Taboola.com Ltd

TBLA: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Taboola Earnings: Open-Web Headwinds Continue Despite Strategic Wins

Mark Giarelli , Robert Leary

Aug 7, 2026

Taboola delivered a soft second quarter, and shares are down roughly 25% after missing management’s revenue and gross profit guidance because of Google's Explore More change. However, stronger contribution margins did drive a respectable gross profit excluding traffic acquisition costs.

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Taboola.com Ltd

Taboola Earnings: Open-Web Headwinds Continue Despite Strategic Wins

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