
Taboola (TBLA) Stock Forecast & Price Target
Taboola (TBLA) Analyst Ratings
Bulls say
Taboola.com is well positioned because its Realize platform expands the company beyond legacy native ads into full-page monetization across display, vertical video, and premium native, which can materially increase publisher wallet share and monetizable inventory. The 2Q26 print reinforced the underlying economics with ex-TAC gross profit of $192.4MM, EBITDA of $55.5MM, and ex-TAC margins of 40.3%, while FY26 guidance still implies $772-783MM of ex-TAC gross profit and $228-240MM of adjusted EBITDA despite temporary headwinds. Its outlook is further supported by Yahoo’s partnership, Fox News wins, and substantial buybacks, with nearly 20% of shares repurchased since the start of 2025 and no net debt, leaving room for continued cash-return and market-share gains.
Bears say
Taboola.com is under pressure because 2Q26 gross revenue rose only 2.4% y/y to $476.8MM, below expectations and down sharply from +9.1% in 1Q26, as a Google policy change and a deliberate cleanup of low-quality publishers hit the core Explore More business. Management’s lower FY26 gross revenue guide, along with a 3Q26 gross revenue estimate cut 10.9%, implies that recent growth weakness is not just cyclical but tied to structural platform and ecosystem disruptions that could also weigh on advertiser scaling and revenue per advertiser. Even with repurchases of about 9.4MM shares for $41.5MM in 2Q26 and valuation near 1.4x EV/Revenue ex-TAC, the stock remains exposed to intense competition, macro ad-spending risk, and execution uncertainty around replacing lost revenue and sustaining margins.
This aggregate rating is based on analysts' research of Taboola and is not a guaranteed prediction by Public.com or investment advice.
Taboola (TBLA) Analyst Forecast & Price Prediction
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