Taboola (TBLA) reported second-quarter 2026 revenue of $476.8 million, up 2.4% from a year earlier. Net income was $4.3 million, compared with a net loss of $4.3 million in the second quarter of 2025.
The company said it raised full-year guidance for ex-TAC gross profit and adjusted EBITDA, and cited momentum with Realize, the addition of Fox News and other strategic wins.
- Second-quarter gross profit was $139.5 million, up 2.9% year over year.
- Ex-TAC gross profit was $192.4 million, up 11.8%.
- Adjusted EBITDA was $55.5 million, up 22.8%, with adjusted EBITDA margins of 28.8%.
- Cash flow from operating activities was $31.3 million, compared with $47.4 million a year earlier.
- Free cash flow was $17.3 million, compared with $34.2 million.
- For full-year 2026, Taboola expects revenue of $1.930 billion to $1.956 billion and adjusted EBITDA of $228 million to $240 million.
$TBLAW Hedge Fund Activity
We have seen 2 institutional investors add shares of $TBLAW stock to their portfolio, and 5 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ULYSSES MANAGEMENT LLC removed 45,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $450
- VIRTU FINANCIAL LLC added 38,923 shares (+inf%) to their portfolio in Q1 2026, for an estimated $389
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 9,599 shares (-27.7%) from their portfolio in Q1 2026, for an estimated $95
- WOLVERINE ASSET MANAGEMENT LLC added 602 shares (+0.7%) to their portfolio in Q1 2026, for an estimated $6
- UBS GROUP AG removed 512 shares (-35.9%) from their portfolio in Q1 2026, for an estimated $5
- BANK OF AMERICA CORP /DE/ removed 200 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2
- HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. removed 42 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $0
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
