Taboola.com (NASDAQ:TBLA) Releases Earnings Results, Beats Estimates By $0.21 EPS

Taboola.com (NASDAQ:TBLA) released its quarterly earnings data on Wednesday. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.21, FiscalAI reports. The firm had revenue of $466.40 million for the quarter, compared to the consensus estimate of $453.30 million. Taboola.com had a net margin of 5.64% and a return on equity of 10.84%. The company’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period last year, the firm earned ($0.03) earnings per share.

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

• Q1 results beat the high end of guidance across all metrics with revenue up 9% YoY to $466.4M and management raised full‑year guidance (revenue $2.00–2.06B, ex‑TAC gross profit $760–781M, Adjusted EBITDA $222–240M) while targeting a 30% Adjusted EBITDA margin.
• Realize (and the new agentic automation Realize+) is driving advertiser success and scale — scaled advertisers rose 3.5% and average revenue per scaled advertiser increased 5%, with integrations into LLMs/Claude and products like DeeperDive cited as incremental growth catalysts.
• Foreign exchange is a meaningful headwind (notably a stronger Israeli shekel), costing roughly $13M in FY operating expenses and about a $4.7M drag to Q1 Adjusted EBITDA, and Q1 net income / free cash flow benefited from a one‑time legal settlement that is excluded from non‑GAAP results.
• Capital allocation prioritizes buybacks — Taboola repurchased ~7M shares for $23.5M in Q1 and says it has repurchased ~19% of the company between 2025 and YTD‑2026, planning to use the majority of free cash flow for further repurchases.

Taboola.com Stock Down 1.8%

NASDAQ TBLA traded down $0.10 on Friday, hitting $5.11. The stock had a trading volume of 834,751 shares, compared to its average volume of 1,822,654. The business’s fifty day moving average price is $3.41 and its 200 day moving average price is $3.73. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.07 and a quick ratio of 1.07. Taboola.com has a 52-week low of $2.84 and a 52-week high of $5.22. The stock has a market cap of $1.24 billion, a price-to-earnings ratio of 13.39 and a beta of 1.43.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Zacks Research lowered Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Benchmark boosted their price target on Taboola.com from $4.50 to $6.50 and gave the stock a “buy” rating in a research report on Thursday. Wall Street Zen cut Taboola.com from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 28th. Rosenblatt Securities raised their price objective on Taboola.com from $6.00 to $7.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Taboola.com in a research note on Tuesday, April 21st. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $5.88.

Institutional Trading of Taboola.com

A number of institutional investors have recently made changes to their positions in the business. Baird Financial Group Inc. acquired a new position in Taboola.com during the 1st quarter valued at about $59,000. AQR Capital Management LLC raised its stake in Taboola.com by 60.6% in the first quarter. AQR Capital Management LLC now owns 998,731 shares of the company’s stock valued at $2,946,000 after buying an additional 376,684 shares during the last quarter. Empowered Funds LLC boosted its holdings in Taboola.com by 41.1% in the first quarter. Empowered Funds LLC now owns 722,984 shares of the company’s stock worth $2,133,000 after acquiring an additional 210,562 shares in the last quarter. Creative Planning acquired a new stake in Taboola.com in the second quarter worth about $154,000. Finally, American Century Companies Inc. grew its stake in shares of Taboola.com by 22.3% during the second quarter. American Century Companies Inc. now owns 420,732 shares of the company’s stock worth $1,540,000 after acquiring an additional 76,640 shares during the last quarter. Institutional investors and hedge funds own 42.89% of the company’s stock.

Taboola.com Company Profile

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.