quality Reset Weighs On Scale
The cleanup may improve advertiser performance over time, but it also reduces near-term inventory and monetization scale while the network is reshaped. Lower revenue and advertiser economics during the transition could weigh on growth until higher-quality supply and demand fully replace removed publishers.
Taboola.com News
Taboola.com Lawsuit Alleges Investor Losses After Publisher Quality Disclosures and 27% Stock Drop
Taboola.com Ltd. (NASDAQ: TBLA) is facing a federal securities lawsuit alleging that the company overstated the value of its publisher relationships and failed to disclose an increase in low-quality publishers.
TBLAN FAQ
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Taboola.com Stock 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.
- Sector
- Communicationservices
- Industry
- Internet Content & Information
- CEO
- Adam Singolda
- Employees
- 2,000
- Website
- www.taboola.com
- Address
- 16 Madison Square West, New York, NY, 10010, US
Taboola.com (TBLAN) Earnings & Revenues
TBLAN Company Deck
TBLAN Earnings Call
Earnings Call SentimentPositive
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