TechTarget Inc
TechTarget Inc provides B2B digital marketing and media services to technology professionals, generating revenue through advertising, content marketing, and data analytics.
Business. TechTarget Inc (TTGT.O) is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through an advertising model, with key performance indicators including monthly active users and average revenue per user. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.
Analyst recommendations
3 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
TechTarget Inc (TTGT.O) is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through an advertising model, with key performance indicators including monthly active users and average revenue per user. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.
TechTarget's capital structure is characterized by a low debt-to-equity ratio of 0.18, indicating a conservative leverage profile. The company's liquidity position is mixed, with $40.6 million in cash and equivalents but a negative net cash position after subtracting $106.7 million in long-term debt. Free cash flow is negative at -$920.3 million, driven by high operating losses and capital expenditures of -$17.0 million.
Profitability metrics are weak, with a return on equity of -1.6957 and a return on assets of -1.0757, both significantly below industry norms. Gross profit of $293.3 million represents 60.2% of revenue, but operating income is negative at -$102.6 million, reflecting high operating expenses. The company's price-to-book ratio of 0.6 and price-to-tangible-book ratio of 0.6 suggest undervaluation relative to tangible assets.
Revenue is concentrated in the United States, with no material geographic diversification disclosed. The company operates in a single business segment focused on digital marketing and media services, with no material revenue diversification across product lines.
Growth trajectory is negative, with no revenue growth disclosed in the latest period. Analysts project a wide range of price targets from $7 to $15, with a mean of $10 and a median of $8, suggesting uncertainty about the company's near-term performance.
Risk factors include liquidity constraints, with a current ratio of 1.23 and negative free cash flow. The company has a low dilution risk, with no difference between basic and diluted shares outstanding. However, the negative net cash position and high operating losses raise concerns about long-term sustainability.
Recent events include a 10-K filing disclosing ongoing challenges in the digital advertising market and a transcript of a Q4 earnings call where management outlined cost-cutting initiatives. No material regulatory or geopolitical risks were disclosed in the latest filings.
- TechTarget operates in a highly competitive digital marketing and media space with weak profitability metrics.
- The company's capital structure is conservative but liquidity is constrained by negative free cash flow and high operating losses.
- Analysts are divided on the company's valuation, with a wide range of price targets indicating uncertainty.
- Revenue concentration in a single geographic market and business segment increases exposure to sector-specific risks.
- Management's cost-cutting initiatives may not be sufficient to reverse the negative operating income trend.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | -0,73 |
| Revenue | —no estimate | —no estimate | 498,5M USD |
| Operating income | —no estimate | —no estimate | -63,4M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Stock Option (Right to Buy) → Common StockAcquired 5 000 @ $3,66grant · 2026-06-11
- Director · Stock Option (Right to Buy) → Common StockAcquired 5 000 @ $3,66grant · 2026-06-11
- Director · Stock Option (Right to Buy) → Common StockAcquired 5 000 @ $3,66grant · 2026-06-11
- Director · Stock Option (Right to Buy) → Common StockAcquired 5 000 @ $3,66grant · 2026-06-11
- Director · Stock Option (Right to Buy) → Common StockAcquired 5 000 @ $3,66grant · 2026-06-11
- Chief Financial Officer · Restricted Stock Units → Common StockAcquired 48 105grant · 2025-09-22
- Chief Revenue Officer · Restricted Stock Units → Common StockAcquired 58 310grant · 2025-09-22
- Director, Chief Executive Officer · Restricted Stock Units → Common StockAcquired 102 497grant · 2025-09-22
- See Remarks · Restricted Stock Units → Common StockAcquired 28 262grant · 2025-09-22
- President · Restricted Stock Units → Common StockAcquired 33 291grant · 2025-09-22
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- TechTarget Inc Market data — financials · 2026-05-29
- TechTarget Inc Market data — analyst estimates · 2026-05-29
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2024-12-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2025-12-310,00 %$9M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-06-300,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Funds · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
- Chief Revenue Officer · Common StockSold 629 @ $4,75$3K · 2026-06-01
- Chief Revenue Officer · Common StockSold 19 321 @ $4,75$92K · 2026-05-29
- Chief Revenue Officer · Common StockSold 20 000 @ $4,75$95K · 2026-05-22
- Director · Common StockSold 1 865 @ $5,81$11K · 2025-12-12
- Director · Common StockOther 4 468 @ $5,82$26K · 2025-12-11
- Director · Common StockOther 6 702 @ $5,82$39K · 2025-12-11
- Director · Common StockOther 6 014 @ $5,82$35K · 2025-12-11
- Director · Common StockOther 7 904 @ $5,82$46K · 2025-12-11
- Director · Common StockOther 25 774 · 2025-12-11
- Director · Common StockOther 4 468 @ $5,82$26K · 2025-12-11
- Director · Common StockBought 20 000 @ $5,97$119K · 2025-09-12
- Director, Chief Executive Officer · Common StockBought 4 200 @ $5,85$25K · 2025-09-12
- Chief Revenue Officer · Common StockSold 21 478 @ $5,75$123K · 2025-08-29
- Chief Financial Officer · Common StockSold 8 459 @ $5,99$51K · 2025-08-22
- Chief Technology Officer · Common StockSold 3 112 @ $5,99$19K · 2025-08-22
- See Remarks · Common StockSold 3 498 @ $5,99$21K · 2025-08-22
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -85.3%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 125.2%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -58.6%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -7.9%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -507.4%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -62.2%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 80.4%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 65.1%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 70.9%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -430.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -430.6%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -5.1%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -761.3%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -50.7%Derived (calculated)
- Net margin (FY 2025-12-31): -207.1%Derived (calculated)
- Gross margin (FY 2025-12-31): 60.2%Derived (calculated)
- Return on equity (FY 2025-12-31): -169.6%Derived (calculated)
- Return on assets (FY 2025-12-31): -107.6%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.58xDerived (calculated)
- Current ratio (FY 2025-12-31): 1.23xDerived (calculated)
- Pre-tax income (annual): USD -1.04BSEC XBRL filing
- Cash & equivalents (annual): USD 40.63MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES -14SEC XBRL filing
- Operating income (annual): USD -1.03BSEC XBRL filing