Taboola.com’s (TBLA) Buy Rating Reaffirmed at Rosenblatt Securities

Taboola.com (NASDAQ:TBLA)‘s stock had its “buy” rating restated by Rosenblatt Securities in a report issued on Thursday,Benzinga reports. They currently have a $7.00 target price on the stock. Rosenblatt Securities’ target price points to a potential upside of 82.29% from the stock’s previous close.

Other equities analysts have also issued reports about the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Taboola.com in a report on Friday, July 17th. Wall Street Zen upgraded Taboola.com from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 9th. TD Cowen boosted their target price on Taboola.com from $4.00 to $6.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Zacks Research cut Taboola.com from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Needham & Company LLC raised their price target on Taboola.com from $4.50 to $5.50 and gave the stock a “buy” rating in a report on Thursday, May 7th. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Taboola.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $5.90.

Taboola.com Trading Down 27.4%

Shares of 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 stock has a market capitalization of $934.23 million, a P/E ratio of 10.11 and a beta of 1.50. Taboola.com has a 1-year low of $2.84 and a 1-year high of $5.71. The business has a fifty day moving average price of $4.98 and a 200 day moving average price of $4.18.

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

Insiders Place Their Bets

In other Taboola.com news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of the firm’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 completion of the transaction, the insider directly owned 18,039,644 shares of the company’s stock, valued at approximately $79,374,433.60. This trade represents a 39.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 20.60% of the company’s stock.

Institutional Trading of Taboola.com

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Hennion & Walsh Asset Management Inc. lifted its position in Taboola.com by 27.7% during the second quarter. Hennion & Walsh Asset Management Inc. now owns 29,074 shares of the company’s stock valued at $145,000 after purchasing an additional 6,302 shares during the period. Baron Wealth Management LLC lifted its stake in shares of Taboola.com by 173.3% in the 2nd quarter. Baron Wealth Management LLC now owns 31,715 shares of the company’s stock valued at $159,000 after purchasing an additional 20,111 shares during the period. Atreides Management LP raised its position in shares of Taboola.com by 11.2% in the first quarter. Atreides Management LP now owns 820,797 shares of the company’s stock worth $2,544,000 after acquiring an additional 82,587 shares during the period. Amundi acquired a new position in Taboola.com in the 1st quarter worth about $142,000. Finally, Empowered Funds LLC raised its stake in shares of Taboola.com by 3.9% during the 1st quarter. Empowered Funds LLC now owns 1,483,014 shares of the company’s stock worth $4,597,000 after buying an additional 55,536 shares during the period. Institutional investors and hedge funds own 42.89% of the company’s stock.

Key Taboola.com News

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

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.