Informa TechTarget
Connects technology vendors with research, content, intent data, and demand-generation services.
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Profile
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
Categories
Key statistics
Year to date −25.0% · Average volume (30d) 401.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Nov 11, 2025 | Needham | Target | $25 | $15 | ||
| Jun 10, 2025 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Oct 15, 2024 | Craig-Hallum | Upgrade | Hold | Buy | $34 | $36 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 57.5% | 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
Revenue by geography · FY25
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
Shares outstanding 72.30M · Float 29.70M · 41.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lynrock Lake LP | 8.75M | 12.10% | 13F | Aug 14, 2026 |
| Trigran Investments, Inc. | 3.49M | 4.82% | 13F | Aug 12, 2026 |
| Rice Hall James & Associates, LLC | 2.31M | 3.20% | 13F | Aug 7, 2026 |
| BlackRock, Inc. | 2.16M | 2.98% | 13F | Aug 7, 2026 |
| Bank of America Corp /DE/ | 1.82M | 2.52% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Charles D. Rennick | officer: See Remarks | −3,388 | $3.85 |
| Aug 21, 2026 | Daniel T. Noreck | officer: Chief Financial Officer | −5,633 | $3.85 |
| May 29, 2026 | Steven Niemiec | officer: Chief Revenue Officer | −19,321 | $4.75 |
| Jun 1, 2026 | Steven Niemiec | officer: Chief Revenue Officer | −629 | $4.75 |
| May 22, 2026 | Steven Niemiec | officer: Chief Revenue Officer | −20,000 | $4.75 |
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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Informa TechTarget | $3.88 | 0.00% | $280.5M | — | — | 0.8 | −3.2% |
| Gartner | $198.39 | −0.04% | $13.28B | 17.8 | 12.7 | 2.1 | −0.6% |
| ZoomInfo | $4.18 | −0.59% | $1.24B | — | 3.8 | 1.0 | +1.2% |
| Forrester Research | $12.38 | +0.08% | $240.3M | — | 16.0 | 0.6 | −10.2% |
| Ziff Davis | $55.82 | −0.02% | $2.06B | 3.2 | 11.0 | 1.6 | −18.6% |
| QuinStreet | $19.18 | −0.05% | $1.10B | 13.7 | 12.1 | 0.9 | +42.7% |
| Median | 13.7 | 12.1 | 1.0 | −0.6% |







