Overview
Advertising technology firm's Q4 revenue rose but missed analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Adjusted net income for Q4 beat analyst expectations
Outlook
Taboola expects Q1 2026 revenue between $444 mln and $462 mln
Company forecasts FY 2026 revenue between $1.993 bln and $2.054 bln
Taboola anticipates FY 2026 adjusted EBITDA between $222 mln and $236 mln
Result Drivers
REALIZE PLATFORM - CEO Adam Singolda highlighted Realize as a key factor in accelerating growth and improving advertiser outcomes
AI INNOVATION - Heavy investment in AI-driven innovation is seen as a differentiator in the AI-driven world
SHARE COUNT REDUCTION - Company reduced share count by 18%, contributing to improved financial metrics
Company press release: ID:nGNX4CtC7
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $522.3 mln | $537.72 mln (7 Analysts) |
Q4 EPS | $0.17 | ||
Q4 Adjusted Net Income | Beat | $79.10 mln | $54.90 mln (4 Analysts) |
Q4 Net Income | $50.10 mln | ||
Q4 Adjusted EBITDA | Beat | $86.10 mln | $83.98 mln (7 Analysts) |
Q4 Free Cash Flow | $46.90 mln | ||
Q4 Gross Profit | $175.60 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Taboola.com Ltd is $4.50, about 43.3% above its February 24 closing price of $3.14
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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