8-K Announcements
6May 6, 2026·SEC
Feb 25, 2026·SEC
Nov 12, 2025·SEC
Taboola.com Ltd. (TBLA) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
"Taboola faces a challenging transition as revenue growth decelerated to 9.1% in 2026Q1, reflecting structural headwinds in the digital advertising market. While the company maintains a conservative debt-to-equity ratio of 0.16, the persistent reliance on stock-based compensation and volatile gross margins—which contracted to 27.8% in 2026Q1—complicate the path to sustainable GAAP profitability. Investors should monitor whether management's aggressive capital allocation, including significant share repurchases, can effectively offset the risks posed by a $555.9 million goodwill concentration and inconsistent operating income."
while the forward P/E of 10.86 suggests a modest valuation, the company's inability to consistently generate positive operating income, which reached -1.5% in 2026Q1, warrants a cautious approach.
Taboola.com Ltd. (TBLA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Taboola.com Ltd. (TBLA) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.01vs $0.01+0.0% | $466Mvs $453M+2.9% |
| Q1 2026 | Feb 25, 2026 | $0.17vs $0.11+56.5% | $522Mvs $538M-2.9% |
| Q4 2025 | Nov 5, 2025 | $0.11vs $0.10+10.0% | $497Mvs $538M-7.6% |
| Q3 2025 | Aug 6, 2025 | $0.10vs $0.09+11.1% | $465Mvs $466M-0.2% |
Key metrics vs top competitors for Taboola.com Ltd. (TBLA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.76 | $1.3B | 36.62 | 187.67% | 2.21% | 4.32% | — | |
| $18.73 | $2.68B | 19.72 | 6.85% | 21.96% | 18.57% | — | |
| $10.82 | $1.66B | 36.07 | 13.92% | 7.16% | 5% | — | |
| $10.34 | $1.74B | 44.96 | 11.75% | 7.91% | 4.43% | — | |
| $12.65 | $590.8M | -40.81 | -2.86% | -6.21% | -6.98% | — | |
| $18.37 | $8.64B | 20.19 | 18.47% | 14.57% | 16.91% | — |
Taboola.com Ltd. (TBLA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Taboola.com Ltd. (TBLA) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 6, 2026·SEC
Feb 25, 2026·SEC
Nov 12, 2025·SEC
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Taboola.com Ltd. (TBLA) stock FAQ — growth, dividends, profitability & financials explained
Taboola.com Ltd. (TBLA) reported $1.95B in revenue for fiscal year 2025. This represents a 78% increase from $1.09B in 2019.
Taboola.com Ltd. (TBLA) grew revenue by 187.7% over the past year. This is strong growth.
Yes, Taboola.com Ltd. (TBLA) is profitable, generating $110.1M in net income for fiscal year 2025 (2.2% net margin).
Taboola.com Ltd. (TBLA) has a return on equity (ROE) of 4.3%. This is below average, suggesting room for improvement.
Taboola.com Ltd. (TBLA) generated $217.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.