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TBLA

Taboola.com Ltd.
7 filings tracked
communication servicesadvertising technologyMID ($2B-10B)

Signal Magnitude Chart

BULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | buybackNEUTRAL | 50% | 5/6/2026 | debt restructureMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%
bullishMay 6

Massive swing from net loss to $59.1M net income, though aided by a one-time settlement.

earnings beat
90%
bearishMay 6

Total cost of revenues grew 9.3%, slightly outpacing the 9.1% revenue growth.

margin compression
40%
bullishMay 6

Aggressive share repurchase program with $168M remaining authorization.

buyback
70%
neutralMay 6

Reduced revolving credit facility balance to $66.4M from $102.3M year-over-year.

debt restructure
50%

Filing History

10-QMay 6, 2026

The first quarter of 2026 presents a complex duality for Taboola: an impressive operational scale-up paired with a precarious reliance on non-recurring gains. The company has successfully grown its top line and significantly improved its cash conversion, proving that its AI-powered recommendation engine can generate substantial liquidity. The shift toward scaled advertisers and the ability to generate nearly $109 million in operating cash flow suggests a business model that is maturing and becoming more efficient. However, the sustainability of this momentum is questioned by the underlying unit economics of its largest partnerships and the volatility of its net income. Investors must weigh the genuine growth in the advertiser base and the aggressive buyback strategy against the reality of a losing Yahoo partnership and the impact of the one-time legal settlement. The ultimate trajectory of the stock will likely depend on whether Taboola can maintain its free cash flow growth without relying on extraordinary items or legal windfalls.