TABOOLA COM LTD

At the Citi Global TMT Conference 2026, Taboola outlined an increased focus on conversational AI, agent-based ad buying and monetizing the open web. Management highlighted products such as DeeperDive and Realize as key growth drivers, and gave an annual revenue estimate of around $2 billion with EBITDA margins of about 30%. An exclusive monetization partnership with NBC News and additional publisher wins are expected to enable scaling, while shifting search traffic and AI-powered shopping tools were cited as risks. » More on de.investing.com

Taboola and NBC News are expanding their long-standing native advertising collaboration: Taboola’s Realize platform will handle global programmatic display advertising on NBCNews.com and TODAY.com. The agreement allows advertisers to buy performance-driven campaigns on NBC News’s digital channels through Realize. Taboola says the expansion is a step toward economically strengthening the open web beyond search and social platforms; according to the company, Realize reaches roughly 600 million active users daily through publisher networks. » More on de.investing.com

Taboola will be added to the Russell 3000 and Russell 2000 indexes at the close of trading on June 26, 2026, as part of the annual reconstitution. The company views the inclusion as an important milestone; CEO Adam Singolda highlights the strength of the business and progress in executing its strategy. The stock is up 36.5% year-to-date and is trading at a P/E of 13.5 with a market capitalization of $1.33 billion. The Russell indexes serve as benchmarks for many index funds and institutional investors. » More on de.investing.com