Taboola.com Ltd.
- Open
- 3.69
- Day high
- 3.74
- Day low
- 3.65
- Prev close
- 3.73
- Volume
- 210K
- Mkt cap
- $997M
- P/E (TTM)
- 8.9
- EPS (TTM)
- $0.41
- P/B
- 1.1
- P/S
- 0.5
- Yield
- —
- Per share
- —
Taboola.com Ltd. (TBLA) is a Communication Services company listed on NASDAQ. The stock is up 12% over the past year.
Taboola.com Ltd. (TBLA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TBLA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.05 | $0.02 | -60.0% | $477M | -4.5% |
| May 6, 2026 | $-0.01 | $-0.01 | +0.0% | $466M | +2.9% |
| Feb 25, 2026 | $0.18 | $168.30 | +93400.0% | — | — |
| Nov 5, 2025 | $0.10 | $0.11 | +10.0% | $497M | -7.6% |
| May 7, 2025 | $0.01 | $0.07 | +600.0% | $427M | -4.5% |
| Feb 26, 2025 | $0.11 | $0.10 | -9.1% | $491M | +17.7% |
| Nov 7, 2024 | $-0.02 | $-0.02 | -23.1% | $433M | -9.2% |
| May 8, 2024 | $-0.09 | $-0.08 | +11.1% | $414M | +2.8% |
| Feb 28, 2024 | $0.03 | $0.09 | +176.9% | $420M | -3.7% |
| Feb 24, 2023 | $0.19 | $0.16 | -15.8% | $371M | +19.0% |
| May 12, 2022 | $-0.05 | $0.09 | +280.0% | $355M | -0.5% |
| Feb 22, 2022 | $0.05 | $0.01 | -80.0% | $408M | +2.1% |
TBLA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 18, 2026 | Sundjaja Kristyofficer: Chief People Officer | Tax | 50,415 | $4.05 |
| Aug 18, 2026 | Walker Stephen Cofficer: Chief Financial Officer | Tax | 113,073 | $4.05 |
| Aug 18, 2026 | Singolda Adamdirector, officer: Founder and CEO | Tax | 251,129 | $4.05 |
| Aug 10, 2026 | LIMON ZVIdirector | Grant | 38,046 | — |
| Aug 10, 2026 | Shany Giladdirector | Grant | 38,046 | — |
| Aug 10, 2026 | Shachar Erezdirector | Grant | 38,046 | — |
| Aug 10, 2026 | Peres Nechemia Jacobdirector | Grant | 38,046 | — |
| Aug 10, 2026 | Mijaleski Monicadirector | Grant | 38,046 | — |
| Jun 1, 2026 | Apollo Management Holdings GP, LLC10 percent owner | Sell | 12,000,000 | $4.40 |
| May 19, 2026 | Sundjaja Kristyofficer: Chief People Officer | Tax | 50,416 | $4.99 |
| May 19, 2026 | Walker Stephen Cofficer: Chief Financial Officer | Tax | 113,071 | $4.99 |
| May 19, 2026 | Singolda Adamdirector, officer: Founder and CEO | Tax | 251,130 | $4.99 |
| May 11, 2026 | Mijaleski Monicadirector | Sell | 61,000 | $5.04 |
| May 8, 2026 | Walker Stephen Cofficer: Chief Financial Officer | Option | 170,070 | $2.63 |
| May 8, 2026 | Sundjaja Kristyofficer: Chief People Officer | Sell | 40,878 | $5.00 |
Source: TBLA SEC Form 4 filings, latest Aug 18, 2026. For informational purposes only — not investment advice.
See the full TBLA insider & 13F page →Taboola.com Ltd. company profile
Overview
Taboola.com Ltd. (NASDAQ:TBLA) is an Israeli-American technology company that operates an artificial intelligence-powered content and advertising recommendation platform. Founded in 2006 and headquartered in New York, the company went public in June 2021 through a SPAC merger. Taboola partners with websites, mobile apps, and devices to recommend editorial content and advertisements to users across the open web, serving as a bridge between publishers seeking to monetize their content and advertisers looking to reach engaged audiences outside of major social media platforms.
Business
Taboola operates in the digital advertising technology sector, specifically focusing on content discovery and native advertising on the open web. The company's core product is an AI-driven recommendation engine that appears as "recommended for you" or "you may also like" widgets at the bottom of articles on news websites and other digital publications. The platform works by analyzing user behavior, content preferences, and contextual signals to serve personalized content recommendations and native advertisements that blend seamlessly with editorial content. Unlike traditional display advertising, Taboola's native ads are designed to look like editorial recommendations, making them less intrusive and more engaging for users. Taboola's business operates across several key segments: 1. Core Native Advertising Platform (~70-75% of revenue): The traditional content recommendation widgets that appear on publisher websites, connecting advertisers with audiences through native ad placements that match the look and feel of surrounding content. 2. E-commerce Solutions (~20% of ex-TAC gross profit): Through acquisitions like Connexity, Taboola offers shopping comparison services and creator-driven commerce solutions, including their "ShopYourLikes" program that enables content creators to monetize product recommendations. 3. Taboola News (~15% of revenue): A news aggregation service that curates personalized news feeds, generating revenue through both subscription models and advertising. 4. Header Bidding and Programmatic (growing segment): Technology that allows publishers to offer their ad inventory to multiple demand sources simultaneously, increasing competition and revenue potential. The company has recently launched Taboola Realize, a new platform designed to expand beyond native advertising into broader performance advertising markets, targeting the estimated $55 billion performance advertising opportunity outside of search and social media platforms.
Competitive moat
Taboola's competitive moat is moderately strong but faces significant challenges from dominant platforms. The company's primary advantages include its extensive network of publisher relationships, proprietary first-party data accumulated over nearly two decades, and AI algorithms trained on billions of user interactions across diverse content categories. The company benefits from network effects where more publishers attract more advertisers and vice versa, and more user data improves recommendation accuracy. Taboola's position as a neutral intermediary between publishers and advertisers, without competing for content creation, provides some strategic advantage over platforms like Google and Facebook that have conflicting interests. However, the moat faces substantial threats. Google and Facebook dominate digital advertising with superior scale, data, and advertiser relationships, controlling roughly 50% of the digital advertising market. These platforms can offer advertisers more comprehensive solutions and better targeting capabilities. Additionally, many publishers are developing direct advertiser relationships to capture more revenue, potentially bypassing intermediary platforms like Taboola. The company's expansion into performance advertising through the Realize platform represents an attempt to strengthen its moat by moving beyond native advertising into higher-value, outcome-based advertising. Success in this area could differentiate Taboola from pure content recommendation competitors, but it also puts the company in more direct competition with established performance advertising platforms like The Trade Desk and Amazon's advertising services. Privacy regulations and the deprecation of third-party cookies could paradoxically benefit Taboola, as its first-party data relationships with publishers may become more valuable in a privacy-first advertising ecosystem.
Risks & safety
The company demonstrates reasonable financial stability with improving cash generation, though growth has moderated significantly. • Liquidity and Solvency: Strong cash position of $216 million with current ratio of 1.32, indicating adequate short-term liquidity. Debt-to-equity ratio of 0.21 shows conservative leverage. Free cash flow of $149 million in 2024 demonstrates solid cash generation capability. • Valuation Metrics: Trading at EV/EBITDA of 17.4x based on recent quarter, and P/B ratio around 1.0, suggesting reasonable but not cheap valuation. The stock has declined significantly from IPO levels, reflecting market skepticism about growth prospects. • Operational Concerns: Revenue growth has decelerated sharply to low single digits after years of 20%+ growth. The company faces intense competition from Google and Facebook, and the transition to performance advertising through Realize platform remains unproven. • Capital Allocation: Management has been returning capital through share buybacks ($200 million authorized), indicating confidence but also limited high-return investment opportunities. The company maintains profitability with 30% EBITDA margins.
Recent development
Over the past few years, Taboola has undergone a significant strategic transformation from a pure native advertising platform to a broader performance advertising company. The most notable development is the launch of the Taboola Realize platform in 2024, which expands beyond traditional native advertising to capture opportunities in the $55 billion performance advertising market outside search and social media. Key strategic initiatives include the 30-year partnership with Yahoo signed in 2022, which involved migrating Yahoo's advertising technology and represents one of Taboola's largest publisher relationships. The company has also expanded its presence on premium platforms through partnerships with Apple News (launched in multiple countries) and renewed agreements with Microsoft. The company has heavily invested in AI-powered advertising technologies, with their "Max Conversions" AI technology now driving approximately 70% of revenue. They've also launched "Abby," an AI assistant for advertisers, and developed predictive audience solutions. The verticalization of their sales organization reflects a strategic shift toward targeting specific industry segments and ideal customer profiles. In e-commerce, Taboola has expanded through acquisitions like Connexity and developed creator-driven commerce solutions through programs like "ShopYourLikes." The company has also grown Taboola News into a significant revenue stream, approaching $100 million annually, and developed header bidding technology to help publishers maximize ad revenue. Recent quarters show management focusing on advertiser success and retention rather than pure growth, with initiatives to improve return on ad spend (ROAS) and expand average revenue per advertiser. The company has also been actively returning capital to shareholders through share buybacks while maintaining disciplined spending and 30% EBITDA margins.
TBLA company profile · for informational purposes only — not investment advice.
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