Taboola.com Ltd (TBLA) AI Stock Analysis

Taboola.com Ltd. operates an artificial intelligence-driven algorithmic engine platform headquartered in New York, New York. Established in 2006, the company partners with websites, devices, and mobile applications to deliver personalized recommendations for editorial content and advertisements across the open web. Taboola's AI technology analyzes user behavior and preferences to optimize content and advertising delivery, assisting publishers and advertisers with engagement and monetization strategies. The company operates as a subsidiary of Nexstar Media Group, Inc. and employs 2,000 people.

Between FY2021 and FY2025, Taboola generated a 5-year revenue CAGR of 10.0%. Annual revenue grew from $1.38B in FY2021 to $1.40B in FY2022 and $1.44B in FY2023, before falling 53.8% to $664.7M in FY2024. In FY2025, revenue rebounded by 187.7% to $1.91B. Taboola shifted from net losses of -$24.9M in FY2021, -$12.0M in FY2022, -$82.0M in FY2023, and -$3.8M in FY2024 to net income of $42.3M in FY2025 with an operating margin of 2.3%. Over the trailing twelve months, revenue reached $1.96B with a profit margin of 6.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 2.4% year-over-year while quarterly earnings grew 77.1%.

As of June 30, 2026, Taboola held $133.1M in cash and short-term investments alongside $85.4M in total debt, yielding net cash of $47.6M. The company maintains a current ratio of 1.11 and a debt-to-equity ratio of 0.09 against shareholders' equity of $938.0M and total assets of $1.55B. In FY2025, operating cash flow reached $208.4M and free cash flow was $163.4M. Capital expenditures totaled $44.9M in FY2025, while share buybacks absorbed $256.3M.

Taboola trades at a trailing P/E of 8.8x, well below the 16.2x median of its US-listed Communication Services peers. Its forward P/E of 84.7x stands above the peer median of 14.1x, while its EV-to-EBITDA of 5.4x compares to the peer median of 10.0x. The company has a price-to-sales ratio of 0.5x compared to the peer median of 0.8x. Over the past year, TBLA gained 11.7%, trailing the S&P 500 (SPY) gain of 16.8%. Over five years, TBLA fell 60.9% while the S&P 500 gained 83.0%.

Wall Street sentiment includes 4 Strong Buy, 1 Buy, and 2 Hold ratings. The mean price target of $5.80 suggests a 68.6% upside compared to the last close of $3.44 on October 16, 2026. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $1.94B and EPS of $0.61. For the following fiscal year, 7 analysts project revenue of $2.05B and EPS of $0.32. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of Taboola.com Ltd (TBLA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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