🔴 Taboola is trading 11.2% down today after Q2 revenue miss despite improved guidance

Taboola is trading 11.2% down at $4.70 after releasing Q2 2026 results that showed a revenue miss relative to analyst expectations.

• The company reported $476.8 million in revenue, falling short of the $499 million forecast, which has overshadowed improvements in profitability and full-year margin guidance.
• Investors are focused on the revenue shortfall and slower top-line momentum, driving a sharp negative reaction despite stronger ex-TAC gross profit and adjusted EBITDA.
• The decline appears to be company-specific, as the broader software sector is currently experiencing a generally positive trading session.