Taboola.com Ltd. (NASDAQ:TBLA) Receives Average Recommendation of “Moderate Buy” from Analysts

Posted by Brian Himes on Aug 6th, 2026

Shares of Taboola.com Ltd. (NASDAQ:TBLA – Get Free Report) have been given an average rating of “Moderate Buy” by the eight ratings firms that are currently covering the stock, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $5.90.

A number of equities research analysts have issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $7.00 target price on shares of Taboola.com in a research report on Thursday. Needham & Company LLC upped their price target on shares of Taboola.com from $4.50 to $5.50 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Wall Street Zen raised Taboola.com from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 9th. Weiss Ratings reissued a “hold (c)” rating on shares of Taboola.com in a research note on Friday, July 17th. Finally, Benchmark upped their price objective on shares of Taboola.com from $4.50 to $6.50 and gave the stock a “buy” rating in a report on Thursday, May 7th.

Read Our Latest Stock Analysis on Taboola.com

Taboola.com Price Performance

NASDAQ TBLA opened at $3.84 on Thursday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.13 and a quick ratio of 1.13. The firm has a market capitalization of $934.23 million, a price-to-earnings ratio of 10.11 and a beta of 1.50. The company has a 50 day simple moving average of $4.98 and a 200-day simple moving average of $4.18. Taboola.com has a 52-week low of $2.84 and a 52-week high of $5.71.

Taboola.com (NASDAQ:TBLA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.21. The firm had revenue of $466.39 million for the quarter, compared to the consensus estimate of $453.30 million. Taboola.com had a net margin of 5.64% and a return on equity of 10.72%. The firm’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.03) earnings per share. Equities research analysts predict that Taboola.com will post 0.41 earnings per share for the current fiscal year.

Trending Headlines about Taboola.com

Here are the key news stories impacting Taboola.com this week:

Positive Sentiment: Taboola reported Q2 revenue of $476.8 million, up 2.4% year over year, while ex-TAC gross profit rose 11.8% to $192.4 million. Adjusted EBITDA increased 22.8% to $55.5 million, and the company returned to GAAP net income of $4.3 million from a $4.3 million loss a year earlier. Taboola Reports Strong Q2 2026 Financial Results
Positive Sentiment: Management raised its full-year ex-TAC gross profit guidance to $772 million-$783 million and Adjusted EBITDA guidance to $228 million-$240 million, citing momentum from its Realize platform, Fox News partnership and other strategic wins. Taboola Reports Second Quarter 2026 Financial Results
Neutral Sentiment: Taboola announced participation in upcoming investor conferences, which could give management an opportunity to explain the revised outlook and address investor concerns. Taboola to Participate in Upcoming Investor Conferences
Negative Sentiment: Q2 revenue fell short of analyst expectations near $499 million, and third-quarter revenue guidance of $460 million-$473 million was well below consensus near $520 million. Full-year revenue guidance of $1.93 billion-$1.956 billion also implied limited growth and was below prior expectations. Taboola Misses Q2 Revenue Estimates
Negative Sentiment: Operating cash flow declined to $31.3 million from $47.4 million, while free cash flow fell to $17.3 million from $34.2 million, raising concerns about cash generation despite stronger Adjusted EBITDA.
Negative Sentiment: Several law firms announced investigations into whether Taboola violated federal securities laws in connection with its earnings disclosures and guidance revisions. These notices may increase legal, reputational and headline risk, although no wrongdoing has been established. Securities Fraud Investigation Into Taboola TBLA Investor Alert

Insider Transactions at Taboola.com

In other news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $4.40, for a total transaction of $52,800,000.00. Following the transaction, the insider directly owned 18,039,644 shares in the company, valued at approximately $79,374,433.60. This represents a 39.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 20.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Taboola.com

Several institutional investors and hedge funds have recently made changes to their positions in the company. LSV Asset Management increased its holdings in Taboola.com by 31.5% during the 4th quarter. LSV Asset Management now owns 2,608,389 shares of the company’s stock worth $12,025,000 after purchasing an additional 624,831 shares in the last quarter. Bridgeway Capital Management LLC lifted its stake in Taboola.com by 6.9% in the third quarter. Bridgeway Capital Management LLC now owns 2,289,068 shares of the company’s stock valued at $7,806,000 after acquiring an additional 147,920 shares during the last quarter. Bank of America Corp DE grew its position in shares of Taboola.com by 8.2% in the 3rd quarter. Bank of America Corp DE now owns 2,149,621 shares of the company’s stock valued at $7,330,000 after acquiring an additional 163,605 shares during the period. Two Sigma Investments LP increased its stake in shares of Taboola.com by 114.6% during the 3rd quarter. Two Sigma Investments LP now owns 2,005,558 shares of the company’s stock worth $6,839,000 after purchasing an additional 1,070,864 shares during the last quarter. Finally, Globeflex Capital L P increased its stake in shares of Taboola.com by 16.4% during the 1st quarter. Globeflex Capital L P now owns 1,907,015 shares of the company’s stock worth $5,912,000 after purchasing an additional 268,105 shares during the last quarter. Institutional investors and hedge funds own 42.89% of the company’s stock.

About Taboola.com

(Get Free Report)

Taboola.com (NASDAQ: TBLA) operates a leading content discovery platform that connects advertisers with premium publishers through native advertising and personalized recommendations. The company’s technology analyzes user behavior and contextual information to deliver promoted content, video, and product recommendations to audiences across a network of thousands of websites and mobile apps. By leveraging machine learning and big data, Taboola helps publishers generate incremental revenue while enabling advertisers to reach engaged users at scale.

Taboola’s suite of products includes feed placements, video recommendations, and sponsored content units designed to blend seamlessly with editorial pages.