TBLA

Taboola.comB

Nasdaq / Media & Entertainment

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$5.40

Analysis reference price unavailable

Analysis 2026-08-25 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$4.20

Analysis reference price unavailable

Analysis 2026-08-25 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$2.70

Analysis reference price unavailable

Analysis 2026-08-25 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-25

AI commentary

News tone is mixed: the primary Q2 release was constructive on ex-TAC gross profit, adjusted EBITDA, and profitability guidance, while stored earnings context reported a negative initial market response. The anchor price is $3.65 as of 2026-08-24. Analyst revisions, options data, short interest, employee sentiment, and social coverage are unavailable or insufficient, so this remains a cautious monitoring setup.

RankAlpha Sentiment Codex - 2026-08-25

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-08-05eventQ2 mixed print and revenue-guidance resetHigh impact

Q2 revenue was $476.8M, up 2.4%, while ex-TAC gross profit rose 11.8% to $192.4M and adjusted EBITDA rose 22.8% to $55.5M. FY2026 revenue guidance was reduced to $1.930B-$1.956B, while ex-TAC gross-profit and adjusted-EBITDA guidance were raised. [#SEC-8K-2026-08-05]

2026-11-23catalystQ3 execution and guidance credibilityHigh impact

Q3 guidance calls for revenue of $460M-$473M, ex-TAC gross profit of $184M-$190M, and adjusted EBITDA of $51.5M-$56.5M. Delivery near the upper end could rebuild confidence; another revenue shortfall would reinforce caution. [#SEC-8K-2026-08-05]

2027-08-25catalystRealize momentum and strategic publisher winsHigh impact

Management cited momentum with Realize, the addition of Fox News, and other strategic wins. Durable upside depends on these initiatives restoring stronger revenue growth while sustaining ex-TAC margin gains. [#SEC-8K-2026-08-05]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-25 • Updated nightlySource: Internal modelMethodology