TBLAN Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Cash Generation And FCF ConversionSizable TTM operating cash flow and free cash flow provide durable internal funding for buybacks, product investment, and working-capital needs. High FCF relative to net income (~81%) supports financial flexibility and reduces reliance on external capital over the next several quarters.
Conservative Balance Sheet And LiquidityLow leverage, a net cash position and substantial equity cushion give Taboola resilience in cyclical ad markets. Available revolver capacity and cash balances support continued share repurchases, M&A optionality, and tolerance for temporary ad-demand weakness without immediate refinancing pressure.
Product Traction And Strategic Publisher WinsAdoption of AI optimization and Deeper Dive’s high-engagement user base, plus large publisher expansions (e.g., FOX) position Taboola to capture higher CPMs and broader inventory formats. These structural product and distribution gains support more durable ex‑TAC profitability and monetization beyond legacy native widgets.
Bears Say
Top-line Contraction And Revenue DurabilityA sharp TTM revenue decline (~-14.8%) and modest recent top-line growth raise questions about the sustainability of earnings improvements. Profitability gains could prove dependent on cost cuts or one-offs if demand, advertiser spend, or scaled inventory do not re-accelerate over the coming quarters.
Platform Policy Dependency Risk (Google Explore More)A >$20M ex‑TAC impact from Google’s Explore More deprecation highlights structural vulnerability to third-party platform decisions. Rapid policy or product changes by large partners can remove meaningful economics and complicate forecasting, requiring diversification of distribution channels.
Publisher Network Cleanup Reduced Near-term RevenueDeliberate pruning of low-quality publisher inventory improves long-term ad performance but causes near-term revenue and scaled-advertiser headwinds. This execution creates lumpy growth and makes timing of revenue recovery dependent on successful remonetization of higher-quality placements over subsequent quarters.
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 $17.64B.
When is Taboola.com’s upcoming earnings report date?
Taboola.com’s upcoming earnings report date is Nov 11, 2026 which is in 63 days.
How were Taboola.com’s earnings last quarter?
Taboola.com released its earnings results on Aug 05, 2026. The company reported $0.34 earnings per share for the quarter, missing the consensus estimate of $0.849 by -$0.509.
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 0.93.
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 $0.34 in its last earnings report, missing expectations of $0.849. 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:
$97.17 (― Upside)
$97.17 (― Upside)
Blogger Sentiment
Bullish
MX:TBLAN Sentiment 67%
Sector Average 57%
Sector Average 57%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
12.02%
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