Taboola

QuinStreet reported second-quarter revenue of $373.9 million, up 42.7% year on year and 4% above analysts' expectations, with next-quarter revenue guidance also exceeding consensus. The digital performance marketing company, which connects financial and home services clients with high-intent consumers, posted the highest guidance raise among the seven advertising and marketing services stocks tracked, and its shares are up 18.5% since reporting, trading at $18.04. Across the group, revenues beat consensus by 1.7% and next-quarter guidance came in line, with share prices up 5.8% on average since the latest results. Ibotta posted the biggest analyst estimate beat of the group, with revenue of $88.91 million, up 3.3% year on year and 4.7% above expectations, sending its stock up 62.6% to $39.97. Taboola delivered the weakest performance, with revenue of $476.8 million, up 2.4% year on year but 4.5% below expectations and guidance missing significantly, leaving its shares down 29.1% at $3.75. Clear Channel Outdoor reported revenue of $438 million, up 8.7% and 3.4% above estimates, while MediaAlpha posted revenue of $316.9 million, up 25.9% and 4.2% above expectations despite a significant EPS miss.

Taboola reported second-quarter revenue of $476.8 million, missing analyst estimates of $499.4 million and prompting a cut in full-year guidance to $1.94 billion from $2.03 billion. Management attributed the shortfall to a Google policy change that discontinued the Explore More product and a deliberate removal of low-performing international publishers, particularly in Greater China. Adjusted EPS was $0.14, in line with expectations, while adjusted EBITDA of $55.49 million beat estimates of $52.03 million. The company also recorded a nonrecurring $12 million write-down related to publisher prepayments. During the earnings call, analysts pressed for details on Deeper Dive adoption, with CEO Adam Singolda noting the product is approaching 10 million users and CPMs up to 10 times higher than traditional ads.

Holzer & Holzer, LLC announced an investigation into whether Taboola.com Ltd. complied with federal securities laws. On August 5, 2026, Taboola revised its fiscal year 2026 revenue guidance and reported second quarter 2026 results that missed consensus estimates for both GAAP EPS and revenue, causing the stock price to drop. The law firm is encouraging investors who purchased Taboola stock and suffered a loss to contact Corey Holzer or Joshua Karr to discuss their legal rights.