Taboola.com Ltd. logo TBLA - Taboola.com Ltd.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 9
HOLD 3
SELL 0
STRONG
SELL
0
| PRICE TARGET: $5.55 DETAILS
HIGH: $9.00
LOW: $2.25
MEDIAN: $6.00
CONSENSUS: $5.55
UPSIDE: 12.80%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 466.4 522.3 496.8 465.5 427.5 491.0 433.0 428.2 414.0 419.8 360.2 332.0 327.7 371.3 332.5 342.7 354.7 407.7 338.8 329.1 302.9 351.3 290.6 267.7 279.3
Cost of Revenue 345.2 346.7 357.7 329.9 308.2 313.4 300.1 313.4 305.1 281.5 259.6 234.9 238.1 238.1 229.8 226.3 242.7 264.0 231.1 228.8 213.5 258.3 201.0 183.6 226.6
Gross Profit 121.2 175.6 139.0 135.6 119.3 177.6 132.9 114.8 109.0 138.2 100.7 97.1 89.6 133.2 102.7 116.4 112.0 143.6 107.7 100.2 89.5 93.0 89.6 84.1 52.8
Operating Expenses
R&D Expenses 39.6 36.7 37.9 37.5 36.0 36.2 36.7 33.3 36.2 34.4 35.9 34.0 32.0 28.5 36.2 34.1 30.4 34.0 29.9 30.1 23.9 34.0 21.5 21.9 22.0
SG&A Expenses 97.6 95.1 94.6 98.1 89.6 94.2 91.6 89.1 90.9 95.1 83.5 88.1 86.4 79.6 87.9 91.8 89.3 91.0 77.9 123.6 44.0 52.7 46.6 44.0 50.6
Other Expenses (9.1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 128.1 131.8 132.5 135.6 125.6 130.4 128.3 122.4 127.2 129.5 119.4 122.1 118.4 108.1 124.1 125.9 119.7 125.0 107.8 153.7 67.9 86.8 68.1 65.9 72.6
Operating Income
Operating Income (6.9) 43.8 6.5 0.0 (6.3) 47.2 4.6 (7.6) (18.2) 8.8 (18.7) (25) (28.8) 25.0 (21.4) (9.6) (7.7) 18.6 (0.1) (53.4) 21.6 6.3 21.5 18.2 (19.8)
Interest Expense 0 1.6 1.8 1.3 0 8.2 1.1 0 3.6 2.9 3.3 3.8 3.2 3.2 3.6 0 0 0 0 0.1 0.8 1.7 0.8 0.7 (0.4)
Interest Income 0.2 2.1 0 0 2.1 0 0 1.0 0 1.5 0 0 0 0 0 4.8 11.2 1.0 14.0 0 0 0 0 0 0
Profitability
EBITDA 9.2 75.6 41.5 23.7 14.4 72.2 4.6 18.2 7.1 34.6 6.6 (2.2) (6.2) 47.5 1.8 13.3 15.0 41.7 13.0 (44.8) 29.9 13.4 29.6 27.3 (10.1)
EBIT (6.9) 40.5 8.8 0.0 (6.3) 47.2 4.6 (7.6) (18.2) 8.8 (18.7) (25) (28.8) 25.0 (21.4) (9.6) (7.7) 18.6 (0.1) (53.4) 21.6 6.3 21.5 18.2 (19.8)
Income Before Tax 69.1 39.0 7.0 (2.4) (10.8) 39.0 3.5 (6.6) (21.9) 7.4 (23.1) (28.8) (32.0) 21.9 (25.0) (4.8) 3.5 16.9 13.8 (53.5) 20.8 4.6 20.7 17.6 (19.4)
Income Tax Expense 10.1 (11.2) 1.8 1.9 (2.0) 5.8 (9.9) (2.3) 4.3 3.7 0 2.5 (0.6) 6.7 1.0 0.2 (0.4) 16.3 (3.5) 7.9 2.2 1.8 4.0 4.7 4.5
Net Income 59.1 50.1 5.2 (4.3) (8.8) 33.1 13.4 (4.3) (26.2) 3.7 (23.1) (31.3) (31.3) 15.2 (26.0) (5.0) 3.9 0.6 17.3 (61.4) 18.6 2.8 16.7 12.9 (23.9)
Per Share Data
EPS (Basic) 0.21 0.17 0.02 -0.01 -0.03 0.10 0.04 -0.01 -0.08 0.01 -0.07 -0.10 -0.09 0.06 -0.10 -0.02 0.02 0.00 0.08 -0.31 0.09 0.23 0.34 0.27 -1.78
EPS (Diluted) 0.20 0.16 0.02 -0.01 -0.03 0.10 0.04 -0.01 -0.08 0.01 -0.07 -0.10 -0.09 0.06 -0.10 -0.02 0.01 0.00 0.07 -0.29 0.09 0.22 0.34 0.27 -1.78
Shares Outstanding 282.2 311.7 300.7 313.6 342.0 344.5 342.9 342.6 345.5 348.5 352.6 306.4 333.4 261.9 255.2 250.8 247.4 243.9 229.0 220.1 211.2 12.2 48.5 48.5 16.5
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4
Current Assets
Cash & Cash Equivalents 150.3 120.9 115.5 115.2 216.2 226.6 217.2 182.2 178.5 176.1 238.3 204.6 218.8 165.9 188.5 233.7 277.9 319.3 311.8 585.2 229.3 242.8
Short-Term Investments 0 0 0 0 0 3.8 0 0 2.5 5.7 12.5 42.3 55.6 96.9 119.8 74.7 40.0 0 0 0 0 0
Net Receivables 309.9 360.2 308.9 295.8 304.9 370.1 297.3 281.7 284.2 306.3 232.1 217.4 212.3 256.7 184.8 199.6 199.3 245.2 190.7 139.0 125.6 158.1
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 60.9 77 0 62.0 56.8 5.5 63.3 70.9 78.8 11.7 73.0 72.0 74.6 8.0 0.8 0.8 1 16.3 1.1 1.1 0.1 17.7
Total Current Assets 521.1 558.0 492.1 473.0 577.9 656.0 577.9 534.8 544.0 559.4 555.9 536.3 561.4 593.9 564.6 583.9 591.4 628.9 550.8 763.0 387.3 426.1
Non-Current Assets
Property, Plant & Equipment 168.7 0 162.8 157.6 157.2 128.4 134.0 128.0 129.9 133.9 140.8 135.4 139.5 139.9 139.0 133.5 126.7 128.4 117.0 116.7 124.2 121.0
Goodwill 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 555.9 557.6 550.6 550.6 549.3 553.8 19.2 19.2 19.2
Intangible Assets 5.5 13.9 299.4 37.6 51.3 65.1 78.5 93.6 109.3 125.3 141.2 157.2 173.2 189.2 205.1 219.3 235.1 252.5 259.0 2.6 3.3 3.9
Long-Term Investments 1.5 0 0 0 0 0 0 0 0 0 0 0 0 0 4.1 0 3.9 32.9 0 0 0 0
Other Non-Current Assets 280.1 482.0 19.1 304.5 308.4 313.3 316.6 319.2 321.0 333.3 334.4 333.7 334.7 47.0 40.7 34.3 30.0 3.9 23.1 24.3 24.3 8.6
Total Non-Current Assets 1,034.0 1,051.8 1,037.2 1,055.6 1,072.9 1,062.7 1,085.0 1,096.7 1,116.2 1,148.4 1,175.8 1,185.4 1,206.5 935.7 949.3 939.1 947.0 968.9 954.9 165.1 171.0 154.0
Total Assets 1,555.1 1,609.8 1,529.3 1,528.6 1,650.8 1,718.7 1,662.9 1,631.5 1,660.2 1,707.8 1,731.7 1,721.6 1,767.9 1,529.6 1,513.9 1,523.0 1,538.4 1,597.8 1,505.8 928.1 558.3 580.2
Current Liabilities
Account Payables 278.1 0 301.7 290.9 279.5 309.2 273.6 270.4 279.4 282.0 252.7 222.2 223.0 247.5 207.8 214.5 215.6 259.9 210.1 157.7 152.9 189.4
Short-Term Debt 30.7 30.4 0 0 0 0 0 0 0 3 53 3 33 3 3 3 3 3 3 0 0 0
Deferred Revenue 0 0 0 0 0 10.6 0 0 0 15.0 0 0 0 23.8 0 0 0 24.3 0 0 0 24.8
Other Current Liabilities 152.1 507.9 0 0 0 113.1 0 0 0 82.9 0 0 0 54.5 0 0 0 44.9 0 0 0 50.0
Total Current Liabilities 460.9 538.3 466.2 440.0 437.3 485.6 442.2 408.5 416.7 424.0 433.0 346.7 366.9 368.2 325.2 336.2 341.7 400.6 338.4 274.0 254.1 300.2
Non-Current Liabilities
Long-Term Debt 66.4 163.7 74 88 126.5 116.5 146.1 145.8 145.5 142.2 141.8 192.3 192.7 223.0 284.3 284.6 285.0 285.4 285.9 0 0 0
Deferred Tax Liabilities 0.7 0.6 0 0.7 2.4 5.5 3.9 6.9 11.1 14.8 25.6 26.9 31.3 34.1 42.6 38.1 45.7 51.6 50.4 0.0 0 0.0
Other Non-Current Liabilities 17.2 0 12.4 15.2 15.8 16.7 14.0 17.3 20.9 20.3 12.0 10.8 10.1 11.8 4.2 5.2 17.2 31.2 36.8 54.2 1.0 170.2
Total Non-Current Liabilities 138.9 164.3 151.7 163.6 205.3 181.2 208.9 212.8 222.5 226.8 231.6 284.6 292.4 326.9 387.1 379.0 402.8 429.7 422.4 106.7 59.9 233.3
Total Liabilities 599.8 702.6 617.9 603.5 642.6 666.8 651.1 621.3 639.2 650.7 664.6 631.3 659.2 695.1 712.4 715.2 744.5 830.3 760.8 380.7 314.0 533.5
Stockholders' Equity
Common Stock 0 (385.7) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Retained Earnings (52.9) (111.9) (162.1) (167.3) (163.0) (154.2) (187.4) (180.9) (176.6) (150.5) (154.2) (131.0) (99.7) (68.4) (83.6) (57.6) (52.6) (56.4) (57.0) (74.3) (12.9) (31.5)
Accumulated Other Comprehensive Income (0.3) 0.5 1.5 2.8 (0.8) 0.4 0 (0.0) 0.2 0.9 (0.2) (0.8) (1.2) (0.8) (2.7) (3.8) (0.2) 0 0 0 0 0
Total Stockholders' Equity 955.3 907.2 911.5 925.0 1,008.2 1,051.9 1,011.8 1,010.2 1,021.0 1,057.1 1,067.1 1,090.3 1,108.7 834.5 801.5 807.8 793.9 767.6 745.0 547.3 244.2 46.6
Total Liabilities & Equity 1,555.1 1,609.8 1,529.3 1,528.6 1,650.8 1,718.7 1,662.9 1,631.5 1,660.2 1,707.8 1,731.7 1,721.6 1,767.9 1,529.6 1,513.9 1,523.0 1,538.4 1,597.8 1,505.8 928.1 558.3 580.2
Debt Metrics
Total Debt 151.6 194.1 168.6 175.4 213.5 180.9 212.9 208.0 209.6 214.9 266.1 266.1 299.6 298.7 356.8 352.9 358.2 362.9 354.7 67.9 74.5 78.8
Net Debt 1.3 73.2 53.2 60.2 (2.7) (45.7) (4.3) 25.8 31.1 38.8 27.8 61.5 80.8 132.8 168.3 119.2 80.3 43.6 42.9 (517.4) (154.8) (164.0)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income 59.1 50.1 5.2 (4.3) (8.8) 33.1 (6.5) (4.3) (26.2) 3.7 (23.1) (31.3) (31.3) 15.2 (26.0) (5.0) 3.9 0.6 17.3 (61.4) 18.6 2.8 16.7 12.9 (23.9)
Depreciation & Amortization 16.1 35.0 20.4 23.7 20.7 25.0 26.1 25.9 25.3 25.8 25.3 22.8 22.6 22.5 23.2 22.8 22.7 23.1 13.2 8.6 8.2 7.1 8.0 9.1 9.8
Stock-Based Compensation 0 16.1 15.7 16.6 15.5 15.2 17.2 18.3 16.4 15.5 16.3 16.5 16.1 0 18.7 20.4 19.8 24.4 19.9 78.5 5.1 17.3 6.5 2.2 2.3
Change in Working Capital 15.3 (31.6) 9.3 9.9 12.4 (20.0) (19.3) 2.8 16.7 (6.7) 14.5 2.2 11.9 (24.6) 4.8 (28.0) (25.3) (17.7) (9.7) 1.7 (43.5) 36.1 4.3 13.9 26.7
Other Non-Cash Items 18.2 15.4 2.5 1.5 8.3 8.6 39.6 (2.4) 0.1 (15.5) 1.2 4,285.4 (1.8) 17.3 (0.3) 0.3 (8.9) (7.3) (17.7) (2.7) 1.6 (2.4) (1.6) (0.4) (3.9)
Operating Cash Flow 108.7 59.7 53.2 47.4 48.1 61.9 49.8 40.2 32.4 22.8 32.5 11.6 17.5 23.1 23.2 2.1 8.1 23.0 26.6 23.1 (9.1) 57.5 33.8 36.8 11.0
Investing Activities
Capital Expenditure (18.4) (12.7) (6.9) (13.2) (12.0) (10.0) (6.9) (12.6) (5.6) (12.3) (9.7) (3.8) (6.3) (6.0) (12.2) (9.3) (6.9) (10.3) (7.1) (16.1) (5.5) (4.1) (3.0) (3.7) (7.0)
Acquisitions 0 0 0 0 0 0 (0.0) (1.4) 0.7 0 (0.1) 0 0 0.1 (7.4) 0 (0.6) (0.2) (583.3) 0 0 0 0 0 (0.2)
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0.1 (22.0) 0 0.9 (51.5) (34.8) (40.0) 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0.2 0 3.8 0 0.0 2.5 3.3 6.8 30.0 35.7 41.9 22.5 6.2 0 0 0 (0.2) 0 2.7 0 4.0 25.0 0
Other Investing Activities 0 0 0 0 0 0 0 0 0 (0.1) (0.3) (0.1) (0.3) 0 2.2 0.0 (2.1) (0.3) (0.2) (0.1) 0 (0.2) 0.1 (13.0) 13.0
Investing Cash Flow (18.4) (12.7) (6.7) (13.2) (8.3) (10.0) (7.0) (11.6) (1.6) (5.6) 20.1 9.8 35.3 17.5 (62.8) (44.2) (49.6) (10.7) (590.6) (16.3) (2.9) (4.3) 1.0 8.3 5.8
Financing Activities
Net Debt Issuance (35.9) 51.3 (14) (38.5) 1.2 (30) 0 0 0 (50) (0.8) (30.8) (0.8) (59.7) (0.8) (0.8) (0.8) (0.8) 288.8 0 0 0 0 0 0
Stock Repurchased (22.7) 186.5 (33.4) (101.4) (51.7) (8.8) (10) (25.5) (29.4) (32.4) (18.8) (4.4) 0 0 0 0 0 0 (1.3) 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (3.1) (278.5) 0.9 1.1 (0.8) 1.2 0.3 1.7 0.6 0.9 1.7 0.0 0.5 (5.7) (1.6) 2.3 1.6 (3.6) 2.6 55.3 0.1 1.6 0.4 0.4 0.3
Financing Cash Flow (60.7) (40.8) (46.5) (138.8) (51.2) (37.7) (9.7) (23.8) (28.8) (81.4) (17.9) (35.1) (0.2) (64.6) (2.3) 1.5 0.8 (5.2) 290.0 346.2 0.1 1.6 0.4 0.4 0.3
Cash Position
Net Change in Cash 29.4 5.4 0.2 (101.0) (10.4) 9.4 35.0 3.7 2.4 (62.2) 33.7 (14.3) 53.0 (22.6) (45.3) (44.2) (41.4) 7.6 (273.5) 356.0 (13.5) 57.1 36.9 46.1 15.7
Cash at Beginning 120.9 115.5 115.2 216.2 226.6 217.2 182.2 178.5 176.1 238.3 204.6 218.8 165.9 189.2 233.7 277.9 319.3 311.8 585.2 229.3 242.8 185.7 148.7 102.6 86.9
Cash at End 150.3 120.9 115.5 115.2 216.2 226.6 217.2 182.2 178.5 176.1 238.3 204.6 218.8 166.6 188.5 233.7 277.9 319.3 311.8 585.2 229.3 242.8 185.7 148.7 102.6
Free Cash Flow 90.3 46.9 46.3 34.2 36.1 51.9 42.9 27.6 26.8 10.5 22.8 7.8 11.2 17.1 11.0 (7.3) 1.2 12.7 19.5 6.9 (14.6) 53.4 30.7 33.2 4.0
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 466.4 522.3 496.8 465.5 427.5 491.0 433.0 428.2 414.0 419.8 360.2 332.0 327.7 371.3 332.5 342.7 354.7 407.7 338.8 329.1 302.9 351.3 290.6 267.7 279.3
Gross Profit 121.2 175.6 139.0 135.6 119.3 177.6 132.9 114.8 109.0 138.2 100.7 97.1 89.6 133.2 102.7 116.4 112.0 143.6 107.7 100.2 89.5 93.0 89.6 84.1 52.8
Operating Income (6.9) 43.8 6.5 0.0 (6.3) 47.2 4.6 (7.6) (18.2) 8.8 (18.7) (25) (28.8) 25.0 (21.4) (9.6) (7.7) 18.6 (0.1) (53.4) 21.6 6.3 21.5 18.2 (19.8)
Net Income 59.1 50.1 5.2 (4.3) (8.8) 33.1 13.4 (4.3) (26.2) 3.7 (23.1) (31.3) (31.3) 15.2 (26.0) (5.0) 3.9 0.6 17.3 (61.4) 18.6 2.8 16.7 12.9 (23.9)
EPS (Diluted) 0.20 0.16 0.02 -0.01 -0.03 0.10 0.04 -0.01 -0.08 0.01 -0.07 -0.10 -0.09 0.06 -0.10 -0.02 0.01 0.00 0.07 -0.29 0.09 0.22 0.34 0.27 -1.78
Balance Sheet
Cash & Equivalents 150.3 120.9 115.5 115.2 216.2 226.6 217.2 182.2 178.5 176.1 238.3 204.6 218.8 165.9 188.5 233.7 277.9 319.3 311.8 585.2 229.3 242.8
Total Assets 1,555.1 1,609.8 1,529.3 1,528.6 1,650.8 1,718.7 1,662.9 1,631.5 1,660.2 1,707.8 1,731.7 1,721.6 1,767.9 1,529.6 1,513.9 1,523.0 1,538.4 1,597.8 1,505.8 928.1 558.3 580.2
Total Debt 151.6 194.1 168.6 175.4 213.5 180.9 212.9 208.0 209.6 214.9 266.1 266.1 299.6 298.7 356.8 352.9 358.2 362.9 354.7 67.9 74.5 78.8
Stockholders' Equity 955.3 907.2 911.5 925.0 1,008.2 1,051.9 1,011.8 1,010.2 1,021.0 1,057.1 1,067.1 1,090.3 1,108.7 834.5 801.5 807.8 793.9 767.6 745.0 547.3 244.2 46.6
Cash Flow
Operating Cash Flow 108.7 59.7 53.2 47.4 48.1 61.9 49.8 40.2 32.4 22.8 32.5 11.6 17.5 23.1 23.2 2.1 8.1 23.0 26.6 23.1 (9.1) 57.5 33.8 36.8 11.0
Capital Expenditure (18.4) (12.7) (6.9) (13.2) (12.0) (10.0) (6.9) (12.6) (5.6) (12.3) (9.7) (3.8) (6.3) (6.0) (12.2) (9.3) (6.9) (10.3) (7.1) (16.1) (5.5) (4.1) (3.0) (3.7) (7.0)
Free Cash Flow 90.3 46.9 46.3 34.2 36.1 51.9 42.9 27.6 26.8 10.5 22.8 7.8 11.2 17.1 11.0 (7.3) 1.2 12.7 19.5 6.9 (14.6) 53.4 30.7 33.2 4.0