Stocks · Communication Services · Internet Content & Information
Taboola.com Ltd. TBLA
$3.23 -2.71% Close, Oct 2, 2026 · NASDAQ · Market cap $882.8M
Inexpensive vs sector
Next earnings report: Nov 4, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $0.39, up 312.2% year over year.
- At 8.2× trailing earnings, the shares trade at the lowest P/E of the company's past five years.
- The diluted share count fell 7.1% in a year, mainly through buybacks.
PromtFinance scores
Each score is a percentile within the Communication Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 44%
- EPS growth (TTM, YoY)Top 3%
- FCF growth (TTM, YoY)Top 42%
- Revenue growth, 3-year CAGRTop 32%
- Revenue growth accelerationBottom 29%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 47%
- Gross marginBottom 19%
- Operating marginBottom 37%
- Cash conversion (OCF / net income)Bottom 43%
- Accruals (lower is better)Top 47%
- Net debt / EBITDA (lower is better)Top 19%
- Interest coverTop 14%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 8%
- Free-cash-flow yieldTop 12%
- EBITDA / enterprise valueTop 5%
- Sales / enterprise valueTop 3%
- P/E vs own 5-year history (lower is better)Top 11%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 37%
- 6-month returnBottom 47%
- 1-year return vs S&P 500Top 46%
- Distance from 52-week highBottom 34%
- Trend checklist (0–4)Bottom 18%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 5%
- Consecutive EPS beatsBottom 18%
- Share of analysts rating BuyTop 18%
- Upside to consensus price targetTop 22%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 15%
- Maximum drawdown, 3 yearsTop 35%
- Beta vs S&P 500 (lower is better)Bottom 31%
- Net debt / EBITDA (lower is better)Top 19%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 9.6% | 8.0% | ↓ |
| EPS growth (YoY) | 276.5% | 312.2% | ↑ |
| Gross margin | 31.1% | 29.3% | ↓ |
| Operating margin | 2.5% | 2.6% | ↑ |
| FCF margin | 9.1% | 10.2% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 8.0% | 9.6% | ↓ | Top 44% |
| EPS growth (TTM, YoY) | 312.2% | 276.5% | ↑ | Top 3% |
| Gross margin | 29.3% | 31.1% | ↓ | Bottom 19% |
| Operating margin | 2.6% | 2.5% | ↑ | Bottom 37% |
| Net margin | 6.1% | 1.8% | ↑ | — |
| Free-cash-flow margin | 10.2% | 9.1% | ↑ | — |
| Return on invested capital | 4.4% | — | Top 47% | |
| Revenue growth, 3-year CAGR | 10.9% | — | Top 32% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.13×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -8.7%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 3.1%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -0.9 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.21×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 12.7×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- -10.70%
- Shareholder yield
- -10.70%
- Share count change, 1 year
- -7.1%
- Share count change, 3-year CAGR
- -1.7%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 4 of 8
- Average EPS surprise, last 4
- +100.0%
- Average 2-day reaction, last 8
- -1.3%
- Positive 20 days after report
- 5 of 8
Analysts
- Consensus price target
- $5.50
- Target vs current price
- +70.3%
- Analysts with a rating
- 12
- Share rating Buy or Strong Buy
- 75%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 5, 2026 | -60.0% | -27.4% | -22.1% | -29.5% | — |
| May 6, 2026 | +2100.0% | +24.7% | +35.4% | +19.9% | +31.5% |
| Feb 25, 2026 | +56.5% | -6.1% | -3.5% | -2.5% | +57.0% |
| Nov 5, 2025 | +1498.6% | +11.4% | +24.3% | +20.7% | +22.2% |
| Aug 6, 2025 | -20.0% | +5.3% | +0.6% | +5.0% | +8.1% |
| May 7, 2025 | +40.0% | -1.0% | +10.0% | +15.9% | +2.9% |
| Feb 26, 2025 | -9.1% | -16.5% | -23.5% | -19.2% | -9.2% |
| Nov 7, 2024 | -200.0% | -0.6% | -2.4% | +17.7% | +15.9% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | $0.02 | $0.05 | -60.0% | $476.8M |
| May 6, 2026 | $0.20 | -$0.01 | +2100.0% | $466.4M |
| Feb 25, 2026 | $0.17 | $0.11 | +56.5% | $522.3M |
| Nov 5, 2025 | $0.02 | -$0.00 | +1498.6% | $496.8M |
| Aug 6, 2025 | -$0.01 | -$0.01 | -20.0% | $465.5M |
| May 7, 2025 | -$0.03 | -$0.05 | +40.0% | $427.5M |
| Feb 26, 2025 | $0.10 | $0.11 | -9.1% | $491.0M |
| Nov 7, 2024 | -$0.02 | $0.02 | -200.0% | $433.0M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 8.2× | 33.6× | 0th | Top 8% |
| P/E (forward) | 8.0× | — | — | — |
| EV / EBITDA | 3.7× | — | — | Top 5% |
| EV / Sales | 0.43× | — | — | Top 3% |
| Free-cash-flow yield | 22.75% | — | — | Top 12% |
| Earnings yield | 12.14% | — | — | Top 8% |
P/E over the past five years
Range 9.8× – 96.1× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -4.2%
- Earnings per share growth (TTM)
- +312.2%
- Change in P/E multiple
- -72.4%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -14.1%
- 200-day average slope (20 days)
- -1.0%
- Distance from 50-day average
- -18.2%
- Distance from 200-day average
- -21.0%
- RSI (14)
- 27.2
- Relative volume
- 1.15×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 74.2%
- Volatility vs own 5-year history
- 86th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.18
- Correlation with S&P 500
- 0.34
- Current drawdown from 1-year high
- -42.1%
- Maximum drawdown, 3 years
- -47.8%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jul 1, 2021 | Nov 8, 2022 | -84.8% | 342 days | Not yet recovered |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $882.8M
- P/E (TTM)
- 8.2
- EPS, diluted (TTM)
- $0.39
- Revenue (TTM)
- $1.96B
- 52-week range
- $2.84 – $5.71
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.38B | $1.40B | $1.44B | $664.7M | $1.91B |
| Gross profit | $441.1M | $464.3M | $425.6M | $534.2M | $569.5M |
| Operating income | -$13.3M | -$13.7M | -$63.7M | $25.9M | $44.1M |
| Net income | -$24.9M | -$12.0M | -$82.0M | -$3.8M | $42.3M |
| EPS (diluted) | -$0.14 | -$0.05 | -$0.24 | -$0.01 | $0.13 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $433.0M | $491.0M | $427.5M | $465.5M | $496.8M | $522.3M | $466.4M | $476.8M |
| Net income | $13.4M | $33.1M | -$8.8M | -$4.3M | $5.2M | $50.1M | $59.1M | $4.3M |
| EPS (diluted) | $0.04 | $0.10 | -$0.03 | -$0.01 | $0.02 | $0.16 | $0.20 | $0.01 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $63.5M | $53.5M | $84.4M | $184.3M | $208.4M |
| Capital expenditure | -$39.1M | -$34.9M | -$32.1M | -$35.2M | -$44.9M |
| Free cash flow | $24.5M | $18.6M | $52.2M | $149.2M | $163.4M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | $285.4M | $8.4M | -$55.5M | -$73.8M | -$247.5M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $133.1M
- Total assets
- $1.55B
- Total liabilities
- $610.4M
- Total debt
- $85.4M
- Net debt
- -$47.6M
- Shareholders’ equity
- $938.0M
As of Jun 30, 2026 (filed Aug 5, 2026).
Short interest
- Shares sold short
- 6,361,533
- Days to cover
- 3.90
- Change vs previous report
- -8.7%
FINRA short interest, settlement date Sep 15, 2026.