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TBTBLA

Taboola.com Ltd.

$TBLA·$1.0B·Internet Content & Information·Communication Services
$4.04+5.3%
Mentions · last 7 days
2026-07-30: 4 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 1 posts2026-08-03: 1 posts2026-08-04: 2 posts2026-08-05: 43 posts51
Price updated 12m ago·X counts updated 22h ago
TBTBLA
$TBLATaboola.com Ltd.
$4.04+5.35%51 posts
AI analysisFundamentalsVoices on X
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What it does

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

Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. It offers Taboola, which is a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web. The company was incorporated in 2006 and is headquartered in New York, New York.

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

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.7%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$0.11$0.10+10.0%
Next earningsWed, Nov 4·consensus EPS $0.06

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$2.0B$2.0B – $2.1B$0.44$0.43 – $0.456
FY27$2.2B$2.1B – $2.2B$0.30$0.29 – $0.315
FY28$2.3B$2.2B – $2.3B$0.34$0.24 – $0.434
FY29$2.4B$2.4B – $2.5B$0.45$0.44 – $0.453
FY30$2.6B$2.5B – $2.6B$0.51$0.50 – $0.513

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.2.9×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.35%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.-22.8%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.-6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.505-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
+ 12 other (7 inkinds · 4 awards · 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
8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
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
8-KPress release / Reg FDFeb 258-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 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.

Securities Fraud Investigation Into Taboola.com Ltd. (TBLA) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R.businesswire.com·1d agoTBLA INVESTOR ALERT: Investigation of Taboola.com Ltd. Announced by Holzer & Holzer, LLCglobenewswire.com·1d agoTaboola.com Ltd. (TBLA) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoTaboola to Participate in Upcoming Investor Conferencesglobenewswire.com·1d agoTaboola to Participate in Upcoming Investor Conferencesglobenewswire.com·1d ago

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