TBLA · NASDAQ · Internet Content & Information

Taboola (TBLA)

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

$3.58
After hours+0.00 (+0.14%)
At close$3.58(−1.24%)
Loading prices…

Taboola.com Ltd.TBLA
Communication 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

Market cap$989.4M
EPS (ttm)$0.3920
P/E (ttm)9.23
ROE12.8%
P/B1.05
P/S0.5042
Dividend yieldDiv yield
Beta0.98vs XLC 1.34

Price target$5.50+52.4%Average of 12 analysts
ConsensusBuy9 of 12 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 17, 2026NeedhamTarget
Target: $3.50
Target: $5.50

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.14
Revenue estimate
$466.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.10−$0.03−$0.01$0.02$0.17$0.20$0.02Pending
Estimate$0.11−$0.05−$0.01$0.00$0.11−$0.01$0.05$0.14
Surprise−9.1%+40.0%−20.0%+56.5%+2,100.0%−60.0%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$491.0M$427.5M$465.5M$496.8M$522.3M$466.4M$476.8MPending
Estimate$476.8M$419.0M$448.7M$466.1M$537.7M$453.3M$499.4M$466.7M
Surprise+3.0%+2.0%+3.7%+6.6%−2.9%+2.9%−4.5%
Estimate$0.14
ReportedDue Nov 4, 2026
Estimate$466.7M
ReportedDue Nov 4, 2026
View details

Debt to equity9.10%
Current ratio110.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$433.0M$491.0M$427.5M$465.5M$496.8M$522.3M$466.4M$476.8M
Net income$13.4M$33.1M−$8.8M−$4.3M$5.2M$50.1M$59.1M$4.3M
Net margin3.1%6.7%0.0%0.0%1.1%9.6%12.7%0.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$4.6M$47.2M−$6.3M$44.0K$6.5M$43.8M−$6.9M$7.3M
YoY growthTurned profit+436.9%Loss narrowedTurned profit+42.7%−7.3%Loss widened+16,397.7%

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

Revenue
$476.8M
Operating income
$7.3M
Net income
$4.3M
View details

No dividends on record.

Institutions≈ 72.66%196.29M shares
215 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders23.59%63.73M shares
12 holders · as of Aug 18, 2026
Strategic holders13.52%36.52M shares
3 holders · as of Jun 1, 2026
Adds to109.77%

270.16M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 109.77%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.08%9.56M · 9.56Mas of Jun 30, 2026
Apollo Management Holdings GP, LLCStrategic10 percent owner
6.68%18.04Mfiled Jun 1, 2026
Stg Iii, L.p.Insider
6.41%17.33Mfiled Sep 15, 2021
Siren, L.L.C.Institution
6.24%8.42M · 8.42Mas of Jun 30, 2026
Adam Singolda1Insiderdirector, officer: Founder and CEO
6.06%14.72Mfiled Aug 18, 2026
  1. Adam Singolda's own ownership statement (13D, Jan 8, 2026) plus the 1.65M net shares acquired since reports fewer shares than the transaction reports; the statement is used.

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

  • 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

CompanyPriceChange
Taboola $3.58+0.14%$989.4M9.28.90.5+2.4%
Alphabet Class A$351.43+0.08%$4.30T17.826.19.6+24.2%
Meta$737.34+0.12%$1.89T27.924.28.3+28.0%
Amazon$255.05+0.01%$2.78T20.827.33.6+19.6%
The Trade Desk$13.22+0.34%$6.53B16.3109.02.2+3.0%
Median19.326.75.9+21.9%