Taboola.com Ltd. (TBLA) Stock

Taboola.com Ltd. (TBLA) is a Technology stock trading at $4.90 (as of 2026-07-24), with a market capitalization of $1.45B and a trailing P/E of 13.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Taboola.com Ltd. and its subsidiaries operate an AI-driven algorithmic platform in multiple countries, including Israel, the UK, the US, Germany, and France. Through its Taboola platform, it partners with websites, devices, and mobile apps to deliver recommended editorial content and advertisements to users on the open web.

Understand Taboola.com Ltd.: how it makes money

Taboola.com sells an AI based recommendation and advertising platform that partners with websites, devices, and mobile apps to show editorial content and ads on the open web, generating revenue from ad and content recommendation supply arrangements (including Yahoo Supply).

The profit engine is publisher monetization staying on track, measured by publisher net revenue retention, while scaling advertiser participation, with net retention also reflecting the drag from third party traffic acquisition costs.

Revenue by segment (latest quarter)
Core$0.5B

Business quality (Mixed): Clear operating signals exist in retention metrics and advertiser scale, but the gap between headline publisher retention and net retention excluding third party traffic acquisition costs is an important watch item for underlying efficiency.

Valuation: Trades at 13× trailing earnings · $1B market cap.

Bull case

  • Publisher monetization appears to be expanding on existing partner revenue: Taboola Publisher Net Revenue Retention is 106 percent.
  • Advertiser ecosystem participation is large, and a meaningful subset is scaled: Number of Advertisers is 18000, and Number of Scaled Advertisers is 2064.
  • New publisher partner contribution exists alongside changes in existing partner revenue: New Digital Property Partner Revenue per Month (Incremental) is 0.04 (USD_B), while Existing Digital Property Partner Revenue per Month (Decline) is 0.07 (USD_B).

Bear case

  • Retention weakens when third party traffic acquisition costs are accounted for: Excluding Third-Party Traffic Acquisition Costs Net Dollar Retention is 86 percent, below the 106 percent publisher net revenue retention.
  • Part of revenue comes from a single notable supply arrangement category: Revenue from Yahoo Supply is 0.1 (USD_B), which can matter if that arrangement changes.
Valuation — source: SEC EDGAR (first-party)
Price$4.90
Market Cap$1.45B
P/E Ratio13.1
EV / EBITDA9.4
Price / Book1.52
Price / Sales0.74
FCF Yield15.0%
DCF Value (model)$1.06
DCF Upside vs Price-78.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.91B
Net Margin2.2%
Revenue Growth (YoY)9.1%
EPS Growth (YoY)-800.0%
FCF Growth (YoY)150.3%
Financial Health — source: SEC EDGAR
Altman Z-Score2.44 (grey)
Valuation vs Sector & Industry
Stock P/E13.1
Sector P/E (Technology)34.6
Industry P/E (Business Services)29.7
vs Sector-62.0%
vs Industry-55.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderSiren, L.L.C. ($30.91M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryBusiness Services
CEOAdam Singolda
Employees2,000
CountryUS
IPO Date2021-06-30

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TBLA earnings history · TBLA institutional & insider holders · TBLA KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.