Adtech Taboola's Q4 revenue growth falls short of market expectations

Taboola.Com

25/02/2026 11:23

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.)