State Street Corp Boosts Stock Holdings in Taboola.com Ltd. $TBLA

Key Points

• State Street increased its Taboola stake by 355% in the second quarter, acquiring 3.08 million additional shares for a total of nearly 3.94 million shares, or 1.56% of the company. Institutional investors collectively own 42.89% of TBLA.
• Taboola shares opened at $3.48, below the average analyst price target of $5.75. Analysts maintain a “Moderate Buy” consensus, though several firms recently lowered their price targets.
• Taboola faces securities class-action litigation concerning alleged disclosures about its publisher network and advertiser standards. Investors have until October 20, 2026 to seek lead-plaintiff status, while potential costs include legal expenses, reputational harm and investor payments.

State Street Corp raised its stake in shares of Taboola.com Ltd. (NASDAQ:TBLA - Free Report) by 355.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,944,961 shares of the company's stock after purchasing an additional 3,077,973 shares during the period. State Street Corp owned 1.56% of Taboola.com worth $19,725,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of TBLA. Integrated Wealth Concepts LLC acquired a new position in shares of Taboola.com during the second quarter valued at about $26,000. SG Americas Securities LLC lifted its stake in shares of Taboola.com by 31.5% in the first quarter. SG Americas Securities LLC now owns 23,125 shares of the company's stock valued at $72,000 after buying an additional 5,546 shares during the period. Hennion & Walsh Asset Management Inc. grew its position in Taboola.com by 27.7% during the second quarter. Hennion & Walsh Asset Management Inc. now owns 29,074 shares of the company's stock worth $145,000 after buying an additional 6,302 shares in the last quarter. Sequoia Financial Advisors LLC bought a new position in Taboola.com during the second quarter valued at about $50,000. Finally, DGS Capital Management LLC bought a new position in Taboola.com during the fourth quarter valued at about $55,000. Institutional investors own 42.89% of the company's stock.

Taboola.com Stock Performance

Shares of TBLA opened at $3.48 on Friday. The firm has a market cap of $877.38 million, a P/E ratio of 8.70 and a beta of 1.48. Taboola.com Ltd. has a twelve month low of $2.84 and a twelve month high of $5.71. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.11 and a current ratio of 1.11. The firm's 50 day moving average price is $4.09 and its two-hundred day moving average price is $4.22.

Key Headlines Impacting Taboola.com

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

• Neutral Sentiment: Several law firms, including Kaplan Fox deadline alert and Rosen investor notice, reminded investors that October 20, 2026 is the deadline to seek appointment as lead plaintiff. These announcements are primarily legal solicitations and do not represent separate lawsuits or new company disclosures.
• Negative Sentiment: The securities class action covers investors who acquired TBLA securities from May 6 through August 4, 2026. The claims reportedly focus on alleged misrepresentations regarding the quality of Taboola’s publisher network, including whether the company adequately disclosed that it was taking a more aggressive approach to ending relationships that failed to meet advertiser standards. TBLA investor alert
• Negative Sentiment: Additional notices from Pomerantz, Faruqi & Faruqi, Robbins, Bronstein Gewirtz & Grossman, Schall Brown & Schwartz, and other firms are increasing visibility around the litigation. Potential costs include legal expenses, management distraction, reputational damage, and possible investor payments, although the allegations have not been adjudicated. Pomerantz investor alert

Analyst Ratings Changes

A number of brokerages have commented on TBLA. TD Cowen cut their price target on shares of Taboola.com from $6.00 to $5.00 and set a "buy" rating for the company in a research note on Monday, August 10th. Weiss Ratings upgraded Taboola.com from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday, August 6th. Benchmark dropped their target price on Taboola.com from $6.50 to $5.50 and set a "buy" rating for the company in a report on Thursday, August 6th. Rosenblatt Securities restated a "buy" rating and set a $7.00 target price on shares of Taboola.com in a research report on Thursday, August 6th. Finally, Wall Street Zen lowered Taboola.com from a "strong-buy" rating to a "hold" rating in a research note on Saturday, August 8th. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $5.75.

About Taboola.com

Taboola.com Ltd. is a technology company that operates a digital advertising and content recommendation platform. Its software helps publishers, advertisers and consumers discover and engage with online content through personalized recommendations, native advertising and other forms of digital media.

The company provides tools for publishers to monetize websites and digital properties, while helping advertisers reach audiences across the open web. Its offerings include content recommendation placements, video and display advertising, commerce-related experiences and data-driven audience targeting solutions.

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