Taboola.com (NASDAQ:TBLA) Issues Quarterly Earnings Results

Taboola.com (NASDAQ:TBLA) issued its quarterly earnings results on Wednesday. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.05 by ($0.04), FiscalAI reports. Taboola.com had a return on equity of 10.72% and a net margin of 5.64%.The business had revenue of $476.83 million during the quarter, compared to the consensus estimate of $499.43 million. During the same period in the prior year, the firm earned ($0.01) earnings per share. The business’s quarterly revenue was up 2.4% on a year-over-year basis.

Here are the key takeaways from Taboola.com’s conference call:

• Taboola raised its full-year ex-TAC gross profit guidance to $772–$783 million and adjusted EBITDA guidance to $228–$240 million, reflecting expected momentum from strategic wins and Realize.
• The company highlighted major publisher expansions, including a forthcoming deal to monetize a partner’s broader display and video inventory and the addition of Fox News; these opportunities are expected to begin contributing in the fourth quarter and ramp in 2027.
• Revenue was pressured by Google’s rapid deprecation of Taboola’s Explore More product and the removal of low-quality publishers, with Explore More previously expected to contribute more than $20 million in second-half ex-TAC; management expects near-term pain but believes the supply cleanup will improve long-term advertiser performance.
• Taboola reported growing adoption of its AI products, with more than 300 advertisers using Realize+ and DeeperDive approaching 10 million users; management cited strong early engagement and substantially higher monetization potential, although these initiatives remain early-stage.
• The company repurchased approximately 9.4 million shares for $41.4 million in the quarter, bringing cumulative buybacks since early 2025 to roughly 20% of shares outstanding, with $114 million remaining under its authorization.

Taboola.com Stock Performance

Taboola.com stock traded down $1.44 on Wednesday, hitting $3.85. The company’s stock had a trading volume of 8,233,302 shares, compared to its average volume of 2,391,815. Taboola.com has a one year low of $2.84 and a one year high of $5.71. The firm has a market cap of $937.88 million, a P/E ratio of 10.14 and a beta of 1.50. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 0.07. The company has a fifty day moving average price of $5.00 and a 200-day moving average price of $4.18.

Taboola.com News Roundup

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

• Positive Sentiment: Taboola reported second-quarter revenue of $476.8 million, up 2.4% year over year, while net income improved to $4.3 million from a $4.3 million loss a year earlier. Adjusted EBITDA increased 22.8% to $55.5 million, and its margin expanded to 28.8%. Taboola Q2 financial results
• Positive Sentiment: On an adjusted basis, Taboola earned $0.14 per share, exceeding the Zacks consensus estimate of $0.13. The company also raised its full-year guidance for ex-TAC gross profit to $772 million-$783 million and adjusted EBITDA to $228 million-$240 million. Taboola Q2 earnings beat
• Neutral Sentiment: Management cited momentum from its Realize advertising platform, new publisher relationships including Fox News, and other strategic wins as drivers of its longer-term growth strategy.
• Negative Sentiment: Revenue fell short of analysts’ expectations of roughly $499.4 million. Reported diluted GAAP EPS was $0.01, below the $0.05 consensus estimate cited by some market data providers, creating conflicting headline signals versus the adjusted EPS beat. Taboola Q2 earnings and revenue outlook
• Negative Sentiment: Third-quarter revenue guidance of $460 million-$473 million is well below the approximately $519.7 million analyst consensus, while full-year revenue guidance of $1.93 billion-$1.956 billion is also around or below the $2.0 billion expectation. Operating cash flow and free cash flow declined year over year in the quarter, adding to investor concerns about growth quality and near-term demand.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on TBLA. Benchmark boosted their target price on shares of Taboola.com from $4.50 to $6.50 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Needham & Company LLC increased their price target on shares of Taboola.com from $4.50 to $5.50 and gave the company a “buy” rating in a report on Thursday, May 7th. Zacks Research downgraded shares of Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Taboola.com in a research report on Friday, July 17th. Finally, TD Cowen increased their target price on shares of Taboola.com from $4.00 to $6.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $5.90.

Insider Activity at Taboola.com

In other news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of Taboola.com stock in a transaction dated 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 sale, the insider directly owned 18,039,644 shares in the company, valued at approximately $79,374,433.60. The trade was a 39.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 20.60% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Quarry LP acquired a new stake in Taboola.com during the third quarter valued at approximately $42,000. Headlands Technologies LLC bought a new position in shares of Taboola.com during the 2nd quarter worth approximately $43,000. Captrust Financial Advisors bought a new position in shares of Taboola.com during the 2nd quarter worth approximately $46,000. Schonfeld Strategic Advisors LLC acquired a new stake in Taboola.com in the 3rd quarter valued at $54,000. Finally, Boothbay Fund Management LLC bought a new stake in Taboola.com in the third quarter valued at $55,000. Institutional investors own 42.89% of the company’s stock.

About Taboola.com

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.