Digital ad firm Taboola's Q2 revenue rises, but misses estimates

Taboola.Com

05/08/2026 11:25

Overview
Digital advertising platform's Q2 revenue rose 2.4% yr/yr but missed analyst expectations
Company posted net income of $4.3 mln, reversing a loss in the prior-year period
Ex-TAC gross profit and adjusted EBITDA grew double digits; full-year guidance for both raised

Outlook
Taboola sees Q3 revenue of $460 mln to $473 mln
Company raises full-year 2026 ex-TAC gross profit guidance to $772 mln to $783 mln
Taboola expects full-year 2026 adjusted EBITDA of $228 mln to $240 mln

Result Drivers
REALIZE PLATFORM MOMENTUM - Co cited continued momentum with its Realize ad platform as a driver of results
NEW PARTNERSHIPS - Addition of Fox News and other strategic wins contributed to Q2 performance

Company press release: ID:nGNX3cmxsw

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$476.83 mln
$499.43 mln (7 Analysts)
Q2 Net Income
 
$4.32 mln
 
Q2 Gross Profit
 
$139.48 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "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 $6.00, about 13.4% above its August 4 closing price of $5.29
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 6 three months ago

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Aug 4 - Zeta Global beats Q2 revenue estimates on AI infrastructure demand; hikes forecast
Aug 4 - Spotify's higher spending on marketing, AI features to hit profit
Aug 4 - Broadridge quarterly profit climbs on investor communications strength 

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(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.)