DSP (70) NXDR (48) CEVA (30) SIFY (48) ⌘ Pro Terminal →

Taboola.com Ltd. (TBLA) — RQD Stock Rating Cockpit

$3.47 -1.56% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.45

Taboola.com Ltd. (TBLA) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $887.4M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on TBLA Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is TBLA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Taboola.com Ltd. (NASDAQ: TBLA) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $3.47 (-1.56% 1D, market cap $887.4M). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 16/20. Across 714 tracked Technology issuers, TBLA ranks #288 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does TBLA compare to DSP and NXDR in the Technology sector?

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Within the Technology sector (Computer Software: Programming Data Processing), TBLA carries a Roarable D+ (56/100 RQD), trailing P/E of 21.0x, gross margin of 29.8%, and ROIC of 3.9%. By comparison, DSP (Viant Technology Inc. (Class A)) holds a B- grade (70/100 RQD, P/E 106.2x, ROIC 21.5%, cap $887.1M) and NXDR (Nextdoor Holdings Inc. (Class A)) posts a D grade (48/100 RQD, P/E N/A, ROIC -15.4%, cap $889.8M). Among the 5-stock peer group, TBLA leads on earnings multiple (21.0x) while DSP leads on capital efficiency (21.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for TBLA?

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Per TBLA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001840502), Taboola.com Ltd. generated $1.91B in revenue (+8.3% YoY), $42.3M in net income, and $163.4M in free cash flow against $1.61B in total assets and $102.3M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $3.45 (-0.47%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 10/20 (D) • 8.5% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE-0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for TBLA)Realized 20D OHLCV Swing Band: ±7.3%

Deterministic 5-Pillar Attribution (56/100 Composite)

🔍 WHY TBLA SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (29% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (27% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Whale & Options Positioning6/20 pts (-14 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$3.40+1.5% Next Q

Q2 (-2Q)

Grade C-$3.45-2% Next Q

Q3 (-1Q)

Grade C-$3.38+2.7% Next Q

Current

Grade D+$3.47-0.4% Hist 90D α

Trajectory: D (48) → D+ (56)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the TBLA Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, TBLA faces multiple-compression risk if 21.0x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 27.3% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($3.56) or 200D SMA ($4.00) invalidates the momentum regime and cuts Target Base ($3.44) toward Bear Floor ($2.68).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $TBLA• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “TBLA Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 56%NO 44%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

52.230 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.80>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

9 / 99-Pt Accounting

52-WEEK LASER RANGE22% OF RANGE

L: $3$3.47H: $6

1. Money & Cash Health● WEAK

Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: DRQD 10 / 20

2. Big Money & Insiders● NEUTRAL

Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: D+RQD 22 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C-RQD 24 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on TBLA

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BEARISH (50)

3.9% ROIC with 29.8% gross margin and 18.42% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (75)

Altman-Z 4.20 and Piotroski 9/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

NEUTRAL (52)

22/40 institutional & smart-money positioning score with 9/20 macro alignment.

Bull Case: Why Buyers Like TBLA

✓Company leadership has skin in the game with net positive insider conviction.
✓Clean SEC annual filing review with no major hidden accounting time-bombs.

Bear Case: What Could Go Wrong

!Sensitive to high interest rates and tighter Federal Reserve market liquidity.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring TBLA)

✓Walkthrough of TBLA's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

TBLA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -8.44%⚡ TESTING RESISTANCE

2026-11-02O $3.48H $3.52L $3.47C $3.47VOL 1.27M

RES: $3.55SUP: $2.91SMA50: $3.56SMA200: $4.00

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TBLA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 TBLA Butterfly Map → + Track TBLA →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

14.6%/yr Implied 5Y Growth

vs. +8.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on TBLA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for TBLA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for TBLA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (TBLA)

Technology Rank #288 of 714 ⚔️ DSP vs TBLA Full Matrix →

1. Head-to-Head Technology Peer Comparison (TBLA vs. DSP, NXDR, CEVA, SIFY)

Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Taboola.com Ltd. (TBLA) ranks #288 by composite RQD confidence (56/100, grade D+) and #361 by equity capitalization ($887.4M). Within this direct 5-issuer industry benchmark cohort, TBLA leads on earnings valuation at 21.0x trailing P/E, while DSP leads on capital efficiency and profitability with 21.5% ROIC and 45.8% gross margin. DSP currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with TBLA at 56/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
TBLA ACTIVE Taboola.com Ltd.	D+	56/100	21.0x	29.8%	3.9%	-1.56%	$887.4M	Benchmark Subject
DSP Viant Technology Inc. (Class A)	B-	70/100	106.2x	45.8%	21.5%	-3.82%	$887.1M	/dsp-vs-tbla →
NXDR Nextdoor Holdings Inc. (Class A)	D	48/100	—	84.1%	-15.4%	-2.61%	$889.8M	/nxdr-vs-tbla →
CEVA CEVA Inc.	E	30/100	—	87.1%	-3.0%	-8.18%	$905.2M	/ceva-vs-tbla →
SIFY Sify Technologies Limited	D	48/100	—	—	—	-1.50%	$914.8M	/sify-vs-tbla →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001840502

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Taboola.com Ltd. (TBLA) reported GAAP revenue of $1.91B (+8.3% vs. FY2024 revenue of $1.77B , and +32.8% cumulative change since FY2023) , GAAP net income of $42.3M, operating cash flow of $208.4M, and free cash flow of $163.4M (+9.6% YoY). On the balance sheet, TBLA closed FY2025 with $1.61B in total assets against $102.3M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.91B	$42.3M	$208.4M	$163.4M	$1.61B	$102.3M
FY2024 (FY)	2024-12-31	$1.77B	-$3.8M	$184.3M	$149.2M	$1.72B	$116.5M
FY2023 (FY)	2023-12-31	$1.44B	-$82.0M	$84.4M	$84.4M	—	—

3. TBLA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is TBLA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does TBLA compare to DSP and NXDR in the Technology sector?

What are the biggest fundamental strengths and SEC risk factors for TBLA?

Where is TBLA trading relative to its 50-day, 200-day, and 52-week technical levels?

TBLA last traded at $3.47 (-1.56% on volume of 1,908,113 shares), positioning the stock -2.53% below its 50-day simple moving average ($3.56) and -13.25% below its 200-day simple moving average ($4.00). Across its 52-week range of $2.84 to $5.71, TBLA sits at the 22.0% percentile with a 14-day RSI of 52.2 (NEUTRAL RANGE) and an implied next-earnings move of ±7.3% ($3.22 to $3.72).

TBLA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell TBLA stock right now?

Taboola.com Ltd. (TBLA) currently earns a Roarable Rating of D+ (Sell — SELL) with 56/100 RQD Confidence. Stretched risk/reward at 21x P/E (4% return on capital) under elevated 10-year interest-rate pressure.

What is TBLA's 12-month price target and RQD AI Jury consensus?

TBLA's 12-month base price target is $3.44 (range $2.68 to $6), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: TBLA RQD Cockpit TBLA 12M Forecast TBLA Earnings & Move TBLA Dividends & DRIP TBLA Insiders & 13F TBLA Whale Options TBLA Profit Sankey TBLA News & Why

ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

TBLA — Taboola.com Ltd.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:32:04Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, TBLA scores 56 out of 100, a letter grade of D+, with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are: Fundamental Cash Engine at 10 of 20 (ROIC 3.9%; FCF yield 18.42%), Whale 13F Flow at 6 of 20 (institutional accumulation and options positioning), Insider Conviction at 16 of 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 9 of 20 (Beta 1.0; sector sensitivity), and Forensic Balance Sheet at 15 of 20 (Altman Z 2.5; Piotroski F 9/9; Debt/Equity 0.11).

For a prospective investor, the weakest pillars are the Whale 13F Flow score and the Macro Regime Fit score, while the strongest is Insider Conviction. The Forensic Balance Sheet pillar is comparatively solid, which the source ties to a low Debt/Equity ratio and a perfect Piotroski score. The Fundamental Cash Engine pillar is held back by a 3.9% ROIC even though the source reports an 18.42% FCF yield; the gap between these two figures is a valuation and capital-efficiency tradeoff the source does not fully reconcile. Upside drivers cited in the data are the cash-flow yield and insider cluster activity; the main drags are low return on invested capital, modest institutional signal, and sector-linked beta exposure. The overall rating is a data-driven assessment, not a recommendation.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
3.52	$887.4M	21	19.5	10.6	0.17	0%	1.0	$2.84 - $5.71	3.9%

Business

Taboola.com Ltd. (TBLA) is a NASDAQ-listed issuer in the Technology sector, within the Computer Software: Programming Data Processing industry. Per the profile, its market capitalization is $0.9B. Not available in source data for detailed product lines, customer segments, or revenue model mechanics beyond the sector and industry classification.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$1912.0M	$44.1M	$42.3M	N/A	$163.4M	$120.9M	$102.3M
FY 2024	$1766.2M	$25.9M	$-3.8M	N/A	$149.2M	$226.6M	$116.5M
FY 2023	$1439.7M	$-63.7M	$-82.0M	N/A	$84.4M	N/A	N/A

Per the SEC financials, revenue rose from $1439.7M (FY 2023) to $1912.0M (FY 2025), and operating income moved from a loss of $-63.7M to $44.1M. Per the market data, gross margin is 29.8%, operating margin 2.3%, and net margin 2.2%, with ROIC at 3.9%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 9/9, and Debt/Equity is 0.11. Per the SEC financials, cash fell from $226.6M (FY 2024) to $120.9M (FY 2025) while debt declined from $116.5M to $102.3M.

Recent Catalysts & News Wire Analysis

Market wire coverage (YELLOW): Multiple items from Yahoo! Finance Canada, Yahoo Finance UK, Seeking Alpha, Simply Wall St, and MarketBeat cover market action and fundamental catalysts for TBLA. The headlines themselves are generic, and the summaries carry no specific event details.
Class action alert (YELLOW): A Morningstar-sourced item references a securities class action notice from Levi & Korsinsky with a stated upcoming deadline for stockholders. This is a risk watch item; the source does not provide case details, claim amounts, or deadlines beyond the headline.
Price action (GREEN, CATALYST): A MarketBeat item reports a 5.6% stock jump, tagged as a catalyst. The source does not state a cause.
Butterfly graph: Per the Butterfly Supply-Chain Graph, supply_chain is NONE, with no butterfly links and no proprietary signals.

Open Questions

What is the nature, scope, and deadline of the securities class action referenced in the Morningstar-sourced news item?
What drove the 5.6% stock move referenced in the MarketBeat item, and is it tied to any disclosed event?
Why does an 18.42% FCF yield coexist with a 3.9% ROIC, and what share-count or capital-structure factors explain the gap?
What are the FY 2025 EPS figure and the cash and debt amounts for FY 2023, which are reported as N/A or not available?
What is the company's revenue mix by product, customer segment, and geography?

TBLA Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Taboola.com Ltd. (TBLA) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to TBLA Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo! Finance Canada • 5h ago

Taboola.com Ltd. (TBLA) Stock Price, News, Quote & History

Yahoo! Finance Canada report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Morningstar • 8h ago

TBLA UPCOMING DEADLINE: Levi & Korsinsky Alerts Taboola.com Ltd. Stockholders of Securities Class Action - Contact the Firm

Morningstar report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance UK • 11h ago

Taboola.com Ltd. (TBLA) stock price, news, quote and history

Yahoo Finance UK report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 14h ago

Taboola Heading Into Q3: A Cheap Stock With Upside Potential (NASDAQ:TBLA)

Seeking Alpha report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 17h ago

Taboola.com (NasdaqGS:TBLA) Stock Forecast & Analyst Predictions

Simply Wall St report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST MarketBeat • 20h ago

Taboola.com (NASDAQ:TBLA) Stock Jumps 5.6% - What's Next?

MarketBeat report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE GlobeNewswire • 1d ago

TBLA DEADLINE OCTOBER 20th: Bragar Eagel & Squire, P.C.

GlobeNewswire report covering Taboola.com Ltd. (TBLA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 3d ago

Top AdTech stocks to watch as third quarter earnings approach - B Riley

Investing.com -- B Riley analyst Naved Khan previewed five AdTech and MarTech companies ahead of their third quarter fiscal 2026 earnings reports over the next two weeks. The analyst expects in-line to modestly better-th

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

TBLA Bull vs. Bear Conversation Board — What's Your Call at $3.47?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON TBLA 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $3.80 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is TBLA (D+ • RQD 56/100) a Buy at $3.52?

Welcome to the TBLA (Taboola.com Ltd.) Roar Pit. Current RQD Composite is 56/100 (Roarable Sell — Weak Fundamentals / Trim) in Computer Software: Programming Data Processing. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $2.96 (-15.9%)

Spot @ $3.52

Pump the brakes on TBLA — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on TBLA, but look at what you are paying: 21.0x trailing P/E with 29.8% gross margins. Unless Taboola.com Ltd. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $4.36 (+23.9%)

Spot @ $3.52

TBLA cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on TBLA, the market is fixating on short-term headline noise in Computer Software: Programming Data Processing and ignoring the balance sheet and cash flow trajectory. At $3.52 (52-wk range $2.84 - $5.71), any beat on forward guidance forces shorts and underweight funds to chase.