Taboola.com (NASDAQ:TBLA) Price Target Lowered to $5.50 at Benchmark

Taboola.com (NASDAQ:TBLA) had its price target dropped by stock analysts at Benchmark from $6.50 to $5.50 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Benchmark’s price target would indicate a potential upside of 38.33% from the stock’s previous close.

Several other equities research analysts also recently commented on TBLA. Needham & Company LLC lifted their target price on shares of Taboola.com from $4.50 to $5.50 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Rosenblatt Securities restated a “buy” rating and issued a $7.00 price target on shares of Taboola.com in a research report on Thursday. Zacks Research lowered Taboola.com from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. TD Cowen lifted their target price on Taboola.com from $4.00 to $6.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Taboola.com in a research report on Friday, July 17th. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Taboola.com currently has an average rating of “Moderate Buy” and a consensus price target of $5.70.

Taboola.com Trading Up 3.5%

Taboola.com stock traded up $0.14 during trading hours on Thursday, hitting $3.98. The stock had a trading volume of 1,533,409 shares, compared to its average volume of 2,396,934. The business’s 50 day simple moving average is $4.98 and its 200-day simple moving average is $4.18. Taboola.com has a one year low of $2.84 and a one year high of $5.71. The stock has a market cap of $967.32 million, a price-to-earnings ratio of 10.46 and a beta of 1.50. 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 (NASDAQ:TBLA) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.20 earnings per share for the quarter, topping the consensus estimate of ($0.01) by $0.21. Taboola.com had a return on equity of 10.72% and a net margin of 5.64%.The company had revenue of $466.39 million for the quarter, compared to analysts’ expectations of $453.30 million. During the same period in the previous year, the business posted ($0.03) earnings per share. The business’s quarterly revenue was up 9.1% compared to the same quarter last year. On average, equities analysts predict that Taboola.com will post 0.41 EPS for the current fiscal year.

Insider Activity at Taboola.com

In other news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $4.40, for a total transaction of $52,800,000.00. Following the completion of the sale, the insider directly owned 18,039,644 shares of the company’s stock, valued at $79,374,433.60. The trade was a 39.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 20.60% of the stock is currently owned by insiders.

Institutional Trading of Taboola.com

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Abacus Wealth Partners LLC purchased a new position in shares of Taboola.com during the fourth quarter valued at approximately $48,000. Headlands Technologies LLC bought a new position in shares of Taboola.com in the second quarter valued at approximately $43,000. DGS Capital Management LLC bought a new stake in Taboola.com during the fourth quarter worth $55,000. Quarry LP purchased a new stake in shares of Taboola.com during the 3rd quarter valued at $42,000. Finally, Captrust Financial Advisors purchased a new position in shares of Taboola.com in the 2nd quarter worth about $46,000. 42.89% of the stock is owned by institutional investors.

Key Stories Impacting Taboola.com

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

• Positive Sentiment: Rosenblatt Securities reaffirmed its “buy” rating and $7.00 price target, implying substantial potential upside from recent trading levels and offering a bullish counterpoint to the post-earnings selloff. Benzinga
• Positive Sentiment: Q2 results showed improved profitability. Revenue increased 2.4% year over year to $476.8 million, net income improved to $4.3 million from a $4.3 million loss, and Adjusted EBITDA rose 22.8% to $55.5 million. Taboola also raised its full-year ex-TAC gross profit and Adjusted EBITDA outlook, citing momentum from its Realize platform and new publisher relationships, including Fox News. Taboola Reports Strong Q2 2026 Financial Results
• Neutral Sentiment: Management is scheduled to participate in upcoming investor conferences, which could provide additional details on demand trends, Realize adoption, and the revised outlook. Taboola to Participate in Upcoming Investor Conferences
• Negative Sentiment: Forward revenue guidance disappointed investors. Q3 revenue guidance of $460 million-$473 million was well below the roughly $519.7 million consensus estimate, while full-year revenue guidance of $1.93 billion-$1.956 billion was below the approximately $2.0 billion consensus. Reports also indicated that full-year revenue and non-GAAP net income expectations were reduced, overshadowing the raised profitability guidance. Taboola Q2 Swings to Earnings
• Negative Sentiment: Several law firms announced investigations into Taboola over possible federal securities-law violations following the earnings release. These notices do not establish wrongdoing, but they add legal, reputational, and potential financial uncertainty. Taboola Securities Fraud Investigation

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.