Taboola.com Ltd. (TBLA) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (30% profit margin, 4% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
FRED Regime × Technicals: 24% of 52W Range • RSI-14 at 48.2 (NEUTRAL RANGE)
SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)
Capital intensity & 2.3% operating margin leave 10 pts on the table
Even with a 70/100 (B-) score, TBLA faces multiple-compression risk if 21.0x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 27.3% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($3.56) or 200D SMA ($4.01) invalidates the momentum regime and cuts Target Base ($3.71) toward Bear Floor ($2.89).
Taboola.com Ltd. (TBLA) advanced +1.15% to $3.52, trading at 24% of its 52-week range ($2.84 – $5.71). High-quality cash engine (30% profit margin, 4% return on capital) with steady institutional support.
Investing.com -- B Riley analyst Naved Khan previewed five AdTech and MarTech companies ahead of their third quarter fiscal 2026 earnings reports over the next two weeks. The analyst expects in-line to modestly better-th
Taboola (NASDAQ: TBLA) today announced an industry-first partnership with Motorola, one of the world's leading smartphone manufacturers, to bring Taboola's DeeperDive answer engine directly to select moto g smartphones i
Through the partnership, Motorola will become the first smartphone manufacturer to integrate DeeperDive directly into the lockscreen experience, giving consumers a new way to ask questions, explore topics they care
ExlService Holdings (EXLS) delivered earnings and revenue surprises of +10.71% and +2.87%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Taboola (TBLA) Buy thesis: strong ex-TAC gross profit, high EBITDA-to-FCF conversion, and AI catalysts at <5x EV/EBITDA.
StoneX analyst Alex Lavigne maintains Taboola.com (NASDAQ:TBLA) with a Buy and lowers the price target from $5.5 to $5.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +8.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on TBLA today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for TBLA. Explore sector supply chains on /butterfly.
Across 714 tracked Technology securities in the Roarable RQD universe, Taboola.com Ltd. (TBLA) ranks #104 by composite RQD confidence (70/100, grade B-) and #361 by equity capitalization ($887.4M). Within this direct 5-issuer industry benchmark cohort, TBLA leads on earnings valuation at 21.0x trailing P/E, while DSP leads on capital efficiency and profitability with 21.5% ROIC and 45.8% gross margin. TBLA currently leads its immediate peer cohort in composite quantitative strength at 70/100 (B-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| TBLA
ACTIVE
Taboola.com Ltd. | B- | 70/100 | 21.0x | 29.8% | 3.9% | +1.15% | $887.4M | Benchmark Subject |
| DSP Viant Technology Inc. (Class A) | C- | 59/100 | 106.2x | 45.8% | 21.5% | -6.71% | $887.1M | /dsp-vs-tbla → |
| NXDR Nextdoor Holdings Inc. (Class A) | D | 48/100 | — | 84.1% | -15.4% | -2.95% | $889.8M | /nxdr-vs-tbla → |
| CEVA CEVA Inc. | D- | 35/100 | — | 87.1% | -3.0% | -0.68% | $905.2M | /ceva-vs-tbla → |
| SIFY Sify Technologies Limited | D+ | 52/100 | — | — | — | +0.40% | $914.8M | /sify-vs-tbla → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Taboola.com Ltd. (TBLA) reported GAAP revenue of $1.91B (+8.3% vs. FY2024 revenue of $1.77B , and +32.8% cumulative change since FY2023) , GAAP net income of $42.3M, operating cash flow of $208.4M, and free cash flow of $163.4M (+9.6% YoY). On the balance sheet, TBLA closed FY2025 with $1.61B in total assets against $102.3M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.91B | $42.3M | $208.4M | $163.4M | $1.61B | $102.3M |
| FY2024 (FY) | 2024-12-31 | $1.77B | -$3.8M | $184.3M | $149.2M | $1.72B | $116.5M |
| FY2023 (FY) | 2023-12-31 | $1.44B | -$82.0M | $84.4M | $84.4M | — | — |
As of 2026-11-01, Taboola.com Ltd. (NASDAQ: TBLA) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $3.52 (+1.15% 1D, market cap $887.4M). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 16/20. Across 714 tracked Technology issuers, TBLA ranks #104 in composite RQD confidence.
Within the Technology sector (Computer Software: Programming Data Processing), TBLA carries a Roarable B- (70/100 RQD), trailing P/E of 21.0x, gross margin of 29.8%, and ROIC of 3.9%. By comparison, DSP (Viant Technology Inc. (Class A)) holds a C- grade (59/100 RQD, P/E 106.2x, ROIC 21.5%, cap $887.1M) and NXDR (Nextdoor Holdings Inc. (Class A)) posts a D grade (48/100 RQD, P/E N/A, ROIC -15.4%, cap $889.8M). Among the 5-stock peer group, TBLA leads on earnings multiple (21.0x) while DSP leads on capital efficiency (21.5% ROIC).
Per TBLA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001840502), Taboola.com Ltd. generated $1.91B in revenue (+8.3% YoY), $42.3M in net income, and $163.4M in free cash flow against $1.61B in total assets and $102.3M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
TBLA last traded at $3.52 (+1.15% on volume of 1,272,566 shares), positioning the stock -1.12% below its 50-day simple moving average ($3.56) and -12.22% below its 200-day simple moving average ($4.01). Across its 52-week range of $2.84 to $5.71, TBLA sits at the 23.7% percentile with a 14-day RSI of 48.2 (NEUTRAL RANGE) and an implied next-earnings move of ±7.5% ($3.26 to $3.78).
Why TBLA Stock advanced +1.15% Today — RQD Quant Desk Flash. High-quality cash engine (30% profit margin, 4% return on capital) with steady institutional support.