Taboola.com (TBLA) Stock Insights
TBLA$3.43+0.04 +1.18%
$926.63M
Market Cap
—
P/E
—
Forward P/E
—
Score
Taboola.com (TBLA) Stock Insights
TBLA price $3.43 +0.04 +1.18%
- Ticker
- TBLA
- Price
- $3.43
- Change
- +0.04 +1.18%
- Market cap ?
- $926.63M
- Beta ?
- 1.50
- Sector
- Communication Services
- Industry
- Internet Content & Information
Fair value
TBLA fair value $9.94. Price $3.43. Price is 65% below fair value.
Below fair value, and cheaper than usual. A larger discount than on more than 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 200.81M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.5). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 270.16M. Net debt 73.22M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-04 | — | 0.06 | — | 466.74M |
| 2026-08-05 | 0.02 | 0.05 | 476.83M | 499.43M |
| 2026-05-06 | 0.20 | -0.01 | 466.39M | 453.30M |
| 2026-02-25 | 0.17 | 0.11 | 522.31M | 537.72M |
| 2025-11-05 | 0.02 | -0.00 | 496.76M | 466.05M |
| 2025-08-06 | -0.01 | -0.01 | 465.50M | 448.70M |
| 2025-05-07 | -0.03 | -0.05 | 427.49M | 418.97M |
| 2025-02-26 | 0.10 | 0.11 | 491.04M | 476.82M |
| 2024-11-07 | -0.02 | 0.02 | 433.01M | 429.43M |
| 2024-08-07 | -0.01 | -0.06 | 428.16M | 428.67M |
| 2024-05-08 | -0.08 | -0.09 | 414.01M | 403.31M |
| 2024-02-28 | 0.09 | 0.03 | 419.77M | 436.96M |
| 2023-11-08 | 0.01 | -0.12 | 360.22M | 345.06M |
| 2023-08-09 | -0.09 | -0.05 | 332.00M | 315.43M |
| 2023-05-10 | -0.01 | -0.06 | 327.69M | 311.87M |
| 2023-02-24 | 0.16 | 0.16 | 371.27M | 367.49M |
| 2022-11-09 | 0.04 | -0.02 | 332.46M | 322.09M |
| 2022-08-09 | -0.02 | -0.09 | 342.69M | 335.75M |
| 2022-05-12 | 0.09 | -0.05 | 354.70M | 356.63M |
| 2022-02-22 | 0.01 | 0.05 | 407.67M | 399.31M |
| 2021-11-09 | 0.07 | -0.02 | 338.77M | 116.28M |
| 2021-08-10 | -1.39 | -1.05 | 329.07M | 318.50M |
| 2021-05-17 | 0.46 | — | 302.95M | — |
| 2021-03-25 | 0.23 | — | 351.29M | — |
| 2020-06-30 | 0.27 | — | 267.67M | — |
| 2020-03-31 | -1.78 | — | 279.35M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-17 | Sundjaja Kristy | Sell | 3.00K | — | — |
| 2026-08-16 | Walker Stephen C | Sell | 113.07K | $4.05 | 457.95K |
| 2026-08-16 | Singolda Adam | Sell | 251.13K | $4.05 | 1.02M |
| 2026-08-16 | Sundjaja Kristy | Sell | 50.41K | $4.05 | 204.18K |
| 2026-08-14 | Sundjaja Kristy | Sell | 3.74K | — | — |
| 2026-08-07 | Shachar Erez | Other | 0 | — | — |
| 2026-08-07 | Shany Gilad | Buy | 38.05K | — | — |
| 2026-08-07 | Shachar Erez | Buy | 38.05K | — | — |
| 2026-08-07 | Peres Nechemia Jacob | Buy | 38.05K | — | — |
| 2026-08-07 | Mijaleski Monica | Buy | 38.05K | — | — |
| 2026-08-07 | LIMON ZVI | Buy | 38.05K | — | — |
| 2026-05-28 | Apollo Management Holdings GP, LLC | Sell | 12.00M | $4.40 | 52.80M |
| 2026-05-16 | Walker Stephen C | Sell | 113.07K | $4.99 | 564.22K |
| 2026-05-16 | Singolda Adam | Sell | 251.13K | $4.99 | 1.25M |
| 2026-05-16 | Sundjaja Kristy | Sell | 50.42K | $4.99 | 251.58K |
| 2026-05-08 | Mijaleski Monica | Sell | 61.00K | $5.04 | 307.44K |
| 2026-05-08 | Walker Stephen C | Buy | 170.07K | $2.63 | 447.28K |
| 2026-05-08 | Walker Stephen C | Sell | 132.59K | $5.04 | 668.25K |
| 2026-05-08 | Walker Stephen C | Sell | 170.07K | $2.63 | 447.28K |
| 2026-05-07 | Sundjaja Kristy | Sell | 40.88K | $5.00 | 204.39K |
| 2026-02-27 | Walker Stephen C | Buy | 1.09M | $3.44 | 3.75M |
| 2026-02-27 | Singolda Adam | Buy | 2.32M | $3.44 | 8.00M |
| 2026-02-27 | Maniv Eldad | Buy | 1.54M | $3.44 | 5.30M |
| 2026-02-27 | Sundjaja Kristy | Buy | 581.23K | $3.44 | 2.00M |
| 2026-02-16 | Walker Stephen C | Sell | 90.37K | $3.36 | 303.65K |
| 2026-02-16 | Singolda Adam | Sell | 169.76K | $3.36 | 570.39K |
| 2026-02-16 | Sundjaja Kristy | Sell | 40.88K | $3.36 | 137.35K |
| 2026-01-01 | Singolda Adam | Sell | 50.30K | $4.61 | 231.90K |
| 2025-11-16 | Singolda Adam | Sell | 169.76K | $4.01 | 680.73K |
| 2025-11-16 | Sundjaja Kristy | Sell | 40.88K | $4.01 | 163.93K |
| 2025-11-16 | Walker Stephen C | Sell | 82.16K | $4.01 | 329.44K |
| 2025-11-10 | Peres Nechemia Jacob | Sell | 132.23K | $3.67 | 485.30K |
| 2025-11-06 | Maniv Eldad | Sell | 414.82K | $3.78 | 1.57M |
| 2025-11-05 | Maniv Eldad | Sell | 10.04K | $3.75 | 37.67K |
| 2025-10-14 | Apollo Management Holdings GP, LLC | Sell | 184.29K | $3.21 | 591.57K |
| 2025-10-06 | Apollo Management Holdings GP, LLC | Sell | 177.20K | $3.38 | 598.93K |
| 2025-10-01 | Singolda Adam | Sell | 50.30K | $3.41 | 171.54K |
| 2025-09-29 | Apollo Management Holdings GP, LLC | Sell | 158.46K | $3.54 | 560.93K |
| 2025-09-22 | Apollo Management Holdings GP, LLC | Sell | 201.65K | $3.45 | 695.68K |
| 2025-09-15 | Apollo Management Holdings GP, LLC | Sell | 180.17K | $3.40 | 612.58K |
| 2025-09-08 | Apollo Management Holdings GP, LLC | Sell | 193.78K | $3.34 | 647.21K |
| 2025-09-02 | Apollo Management Holdings GP, LLC | Sell | 173.78K | $3.35 | 582.18K |
| 2025-08-28 | Shachar Erez | Sell | 27.00K | $3.38 | 91.26K |
| 2025-08-25 | Apollo Management Holdings GP, LLC | Sell | 218.31K | $3.28 | 716.06K |
| 2025-08-18 | Apollo Management Holdings GP, LLC | Sell | 210.17K | $3.26 | 685.14K |
| 2025-08-16 | Sundjaja Kristy | Sell | 40.88K | $3.32 | 135.71K |
| 2025-08-16 | Singolda Adam | Sell | 169.76K | $3.32 | 563.60K |
| 2025-08-16 | Walker Stephen C | Sell | 82.16K | $3.32 | 272.75K |
| 2025-08-14 | Sundjaja Kristy | Sell | 3.00K | — | — |
| 2025-08-12 | Sundjaja Kristy | Sell | 2.80K | — | — |
| 2025-08-11 | Sundjaja Kristy | Sell | 2.70K | — | — |
| 2025-08-11 | Apollo Management Holdings GP, LLC | Sell | 152.50K | $3.34 | 509.36K |
| 2025-08-08 | Scanlon Richard T | Buy | 58.07K | — | — |
| 2025-08-08 | Shachar Erez | Buy | 58.07K | — | — |
| 2025-08-08 | Shany Gilad | Buy | 58.07K | — | — |
| 2025-08-08 | LIMON ZVI | Buy | 58.07K | — | — |
| 2025-08-08 | Mijaleski Monica | Buy | 58.07K | — | — |
| 2025-08-08 | Peres Nechemia Jacob | Buy | 58.07K | — | — |
| 2025-08-06 | Maniv Eldad | Sell | 2.10K | $3.76 | 7.90K |
| 2025-08-04 | Apollo Management Holdings GP, LLC | Sell | 123.83K | $3.24 | 401.20K |
| 2025-07-28 | Apollo Management Holdings GP, LLC | Sell | 139.55K | $3.45 | 481.44K |
| 2025-07-21 | Apollo Management Holdings GP, LLC | Sell | 159.64K | $3.60 | 574.69K |
| 2025-07-14 | Apollo Management Holdings GP, LLC | Sell | 185.13K | $3.68 | 681.28K |
| 2025-07-10 | Maniv Eldad | Sell | 3.40K | $3.76 | 12.78K |
| 2025-07-09 | Maniv Eldad | Sell | 41.38K | $3.76 | 155.58K |
| 2025-07-07 | Apollo Management Holdings GP, LLC | Sell | 194.35K | $3.66 | 711.33K |
| 2025-07-01 | Maniv Eldad | Sell | 8.18K | $3.75 | 30.67K |
| 2025-07-01 | Singolda Adam | Sell | 50.30K | $3.66 | 184.11K |
| 2025-06-30 | Apollo Management Holdings GP, LLC | Sell | 159.06K | $3.62 | 575.78K |
| 2025-06-23 | Apollo Management Holdings GP, LLC | Sell | 222.37K | $3.59 | 798.32K |
| 2025-06-17 | Maniv Eldad | Sell | 20.08K | $3.75 | 75.31K |
| 2025-06-16 | Apollo Management Holdings GP, LLC | Sell | 173.04K | $3.57 | 617.76K |
| 2025-06-09 | Apollo Management Holdings GP, LLC | Sell | 226.78K | $3.61 | 818.69K |
| 2025-06-04 | Singolda Adam | Buy | 1.92M | — | — |
| 2025-06-04 | Singolda Adam | Sell | 67.33K | $3.56 | 239.68K |
| 2025-06-02 | Apollo Management Holdings GP, LLC | Sell | 268.67K | $3.59 | 964.52K |
| 2025-05-27 | Apollo Management Holdings GP, LLC | Sell | 657.14K | $3.43 | 2.25M |
| 2025-05-19 | Apollo Management Holdings GP, LLC | Sell | 782.79K | $3.39 | 2.65M |
| 2025-05-16 | Singolda Adam | Sell | 102.43K | $3.39 | 347.24K |
| 2025-05-16 | Sundjaja Kristy | Sell | 40.88K | $3.39 | 138.58K |
| 2025-05-16 | Walker Stephen C | Sell | 82.16K | $3.39 | 278.51K |
| 2025-05-12 | Apollo Management Holdings GP, LLC | Sell | 770.38K | $3.20 | 2.47M |
| 2025-05-05 | Apollo Management Holdings GP, LLC | Sell | 723.87K | $3.01 | 2.18M |
| 2025-04-28 | Apollo Management Holdings GP, LLC | Sell | 793.94K | $2.89 | 2.29M |
| 2025-04-21 | Apollo Management Holdings GP, LLC | Sell | 817.65K | $2.75 | 2.25M |
| 2025-04-14 | Apollo Management Holdings GP, LLC | Sell | 874.81K | $2.66 | 2.33M |
| 2025-04-07 | Apollo Management Holdings GP, LLC | Sell | 891.39K | $2.91 | 2.59M |
| 2025-04-01 | Singolda Adam | Sell | 44.91K | $2.95 | 132.50K |
| 2025-03-31 | Apollo Management Holdings GP, LLC | Sell | 1.19M | $3.01 | 3.57M |
| 2025-03-24 | Apollo Management Holdings GP, LLC | Sell | 709.46K | $2.96 | 2.10M |
| 2025-03-17 | Apollo Management Holdings GP, LLC | Sell | 711.86K | $2.95 | 2.10M |
| 2025-03-10 | Walker Stephen C | Buy | 50.00K | $2.63 | 131.50K |
| 2025-03-10 | Walker Stephen C | Sell | 50.00K | $2.63 | 131.50K |
| 2025-03-10 | Apollo Management Holdings GP, LLC | Sell | 962.55K | $2.88 | 2.77M |
| 2025-03-07 | Walker Stephen C | Buy | 50.00K | $2.63 | 131.50K |
| 2025-03-07 | Walker Stephen C | Sell | 50.00K | $2.63 | 131.50K |
| 2025-03-03 | Apollo Management Holdings GP, LLC | Sell | 586.95K | $3.25 | 1.91M |
| 2025-03-03 | LIMON ZVI | Buy | 250.00K | $2.83 | 707.50K |
| 2025-02-28 | Maniv Eldad | Sell | 47.07K | $2.82 | 132.75K |
| 2025-02-28 | LIMON ZVI | Buy | 168.51K | $2.79 | 470.13K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 215, holders +36 vs prior quarter. Ownership 35.85%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 9.56M | 7.84M | +453.29% | 47.82M |
| SIREN, L.L.C. | 8.42M | -1.55M | -15.51% | 42.12M |
| ACADIAN ASSET MANAGEMENT LLC | 7.42M | 1.51M | +25.67% | 37.06M |
| TWO SIGMA INVESTMENTS, LP | 5.91M | 1.35M | +29.67% | 29.57M |
| LSV ASSET MANAGEMENT | 5.62M | 2.40M | +74.75% | 28.10M |
| STATE STREET CORP | 3.94M | 3.08M | +355.02% | 19.72M |
| MACKENZIE FINANCIAL CORP | 3.69M | 3.69M | New | 18.44M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 3.58M | 1.94M | +119.08% | 17.88M |
| RENAISSANCE TECHNOLOGIES LLC | 3.28M | 1.16M | +54.76% | 16.41M |
| AQR CAPITAL MANAGEMENT LLC | 2.20M | 166.24K | +8.16% | 11.01M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2.09M | -220.30K | -9.53% | 10.45M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.98M | 983.73K | +99.17% | 9.88M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.92M | 1.75M | +1034.32% | 9.58M |
| GLOBEFLEX CAPITAL L P | 1.91M | 3.91K | +0.21% | 9.55M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1.89M | 0 | 0.00% | 9.47M |
| LAZARD ASSET MANAGEMENT LLC | 1.40M | 86.81K | +6.62% | 6.99M |
| GOLDMAN SACHS GROUP INC | 1.37M | 35.93K | +2.70% | 6.84M |
| EMPOWERED FUNDS, LLC | 1.26M | -220.30K | -14.85% | 6.31M |
| NORTHERN TRUST CORP | 1.15M | 728.77K | +174.27% | 5.73M |
| MORGAN STANLEY | 1.06M | 171.23K | +19.36% | 5.28M |
| D. E. SHAW & CO., INC. | 990.74K | 22.24K | +2.30% | 4.95M |
| MILLENNIUM MANAGEMENT LLC | 946.07K | -735.73K | -43.75% | 4.73M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 940.18K | 940.18K | New | 4.70M |
| STOIC POINT CAPITAL MANAGEMENT LLC | 922.42K | -313.78K | -25.38% | 4.61M |
| ION CROSSOVER PARTNERS LTD | 900.00K | 0 | 0.00% | 4.50M |
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