Rosenblatt Securities Reiterates “Buy” Rating for Taboola.com (NASDAQ:TBLA)

Taboola.com (NASDAQ:TBLA)‘s stock had its “buy” rating restated by Rosenblatt Securities in a note issued to investors on Thursday,Benzinga reports. They currently have a $7.00 price target on the stock. Rosenblatt Securities’ price objective suggests a potential upside of 82.29% from the stock’s current price.

Several other research firms also recently weighed in on TBLA. Benchmark upped their price target on Taboola.com from $4.50 to $6.50 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Needham & Company LLC increased their price objective on shares of Taboola.com from $4.50 to $5.50 and gave the company a “buy” rating in a report on Thursday, May 7th. Wall Street Zen upgraded Taboola.com from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 9th. TD Cowen raised their price target on Taboola.com from $4.00 to $6.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, Zacks Research cut Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $5.90.

Taboola.com Stock Down 27.4%

TBLA opened at $3.84 on Thursday. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 0.07. Taboola.com has a twelve month low of $2.84 and a twelve month high of $5.71. The stock has a market capitalization of $934.23 million, a price-to-earnings ratio of 10.11 and a beta of 1.50. The firm has a 50 day moving average price of $4.98 and a 200-day moving average price of $4.18.

Taboola.com (NASDAQ:TBLA) last announced its earnings results on Wednesday, May 6th. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.21. Taboola.com had a net margin of 5.64% and a return on equity of 10.72%. The business had revenue of $466.39 million during the quarter, compared to analyst estimates of $453.30 million. During the same period in the previous year, the business earned ($0.03) EPS. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. Equities research analysts forecast that Taboola.com will post 0.41 earnings per share for the current year.

Insider Buying and Selling at Taboola.com

In other news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $4.40, for a total value of $52,800,000.00. Following the sale, the insider directly owned 18,039,644 shares in the company, valued at approximately $79,374,433.60. This represents a 39.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 20.60% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Quarry LP purchased a new stake in Taboola.com in the 3rd quarter valued at about $42,000. Headlands Technologies LLC purchased a new position in shares of Taboola.com during the second quarter valued at $43,000. Captrust Financial Advisors bought a new stake in shares of Taboola.com in the second quarter valued at about $46,000. Abacus Wealth Partners LLC purchased a new stake in Taboola.com in the fourth quarter worth about $48,000. Finally, Schonfeld Strategic Advisors LLC bought a new position in Taboola.com during the 3rd quarter worth about $54,000. 42.89% of the stock is currently owned by institutional investors.

Key Headlines Impacting Taboola.com

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

• Positive Sentiment: Taboola reported Q2 revenue of $476.8 million, up 2.4% year over year, while ex-TAC gross profit rose 11.8% to $192.4 million. Adjusted EBITDA increased 22.8% to $55.5 million, and the company returned to GAAP net income of $4.3 million from a $4.3 million loss a year earlier. Taboola Reports Strong Q2 2026 Financial Results
• Positive Sentiment: Management raised its full-year ex-TAC gross profit guidance to $772 million-$783 million and Adjusted EBITDA guidance to $228 million-$240 million, citing momentum from its Realize platform, Fox News partnership and other strategic wins. Taboola Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: Taboola announced participation in upcoming investor conferences, which could give management an opportunity to explain the revised outlook and address investor concerns. Taboola to Participate in Upcoming Investor Conferences
• Negative Sentiment: Q2 revenue fell short of analyst expectations near $499 million, and third-quarter revenue guidance of $460 million-$473 million was well below consensus near $520 million. Full-year revenue guidance of $1.93 billion-$1.956 billion also implied limited growth and was below prior expectations. Taboola Misses Q2 Revenue Estimates
• Negative Sentiment: Operating cash flow declined to $31.3 million from $47.4 million, while free cash flow fell to $17.3 million from $34.2 million, raising concerns about cash generation despite stronger Adjusted EBITDA.
• Negative Sentiment: Several law firms announced investigations into whether Taboola violated federal securities laws in connection with its earnings disclosures and guidance revisions. These notices may increase legal, reputational and headline risk, although no wrongdoing has been established. Securities Fraud Investigation Into Taboola TBLA Investor Alert

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.