Taboola.com Ltd. (TBLA) Stock Price & Analysis
Taboola.com Ltd. (TBLA) closed at USD 3.48 on Wednesday, October 28, 2026, up 2.65% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 3.39; the Oct 28, 2026 session ranged USD 3.38–3.48 on volume of 1,656,189 shares. Market capitalization is $940.14M, with a 52-week range of USD 2.84–5.71 (NMS). Source: Nexqual, retrieved October 29, 2026 at 06:41 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TBLA.md
Key facts (TBLA)
- Last four reported quarters (through Jun 30, 2026): revenue $1.96B, net income $119M (6.1% margin), free cash flow $201M (SEC filings).
- Valuation: P/E 7.9x.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $106M; 3 not under a Rule 10b5-1 plan ($106M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.14 on a 1–5 scale) (7 analysts), mean target USD 5.7 (range 5–7).
- Total return with dividends: 1Y +0.3% vs S&P 500 +13.6%; 5Y -62.9% vs S&P 500 +79.8%.
- Next earnings: 2026-11-04, EPS estimate USD 0.14, revenue estimate $467M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TBLA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.38B | $1.40B | $1.44B | $1.77B | $1.91B | $1.96B |
| Gross profit | $441M | $464M | $426M | $534M | $570M | — |
| Operating income | -$13.3M | -$13.7M | -$63.7M | $25.9M | $44.1M | $127M |
| Net income | -$24.9M | -$12.0M | -$82.0M | -$3.8M | $42.3M | $119M |
| EPS (diluted) | -$0.26 | -$0.05 | -$0.24 | -$0.01 | $0.13 | — |
| Free cash flow | $24.5M | $18.6M | $52.2M | $149M | $163M | $201M |
| Gross margin | 32.0% | 33.1% | 29.6% | 30.2% | 29.8% | — |
| Operating margin | -1.0% | -1.0% | -4.4% | 1.5% | 2.3% | 6.5% |
| Net margin | -1.8% | -0.9% | -5.7% | -0.2% | 2.2% | 6.1% |
| Revenue growth | +15.9% | +1.6% | +2.8% | +22.7% | +8.3% | — |
| Cash + short-term investments | $319M | $263M | $182M | $230M | $121M | — |
| Total debt | — | — | — | $116M | $102M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (TBLA)
P/E 7.9x · P/S 0.5x · P/FCF 4.7x · P/B 1.0x · FCF yield 21.36% · Earnings yield 12.63% · Buyback yield (TTM) 18.04%
Insider sales (SEC Form 4, open-market, last ~7 months) (TBLA)
1 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | Apollo Management Holdings Gp, Llc | 12,000,000 | $52.8M | 39.9% | No | Too little history (no open-market trades in 2023 or 2025) | |
| 2026-05-28 | Apollo Management Holdings Gp, Llc | 12,000,000 | $52.8M | 39.9% | No | Too little history (no open-market trades in 2023 or 2025) | |
| 2026-05-08 | Mijaleski Monica | Director | 61,000 | $307K | 33.4% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-05-07 | Sundjaja Kristy | Chief People Officer | 40,878 | $204K | 2.6% | Yes (adopted May 19, 2025) | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TBLA)
Consensus Buy (mean 2.14 on a 1–5 scale), 7 analysts; mean target USD 5.7 (low 5, high 7).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | StoneX | Target lowered | Buy | $5.5 → $5 |
| 2026-08-10 | TD Cowen | Target lowered | Buy | $6 → $5 |
| 2026-08-06 | Benchmark | Target lowered | Buy | $6.5 → $5.5 |
| 2026-08-06 | Rosenblatt | Maintained | Buy | $7 |
Total return (dividends reinvested) (TBLA)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +0.3% | -62.9% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +0.3% | -18.0% |
| Volatility (annualized) | 57.4% | 57.5% |
| Max drawdown | -42.1% (Jul 2026→Oct 2026) | -83.3% (Nov 2021→Oct 2022) |
TBLA earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $0.14 | $0.14 | In line | -23.6% |
| May 6, 2026 | Quarter ended Mar 31, 2026 | $0.06 | $0.04 | Beat +$0.02 | +36.7% |
| Feb 25, 2026 | Quarter ended Dec 31, 2025 | $0.27 | $0.18 | Beat +50.0% | -2.5% |
| Nov 5, 2025 | Quarter ended Sep 30, 2025 | $0.11 | $0.09 | Beat +22.2% | +13.2% |
| Aug 6, 2025 | — | — | — | — | +6.5% |
| May 7, 2025 | — | — | — | — | +8.1% |
| Feb 26, 2025 | — | — | — | — | -23.8% |
| Nov 7, 2024 | — | — | — | — | -3.0% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
TBLA recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
TBLA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Yahoo | “•If the Yahoo partnership is not as long-term financially accretive as we expected our business, operating results, financial condition and reputation could be adversely affected;” |
| Partner | Microsoft (MSFT) | “Taboola had approximately 14,000 digital property partners in the fourth quarter of 2025, including many premium properties such as Yahoo, Microsoft, NBCUniversal, CBSi, Business Insider, The Independent and El Mundo.” |
| Partner | Walt Disney (DIS) | “Thousands of Advertisers trust us to drive growth, while approximately 14,000 digital property partners, including NBCNews, Disney, Yahoo, and Apple, rely on us for monetization and audience growth.” |
| Partner | Apple (AAPL) | “Thousands of Advertisers trust us to drive growth, while approximately 14,000 digital property partners, including NBCNews, Disney, Yahoo, and Apple, rely on us for monetization and audience growth.” |
| Competitor | Alphabet (Google) (GOOGL) | “We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.” |
| Competitor | Meta Platforms (META) | “We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.” |
| Competitor | Amazon (AMZN) | “We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.” |
Quoted from the company's 10-K filed Feb 25, 2026.
TBLA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.14 | $0.16 | -10.6% | $466.8M | 6 |
| Next quarter (ends Dec 2026) | $0.18 | $0.18 | -0.8% | $533.6M | 7 |
| Current fiscal year (ends Dec 2026) | $0.60 | $0.62 | -3.8% | $1.94B | 6 |
| Next fiscal year (ends Dec 2027) | $0.32 | $0.23 | +38.5% | $2.05B | 7 |
TBLA options: expected move
Options price a move of about ±36.1% (±$1.23) by Jan 15, 2027, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±14.7% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Jan 15, 2027 | 79 | 84.8% | ±36.1% |
30-day implied volatility 56.1% vs 36.2% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 06:41 UTC)
| Price | USD 3.48 |
|---|---|
| Change | ▲ 2.65% (up) |
| Previous Close | USD 3.39 |
| Open | USD 3.38 |
| Day Range | USD 3.38 – 3.48 |
| 52-Week Range | USD 2.84 – 5.71 |
| Volume | 1,656,189 shares |
| Market Cap | $940.14M |
| Exchange | NMS |
Technical Analysis (TBLA)
Nexqual's technical model rates TBLA "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 29, 2026 at 06:41 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.13 (neutral) |
| vs SMA50 | Below (USD 3.57) |
| MACD | -0.05 (negative) |
Analyst Ratings (TBLA)
Wall Street analysts rate TBLA "Buy" based on 7 analysts, with a mean price target of USD 5.7 (range USD 5–7), per Nexqual as of October 29, 2026 at 06:41 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 5.7 |
| High Target | USD 7 |
| Low Target | USD 5 |
| Buy / Hold / Sell | 5 / 2 / 0 |
Earnings (TBLA)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.14 |
| Revenue Estimate | $466.79M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.14 vs est 0.14 ▲ beat |
| 2026-03-31 | USD 0.06 vs est 0.04 ▲ beat |
| 2025-12-31 | USD 0.27 vs est 0.18 ▲ beat |
| 2025-09-30 | USD 0.11 vs est 0.09 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:41 UTC.
Financials & Fundamentals (TBLA)
| Total Revenue | $1.96B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.40% |
| Gross Margin | +29.75% |
| Operating Margin | +2.77% |
| Profit Margin | +6.05% |
| ROE | +12.75% |
| Debt / Equity | 0.17 |
| Current Ratio | 1.11 |
| Total Cash | $133.05M |
| Total Debt | $157.40M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $200.81M (10.2% of revenue) |
Source: Nexqual, October 29, 2026 at 06:41 UTC.
Financial Health Score (TBLA)
Nexqual rates Taboola.com Ltd.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 06:41 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 30%, operating 6% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $121M cash and investments vs $102M debt (Dec 2025, SEC), net cash |
| Cash Flow | Solid — FCF $201M (last 4 quarters to Jun 2026, SEC), 10% margin |
| Efficiency | Mixed — ROE 13%, ROA 7.7% (last 4 quarters, SEC) |
Ownership (TBLA)
| Insider Ownership | +19.48% |
|---|---|
| Institutional Ownership | +66.72% |
| Shares Outstanding | 252.12M |
| Float | 145.22M |
| Short % of Float | +5.25% |
Source: Nexqual, October 29, 2026 at 06:41 UTC.
Leadership (TBLA)
Taboola.com Ltd. is led by Adam Singolda, Founder, CEO & Director, per Nexqual as of October 29, 2026 at 06:41 UTC.
| Founder, CEO & Director | Adam Singolda |
|---|---|
| President & COO | Eldad Maniv |
| Chief Financial Officer | Stephen C. Walker |
| Chief Technology Officer | Lior Golan |
| Senior Vice President of Marketing & Strategy | Tom Inbal |
Major Backers & Investors (TBLA)
Notable institutional backers of Taboola.com Ltd. include Siren, L.L.C., Acadian Asset Management. LLC, Two Sigma Investments, LP, according to Nexqual as of October 29, 2026 at 06:41 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Siren, L.L.C. | 3.34% |
| Acadian Asset Management. LLC | 2.94% |
| Two Sigma Investments, LP | 2.35% |
| LSV Asset Management | 2.23% |
| Mackenzie Financial Corporation | 1.46% |
| Qube Research & Technologies Ltd | 1.42% |
| Renaissance Technologies | 1.3% |
| AQR Capital Management, LLC | 0.87% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 3.79% |
| State Street | 1.56% |
Source: Nexqual, October 29, 2026 at 06:41 UTC.
From Taboola.com Ltd.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Historically, we have not patented our proprietary technology in order to keep our technology architecture, trade secrets, and engineering roadmap private; however, as of December 31, 2025, we own approximately twenty issued patents.
- Thousands of Advertisers trust us to drive growth, while approximately 14,000 digital property partners, including NBCNews, Disney, Yahoo, and Apple, rely on us for monetization and audience growth.
- We are the only independent performance platform that goes beyond search and social, and delivers outcomes at scale for advertisers, leveraging our unique supply, 1st-party data and AI technology.
- Companies with first party data have a major advantage in general, including in the Sandbox ecosystem, because they can leverage direct user interactions for personalized advertising and measurement, while others must rely on low scale signals like alternative IDs, or Google's limited, aggregated insights, reducing their control over audience targeting and performance tracking.
Partnerships
- However, given the level of effort we anticipate in launching our partnership with Yahoo, we would expect any acquisitions that we consider to either be small and very simple to integrate or dramatically value-enhancing.
- No longer a trend, a change in consumer attention to digital properties has become a lasting movement, giving Advertisers an opportunity to reach increasing numbers of consumers at scale with relevant content and precise targeting, thereby driving a higher return on their investment.
Legal & Regulatory Risks (Item 1A, quoted)
- Risks Related to Laws and Regulations
- We are a multinational organization faced with increasingly complex tax issues in many jurisdictions, and we could be obligated to pay additional taxes in various jurisdictions as a result of new taxes and related laws, which may materially affect our business and results of operations.
- The taxation by multiple jurisdictions (e.g. Spain, France, Italy and others) of digital services including online advertising and e-commerce could increase our tax burdens and compliance obligations as well as our costs of doing business internationally and our worldwide effective tax rate which may lead to adverse impact on our financial position and results of operations.
- We may be exposed to liabilities under the U.S. Foreign Corrupt Practices Act and other U.S. and foreign anti-corruption, anti-money laundering, export control, sanctions and other trade laws and regulations, and any determination that we violated these laws could have a material adverse effect on our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| UPWK | Upwork Inc. | USD 9 | ▼ 0.77% |
| WBTN | WEBTOON Entertainment Inc. | USD 9.52 | ▲ 2.7% |
| WB | Weibo Corporation | USD 6.18 | ▲ 0% |
| OPRA | Opera Limited | USD 18.64 | ▲ 1.53% |
| DJT | Trump Media & Technology Group | USD 5.97 | ▼ 6.13% |
| GENI | Genius Sports Limited | USD 6.35 | ▲ 0.47% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:41 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt