Taboola Tops Q2 Estimates and Lifts Full-Year Profit View
TBLA sits 68% above its 52-week low of $2.835.
Summary
Taboola's Q2 2026 results exceeded guidance on key profitability metrics, and the company raised its full-year outlook for ex-TAC Gross Profit and Adjusted EBITDA.
Key Events · Earnings and Guidance · TBLA
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Q2 Beat on Profitability
Ex-TAC Gross Profit reached $192.4M, up 11.8% year-over-year, while Adjusted EBITDA came in at $55.5M, a 22.8% increase—both ahead of guidance. Adjusted EBITDA margins expanded to 28.8% from 26.2%.
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Full-Year Guidance Raised
Full-year 2026 ex-TAC Gross Profit guidance was lifted to $772M–$783M and Adjusted EBITDA to $228M–$240M, reflecting confidence in the Realize platform and recent publisher wins such as Fox News.
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Revenue Growth Modest but Profitable
Revenue grew 2.4% to $476.8M in Q2, while net income swung to a $4.3M profit from a $4.3M loss a year ago, helped by cost discipline and a prior legal settlement gain.
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Cash Flow and Balance Sheet
Free cash flow was $17.3M in Q2, down from $34.2M a year ago due to higher capex. Cash and equivalents stood at $133M, with $72M drawn on the revolver.
Analysis · TBLA · Technology
A strong second quarter saw ex-TAC Gross Profit climb 11.8% and Adjusted EBITDA jump 22.8%, both surpassing guidance. Management responded by raising full-year targets for ex-TAC Gross Profit and Adjusted EBITDA, underscoring conviction in the ad platform's trajectory. The beat and improved outlook arrive as a welcome counterpoint to a period of heavy insider selling, hinting that operational momentum may outweigh distribution concerns.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 29.2% of the 1498 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TBLA was trading at $4.75 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.4B. The 52-week trading range was $2.84 to $5.71. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.