Critical Contrast: Fair Isaac vs. Taboola.com

Analysts believe Fair Isaac is the more favorable stock compared to Taboola.com.

Published on Feb. 15, 2026

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Taboola.com (NASDAQ:TBLA) and Fair Isaac (NYSE:FICO) are both computer and technology companies, but analysts believe Fair Isaac is the superior business. The article compares the two companies based on factors like institutional ownership, earnings, analyst recommendations, valuation, dividends, risk, and profitability.

Why it matters

This analysis provides investors with a critical comparison of two technology companies to help them make informed investment decisions. It highlights key differences in the financial performance, market positioning, and analyst sentiment surrounding Taboola.com and Fair Isaac.

The details

The analysis finds that Fair Isaac has higher revenue and earnings than Taboola.com, and is trading at a higher price-to-earnings ratio, indicating it is currently the more expensive but potentially more valuable stock. Fair Isaac also has stronger institutional ownership and insider ownership, suggesting greater confidence from large investors and company leadership. Analysts' consensus target prices also indicate they believe Fair Isaac has more potential upside compared to Taboola.com.

  • The analysis is based on data as of February 15, 2026.

The players

Taboola.com

An artificial intelligence-based algorithmic engine platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements.

Fair Isaac Corporation

A company that develops analytic, software, and digital decisioning technologies and services that enable businesses to automate, enhance, and connect decisions.

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The takeaway

This analysis highlights the key differences between two technology companies, Taboola.com and Fair Isaac, and suggests that based on factors like financial performance, market positioning, and analyst sentiment, Fair Isaac may be the more favorable investment option for investors.