AlphAIAlphAI — Financial news for AI agents
tradingview.com$TBLA

Taboola.com Ltd. (TBLA) Reports $189M in Q3 Ex-TAC and $56M Adjusted EBITDA

Taboola reported Q3 2026 ex-TAC revenue of $189M and adjusted EBITDA of $56M. The company did not provide prior-period comparisons or detailed financial tables for year-over-year analysis. Full-year guidance was also mentioned but not fully detailed.

Original reporting
tradingview.com
Published Nov 4, 2026, 11:15 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 11:20 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
Taboola.com Ltd. (TBLA) Reports $189M in Q3 Ex-TAC and $56M Adjusted EBITDA — source image
Source · tradingview.com
Decision brief

The 30-second read

$TBLANeutralMed
01

Why it matters

The modest earnings may prompt investors to wait for the full FY guidance before taking a position.

02

Market read

Earnings release provides new data but limited actionable insight without guidance.

03

What to watch

Potential hidden cost pressures or upcoming product launches not disclosed in the brief release.

Relevance 7/10Novelty 7/10Timing: post‑release today

Background

Taboola is a digital advertising platform that provides content recommendation services. The Q3 release lacks comparative figures and forward guidance.

Company-level read

Ticker impact

$TBLANeutralMedium confidence
Context

Taboola.com Ltd. released its Q3 2026 ex‑TAC revenue of $189M and Adjusted EBITDA of $56M, the first public disclosure of these figures.

Expected impact

likely neutral to slight downside as investors await guidance and comparative data

Evidence & confidence

Numbers are modest for a mid‑cap ad‑tech firm and the lack of year‑over‑year context may limit upside.

Market effects

Sector

Ad‑tech and digital content recommendation sector may see limited impact without clear growth guidance.

Regional

Primarily affects US‑listed tech stocks; no broader regional effect.

Global

Low global relevance beyond investors tracking Taboola.

Counterpoint

What could challenge this read

If the market overreacts to the lack of guidance, a short position could benefit.

Key entities

  • Company
    Taboola.com Ltd.

    US‑listed ad‑tech firm (ticker TBLA).

Read at source← All news

StoryTaboola reports Q3 revenue miss, raises adjusted EBITDA and cuts 2026 guidance

Also covered by

4 outlets

Related articles

$TBLAMed

Rosenblatt cuts Taboola stock rating on AI overview concerns

Rosenblatt downgraded Taboola (TBLA) to Neutral from Buy, lowering its price target to $2.80. The firm cited concerns about AI-created overviews hurting Taboola's native ad business, leading to a Q3 2026 revenue shortfall. Taboola's Q3 earnings met EPS expectations but missed on revenue, down 7% YoY to $462.3M. The company lowered its full-year outlook due to weaker impression volume.

investing.com
$TBLAMed

Needham cuts Taboola stock price target on guidance reduction

Needham reduced its price target for Taboola (TBLA) to $4.00 from $5.50, citing lowered Q4 and full-year 2026 guidance due to changing consumer behavior. Taboola's Q3 2026 revenue missed estimates, falling 7% YoY to $462.3M, while adjusted EBITDA rose 16% to $56M. The company attributed challenges to fewer ad impressions per page view. Needham and B. Riley maintain Buy ratings but lowered targets, citing headwinds.

investing.com
$TBLAMed

Taboola Q3 Income Rises

Taboola.com Ltd. (TBLA) reported Q3 2026 net income of $18.37M ($0.06/share), up from $5.24M ($0.02/share) a year ago. Adjusted net income and EBITDA also increased, but revenue fell to $462.26M from $496.76M. Shares traded at $2.74 in after-hours, down 19.41% on Wednesday.

rttnews.com
$TBLAHighAI 8/10

What Taboola.com (TBLA) Said on Its Q3 Earnings Call

Taboola.com (TBLA) projected Q4 revenue of $477M-$493M and full-year revenue of $1.88B-$1.90B. The company plans to grow by adding publishers, expanding monetization, and investing in AI initiatives. It also announced a potential acquisition of Dianomi. Taboola reported Q3 adjusted EBITDA margin of 29.7% and repurchased 7M shares.

finance.yahoo.com
$TBLAHigh

Taboola.com Ltd (TBLA) (Q3 2026) Earnings Call Highlights: Profitability Rises 16%

Taboola.com Ltd (TBLA) reported a 7% year-over-year revenue decline in Q3 2026 to $462.3 million, citing lower advertising impressions and slower product rollouts. The company reduced its full-year 2026 ex-TAC guidance to $758 million, a 6% growth rate, due to changing consumer behavior and AI impacts. Management expects continued revenue decline in Q4 and did not provide a 2027 outlook, citing uncertainty.

finance.yahoo.com
$TBLAHigh

Taboola (TBLA) Q3 2026 Earnings Call Transcript

Taboola (TBLA) reported Q3 2026 revenue of $462.3M, down 7% YoY, citing impression volume headwinds and slower Next Engage rollout. The company lowered full-year ex-TAC guidance to $758M, representing 6% growth. Taboola is focusing on publisher partnerships, expanding monetization, and diversifying revenue streams, including the proposed acquisition of Dianomi. Q3 ex-TAC gross profit increased 7% YoY to $188.8M, with net income at $18.4M.

finance.yahoo.com