Taboola reports Q3 revenue miss, raises adjusted EBITDA and cuts 2026 guidance
Taboola posted third‑quarter 2026 revenue of $462.3 million, down 6.9% year‑over‑year, while gross profit rose to $152.3 million and net income increased to $18.4 million. Adjusted EBITDA grew 16.1% to $56.0 million with a margin of 29.7%. The company lowered its full‑year 2026 ex‑TAC revenue guidance to $758 million and forecast Q4 revenue of $477 million‑$493 million, prompting a 15%‑17% share‑price decline and analyst price‑target cuts.
Why it matters
B. Riley cut its price target to $5.00 and Needham to $4.00, citing the weaker guidance, which may pressure the stock further. The lower revenue outlook signals continued headwinds from declining ad impressions per page view.
Key facts
- 1Q3 2026 revenue was $462.3 million, a 6.9% decline YoY. stocktitan.net
- 2Gross profit for the quarter was $152.3 million. stocktitan.net
- 3Net income for the quarter was $18.4 million. stocktitan.net
- 4Adjusted EBITDA was $56.0 million, up 16.1% from the prior year. stocktitan.net
- 5Adjusted EBITDA margin expanded to 29.7% from 27.3% a year earlier. stocktitan.net
- 6Q4 2026 revenue guidance is $477 million‑$493 million. seekingalpha.com
Summary written by AlphAI AI Desk from 14 of 14 sources. Not investment advice. Figures are as stated by the linked sources.