Taboola.com (NASDAQ:TBLA) Earns Buy Rating from Needham & Company LLC

Taboola.com (NASDAQ:TBLA)‘s stock had its “buy” rating reiterated by investment analysts at Needham & Company LLC in a note issued to investors on Wednesday,Benzinga reports. They presently have a $4.50 price objective on the stock. Needham & Company LLC’s target price indicates a potential upside of 47.06% from the stock’s current price.

A number of other research firms have also weighed in on TBLA. Rosenblatt Securities began coverage on Taboola.com in a report on Friday, December 19th. They issued a “buy” rating and a $6.00 target price on the stock. Wall Street Zen upgraded Taboola.com from a “hold” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Taboola.com in a report on Thursday, January 22nd. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Taboola.com currently has a consensus rating of “Moderate Buy” and an average target price of $5.00.

Taboola.com Stock Up 3.7%

Shares of NASDAQ TBLA opened at $3.06 on Wednesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.06 and a quick ratio of 1.06. The company has a 50-day moving average price of $3.94 and a 200-day moving average price of $3.70. The stock has a market capitalization of $881.95 million, a P/E ratio of 20.40 and a beta of 1.29. Taboola.com has a 1 year low of $2.50 and a 1 year high of $4.65.

Taboola.com (NASDAQ:TBLA) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.17 earnings per share for the quarter, missing the consensus estimate of $0.18 by ($0.01). The business had revenue of $522.31 million during the quarter, compared to the consensus estimate of $537.80 million. Taboola.com had a net margin of 2.21% and a return on equity of 11.84%. Taboola.com’s revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.10 EPS.

Institutional Trading of Taboola.com

Several hedge funds have recently made changes to their positions in TBLA. Arrowstreet Capital Limited Partnership grew its stake in shares of Taboola.com by 412.1% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,113,200 shares of the company’s stock worth $11,394,000 after acquiring an additional 2,505,249 shares during the period. Acadian Asset Management LLC lifted its holdings in Taboola.com by 1.8% during the second quarter. Acadian Asset Management LLC now owns 2,928,713 shares of the company’s stock valued at $10,712,000 after purchasing an additional 52,791 shares during the last quarter. LSV Asset Management boosted its position in Taboola.com by 31.5% during the fourth quarter. LSV Asset Management now owns 2,608,389 shares of the company’s stock worth $12,025,000 after purchasing an additional 624,831 shares during the period. Bridgeway Capital Management LLC increased its stake in shares of Taboola.com by 6.9% in the third quarter. Bridgeway Capital Management LLC now owns 2,289,068 shares of the company’s stock worth $7,806,000 after purchasing an additional 147,920 shares in the last quarter. Finally, Bank of America Corp DE increased its stake in shares of Taboola.com by 8.2% in the third quarter. Bank of America Corp DE now owns 2,149,621 shares of the company’s stock worth $7,330,000 after purchasing an additional 163,605 shares in the last quarter. 42.89% of the stock is currently owned by institutional investors.

Key Headlines Impacting Taboola.com

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

• Positive Sentiment: Full‑year revenue grew ~8% to $1.91B and ex‑TAC gross profit rose; Taboola reported GAAP net income for the year and improved free cash flow and an 18% reduction in share count — signs of improving profitability and shareholder value. Taboola (TBLA) 2025 Annual Revenue Grows 8% to $1.91B as Profitability Metrics Rise
• Positive Sentiment: Company highlights and investor deck emphasize AI product traction (Realize), improved advertiser outcomes and guidance implying FY‑2026 revenue near $2.0B — supports a longer‑term growth story beyond search/social. Taboola Reports Strong Fourth Quarter & Full Year 2025 Financial Results
• Positive Sentiment: Wall Street support: Rosenblatt raised its price target (to $7) and Needham reaffirmed a buy — analyst upgrades amplify upside potential and may help stabilize the stock after the report. Benzinga (coverage of analyst actions)
• Neutral Sentiment: Taboola issued Q1 2026 revenue guidance of $444–$462M and FY‑2026 revenue guidance of ~$1.99–2.05B; guidance largely in line with management’s view but the company declined to provide GAAP net‑income guidance due to variability in certain items. This reduces visibility on GAAP EPS near term. Taboola Q4 slides / guidance
• Neutral Sentiment: Earnings call transcript and presentation provide color on AI investments, advertiser metrics and cash flow; useful for investors wanting management’s cadence on product traction and cost discipline. Taboola Q4 2025 Earnings Call Transcript
• Negative Sentiment: The quarter missed Street revenue expectations (~$522.3M vs. ~$538M est.) and reported EPS that was essentially flat to modestly below consensus — triggering short‑term selling pressure despite the profitability beat narratives. Taboola (NASDAQ:TBLA) Misses Q4 CY2025 Sales Expectations
• Negative Sentiment: Some market coverage flagged a sharp intraday drop after the results/guidance update (investor uncertainty over near‑term revenue cadence and lack of GAAP EPS guidance drove volatility). Taboola.com (TBLA) Is Down 10.6% After Return To Profit And 2026 Guidance Update

About Taboola.com

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.