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

Taboola.com (NASDAQ:TBLA) posted its quarterly earnings results on Wednesday. The company reported $0.17 earnings per share for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.01), FiscalAI reports. The firm had revenue of $522.31 million for the quarter, compared to analysts’ expectations of $537.80 million. Taboola.com had a return on equity of 8.12% and a net margin of 1.34%.The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period last year, the business earned $0.10 earnings per share.

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

• Realize is showing early acceleration — management cited 7% ex-TAC Gross Profit growth and 7% Adjusted EBITDA for 2025, with $163M in free cash flow (≈76% conversion), driven by better retention and higher advertiser spend on the platform.
• The company returned capital aggressively, repurchasing ~77 million shares (~18% of outstanding) for ~$254M in 2025 and plans to use the majority of free cash flow for further buybacks, with ~$180M authorization remaining.
• 2026 guidance is conservative and reflects current Realize traction — management expects ~7% ex-TAC Gross Profit growth and ~30% Adjusted EBITDA margin for the year, leaving upside tied to future product and go-to-market initiatives not yet baked into the guide.
• Foreign-exchange pressures (notably the Israeli shekel) were a headwind — roughly $3.5M to Q4 EBITDA and ~$11M for the full year — and management flagged an ~$11M OpEx FX headwind factored into 2026 guidance.
• Management highlighted a structural moat — first-party intent data and distribution across ~14,000 publishers (600M daily users) and nascent AI products like DeeperDive as long-term upside, but timing and scale of incremental publisher/advertiser monetization remain uncertain.

Taboola.com Stock Performance

Shares of TBLA traded down $0.20 during mid-day trading on Wednesday, hitting $2.95. The company’s stock had a trading volume of 1,652,858 shares, compared to its average volume of 1,186,349. Taboola.com has a one year low of $2.50 and a one year high of $4.65. The stock’s 50-day moving average is $3.98 and its two-hundred day moving average is $3.71. The firm has a market capitalization of $848.81 million, a PE ratio of 36.94 and a beta of 1.29. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.06 and a current ratio of 1.06.

Institutional Trading of Taboola.com

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Quarry LP bought a new position in shares of Taboola.com during the 3rd quarter worth about $42,000. Headlands Technologies LLC bought a new position in Taboola.com during the second quarter valued at about $43,000. Captrust Financial Advisors acquired a new position in Taboola.com in the 2nd quarter valued at approximately $46,000. Schonfeld Strategic Advisors LLC bought a new stake in shares of Taboola.com in the 3rd quarter worth approximately $54,000. Finally, Boothbay Fund Management LLC acquired a new stake in Taboola.com during the third quarter worth $55,000. 42.89% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TBLA. Wall Street Zen raised shares of Taboola.com from a “hold” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Rosenblatt Securities started coverage on shares of Taboola.com in a report on Friday, December 19th. They set a “buy” rating and a $6.00 price target on the stock. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Taboola.com in a report on Thursday, January 22nd. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $4.75.

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.