Taboola is trading at $2.48 (-10.73%) after Q4 revenue guidance fell well short of analyst expectations.

  • November 4 results showed revenue down 6.9% year over year; Q4 guidance of $477–$493 million trailed analysts’ $533.9 million expectation.
  • Taboola lowered its full-year revenue outlook; analysts cut price targets, and Rosenblatt downgraded the shares over concerns AI overviews could reduce ad impressions.
  • Broader technology-market weakness may add pressure; the earnings outlook remains the clearest company-specific catalyst.