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TBTBLA

Taboola.com Ltd.

$TBLA·$984M·Internet Content & Information·Communication Services
$3.60-2.2%YTD-20.0%1Y+2.6%
Price updated 3h ago·X counts updated 7d ago
TBTBLA
$TBLATaboola.com Ltd.
$3.60-2.17%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TBLA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Sep 2Sep 12

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TBLA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Taboola's revenue keeps growing 2-15% but multiple securities class actions with an October 20 deadline are the overhang.

Taboola runs a content-recommendation platform for publisher websites. Revenue growth is holding in the mid-single-digits and the business is profitable, but multiple law firms have filed securities class actions with an October 20 lead-plaintiff deadline.

  • Revenue growth ran 15%, 6%, 9%, and 2% across four quarters, ending Q2 2026 at $477M — deceleration into Q2 is worth watching.
  • Gross margin near 26-34% and operating margin swung -1.5% to +8% — the model is close to breakeven, not comfortably profitable.
  • The October 20 lead-plaintiff deadline for the securities class actions is the near-term risk envelope; the underlying allegations relate to disclosures prior to the recent quarterly prints.

Watch the Nov 4 print for growth-rate direction, any specifics on the class-action allegations, and whether management addresses the disclosures publicly.

What to watch: Revenue growth direction, specifics of the class-action allegations, and any management response to the litigation.

On the calendar: 2026-11-04 Q3 earnings

no price datano sentiment

Read the AI verdict on $TBLA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Open web content recommendation and native advertising platform serving publisher sites and app feed placements globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $TBLA.

Internet Content & Information · Communication Services

AI-enhanced ad targeting is widening the platform gap — Google's push into Microsoft enterprise customers via AI tools and YouTube's $93B annual revenue scale are concentrating digital ad market share in the largest platforms. FDN's near-flat T12M (+1.9%) reflects antitrust and valuation ceiling risk offsetting the ad recovery.

What this means for $TBLA

Headwind — Taboola's open-web content recommendation network faces structural displacement as traffic migrates from publisher articles to AI-generated search answers; large platform AI features are eroding its distribution base.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.7%YTD
+0.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
19.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.02$0.05-60.0%
Q1 2026May 6, 2026$0.20$-0.01+2100.0%
Q4 2025Feb 25, 2026$0.17$0.11+56.5%
Q3 2025Nov 5, 2025$0.02$-0.00+1498.6%
Next earningsWed, Nov 4·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$476.8M+2.4%29.3%1.5%$0.02$17.3M
Q1 FY26$466.4M+9.1%26.0%-1.5%$0.21$90.3M
Q4 FY25$522.3M+6.4%33.6%8.4%$0.17$46.9M
Q3 FY25$496.8M+14.7%28.0%1.3%$0.02$46.3M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $2.0B$0.41$0.39 – $0.436
FY27$2.0B$2.0B – $2.1B$0.34$0.33 – $0.355
FY28$2.5B$2.4B – $2.6B$0.68$0.42 – $1.045
FY29$2.3B$2.2B – $2.3B$0.52$0.50 – $0.552
FY30$2.4B$2.3B – $2.4B$0.59$0.57 – $0.622

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.26%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 118.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 28Apollo Management Holdings Gp, Llc10% owner12.0M sh$52.8MSellMay 8Monica MijaleskiDirector61.0K sh$307KSellMay 7Kristy SundjajaChief People Officer40.9K sh$204K
+ 15 other (7 inkinds · 5 awards · 2 gifts · 1 exempt) in window

See when $TBLA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TBLA filed an 8-K (Item 2.02) reporting its financial results for the second quarter of 2026. That press release is furnished herewith as Exhibit 99.1, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

TBLA filed an 8-K (Item 5.07) disclosing the results of stockholder voting at its annual or special meeting. Vote disclosures are routine governance filings; contested results (e.g., failed say-on-pay) would be the indicator of significance.

SC 13D/AActivist amendmentJun 1SC 13D/A
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 10-Qs · 2 proxys · 1 25-NSE · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TBLA DEADLINE ALERT: ROSEN, A LONGSTANDING LAW FIRM, Encourages Taboola.com Ltd. Investors to Secure Counsel Before Important Deadline in Securities Class Action – TBLAglobenewswire.com·1d agoTBLA INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Taboola.com (TBLA) Investors of Securities Class Action Lawsuit Deadline on October 20, 2026newsfilecorp.com·1d agoTBLA Deadline: TBLA Investors Have Opportunity to Lead Taboola.com Ltd. Securities Fraud Lawsuitprnewswire.com·2d agoKaplan Fox Reminds Investors of a Deadline for a Securities Fraud Class Action Lawsuit Against Taboola.com Ltd. (TBLA) on October 20, 2026newsfilecorp.com·2d agoKaplan Fox Urges Taboola.com Ltd. (NASDAQ: TBLA) Investors to Contact the Firm Before the Deadline on October 20, 2026globenewswire.com·2d ago

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Voices on X · last 7 days

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