NASDAQ: TBLA

Taboola.com (TBLA) Stock Analysis & Forecast

Oct 12 close

$3.40−0.05 (−1.4%)

Gekko Brief

AI summaryOct 12 close

This week's news on Taboola centers on a wave of securities class action announcements from multiple law firms, including Bronstein, Gewirtz & Grossman, Glancy Prongay Wolke & Rotter, Rosen Law Firm, Levi & Korsinsky, Faruqi & Faruqi, SBS Law, Kaplan Fox, and Berger Montague. These notices reference alleged misrepresentations about the quality of Taboola's publisher network and a related drop in revenue and stock price, with several citing an October 20 deadline for investors to come forward. The underlying concern traces back to the company's Q2 2026 results, where revenue of $476.8 million missed prior guidance, attributed to a Google policy change affecting the Explore More product and an intentional data cleanup.

TBLA closed at $3.40, down 1.4%, sitting below both its 50-day average of $3.75 and 200-day average of $4.07, with the shorter average also below the longer one. The GekkoIndex reads 61.3, placing the stock in the Accumulation zone. Price sits 30.3% below the Gekko Fair Value of $4.88. Over the past year the stock has returned 6.9%, though the past three months show a decline of 38.1%.

Earnings are scheduled for 4 November, 23 days away, falling inside a typical 20-trading-day holding window; the prior report saw a 23.6% reaction despite meeting the EPS estimate at $0.09. No insider, Congress, or unusual options activity appears in their respective windows. Seasonality over the next 20 trading days has averaged a 2.4% gain across 5 years, with gains in 3 of them. Consensus among 4 analysts stands at buy, with a target of $5.80.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

Taboola.com price vs fair value

$4.88$3.40Oct ’25Apr ’26Oct ’26
Close $3.40200-day averageGekko Fair Value $4.88

Taboola.com quick facts

Market cap
$929.3M
P/E ratio
9
Forward P/E
84.8
EPS, TTM
$0.39
Revenue, TTM
$1.96B
Profit margin
6.1%
Dividend yield
—
Beta
1.50
Volume
1.60M avg 2.10M
1-year return
+6.9%
Typical daily move
±4.1%
Typical 20-day move
±9.3%
50-day average
$3.75
200-day average
$4.07
Next earnings
Nov 4 before open
Shares outstanding
252.1M
52-week range
$2.84$5.71

Taboola.com swing-trade checklist

Taboola.com scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive0 mixed2 headwinds

  • Trendheadwind

    Below 50 and 200-day

    Close $3.40 is below the 50-day ($3.75) and 200-day ($4.07) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    61.3, Accumulation

    Reading 61.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    30.3% below

    Price is 30.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 23 days

    Reports on Nov 4, 2026, 23 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +2.4% on average

    From this point in the calendar, the next 20 trading days averaged +2.4% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Taboola.com stock chart and price history

Taboola.com closed at $3.40 on Oct 12, 2026, +6.9% over the past year, inside a 52-week range of $2.84 to $5.71.

Close50-day average200-day averageVolume
Taboola.com share price, past year, with 50-day and 200-day moving averages and volume$3.00$4.00$4.50$5.00$5.50NovDecJan 2026FebMarAprMayJunJulAugSepOct3.40

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−10.5%
3 months
−38.1%
6 months
0.0%
1 year
+6.9%
The full TBLA chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open TBLA in Gekko

Follow Taboola.com through every session

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About Taboola.com

Taboola.com operates a platform powered by artificial intelligence and algorithmic technology that surfaces editorial content and advertisements across the open web. Its main product, also called Taboola, connects with websites, mobile apps, and devices to display this content and advertising to their audiences. The company is best known for this content and ad-placement platform.

Taboola.com works by forming partnerships with websites, device makers, and app developers, delivering editorial material and advertisements through their digital properties. It operates in Israel, the United States, the United Kingdom, Germany, and other international markets.

Taboola.com was incorporated in 2006 and is headquartered in New York, New York. Its shares are listed on the NASDAQ under the ticker TBLA.

Listed
NASDAQ
Sector
Technology services
Industry
Internet software/Services
Website
taboola.com

Taboola.com GekkoIndex: the smart money zone

Taboola.com’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.3, in the Accumulation zone, down 8.7 points over five sessions.

010061.3Accumulation

Down 8.7 points over five sessions, from the Buying zone.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying76+0.9%+0.4%+2.2%+15.8%
Accumulation (current zone)220−0.6%−0.3%+1.3%+5.9%
Neutral323+0.4%+0.1%−1.0%−4.2%
Distribution56−0.1%+2.0%+1.1%−2.5%
Selling7Too few readings yet

Average TBLA share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the TBLA price, zone by zone.Track TBLA in Gekko

Is Taboola.com stock overvalued? Gekko Fair Value

Taboola.com trades 30.3% below Gekko Fair Value of $4.88, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Taboola.com shares are worth, recalculated every trading day.

$4.88

Gekko Fair Value, Oct 10, 2026

30.3% Undervalued

At the end of Aug 2026 the price was 25.7% below the estimate.

Gekko Fair ValueShare price, month end
$5$3Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open TBLA in Gekko

Taboola.com insider and Congress trading

No open-market insider purchases were filed for Taboola.com, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for TBLA in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every TBLA insider filing, plotted on the chart in Gekko.Open TBLA in Gekko

Congress trades last 90 days

No trades in TBLA were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for TBLA, plotted on the chart in Gekko.Open TBLA in Gekko

Buybacks

Taboola.com has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$45.09M
As a share of market cap
4.85%
Trailing four quarters
$287.7M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

0of the funds Gekko tracks hold TBLA.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Taboola.com earnings: next date and track record

Taboola.com reports on Nov 4, 2026, before the open (23 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±14.7%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

−3.0%Nov ’24−23.8%Feb ’25+8.1%May ’25+6.5%Aug ’25+13.2%Nov ’25−2.5%Feb ’26+36.7%May ’26−23.6%Aug ’26

Last earnings call, Aug 5, 2026 AI summary

What they said
Taboola reported Q2 2026 results with mixed near-term headwinds but positive underlying momentum. Revenue was $476.8 million, up 2% year-over-year, and ex-TAC gross profit grew 12% to $192.4 million. Management said revenue missed prior guidance due primarily to two factors: (1) a Google policy change that deprecated the company’s Explore More product and (2) an intentional cleanup that removed low-quality publisher supply that hurt short-term revenue but should improve long-term advertiser performance. Despite these headwinds, the company grew the number of scaled advertisers by 2% YoY, improved ex-TAC margins due to higher ad rates and mix shift, and repurchased a substantial amount of shares (~20% since 2025). Management highlighted strategic wins (notably FOX News) and a growing new product, Deeper Dive (LLM/chat-based engagement), which has crossed ~10 million users and shows strong monetization (management cited CPMs ~5–10x and ~10% of traffic converting to Deeper Dive). They launched a replacement product (Engage) to recapture Explore More revenue and expect Deeper Dive and new publisher monetization deals to begin contributing meaningfully to ex-TAC in Q4 and ramp in 2027. Management reiterated plans to return the majority of free cash flow via buybacks and said they are pursuing AI-driven internal efficiency gains while being mindful of model hosting costs.
Guidance
Management raised full-year ex-TAC growth guidance to 9% and reiterated an expected ex-TAC gross margin range of roughly 35%–40% as a reasonable expectation going forward. They also quantified the Explore More impact as over $20 million of ex-TAC in H2 (and comparative impact in the following first half).
Risks flagged
Dependence on platform policy (Google) that can be changed with limited notice (Explore More deprecation was faster than expected) ; short-term revenue headwinds from removing low-quality publishers; macro/advertising demand skittishness; potential cost exposure when outsourcing AI model hosting (vs. hosting in-house); geographic exposure to underperforming international publishers (notably Greater China) that required removal.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 5, 2026$0.09
est $0.09
0.0%$476.8M
est $499.4M
−4.5%−23.6%
May 6, 2026$0.06
est $0.04
+50.0%$466.4M
est $453.3M
+2.9%+36.7%
Feb 25, 2026$0.27
est $0.11
+151.3%$522.3M
est $537.7M
−2.9%−2.5%
Nov 5, 2025$0.11
est $0.10
+10.0%$496.8M
est $537.8M
−7.6%+13.2%
Aug 6, 2025$0.10
est $0.09
+11.1%$465.5M
est $466.5M
−0.2%+6.5%
May 7, 2025$0.07
est $0.01
+600.0%$427.5M
est $447.5M
−4.5%+8.1%
Feb 26, 2025$0.10
est $0.11
−9.1%$491.0M
est $417.4M
+17.7%−23.8%
Nov 7, 2024$0.06
est $0.08
−25.0%$433.0M
est $476.8M
−9.2%−3.0%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Taboola.com stock forecast and analyst price targets

Analysts’ average 12-month price target for Taboola.com is $5.80, +70.6% from the last close, from 4 firms rating the stock in the last 90 days.

$5.80consensus 12-month target, +70.6% from the last close
Low $5High $7
Buy4
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 4 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 20NeedhamBuy, maintained$5.50+61.8%
Aug 10TD CowenBuy, maintained$5+47.1%
Aug 10TD CowenBuy, maintained$5+47.1%
Aug 6Benchmark Co.Buy, maintained$5.50+61.8%
Aug 6Rosenblatt SecuritiesBuy, maintained$7+105.9%
+1.3%average 20-day move after past Accumulation readings
+2.4%average move over the next 20 trading days in the last 5 years
±4.1%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Taboola.com seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Taboola.com averaged +2.4% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+6.2%2021−6.7%2022−11.9%2023+0.9%2024+22.7%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.4%2 of 5
Next 10 trading days+4.2%3 of 5
Next 15 trading days+4.3%3 of 5
Next 20 trading days+2.4%3 of 5
Next 30 trading days+4.6%3 of 5

For scale, TBLA’s typical 20-trading-day move in either direction is about 9.3%.

Taboola.com market cap and key statistics

Taboola.com’s market cap is $929.3M, with a P/E ratio of 9 and revenue of $1.96B over the last twelve months.

Valuation

Market cap
$929.3M
P/E ratio
9
Forward P/E
84.8
EPS, TTM
$0.39
Gekko Fair Value
$4.88

Trading

Volume
1.60M
Avg volume, 20 days
2.10M
52-week high
$5.71
52-week low
$2.84
Shares outstanding
252.1M

Financials

Revenue, TTM
$1.96B
Profit margin
6.1%
Return on equity
12.8%
Quarterly earnings growth, YoY
+77.1%

Risk and income

Beta
1.50
Typical daily move
±4.1%
Typical 20-day move
±9.3%

Taboola.com peers

Taboola.com’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
GOOGLAlphabet+0.2%Neutral9.6% above
GOOGAlphabet+0.2%Neutral10.2% above
METAMeta Platforms+2.0%Neutral25.5% above
NFLXNetflix−1.0%Accumulation25.2% below
SPOTSpotify Technology−0.2%Neutral18.3% above
MSTRStrategy−0.5%Neutral11.6% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Taboola.com stock FAQ

What is Taboola.com’s market cap?

Taboola.com’s market cap is $929.3M at the Oct 12, 2026 close of $3.40, with 252.1M shares outstanding. The shares trade on a P/E ratio of 9.

What is the Taboola.com stock forecast?

The consensus analyst 12-month price target for Taboola.com is $5.80, +70.6% from the last close. Of the 4 firms that rated the stock in the last 90 days, 4 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Taboola.com stock overvalued or undervalued?

On Gekko’s estimate Taboola.com is undervalued: the Oct 12, 2026 close of $3.40 is 30.3% below Gekko Fair Value of $4.88. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Taboola.com report earnings next?

Taboola.com is expected to report on Nov 4, 2026, before the market opens (23 days away). Analysts expect earnings of $0.14 per share on revenue of $466.7M. Taboola.com beat the earnings estimate in 5 of its last 8 reports, moving 14.7% on average across the report.

What is Taboola.com’s 52-week high and low?

Taboola.com’s 52-week high is $5.71 and its 52-week low is $2.84; it closed at $3.40 on Oct 12, 2026, +6.9% over the past year. Over the last five years the shares peaked at $10.27 on Nov 15, 2021.

Is Taboola.com stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and seasonality) and 2 as headwinds (trend and earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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