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🇺🇸 SECTaboola.com Ltd.Codex · 实盘不做把握 4/10
北京时间·🕒 发布 18:01:40时区推断·⟳ 抓取 18:09:04·⚡ 决策 08-05 21:38:26 +3h29m·83.2 天前

Taboola发布二季度财报并上调全年ex-TAC毛利和调整后EBITDA指引

一手SEC 8-K确认Taboola已发布2026年二季度财报,GlobeNewswire标题显示全年ex-TAC毛利与调整后EBITDA指引上调。

📄 原文Taboola.com Ltd.↗ 原文
false 0001840502 00-0000000 0001840502 2026-08-05 2026-08-05 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTO…
不做 Taboola.com(TBLA.US)
财报事件方向混合且开盘后已跌约30%,利润类指引上调又削弱追空确定性;本轮缺少完整财报分项和一致预期差,当前不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 high ↗ ↗

消息传播链

  1. 2026-08-05 06:01 ET官方确认/否认SEC EDGAR一手源原文 ↗
    Taboola提交8-K,确认已发布2026年二季度财报并提供投资者材料。
  2. 2026-08-05 06:15 ET首发GlobeNewswire一手源原文 ↗
    公司新闻稿标题显示二季度财报强劲,并上调全年ex-TAC毛利和调整后EBITDA指引。
  3. 2026-08-05 09:31 ET市场反应stock_quote非一手
    行情显示Taboola开盘后约3.68美元,较前收5.29美元下跌约30.4%,市场已快速消化本次财报。
    市场反应:TBLA.US -30.43%

关键理由

  • 一手SEC 8-K确认Taboola已发布2026年二季度财报,GlobeNewswire标题显示全年ex-TAC毛利与调整后EBITDA指引上调。
  • 但开盘后Taboola(TBLA.US)较前收跌约30%,说明市场已对财报细节作出大幅负向重定价,当前再追空的剩余edge不清晰。
  • 可量级化的信息不足:已知市值约9.94亿美元、前收5.29美元、现价3.68美元,但本次可访问材料未给出完整收入/利润/指引分项与一致预期差,无法形成可靠同向交易。

主要风险

  • 若后续完整财报显示收入或全年营收指引显著下修,空头逻辑可能仍成立,但本轮已出现约30%跳空,追空回补风险较高。
  • 若电话会解释为低质量收入退出、利润率改善且全年EBITDA上调被市场重新认可,当前负向反应可能反转。

反向证据

  • 做空前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
    内部库显示本次官方稿标题本身包含上调ex-TAC毛利和调整后EBITDA指引,且此前研报强调Realize平台增长,这是追空的反向因素。
    检索:Taboola TBLA recent downgrade risk Realize Fox News Q2 2026 guidance 原文 ↗
  • 做多前查反向 · 来源 stock_quote · 日期 2026-08-05 · 影响 invalidates
    真实行情显示财报后开盘约下跌30%,说明市场对本次财报的净解读明显偏负,不能反手做多。
    检索:TBLA.US stock_quote full
工具调用 · 历史记录,结果未知(4 种)
  • stock_quote · 结果未知
  • search_processed_events · 结果未知
  • kb_search · 结果未知
  • kb_fetch_document · 结果未知

原文全文

展开原文 · 4,033 字
false
0001840502
00-0000000
0001840502
2026-08-05
2026-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM
8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(D) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of report (Date of earliest event reported):
August 5, 2026
TABOOLA.COM LTD.
(Exact name of registrant as specified in its charter)
Israel
001-40566
Not applicable
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(IRS Employer Identification Number)
16 Madison Square West
7th Floor
New York
,
NY
10010
(Address of principal executive offices, including zip code)
212
-
206-7633
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions
(see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which
registered
Ordinary shares, no par value
TBLA
The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of
the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised
financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02.
Results of Operations and Financial Condition.
On August 5, 2026, Taboola.com Ltd. (the “
Company
” or “
Taboola
”) issued a press release announcing its financial results for the second quarter of 2026. That press release is furnished herewith as Exhibit 99.1 and is incorporated herein
by reference.
Item 7.01.
Regulation FD Disclosure.
On August 5, 2026, the Company made available an investor presentation and prepared remarks which provide highlights of the Company’s second quarter of 2026 financial
results and related information, which is being made available in connection with the August 5, 2026 earnings conference call.
The investor presentation and prepared remarks can be found on Taboola’s website at
https://investors.taboola.com
.
We have included our web address in this Current Report on Form 8-K solely for informational purposes and the information on our website is not incorporated by reference into this
Current Report on Form 8-K.
The information furnished with this Form 8-K, including Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act
of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as
expressly set forth by specific reference in such a filing.
Item 9.01.
Financial Statement and Exhibits.
(d)
Exhibits
TABLE OF CONTENTS
Exhibit No.
Description
99.1
Press Release dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its
behalf by the undersigned, thereunto duly authorized.
TABOOLA.COM LTD.
By:
/s/ Stephen Walker
Name:
Stephen Walker
Title:
Chief Financial Officer
Date:
August 5, 2026

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