TechTarget, Inc (TTGT) AI Stock Analysis

TechTarget, Inc. delivers purchase-intent marketing and sales solutions for business-to-business technology companies across North America and internationally. The company provides customized marketing programs combining demand generation strategies, brand advertising techniques, and content creation. Its online offerings include IT Deal Alert, featuring priority engine and qualified sales opportunities, as well as demand solutions such as white papers, webcasts, podcasts, and virtual trade shows. TechTarget also operates BrightTALK, a platform enabling clients to create and host webinars, virtual events, and video content. Its network comprises approximately 150 websites and over 1,080 webinar channels focused on IT areas including storage, security, and networking.

TechTarget generated a 5-year revenue CAGR of 26.8% from FY2020 to FY2025. Annual revenue grew 70.9% to $486.8M in FY2025, up from $284.9M in FY2024. However, profitability contracted sharply, with net income declining from -$116.9M in FY2024 to -$1.01B in FY2025, representing a net margin of -207.1% and EPS of -$7.14. Gross margin stood at 41.3% in FY2025, down from 62.4% in FY2024, while operating margin was -6.6%. In the latest quarter ended June 30, 2026, revenue dropped 3.2% year-over-year, and quarterly earnings decreased 51.8%, leaving trailing twelve-month revenue at $485.2M with an operating margin of -11.6%.

As of June 30, 2026, TechTarget held $45.8M in cash and short-term investments against total debt of $131.7M, resulting in net debt of $85.8M. The company has a current ratio of 1.15 and a debt-to-equity ratio of 0.26, supported by shareholders' equity of $506.9M. In FY2025, operating cash flow reached $16.3M and free cash flow was $15.9M. Capital allocation in FY2025 included $387,000 for capital expenditures and $689,000 for share buybacks, while the share count increased 149.6% over the past 5 years.

TechTarget holds a market capitalization of $272.7M and an enterprise value of $359.6M. The stock trades at a forward P/E of 21.9x, above the 18.8x median of its US-listed Technology peers. Its enterprise value to EBITDA ratio is 54.3x, compared to the peer median of 16.6x, while its price-to-sales multiple of 0.6x sits below the peer median of 2.8x. Over the past year, TTGT has dropped 30.4%, while the S&P 500 (SPY) gained 16.8%. Over a 5-year period, the stock fell 95.7% versus an 83.0% gain for the index.

Wall Street coverage includes 1 Strong Buy and 1 Buy rating, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $7.50, which is 98.9% above the last close of $3.77. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.10 on revenue of $490.2M. For the subsequent fiscal year, 1 analyst projects revenue of $502.0M and EPS of $0.91. The company delivered 0 earnings beats over the last 4 quarters, and its next earnings date is November 9, 2026.

This page is an AI-written research summary of TechTarget, Inc (TTGT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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