Taboola.com (NASDAQ:TBLA) Stock Price Down 19.4% on Analyst Downgrade

Taboola.com Ltd. (NASDAQ:TBLA)’s stock price fell 19.4% during mid-day trading on Thursday after Rosenblatt Securities downgraded the stock from a buy rating to a neutral rating. Rosenblatt Securities now has a $2.80 price target on the stock. Taboola.com traded as low as $2.25 and last traded at $2.2090. 2,111,034 shares traded hands during trading, a decline of 9% from the average session volume of 2,323,395 shares. The stock had previously closed at $2.74.

A number of other equities research analysts have also issued reports on the stock. Wall Street Zen lowered shares of Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Saturday, August 8th. Weiss Ratings downgraded shares of Taboola.com from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, October 12th. TD Cowen cut their price objective on shares of Taboola.com from $6.00 to $5.00 and set a “buy” rating for the company in a research report on Monday, August 10th. Needham & Company LLC lowered their target price on shares of Taboola.com from $5.50 to $4.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Benchmark reduced their price target on shares of Taboola.com from $6.50 to $5.50 and set a “buy” rating on the stock in a report on Thursday, August 6th. Three investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $4.33.

Taboola.com News Roundup

Here are the key news stories impacting Taboola.com this week:

• Positive Sentiment: Taboola reported third-quarter adjusted EBITDA growth of 16% and earnings per share of $0.14, above the $0.06 consensus cited by MarketBeat. The company also said its full-page monetization product is live across NBCUniversal and Fox News, and that its Dianomi acquisition is expected to close before year-end. Taboola Q3 2026 financial results
• Neutral Sentiment: Taboola forecast fourth-quarter revenue of $477 million to $493 million. Needham lowered its price target from $5.50 to $4.00 but maintained a Buy rating, indicating continued optimism alongside reduced expectations. Q4 revenue outlook Needham price-target change
• Negative Sentiment: Third-quarter revenue of $462.3 million missed analysts’ $466.3 million expectation and fell 7% year over year, tempering the stronger EBITDA and earnings results. Rosenblatt Securities also downgraded the stock from Buy to Neutral, despite setting a $2.80 target. Taboola Q3 results Rosenblatt rating

Institutional Investors Weigh In On Taboola.com

Large investors have recently made changes to their positions in the stock. Integrated Wealth Concepts LLC purchased a new stake in Taboola.com in the second quarter valued at $26,000. Sequoia Financial Advisors LLC acquired a new stake in Taboola.com in the 2nd quarter valued at about $50,000. State of Alaska Department of Revenue acquired a new position in Taboola.com during the 3rd quarter worth approximately $33,000. Corient Private Wealth LP acquired a new position in shares of Taboola.com during the 2nd quarter worth about $69,000. Finally, AXQ Capital LP acquired a new stake in Taboola.com during the 2nd quarter worth $100,000. 42.89% of the stock is currently owned by hedge funds and other institutional investors.

Taboola.com Trading Down 18.8%

The stock has a market capitalization of $560.97 million, a price-to-earnings ratio of 5.61 and a beta of 1.48. The business has a 50-day moving average of $3.53 and a 200-day moving average of $4.00. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.11 and a current ratio of 1.11.

About Taboola.com

Taboola.com Ltd. is a technology company that operates a digital advertising and content-discovery platform. Its technology uses data and machine learning to recommend articles, videos, products and other content to users across publisher websites, mobile applications and digital devices.

Taboola provides publishers with tools to increase audience engagement and generate revenue, including recommendation modules, personalized content feeds, video solutions and commerce-related discovery products.