TTGT · NASDAQ · Internet Content & Information

Informa TechTarget

Connects technology vendors with research, content, intent data, and demand-generation services.

$3.88
After-hours close0.00 (0.00%)
At close$3.88(−0.77%)
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Profile

TechTarget, Inc.TTGTCommunication Services

Sells research and advisory, brand content, buyer-intent data, demand generation, webinars, and virtual-event services to enterprise technology marketers. Revenue is reported as one segment while integration continues after the Informa combination, with the business tied to technology marketing budgets and Informa control.

Provides Intelligence & Advisory through Omdia, Canalys, Wards Intelligence, and Enterprise Strategy Group; Brand & Content through specialist media, Industry Dive, content marketing, and BrightTALK; and Demand & Intent through Informa TechTarget Portal, NetLine, Qualified Sales Opportunities, and Unified Demand Solutions.

Serves enterprise technology sellers and buyer audiences globally from a Newton, Massachusetts base, with customers in many countries and revenue still meaningfully weighted to the United States. The model combines analyst research, first-party audience data, editorial reach, webinars, and marketing-workflow integrations.

Execution now centers on integrating legacy TechTarget with Informa Tech digital assets. Results depend on technology marketing spending, subscription demand for research and data, search traffic, data privacy and AI regulation, internal-control remediation, and Informa's majority control.

Company facts

CEOGary Nugent
ListedDec 3, 2024
ExchangeNASDAQ
HeadquartersNewton, MA
CountryUnited States
Employees1,850
CIK0002018064
ISINUS87874R3084

Key statistics

Market cap$280.5M
EPS (ttm)−$2.48
P/E (ttm)−1.56
ROE-32.2%
P/B0.5535
P/S0.7725
Dividend yield
Beta0.63vs XLC 1.01

Year to date −25.0% · Average volume (30d) 401.8K

Analysts

Price target, next 12 months$35.00+802.1%Median of 16 analysts · vs the Aug 28 close
ConsensusBuy9 of 16 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Nov 11, 2025NeedhamTarget$25$15
Jun 10, 2025JP MorganDowngradeNeutralUnderweight
Oct 15, 2024Craig-HallumUpgradeHoldBuy$34$36

Earnings

EPS

Estimate−$0.12
ReportedDue Nov 9, 2026

Revenue

Estimate$121.8M
ReportedDue Nov 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26−$0.21−$0.30−40.6%$119.6M$116.1M−2.8%−10.90%
May 7, 2026Q1 FY26−$0.39−$0.98−149.2%$104.9M$106.0M+1.1%−5.72%
Mar 11, 2026Q4 FY25$0.01−$0.13−2,700.0%$140.9M$140.7M−0.2%+7.97%
Nov 10, 2025Q3 FY25−$0.25−$1.07−328.0%$121.3M$122.3M+0.8%−1.92%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$103.9M$119.9M$274.0K$140.7M$106.0M$116.1M
Gross profit$59.7M$68.8M$74.9M$89.8M$35.4M$64.5M
Operating income−$492.9M−$410.3M−$182.5M$12.5M−$20.5M−$22.1M
Net income−$523.4M−$398.7M−$76.8M−$9.5M−$70.8M−$21.7M
Diluted EPS−$7.32−$5.58−$1.07−$0.13−$0.98−$0.30
Gross margin57.5%57.3%27,348.9%63.8%33.4%55.5%
Operating margin-474.5%-342.1%-66,611.7%8.9%-19.4%-19.0%

Fiscal years (4-quarter sums)FY21 $263.4M · FY22 $297.5M · FY23 $232.4M · FY24 $284.9M · FY25 $364.8M

Revenue by product · Q2 FY26

Advisory Services$11.5M · 100%

Revenue by geography · FY25

North America$360.3M · 82%
Rest Of World$80.7M · 18%

Balance sheet, Jun 30, 2026Cash & short-term investments $45.8M · Total debt $131.7M · Total assets $853.4M · Shareholders' equity $506.9M

Dividends

No dividends on record.

Ownership

Institutions 44.59%32.24M sharesInsiders 1.04%752.1K sharesOther 54.37%39.31M shares

Shares outstanding 72.30M · Float 29.70M · 41.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Lynrock Lake LP8.75M12.10%13FAug 14, 2026
Trigran Investments, Inc.3.49M4.82%13FAug 12, 2026
Rice Hall James & Associates, LLC2.31M3.20%13FAug 7, 2026
BlackRock, Inc.2.16M2.98%13FAug 7, 2026
Bank of America Corp /DE/1.82M2.52%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 21, 2026Charles D. Rennickofficer: See Remarks−3,388$3.85
Aug 21, 2026Daniel T. Noreckofficer: Chief Financial Officer−5,633$3.85
May 29, 2026Steven Niemiecofficer: Chief Revenue Officer−19,321$4.75
Jun 1, 2026Steven Niemiecofficer: Chief Revenue Officer−629$4.75
May 22, 2026Steven Niemiecofficer: Chief Revenue Officer−20,000$4.75
View details

Peers

  • Gartner

    Dominant specialist-research and advisory rival

  • ZoomInfo

    GTM-data and buyer-intent rival for revenue teams

  • Forrester Research

    Direct research/advisory peer for technology and B2B leaders

  • Ziff Davis

    Digital-media rival for technology audiences and ad budgets

  • QuinStreet

    Performance-marketing analogue for demand generation

CompareAfter-hours close

CompanyPriceChange
Informa TechTarget$3.880.00%$280.5M0.8−3.2%
Gartner$198.39−0.04%$13.28B17.812.72.1−0.6%
ZoomInfo$4.18−0.59%$1.24B3.81.0+1.2%
Forrester Research$12.38+0.08%$240.3M16.00.6−10.2%
Ziff Davis$55.82−0.02%$2.06B3.211.01.6−18.6%
QuinStreet$19.18−0.05%$1.10B13.712.10.9+42.7%
Median13.712.11.0−0.6%