Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Taboola.com Ltd.

TBLANASDAQ
Wall Street Score · overall investment68/100
$3.48USD+$0.09 (+2.65%)
Company website www.taboola.com
Headquarters16 Madison Square West, New York, NY, 10010, US
Financial statement currencyUSD · no FX conversion applied
Communication Services · Internet Content & Information
Price updated todayFinancials updated Oct 22, 2026

TBLA · Price history

Price at last available close

$3.48

+$0.07 (+2.05%) 1M

2026-10-28

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Company & revenue

About Taboola.com Ltd.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

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.

How they make money

Taboola operates a B2B performance advertising platform that matches ads to users across digital publisher properties. The company generates revenue primarily through traffic acquisition costs paid to publishers for ad placements, while advertisers pay Taboola for performance-driven campaigns, with the company retaining the difference as its net revenue.

Products & services

Taboola provides a performance advertising platform, the Realize advertising platform, and Taboola Newsroom, which offers readership data and insights to publishers.

Brands & revenue mix

Taboola

Core brand for the performance advertising platform.

Separate brand revenue is not available in this research.Source

Taboola Newsroom

Product brand for editorial insights and content strategy.

Separate brand revenue is not available in this research.Source

Realize

Performance advertising platform brand.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

Reportable SegmentUSD 1.91B100.0%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

Disclosed major customers

Customer concentration

The company relies on agreements with digital properties and advertisers; loss of these relationships or renewal on less favorable terms could impact revenue.

Suppliers, materials & equipment

  • Cloud and Data Center Infrastructure Providers — The company utilizes approximately 14,000 servers and multiple global data centers to process data and serve recommendations.Source

Strengths

  • Extensive first-party data and AI capabilitiesSource
  • Large network of approximately 14,000 digital property partnersSource

Risks

  • Dependence on digital property partners and advertisers for revenueSource
  • Fluctuations in traffic acquisition costsSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

68

Fair

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

56

Fair

Financial Strength

70

Business Quality / Moat

36

Management

90

Growth Quality

26

Risk / Durability

37

Cheap for a Reason · Review the Risks

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

73

Fair

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

70/100

Building Historical Record

Model Score 70/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.

At today’s price, the WSS valuation framework currently reads as relatively attractive.

The model outlook is currently positive.

What we like
  • •Balance-sheet / debt profile scores strongly
  • •Valuation scores attractively
  • •Recent buyback activity is present
What to watch
  • •Revenue fundamentals are weak

Company-specific research

Questions worth answering for TBLA

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can TBLA maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is TBLA's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •How is TBLA likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
  • •Is TBLA's valuation discount tied to a temporary concern or to a longer-term business risk?
Business analysis: 16 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

68

0–100 · Fair

Opportunity Score

73

0–100 · Strong

Market Cap

$940.1M

P/E Ratio

8.5

EPS

$0.41

52-Week High

$5.71

52-Week Low

$2.83

Beta

1.50

Intrinsic Value

$12.53

Analyst Target

$5.50

Shares Outstanding

318.7M

Total Revenue

$1.96B

Total Debt

$85.4M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$2.94

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
43/ 100
-2 pts / 5d

Weakening momentum

5D +0.3% · 20D +3.6% · RSI 48 · Price vs 20D avg +2.3%
Volatility
31/ 100
-0 pts / 5d

Low movement

20D realized vol 36.0% · 60D 74.9% · Acceleration 0.48x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for TBLA

Detected from reported data — verify before acting.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on TBLA.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Extensive first-party data and AI capabilities.
  • +Large network of approximately 14,000 digital property partners.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Internet Content & Information industry.
  • −Dependence on digital property partners and advertisers for revenue.
  • −Fluctuations in traffic acquisition costs.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Fair68/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Fair

68

Tap for breakdown →

Strong

85

Debt Cost2.4%
Debt Reduction YoY-7.3%
Debt / Equity0.21x

Tap for breakdown →

Fair

50

Revenue YoY2.6%
Revenue CAGR15.2%
Net Margin6.1%

Tap for breakdown →

Fair

55

Asset Growth YoY-6.3%
Liquidation/Share$2.94
Net Assets/MCap1.55x

Tap for breakdown →

Elite

100

Earnings Yield12.6%
Buyback Yield10.2%
Debt Cost2.4%

Tap for breakdown →

Elite

90

ROIC4.9%
ROE12.7%
ROA7.7%

Tap for breakdown →

Poor

36

EPS Growth-21.5%
FCF/Share Growth12.3%
Rev/Share Growth36.9%

Tap for breakdown →

Elite

100

Intrinsic Value$12.53
Value Reference$7.52
MOS72.9%

Tap for breakdown →

Fair

68

Revenue50
Moat36
Valuation100

Tap for breakdown →

Elite

100

MOS %72.9%
Value Reference$7.52
Deep Discount Reference$5.01

Tap for breakdown →

Poor

21

Interest Coverage9.4x
ROIC4.9%
FCF Yield17.3%

Tap for breakdown →

Fair

54

Financial21
Valuation100
Debt85

Tap for breakdown →

Fair

53

Survival Years0.4 yrs
Current Ratio1.04x
FCF Margin8.5%

Tap for breakdown →

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Score Changes

3 historical score records available

Previous Score

69

Oct 1, 2026

Change

-0.6

points

Current Score

68

Oct 22, 2026

Category Changes

Revenue-0.4
Debt0
Assets0
Capital0
Management0
Moat0
Valuation0
Buffett0

TBLA decreased 0.6 points because some fundamentals weakened.

Projected Score

Projected Score

65

Projected Change

-2.8 points

Preliminary comparable-period financial changes suggest decline of approximately 2.8 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Review model assumptions

This model estimate is more than three times the share price.

This is a formula-based estimate, not a verified fair value or price target. Check the earnings and growth assumptions.

Stored EPS: $0.41 · Growth assumption: 15.0% · Earnings multiplier: 38.5×.

Current Price

$3.48

Model Intrinsic Value

$12.53

Difference

−$9.05

-72.2% vs IV

Margin of Safety

72.2%

Value Reference: $7.52
Deep Discount Reference: $5.01

Financial Charts

Revenue

20182019202020212022202320242025$0$500M$1.0B$1.5B$2.0B

Additional Metrics

Operating Cash Flow

20182019202020212022202320242025$0$55M$110M$165M$220M

Total Debt

2019202020212022202320242025$0$95M$190M$285M$380M

Total Assets

2019202020212022202320242025$0$450M$900M$1.4B$1.8B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Large reported revenue change: +187.7%

Revenue changed sharply from 2024 to 2025. This can reflect a real business change, acquisition, divestiture, discontinued operations, restatement, or reporting-basis change. Compare the underlying filing before treating it as normal growth or decline.

TTM may combine quarters from before and after the event, so its trend can also be distorted.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM20252024202320222021202020192018
Revenue$1.96B$1.91B$664.7M$1.44B····················
Cost of Revenue$1.39B$1.34B$130.4M$1.01B····················
Gross Profit$575.3M$569.5M$534.2M$425.6M····················
Research & Development$152.6M$148.0M$142.4M$136.3M····················
SG&A Expenses$381.1M$377.4M$365.9M$353.0M····················
Operating Expenses$524.7M$525.5M$508.3M$489.3M····················
EBITDA$208.0M$137.3M$124.0M$32.8M····················
Operating Income$50.7M$44.1M$25.9M-$63.7M····················
Interest Expense$4.0M$4.7M$9.1M$12.8M····················
Income Before Tax$122.4M$32.8M$13.9M-$76.5M····················
Income Tax Expense$3.6M-$9.5M$17.7M$5.5M····················
Net Income$118.8M$42.3M-$3.8M-$82.0M····················
Basic EPS$0.41$0.14$-0.01$-0.24····················
Basic Shares278M312M343M346M····················
Diluted Shares291M319M343M346M····················
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 4, 2026
Estimated EPS: $0.06Estimated revenue: $466.7M
Jun 30, 2026Q2FY2026

Revenue

$476.8M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.01

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

-51.3%

Cash Change

+15.5%

Margin Change

+1.8 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Cash position grew
  • Debt reduced

Potential Score Impact

Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 2.4%. EPS declined 206.5%. Cash increased 15.5%. Total debt declined 51.3%. Net income margin improved by 1.8 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 121 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

3 historical records
Jul 24, 26Oct 1, 26Oct 22, 260255075100

Historical Score Chart

3 of 3 records shown

Wall Street Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Debt Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Revenue Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Asset Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Capital Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Management Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Moat Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Valuation Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Buffett Score

Jul 24, 26Oct 1, 26Oct 22, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26Oct 22, 26$3.00$6.00$9.00$12.00$15.00

Value Reference

Jul 24, 26Oct 1, 26Oct 22, 26$2.00$4.00$6.00$8.00$10.00

Margin of Safety %

Jul 24, 26Oct 1, 26Oct 22, 26-0.3%0.0%0.3%0.5%0.8%

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News

Rumor Mill · TBLA

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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