Taboola.com Ltd.

Taboola.com Ltd.

TBLAยทNASDAQ

$4.86

-6.0%
Communication ServicesInternet Content & Information

Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United Kingdom, the United States, Germany, France, and internationally. It offers Taboola, a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web to users. Taboola.com Ltd. was incorporated in 2006 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$1.33B
EPS0.1400
P/E Ratio33.98
Earnings Date08/05/2026
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Taboola.com Ltd. Street Expectations Map

TBLA ยท NASDAQ

Wall Street analysts project that TBLA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 5.55, with estimates ranging from a low of 2.25 to a high of 9.00.

Lowest Target
2.25
-53.70%
Consensus Target
5.55
14.20%
Highest Target
9.00
85.19%

The consensus 1-year price target stands at 5.55, with estimates ranging from a low of 2.25 to a high of 9.00.

Analyst Consensus Analysis

Upside Potential

+14.2%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

121.6% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.59x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Taboola.com Ltd. Forward Estimates of Revenue

TBLA ยท NASDAQ
Latest Revenue
1.91B
FY 2025
Avg Estimate
2.04B
FY 2026
Estimate Range
2.03B - 2.05B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Taboola.com Ltd. Forward Estimates of Net Income

TBLA ยท NASDAQ
Latest Net Income
42.28M
FY 2025
Avg Estimate
139.93M
FY 2026
Estimate Range
138.50M - 141.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+230.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Taboola.com Ltd. Forward Estimates of EPS

TBLA ยท NASDAQ
Latest EPS
0.14
FY 2025
Avg Estimate
$0.44
FY 2026
Estimate Range
$0.43 - $0.44
Analyst Spread

Forward Growth Analysis

Projected Growth+213.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Taboola.com Ltd. Forward Estimates of EBIT

TBLA ยท NASDAQ
Latest EBIT
37.46M
FY 2025
Avg Estimate
-2.07M
FY 2026
Estimate Range
-2.08M - -2.06M
Analyst Spread

Forward Growth Analysis

Projected Growth-105.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Taboola.com Ltd. Forward Estimates of EBITDA

TBLA ยท NASDAQ
Latest EBITDA
137.31M
FY 2025
Avg Estimate
151.07M
FY 2026
Estimate Range
150.06M - 151.80M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Taboola.com Ltd. Forward Estimates of SG&A Expense

TBLA ยท NASDAQ
Latest SG&A Expense
377.41M
FY 2025
Avg Estimate
607.21M
FY 2026
Estimate Range
603.15M - 610.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+60.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Taboola.com Ltd. Insider Positioning

TBLA ยท NASDAQ

During the last 12 months, insiders have sold $68.96M worth of TBLA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

12.1M

53.31M

Net Activity

-53.3M

-$53.31M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

1.7M

5.97M

Net Activity

-6.0M

-$5.97M

9-12 Months

Bought

0

0.00

Sold

2.8M

9.68M

Net Activity

-9.7M

-$9.68M

Top Buyers

No buying activity

Top Sellers

1
AMHGL

Apollo Management Holdings Gp, Llc

10 Percent Owner

15.4M sharesโ€ข20 transactions

$64.66M

2
ME

Maniv Eldad

Officer: President And Coo

500.0K sharesโ€ข7 transactions

$1.89M

3
SA

Singolda Adam

Director, Officer: Founder And Ceo

270.4K sharesโ€ข3 transactions

$919K

4
PNJ

Peres Nechemia Jacob

Director

132.2K sharesโ€ข1 transactions

$485K

5
SK

Sundjaja Kristy

Officer: Chief People Officer

81.8K sharesโ€ข2 transactions

$340K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $68.96M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$53.31M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.