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Taboola.com Ltd.

TBLA

Communication Services · 3.73 +0.5% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Taboola.com Ltd.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+0.5% todayVolume comparison unavailable
Market group0 of 8 activeConsumer-Driven Tech & Energy · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • TBLA's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if TBLA's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Internet Content & Information

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • TBLA's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements66
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +8.3% year over year.
  • Net margin changed +2.4 percentage points in the latest annual period.
  • Operating cash flow covered net income at 4.93x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 52% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 92% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

3.73
6m+17.5%12m+10.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.4B+15.9%$-0.26
2022-12-31$1.4B+1.6%$-0.05
2023-12-31$1.4B+2.8%$-0.24+34.4%
2024-12-31$1.8B+22.7%$-0.01+10.0%
2025-12-31$1.9B+8.3%$0.13-13.5%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dmixed · 4 filings
Research and development expenses increased by $3.6 million, or 10.1%, for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, mainly as a result of $3.5 million increase in salaries and related expenses.
10-Q · May 6, 2026
Credit and interest ratesmixed · 3 filings
Net cash used in financing activities was $51.2 million for the three months ended March 31, 2025 primarily consisted of $122.7 million repayment in full of the long-term loan, $49.3 million repurchase of Ordinary shares, $2.4 million payments on account of r…
10-Q · May 6, 2026
Foreign exchangemixed · 3 filings
Finance expenses, net decreased by $4.3 million for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, mainly attributable due to a $6.6 million loss on extinguishment of debt recognized in the prior year, which was part…
10-Q · May 6, 2026
Legal and regulatory exposuremixed · 2 filings
General and administrative expenses increased by $4.9 million, or 5.0%, for the year ended December 31, 2025 compared to the year ended December 31, 2024, mainly as a result of a $6.9 million increase in professional and legal expenses primarily related to a…
10-K · Feb 25, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.6× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

3.73+0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TBLA. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TBLA. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TBLA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationpartnerFeb 25, 2026

Digital Properties Taboola had approximately 14,000 digital property partners in the fourth quarter of 2025, including many premium properties such as Yahoo, Microsoft, NBCUniversal, CBSi, Business Insider, The Independent and El Mundo.

AMZNAmazon.com, Inc.competitorFeb 25, 2026

We compete for advertising dollars with the closed ecosystems of technology companies such as Google, Meta/Facebook and Amazon.

Depended on by

DVDoubleVerify Holdings, Inc.distributorFeb 26, 2026

Select integration and channel partners include: ● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt ● Ad Platforms and Exchanges : Line Yahoo, Magnite, Teads, Epsilon, Nexxen, Taboola, Criteo ● Ad Servers and…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TBLA is currently a Follower in the organic co-movement group Consumer-Driven Tech & Energy. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for TBLA; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.