Taboola.com (NASDAQ:TBLA) Releases Earnings Results, Beats Expectations By $0.21 EPS

06 May 2026, 15:28 by Amy Steele · The Cerbat Gem

Taboola.com (NASDAQ:TBLA – Get Free Report) issued its quarterly earnings data on Wednesday. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.21, FiscalAI reports. Taboola.com had a net margin of 2.21% and a return on equity of 11.97%. The business had revenue of $466.40 million for the quarter, compared to analysts’ expectations of $453.30 million. During the same period in the previous year, the business earned ($0.03) earnings per share. The company’s revenue was up 9.1% on a year-over-year basis.

Here are the key takeaways from Taboola.com’s conference call:

Q1 results beat the high end of guidance across all metrics with revenue up 9% YoY to $466.4M and management raised full‑year guidance (revenue $2.00–2.06B, ex‑TAC gross profit $760–781M, Adjusted EBITDA $222–240M) while targeting a 30% Adjusted EBITDA margin.
Realize (and the new agentic automation Realize+) is driving advertiser success and scale — scaled advertisers rose 3.5% and average revenue per scaled advertiser increased 5%, with integrations into LLMs/Claude and products like DeeperDive cited as incremental growth catalysts.
Foreign exchange is a meaningful headwind (notably a stronger Israeli shekel), costing roughly $13M in FY operating expenses and about a $4.7M drag to Q1 Adjusted EBITDA, and Q1 net income / free cash flow benefited from a one‑time legal settlement that is excluded from non‑GAAP results.
Capital allocation prioritizes buybacks — Taboola repurchased ~7M shares for $23.5M in Q1 and says it has repurchased ~19% of the company between 2025 and YTD‑2026, planning to use the majority of free cash flow for further repurchases.

Taboola.com Price Performance

NASDAQ:TBLA traded up $0.85 during mid-day trading on Wednesday, reaching $4.66. 6,752,595 shares of the stock were exchanged, compared to its average volume of 1,671,504. The business has a fifty day moving average price of $3.33 and a 200 day moving average price of $3.71. The firm has a market capitalization of $1.13 billion, a PE ratio of 31.03 and a beta of 1.43. Taboola.com has a 1-year low of $2.84 and a 1-year high of $4.65. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.11.

Trending Headlines about Taboola.com

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

Positive Sentiment: Q1 beats on revenue and EPS — Taboola reported Q1 revenue of $466.4M (up 9.1% YoY) and EPS that beat consensus, driven by Realize platform momentum. Taboola (TBLA) beats first-quarter forecasts
Positive Sentiment: Raised revenue guidance — Q2 revenue guide $492–$505M (above consensus) and FY 2026 revenue guide $2.006–$2.062B, signaling management sees accelerating demand. Taboola Reports Strong First Quarter 2026 Results
Positive Sentiment: Cash generation & profit turnaround — net income improved to ~$59.1M from a prior-year loss; operating cash flow ~$108.7M and free cash flow ~$90.3M. Management also signaled aggressive share repurchases. Taboola Reports Strong Q1 2026 Results (Quiver)
Neutral Sentiment: Company provided non‑GAAP guidance (Adjusted EBITDA, Non‑GAAP net income) but did not give GAAP net‑income guidance due to variability in items like share‑based comp and warrant valuations — limits direct GAAP reconciliation. Taboola Press Release (guidance disclosure)
Neutral Sentiment: Pre‑earnings commentary flagged FX headwinds and higher costs as risks heading into the report; those remain items to monitor on upcoming calls. TBLA set to report Q1 (Zacks preview)
Negative Sentiment: Adjusted EBITDA declined ~25.7% year‑over‑year to $26.7M and margins compressed; some of the GAAP beat was driven by a ~$77M pre‑tax legal settlement that makes comparability to ongoing operations more challenging. Quiver summary (EBITDA & settlement)
Negative Sentiment: Related‑party revenue increased and recent insider sales have been sizeable — items investors may flag for corporate governance and revenue quality scrutiny. Quiver (insider & related‑party notes)

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Needham & Company LLC restated a “buy” rating and set a $4.50 price objective on shares of Taboola.com in a research note on Wednesday, February 25th. Wall Street Zen cut shares of Taboola.com from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 28th. Zacks Research lowered Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Taboola.com in a report on Tuesday, April 21st. Finally, Rosenblatt Securities lifted their target price on Taboola.com from $6.00 to $7.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $5.00.

Get Our Latest Stock Analysis on Taboola.com

Hedge Funds Weigh In On Taboola.com

A number of institutional investors have recently bought and sold shares of TBLA. Baird Financial Group Inc. purchased a new position in Taboola.com in the 1st quarter worth about $59,000. AQR Capital Management LLC increased its stake in Taboola.com by 60.6% in the 1st quarter. AQR Capital Management LLC now owns 998,731 shares of the company’s stock worth $2,946,000 after purchasing an additional 376,684 shares in the last quarter. Empowered Funds LLC increased its stake in Taboola.com by 41.1% in the 1st quarter. Empowered Funds LLC now owns 722,984 shares of the company’s stock worth $2,133,000 after purchasing an additional 210,562 shares in the last quarter. Creative Planning purchased a new position in Taboola.com in the 2nd quarter worth about $154,000. Finally, American Century Companies Inc. increased its stake in Taboola.com by 22.3% in the 2nd quarter. American Century Companies Inc. now owns 420,732 shares of the company’s stock worth $1,540,000 after purchasing an additional 76,640 shares in the last quarter. Hedge funds and other institutional investors own 42.89% of the company’s stock.

About Taboola.com

(Get Free Report)

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.