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)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TBLA)

USDFY2021FY2022FY2023FY2024FY2025TTM
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 margin32.0%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 dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-05-28Apollo Management Holdings Gp, Llc12,000,000$52.8M39.9%NoToo little history (no open-market trades in 2023 or 2025)
2026-05-28Apollo Management Holdings Gp, Llc12,000,000$52.8M39.9%NoToo little history (no open-market trades in 2023 or 2025)
2026-05-08Mijaleski MonicaDirector61,000$307K33.4%NoToo little history (no open-market trades in 2023 or 2025)
2026-05-07Sundjaja KristyChief People Officer40,878$204K2.6%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:

DateFirmActionRatingPrice target
2026-10-20StoneXTarget loweredBuy$5.5 → $5
2026-08-10TD CowenTarget loweredBuy$6 → $5
2026-08-06BenchmarkTarget loweredBuy$6.5 → $5.5
2026-08-06RosenblattMaintainedBuy$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 filedQuarterEPSConsensusSurpriseStock reaction
Aug 5, 2026Quarter ended Jun 30, 2026$0.14$0.14In line-23.6%
May 6, 2026Quarter ended Mar 31, 2026$0.06$0.04Beat +$0.02+36.7%
Feb 25, 2026Quarter ended Dec 31, 2025$0.27$0.18Beat +50.0%-2.5%
Nov 5, 2025Quarter ended Sep 30, 2025$0.11$0.09Beat +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)

FiledFormWhat it says
Aug 5, 202610-QQuarterly report · period ended Jun 30, 2026
Aug 5, 20268-KQuarterly 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)

RelationshipCompanySentence in the filing
PartnerYahoo“•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;”
PartnerMicrosoft (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.”
PartnerWalt 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.”
PartnerApple (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.”
CompetitorAlphabet (Google) (GOOGL)“We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.”
CompetitorMeta Platforms (META)“We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.”
CompetitorAmazon (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

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$0.14$0.16-10.6%$466.8M6
Next quarter (ends Dec 2026)$0.18$0.18-0.8%$533.6M7
Current fiscal year (ends Dec 2026)$0.60$0.62-3.8%$1.94B6
Next fiscal year (ends Dec 2027)$0.32$0.23+38.5%$2.05B7

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.

ExpirationDaysATM implied volatilityExpected move
Jan 15, 20277984.8%±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)

PriceUSD 3.48
Change▲ 2.65% (up)
Previous CloseUSD 3.39
OpenUSD 3.38
Day RangeUSD 3.38 – 3.48
52-Week RangeUSD 2.84 – 5.71
Volume1,656,189 shares
Market Cap$940.14M
ExchangeNMS

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 SignalNEUTRAL
RSI (14)48.13 (neutral)
vs SMA50Below (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 RatingBuy
Analyst Count7
Mean TargetUSD 5.7
High TargetUSD 7
Low TargetUSD 5
Buy / Hold / Sell5 / 2 / 0

Earnings (TBLA)

Next Earnings Date2026-11-04
EPS EstimateUSD 0.14
Revenue Estimate$466.79M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 0.14 vs est 0.14 ▲ beat
2026-03-31USD 0.06 vs est 0.04 ▲ beat
2025-12-31USD 0.27 vs est 0.18 ▲ beat
2025-09-30USD 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 / Equity0.17
Current Ratio1.11
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.

GrowthSolid — Revenue +8% YoY (annual)
ProfitabilitySolid — Gross margin 30%, operating 6% (last 4 quarters to Jun 2026, SEC)
Balance SheetStrong — $121M cash and investments vs $102M debt (Dec 2025, SEC), net cash
Cash FlowSolid — FCF $201M (last 4 quarters to Jun 2026, SEC), 10% margin
EfficiencyMixed — ROE 13%, ROA 7.7% (last 4 quarters, SEC)

Ownership (TBLA)

Insider Ownership+19.48%
Institutional Ownership+66.72%
Shares Outstanding252.12M
Float145.22M
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 & DirectorAdam Singolda
President & COOEldad Maniv
Chief Financial OfficerStephen C. Walker
Chief Technology OfficerLior Golan
Senior Vice President of Marketing & StrategyTom 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

InvestorStake
Siren, L.L.C.3.34%
Acadian Asset Management. LLC2.94%
Two Sigma Investments, LP2.35%
LSV Asset Management2.23%
Mackenzie Financial Corporation1.46%
Qube Research & Technologies Ltd1.42%
Renaissance Technologies1.3%
AQR Capital Management, LLC0.87%

Index Funds (Passive)

FundStake
BlackRock3.79%
State Street1.56%

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)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

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WBWeibo CorporationUSD 6.18▲ 0%
OPRAOpera LimitedUSD 18.64▲ 1.53%
DJTTrump Media & Technology Group USD 5.97▼ 6.13%
GENIGenius Sports LimitedUSD 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