# Taboola.com Ltd. (TBLA)

> Source: Nexqual · https://nexqual.com/TBLA · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, Taboola.com Ltd. (TBLA), nexqual.com/TBLA" · informational, not investment advice.

**Price:** USD 3.48 (+2.65% on the day) · last close of Oct 28, 2026; US market closed, not a live price. Prev close 3.39 · day 3.38–3.48 · 52w 2.84–5.71 · market cap $940M · NMS

## Key facts
- 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.
- 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)
| 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)
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%

## Analysts
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)
|  | 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) |

## Peers (Internet Content & Information)
UPWK (Upwork Inc.) USD 9 -0.77% · WBTN (WEBTOON Entertainment Inc.) USD 9.52 +2.70% · WB (Weibo Corporation) USD 6.18 +0.00% · 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%

## More
Full page: https://nexqual.com/TBLA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in TBLA's own 10-K filed 2026-02-25 (https://www.sec.gov/Archives/edgar/data/1840502/000184050226000004/tbla-20251231.htm):

| 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." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.14 | $0.16 | -10.6% | $466.8M | 6 |
| Next quarter (ends 2026-12-31) | $0.18 | $0.18 | -0.8% | $533.6M | 7 |
| Current fiscal year (ends 2026-12-31) | $0.60 | $0.62 | -3.8% | $1.94B | 6 |
| Next fiscal year (ends 2027-12-31) | $0.32 | $0.23 | +38.5% | $2.05B | 7 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.14 | $0.14 | In line | — |
| — | Quarter ended Mar 31, 2026 | $0.06 | $0.04 | Beat +$0.02 | — |
| — | Quarter ended Dec 31, 2025 | $0.27 | $0.18 | Beat +50.0% | — |
| — | Quarter ended Sep 30, 2025 | $0.11 | $0.09 | Beat +22.2% | — |
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).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-08-05 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/1840502/000184050226000012/0001840502-26-000012-index.htm |
| 2026-08-05 | 8-K | Quarterly results; Regulation FD disclosure | https://www.sec.gov/Archives/edgar/data/1840502/000114036126031336/0001140361-26-031336-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.