TBLA (TBLA): a potential bargain?

Buy — Taboola beat and raised guidance twice this year, trades at just ~7x next year's earnings, but earnings hit in 2 days so time entries carefully.

🔥 HOT Fundamentals52/100

Down 52% from its all-time high of $10.48 — now $5.01

Why TBLA dropped

Taboola's Q1 2026 results beat estimates badly and the company raised both Q2 and full-year revenue/profit guidance, with an analyst even lifting the price target to $6.50 from $4.50 on the back of it; shares have since rallied ~33% over three months on AI-monetization news and index inclusion (Russell).

Fwd P/E 7.3Op margin -1.6%Rev growth 9.1%Debt/equity 15.9%Analyst upside 15.6%

How this scored 52/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 5.6%

✅ Generates cash Free cash flow $136M

✅ Not drowning in debt Debt/equity 15.9% (limit 200%)

✅ Can pay its bills Current ratio 1.1 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 5/25

Operating margin -1.6% 0/9

Net profit margin 5.6% 2/8

Return on equity 11.2% 2/8

Growth Is it getting bigger, or dying? 15/25

Revenue growth 9.1% 4/9

Earnings growth unknown 2/8

Expected profit change 89.4% 8/8

Value Is it cheap right now? 14/25

Forward P/E 7.3 10/10

PEG ratio unknown 2/8

Analyst target upside 15.6% 2/7

Balance sheet Will it survive? 18/25

Debt / equity 15.9% 10/10

Current ratio 1.1 1/8

Free cash flow $136M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-03. Research only — not financial advice.