TBLA · NASDAQ · Internet Content & Information

Taboola

Connects advertisers with audiences across publisher, app, and device inventory.

$3.83
After-hours close+0.04 (+1.06%)
At close$3.79(+0.53%)
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Profile

Taboola.com Ltd.TBLACommunication Services

Runs performance advertising across open-web publisher, app, and device inventory while helping digital properties monetize and grow audiences. Connexity adds e-commerce solutions, while Realize extends campaigns beyond native placements.

Connects advertisers with audiences across websites, mobile apps, and devices, while digital properties use its platform to monetize and grow audiences. Advertisers use it to reach relevant audiences in those environments. Native and performance advertising on the open web form the core offering.

Connexity adds e-commerce solutions that combine reader data with purchasing data. Realize expands performance campaigns beyond native placements across the publisher, app, and OEM network.

The business relies on partnerships with digital properties for advertising inventory. A long-term exclusive native-advertising relationship with Yahoo is a structural part of that distribution network.

Company facts

CEOAdam Singolda
ListedJun 30, 2021
ExchangeNASDAQ
HeadquartersNew York, NY
CountryUnited States
Employees2,000
CIK0001840502
ISINIL0011754137

Key statistics

Market cap$1.03B
EPS (ttm)$0.3920
P/E (ttm)9.64
ROE12.8%
P/B1.12
P/S0.5265
Dividend yield
Beta1.00vs XLC 1.31

Year to date −14.4% · Average volume (30d) 2.9M

Analysts

Price target, next 12 months$5.50+45.5%Median of 12 analysts · vs the Aug 28 close
ConsensusBuy9 of 12 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior targetTarget
Jun 17, 2026NeedhamTarget$3.50$5.50

Earnings

EPS

Estimate$0.14
ReportedDue Nov 4, 2026

Revenue

Estimate$466.7M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.05$0.02−60.0%$499.4M$476.8M−4.5%−27.41%
May 6, 2026Q1 FY26−$0.01−$0.010.0%$453.3M$466.4M+2.9%+9.68%
Feb 25, 2026Q4 FY25$0.11$0.17+56.5%$537.7M$522.3M−2.9%+3.73%
Nov 5, 2025Q3 FY25$0.10$0.11+10.0%$537.8M$496.8M−7.6%+1.62%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$427.5M$465.5M$496.8M$522.3M$466.4M$476.8M
Gross profit$119.3M$135.6M$139.0M$175.6M$121.2M$139.5M
Operating income−$6.3M$44.0K$6.5M$43.8M−$6.9M$7.3M
Net income−$8.8M−$4.3M$5.2M$50.1M$59.1M$4.3M
Diluted EPS−$0.03−$0.01$0.02$0.16$0.20$0.01
Gross margin27.9%29.1%28.0%33.6%26.0%29.3%
Operating margin-1.5%0.0%1.3%8.4%-1.5%1.5%

Fiscal years (4-quarter sums)FY21 $1.38B · FY22 $1.40B · FY23 $1.44B · FY24 $1.77B · FY25 $1.91B

Revenue by product · Q2 FY26

Reportable Segment$476.8M · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $133.1M · Total debt $85.4M · Total assets $1.55B · Shareholders' equity $938.0M

Dividends

No dividends on record.

Ownership

Institutions 28.17%77.00M sharesInsiders 13.22%36.14M sharesOther 58.61%160.18M shares

Shares outstanding 273.32M · Float 117.97M · 43.2% free float

A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Apollo Management Holdings GP, LLC · 10 percent owner18.04M6.60%Form 4Jun 1, 2026
Evergreen Venture Partners Ltd.15.06M5.80%13GFeb 17, 2026
Adam Singolda · director, officer: Founder and CEO14.72M5.39%Form 4Aug 18, 2026
Eldad Maniv · officer: President and COO11.93M4.37%Form 4Mar 3, 2026
Siren, L.L.C.9.97M3.65%13FMay 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 28, 2026Apollo Management Holdings GP, LLC10 percent owner−12,000,000$4.40
May 8, 2026Monica Mijaleskidirector−61,000$5.04
May 7, 2026Kristy Sundjajaofficer: Chief People Officer−40,878$5.00
Nov 10, 2025Nechemia Jacob Peresdirector−132,234$3.67
Nov 6, 2025Eldad Manivofficer: President and COO−414,816$3.78
View details

Peers

  • Alphabet Class A

    Broad advertising-budget and publisher-placement overlap

  • Meta

    Large-scale alternative for advertiser performance budgets

  • Amazon

    Commerce and advertising-budget overlap

  • The Trade Desk

    Independent platform for open-internet ad buying

CompareAfter-hours close

CompanyPriceChange
Taboola $3.83+1.06%$1.03B9.69.40.5+2.4%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Meta$578.36+0.06%$1.47T21.819.06.5+28.0%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
The Trade Desk$13.60+0.18%$6.38B16.0123.22.1+3.0%
Median19.427.25.1+21.9%