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

Taboola.com GAAP EPS of $0.06 in-line, revenue of $462.3M misses by $4.49M (TBLA:NASDAQ)

Taboola.com (TBLA) reported Q3 GAAP EPS of $0.06, meeting estimates, but revenue of $462.3M missed expectations by $4.49M. Q4 2026 revenue guidance is $477M-$493M, below consensus of $533.94M. FY2026 revenue guidance is $1.883B-$1.899B, also below consensus of $1.94B.

Original reporting
seekingalpha.com
Published Nov 4, 2026, 11:15 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 11:22 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
AlphAI market briefEarnings
Primary signal
$TBLA
Bearish
high confidence
Mentioned
$TBLA
Relevance
8/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$TBLABearishMed
01

Why it matters

The guidance shortfall is a fresh, material data point that can drive immediate price action, especially in pre‑market trading.

02

Market read

New earnings and guidance data for Taboola, a mid‑cap ad‑tech firm, likely to influence its stock price and sector sentiment.

03

What to watch

Potential cost‑saving initiatives or upcoming product launches not disclosed may mitigate the revenue gap.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

Taboola's Q3 earnings press release provides the first public disclosure of its quarterly results and forward guidance.

Company-level read

Ticker impact

$TBLABearishHigh confidence
Context

Taboola reported Q3 GAAP EPS of $0.06 in line and Q3 revenue of $462.3M, missing consensus; also issued Q4 and FY2026 guidance below market expectations.

Expected impact

likely downside as investors price in weaker revenue outlook

Evidence & confidence

Both quarterly revenue and full‑year guidance fall short of consensus, a material new fact that typically triggers sell pressure.

Market effects

Sector

Ad‑tech and digital content platforms may see broader scrutiny as revenue guidance softens.

Regional

U.S. listed ad‑tech stocks could face short‑term pressure.

Global

Limited to investors tracking online advertising spend trends.

Counterpoint

What could challenge this read

If the market has over‑reacted to the miss, the stock could rebound on a short‑cover rally.

Key entities

  • company
    Taboola.com Ltd.

    Digital advertising platform listed on NASDAQ under 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