Taboola.com (NASDAQ:TBLA) Stock Rating Cut to Neutral at Rosenblatt Securities

Rosenblatt Securities cut shares of Taboola.com (NASDAQ:TBLA) from a buy rating to a neutral rating in a research note released on Thursday morning, Marketbeat Ratings reports. They currently have $2.80 price objective on the stock.

Other analysts have also recently issued reports about the stock. Benchmark lowered their target price on shares of Taboola.com from $6.50 to $5.50 and set a “buy” rating for the company in a research note on Thursday, August 6th. Wall Street Zen lowered Taboola.com from a “strong-buy” rating to a “hold” rating in a research note on Saturday, August 8th. TD Cowen decreased their price objective on Taboola.com from $6.00 to $5.00 and set a “buy” rating on the stock in a report on Monday, August 10th. Needham & Company LLC lowered their price objective on Taboola.com from $5.50 to $4.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Weiss Ratings lowered Taboola.com from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, October 12th. Three research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $4.33.

Taboola.com Stock Performance

NASDAQ:TBLA opened at $2.17 on Thursday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market cap of $547.10 million, a PE ratio of 4.93 and a beta of 1.48. The firm has a 50 day simple moving average of $3.50 and a 200-day simple moving average of $3.99. Taboola.com has a 1-year low of $2.16 and a 1-year high of $5.71.

Hedge Funds Weigh In On Taboola.com

A number of large investors have recently bought and sold shares of the stock. State Street Corp grew its stake in shares of Taboola.com by 355.0% during the 2nd quarter. State Street Corp now owns 3,944,961 shares of the company’s stock valued at $19,725,000 after buying an additional 3,077,973 shares during the period. Arrowstreet Capital Limited Partnership raised its position in shares of Taboola.com by 14.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,719,172 shares of the company’s stock worth $5,329,000 after buying an additional 214,758 shares during the period. Globeflex Capital L P raised its position in shares of Taboola.com by 16.4% in the 1st quarter. Globeflex Capital L P now owns 1,907,015 shares of the company’s stock worth $5,912,000 after buying an additional 268,105 shares during the period. Hsbc Holdings PLC purchased a new position in shares of Taboola.com in the 4th quarter worth $887,000. Finally, Prescott Group Capital Management L.L.C. acquired a new position in Taboola.com in the third quarter valued at $1,709,000. Hedge funds and other institutional investors own 42.89% of the company’s stock.

Key Stories Impacting Taboola.com

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

• Positive Sentiment: Taboola reported Q3 earnings per share of $0.14, above one reported consensus estimate of $0.06, while adjusted EBITDA rose 16%. It also said full-page monetization is live across NBCUniversal and Fox News Live, and that its Dianomi acquisition is expected to close before year-end. Taboola Q3 2026 financial results
• Neutral Sentiment: For Q4, Taboola forecast revenue of $477 million to $493 million; the provided report does not specify how that range compares with analyst expectations. Q4 revenue outlook
• Negative Sentiment: Q3 revenue was $462.3 million, below the reported $466.3 million consensus and down 7% year over year. This softer revenue performance likely overshadowed the earnings beat. Taboola Q3 revenue and EBITDA report
• Negative Sentiment: Rosenblatt Securities cut its rating from “buy” to “neutral,” setting a $2.80 target. Needham also reduced its target, from $5.50 to $4.00, though it maintained a “buy” rating. Rosenblatt analyst ratings Needham analyst ratings

Taboola.com Company Profile

Taboola.com Ltd. is a technology company that operates a digital advertising and content-discovery platform. Its technology uses data and machine learning to recommend articles, videos, products and other content to users across publisher websites, mobile applications and digital devices.

Taboola provides publishers with tools to increase audience engagement and generate revenue, including recommendation modules, personalized content feeds, video solutions and commerce-related discovery products.