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

Key Points

• Benchmark lowered Taboola.com’s price target to $5.50 from $6.50 but maintained a “buy” rating, implying roughly 38% upside from the stock’s prior close.
• Analyst sentiment remains generally positive, with five buy ratings and three hold ratings producing a “Moderate Buy” consensus and average price target of $5.70.
• Taboola exceeded quarterly expectations, reporting $0.20 in adjusted EPS versus a $0.01 loss estimate and $466.4 million in revenue; however, major shareholder Apollo Management sold 12 million shares for $52.8 million.

Taboola.com (NASDAQ:TBLA - Get Free Report) had its target price decreased by equities researchers at Benchmark from $6.50 to $5.50 in a research report issued on Thursday,Benzinga reports. The firm presently has a "buy" rating on the stock. Benchmark's price target indicates a potential upside of 38.33% from the stock's previous close.

Other equities analysts have also issued reports about the company. Weiss Ratings reiterated a "hold (c)" rating on shares of Taboola.com in a research report on Friday, July 17th. Wall Street Zen raised shares of Taboola.com from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 9th. TD Cowen upped their target price on shares of Taboola.com from $4.00 to $6.00 and gave the stock a "buy" rating in a research note on Monday, May 11th. Rosenblatt Securities reiterated a "buy" rating and set a $7.00 target price on shares of Taboola.com in a report on Thursday. Finally, Needham & Company LLC boosted their price target on Taboola.com from $4.50 to $5.50 and gave the company a "buy" rating in a report on Thursday, May 7th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Taboola.com currently has a consensus rating of "Moderate Buy" and a consensus price target of $5.70.

Taboola.com Price Performance

Shares of NASDAQ:TBLA traded up $0.14 during midday trading on Thursday, reaching $3.98. The company's stock had a trading volume of 1,533,409 shares, compared to its average volume of 2,396,934. The business's fifty day simple moving average is $4.98 and its 200-day simple moving average is $4.18. The company has a market capitalization of $967.32 million, a P/E ratio of 10.46 and a beta of 1.50. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.13 and a quick ratio of 1.13. Taboola.com has a fifty-two week low of $2.84 and a fifty-two week high of $5.71.

Taboola.com (NASDAQ:TBLA - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.01) by $0.21. The firm had revenue of $466.39 million during the quarter, compared to analysts' expectations of $453.30 million. Taboola.com had a net margin of 5.64% and a return on equity of 10.72%. The business's revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.03) earnings per share. As a group, equities research analysts expect that Taboola.com will post 0.41 EPS for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder Apollo Management Holdings Gp, sold 12,000,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $4.40, for a total transaction of $52,800,000.00. Following the sale, the insider directly owned 18,039,644 shares of the company's stock, valued at approximately $79,374,433.60. This represents a 39.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 20.60% of the stock is currently owned by company insiders.

Institutional Trading of Taboola.com

Institutional investors and hedge funds have recently made changes to their positions in the company. Stoic Point Capital Management LLC bought a new stake in shares of Taboola.com during the 4th quarter worth $5,699,000. Two Sigma Investments LP raised its stake in Taboola.com by 114.6% during the third quarter. Two Sigma Investments LP now owns 2,005,558 shares of the company's stock worth $6,839,000 after acquiring an additional 1,070,864 shares in the last quarter. Walleye Capital LLC bought a new position in shares of Taboola.com in the fourth quarter worth about $4,414,000. Marshall Wace LLP acquired a new stake in shares of Taboola.com in the 4th quarter valued at approximately $4,008,000. Finally, HRT Financial LP bought a new stake in shares of Taboola.com during the 4th quarter valued at approximately $3,196,000. Institutional investors own 42.89% of the company's stock.

Key Headlines 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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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