TABOOLA.COM LTD (TBLA)
Communication · content discovery and native advertising · NASDAQ
Taboola is a content discovery and native advertising platform that connects digital publishers with advertisers at scale across the open internet.
What TABOOLA.COM LTD does
Taboola.com Ltd. operates a content discovery platform that powers native advertising and recommendations across digital properties and websites. The company operates as a marketplace connecting advertisers seeking to promote their content with digital publishers (properties) that host advertising inventory on their sites. Taboola generates revenue primarily from traffic acquisition costs (TAC) paid by advertisers, with gross profit derived from the difference between advertiser spend and publisher payouts. The company also derives revenue from exclusive partnerships, such as its Yahoo partnership for native advertising distribution.
Themes: ["content discovery","native advertising","digital advertising marketplace","publisher monetization","advertiser reach / discovery","recommendation algorithms"]
Fundamentals
- Price$5.58 as of 2026-07-09 close
- Market cap$1.5B as of 2026-07-10
- 1-year return+48.4% as of 2026-07-09 close
- P/E13.85 as of 2026-07-10
- Net margin+5.6% as of 2026-07-10
- Gross margin+29.7% as of 2026-07-10
- ROE+11.9% as of 2026-07-10
- Debt / equity0.07 as of 2026-07-10
- Revenue growth (YoY)+9.6% as of 2026-07-10
- Revenue CAGR (3y)+10.9% SEC XBRL
- Beta1.52 as of 2026-07-10
Key risks (from latest filing)
["Dependence on digital property and advertiser retention: significant concentration risk if major publishers or advertisers reduce spending or non-renew contracts","Minimum guarantee payment obligations: if revenue per impression fails to exceed contractual minimums with digital properties, gross profit margins will be negatively impacted","Intense competition from large-scale platforms: Google, Facebook and other well-funded competitors with greater resources may capture advertising budgets, eroding Taboola's market share and pricing power"]
Competitors & peers
- Google (advertising)
- Facebook / Meta (advertising)
- Outbrain
- Yahoo (native advertising)
- Criteo
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.