Taboola.com (NASDAQ:TBLA) Price Target Cut to $4.00 by Analysts at Needham & Company LLC

Taboola.com (NASDAQ:TBLA) had its price objective decreased by Needham & Company LLC from $5.50 to $4.00 in a research note released on Thursday morning,Benzinga reports. Needham & Company LLC currently has a buy rating on the stock.

Other equities research analysts also recently issued research reports about the company. Benchmark reduced their target price on Taboola.com from $6.50 to $5.50 and set a “buy” rating for the company in a report on Thursday, August 6th. Weiss Ratings lowered shares of Taboola.com from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, October 12th. Rosenblatt Securities reaffirmed a “buy” rating and set a $7.00 price target on shares of Taboola.com in a research note on Thursday, August 6th. TD Cowen lowered their price target on shares of Taboola.com from $6.00 to $5.00 and set a “buy” rating on the stock in a research note on Monday, August 10th. Finally, Wall Street Zen downgraded shares of Taboola.com from a “strong-buy” rating to a “hold” rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taboola.com currently has an average rating of “Moderate Buy” and a consensus target price of $4.33.

Taboola.com Stock Down 20.8%

Taboola.com stock opened at $2.17 on Thursday. The stock’s 50 day moving average price is $3.50 and its 200 day moving average price is $3.99. Taboola.com has a 1-year low of $2.16 and a 1-year high of $5.71. The company has a market cap of $547.10 million, a PE ratio of 4.93 and a beta of 1.48. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.11 and a quick ratio of 1.11.

Institutional Investors Weigh In On Taboola.com

A number of institutional investors and hedge funds have recently modified their holdings of TBLA. State Street Corp increased its position in shares of Taboola.com by 355.0% in the second quarter. State Street Corp now owns 3,944,961 shares of the company’s stock valued at $19,725,000 after buying an additional 3,077,973 shares in the last quarter. Globeflex Capital L P acquired a new position in shares of Taboola.com during the 2nd quarter worth $9,555,000. Prescott Group Capital Management L.L.C. purchased a new stake in shares of Taboola.com in the 3rd quarter worth about $1,709,000. Robeco Institutional Asset Management B.V. boosted its position in shares of Taboola.com by 110.8% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 481,708 shares of the company’s stock worth $1,619,000 after buying an additional 253,152 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in shares of Taboola.com by 14.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,719,172 shares of the company’s stock worth $5,329,000 after buying an additional 214,758 shares in the last quarter. Institutional investors and hedge funds own 42.89% of the company’s stock.

Taboola.com News Roundup

Here are the key news stories impacting Taboola.com this week:

• Positive Sentiment: Taboola reported Q3 earnings per share of $0.14, above one reported consensus estimate of $0.06, while adjusted EBITDA rose 16%. It also said full-page monetization is live across NBCUniversal and Fox News Live, and that its Dianomi acquisition is expected to close before year-end. Taboola Q3 2026 financial results
• Neutral Sentiment: For Q4, Taboola forecast revenue of $477 million to $493 million; the provided report does not specify how that range compares with analyst expectations. Q4 revenue outlook
• Negative Sentiment: Q3 revenue was $462.3 million, below the reported $466.3 million consensus and down 7% year over year. This softer revenue performance likely overshadowed the earnings beat. Taboola Q3 revenue and EBITDA report
• Negative Sentiment: Rosenblatt Securities cut its rating from “buy” to “neutral,” setting a $2.80 target. Needham also reduced its target, from $5.50 to $4.00, though it maintained a “buy” rating. Rosenblatt analyst ratings Needham analyst ratings

About Taboola.com

Taboola.com Ltd. is a technology company that operates a digital advertising and content-discovery platform. Its technology uses data and machine learning to recommend articles, videos, products and other content to users across publisher websites, mobile applications and digital devices.

Taboola provides publishers with tools to increase audience engagement and generate revenue, including recommendation modules, personalized content feeds, video solutions and commerce-related discovery products.