Taboola.com (NASDAQ:TBLA) Price Target Raised to $7.00 at Rosenblatt Securities

Taboola.com (NASDAQ:TBLA) had its price target increased by Rosenblatt Securities from $6.00 to $7.00 in a research report sent to investors on Thursday morning,Benzinga reports. Rosenblatt Securities currently has a buy rating on the stock.

A number of other equities analysts also recently commented on TBLA. Weiss Ratings restated a “hold (c)” rating on shares of Taboola.com in a report on Thursday, January 22nd. Wall Street Zen raised shares of Taboola.com from a “hold” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Finally, Needham & Company LLC restated a “buy” rating and set a $4.50 price target on shares of Taboola.com in a report on Wednesday. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Taboola.com has an average rating of “Moderate Buy” and an average target price of $5.00.

Taboola.com Trading Up 3.7%

NASDAQ TBLA opened at $3.06 on Thursday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.08. Taboola.com has a 1-year low of $2.50 and a 1-year high of $4.65. The firm’s fifty day simple moving average is $3.94 and its 200-day simple moving average is $3.70. The company has a market capitalization of $881.95 million, a PE ratio of 20.40 and a beta of 1.29.

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

Institutional Investors Weigh In On Taboola.com

Hedge funds have recently modified their holdings of the business. LPL Financial LLC increased its position in Taboola.com by 25.8% during the fourth quarter. LPL Financial LLC now owns 28,308 shares of the company’s stock worth $130,000 after acquiring an additional 5,814 shares during the period. SG Americas Securities LLC grew its position in Taboola.com by 51.1% in the 4th quarter. SG Americas Securities LLC now owns 17,579 shares of the company’s stock worth $81,000 after purchasing an additional 5,944 shares during the last quarter. Russell Investments Group Ltd. increased its holdings in shares of Taboola.com by 20.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 50,827 shares of the company’s stock worth $176,000 after purchasing an additional 8,500 shares during the period. CWM LLC raised its position in shares of Taboola.com by 25.5% during the fourth quarter. CWM LLC now owns 42,061 shares of the company’s stock valued at $194,000 after buying an additional 8,558 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in shares of Taboola.com by 16.2% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 63,574 shares of the company’s stock valued at $273,000 after buying an additional 8,886 shares during the period. 42.89% of the stock is owned by institutional investors.

Key Taboola.com News

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

Taboola.com Company Profile

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.