TBLA
Taboola.com Ltd.
$3.45
+0.00% 2026-10-20
Communication Services
TBLASPY
1W
-0.3%
1M
-4.2%
3M
-32.5%
6M
-9.4%
YTD
-25.2%
1Y
+10.9%
Live chart
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Grades vs sector
MomentumNot enough data yet–
Momentum
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
GrowthNot enough data yet–
Growth
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ValueNot enough data yet–
Value
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ProfitabilityNot enough data yet–
Profitability
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsTaboola to Announce Third Quarter Financial Results on November 4, 2026
GlobeNewswire · Oct 15
Q2 Earnings Highs And Lows: Taboola (NASDAQ:TBLA) Vs The Rest Of The Advertising & Marketing Services Stocks
StockStory · Oct 14
New Study: Advertisers Increasing Budgets to Attract New Audiences, But 81% Fail to Reach Them; Advertisers Cite an Increasingly Fragmented Consumer Journey as a Problem and 92% Would Reallocate Ad Spend to the Open Web to Reach Untapped Audiences, if Identity and Measurement Challenges Were Solved
GlobeNewswire · Oct 05
Taboola’s DeeperDive Wins 2026 AdExchanger Award for Excellence in Publisher Growth and Monetization
GlobeNewswire · Sep 30
TD SYNNEX Q3 Earnings Beat Estimates on Distribution and Hyve Strength
Zacks · Sep 25
Key stats
Market cap$932.0M
P/E (trailing)8.8
P/E (forward)4.6
52-week range2.83 – 5.71
Revenue growth (YoY, latest qtr)+2.4%
Dividend yield0.00%
Analyst consensusNone (5)
Mean price target$5.70 (+65%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Looks undervalued
Model read-out from the numbers below, not advice. Score +3 (DCF counts double).
▲DCF (base case)above the price by 204%
•Piotroski F-score6/9
▲Net debt / EBITDA-0.3x
▲Analyst target+65% (5 analysts)
Discounted cash flow
Bear
$7
+107%
growth 2% · disc. 12.8% · term. 2.0%
Base
$10
+204%
growth 7% · disc. 11.8% · term. 2.5%
Bull
$14
+317%
growth 10% · disc. 10.8% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price implies shrinking cash flows: about -12% a year for 10 years.
Implied
-12%/yr
FCF, last 3 yrs
+106%/yr
FCF, last 5 yrs
+6%/yr
Revenue, last 3 yrs
+11%/yr
Revenue, last 5 yrs
+10%/yr
Same inputs as the DCF above: trailing free cash flow 0.2B, 11.8% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.50 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $0.76 vs trailing $0.39 (+94% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
29.7%
Operating margin
6.5%
FCF margin
10.2%
Net margin
6.1%
Return on equity
12.7%
Return on invested capital
13.6%
Net debt / EBITDA
-0.3×
Current ratio
1.1×
Interest cover
–
Cash conversion (OCF/NI)
2.1×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✗ No share dilution✗ Gross margin improved✓ Asset turnover improved
Analysts
Mean target
$6
+65%
Analysts
5
None
Range
$5–$7
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $1.9B | $42.3M | $163.4M |
| 2024 | $1.8B | $-3.8M | $149.2M |
| 2023 | $1.4B | $-82.0M | $52.2M |
| 2022 | $1.4B | $-12.0M | $18.6M |
| 2021 | $1.4B | $-24.9M | $24.5M |
| 2020 | $1.2B | $8.5M | $121.3M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +10.9%.
Earnings
Next report: 2026-11-04 · before open · EPS est 0.15
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.14 | 0.14 | +1.2% |
| 2026-05-06 | 0.04 | 0.06 | +70.0% |
| 2026-02-25 | 0.18 | 0.27 | +50.3% |
| 2025-11-05 | 0.09 | 0.11 | +24.6% |
| 2025-08-06 | 0.08 | 0.10 | +15.6% |
| 2025-05-07 | 0.01 | 0.07 | +448.4% |
| 2025-02-26 | 0.15 | 0.21 | +37.1% |
| 2024-11-07 | 0.08 | 0.06 | -19.0% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $476.8M | +2.4% |
| 2026-03-31 | $466.4M | – |
| 2025-12-31 | $522.3M | – |
| 2025-09-30 | $496.8M | – |
| 2025-06-30 | $465.5M | – |
Analyst actions
StoneX
PT $5
2026-10-20 · main
Buy → BuyPT $5
TD Cowen
PT $5
2026-08-10 · main
Buy → BuyPT $5
Benchmark
PT $6
2026-08-06 · main
Buy → BuyPT $6
Rosenblatt
PT $7
2026-08-06 · main
Buy → BuyPT $7
TD Cowen
PT $6
2026-05-11 · main
Buy → BuyPT $6
Benchmark
PT $6
2026-05-07 · main
Buy → BuyPT $6
Insider trades
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SELL–
Stats refreshed 2026-10-20 17:52:40 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.