Rosenblatt Securities Forecasts Strong Price Appreciation for Taboola.com (NASDAQ:TBLA) Stock

Taboola.com (NASDAQ:TBLA) had its price objective upped by equities researchers at Rosenblatt Securities from $6.00 to $7.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Rosenblatt Securities’ price target points to a potential upside of 126.17% from the stock’s current price.

Other equities research analysts have also issued research reports about the stock. Needham & Company LLC reissued a “buy” rating and set a $4.50 target price on shares of Taboola.com in a research note on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Taboola.com in a report on Thursday, January 22nd. Finally, Wall Street Zen upgraded Taboola.com from a “hold” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $5.00.

Taboola.com Stock Up 4.9%

NASDAQ:TBLA traded up $0.15 on Thursday, hitting $3.10. 624,722 shares of the company’s stock traded hands, compared to its average volume of 1,206,618. The company has a market cap of $892.04 million, a PE ratio of 38.57 and a beta of 1.29. Taboola.com has a 1 year low of $2.50 and a 1 year high of $4.65. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.08. The firm has a 50-day moving average price of $3.96 and a 200-day moving average price of $3.70.

Taboola.com (NASDAQ:TBLA) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.17 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.01). Taboola.com had a return on equity of 8.12% and a net margin of 1.34%.The company had revenue of $522.31 million during the quarter, compared to analysts’ expectations of $537.80 million. During the same period last year, the company earned $0.10 earnings per share. Taboola.com’s revenue for the quarter was up 6.4% compared to the same quarter last year.

Institutional Trading of Taboola.com

Institutional investors have recently made changes to their positions in the business. LPL Financial LLC lifted its position in Taboola.com by 25.8% in the fourth quarter. LPL Financial LLC now owns 28,308 shares of the company’s stock valued at $130,000 after buying an additional 5,814 shares during the last quarter. SG Americas Securities LLC boosted its holdings in Taboola.com by 51.1% during the 4th quarter. SG Americas Securities LLC now owns 17,579 shares of the company’s stock valued at $81,000 after acquiring an additional 5,944 shares during the period. Russell Investments Group Ltd. grew its position in Taboola.com by 20.1% in the 3rd quarter. Russell Investments Group Ltd. now owns 50,827 shares of the company’s stock valued at $176,000 after acquiring an additional 8,500 shares in the last quarter. CWM LLC grew its position in Taboola.com by 25.5% in the 4th quarter. CWM LLC now owns 42,061 shares of the company’s stock valued at $194,000 after acquiring an additional 8,558 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its stake in Taboola.com by 16.2% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 63,574 shares of the company’s stock worth $273,000 after purchasing an additional 8,886 shares during the period. Institutional investors and hedge funds own 42.89% of the company’s stock.

Key Stories Impacting Taboola.com

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

• Positive Sentiment: Company reported GAAP net income turnaround and stronger cash flow — Taboola posted Q4 net income of $50.1M (vs. a loss prior year), full‑year free cash flow rose and management highlighted improved advertiser outcomes and AI momentum from its Realize platform, supporting a constructive long‑term thesis. Earnings Presentation
• Positive Sentiment: Non‑GAAP metrics and share reduction were supportive — Adjusted EBITDA and non‑GAAP net income were solid year‑over‑year and the company reduced share count ~18% (buybacks/treasury), which can boost future EPS per share. These items likely underpinned the stock’s intraday uptick. QuiverQuant Release
• Positive Sentiment: Analyst support — Needham reaffirmed a Buy rating with a $4.50 target, noting upside vs. current levels, which can attract demand and contribute to positive price movement. Broker Note / Needham
• Neutral Sentiment: Mixed earnings prints — The company reported $0.17 GAAP EPS (slightly below consensus ~$0.18) while some outlets highlighted an earnings beat on adjusted or alternate EPS measures, creating mixed headlines that investors must parse between GAAP vs. non‑GAAP results. Earnings Call Transcript
• Neutral Sentiment: FY 2026 revenue guidance roughly in line with consensus — Taboola gave FY2026 revenue guidance of $1.993B–$2.054B, near Street expectations, which offsets some near‑term concerns but leaves EPS/Gaap projections vague. Press Release / Guidance
• Negative Sentiment: Revenue missed near‑term expectations and Q1 guidance midpoint is slightly below consensus — Q4 revenue was $522.3M vs. consensus ~$537.8M and Q1 2026 revenue guidance of $444M–$462M has a midpoint under the Street (~$455.6M), which pressured sentiment despite the profit/cash beats. Revenue Miss Article
• Negative Sentiment: Short‑term uncertainty on GAAP EPS and variability in non‑GAAP reconciling items — Management declined to provide GAAP net‑income guidance due to variable items (share‑based comp, warrants), which can increase near‑term volatility and make quarterly comparisons harder for investors. Slide Deck / MD&A

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.