TechTarget, Inc. (TTGT)

TechTarget's stock price has experienced significant impacts over the past six months. The company reported its Q3 2025 earnings on November 10, 2025, with an EPS of $0.22, surpassing analysts' expectations. A substantial event impacting the stock was the combination with Informa Tech's digital businesses, finalized on December 2, 2024, which resulted in Informa PLC becoming the majority owner. TechTarget announced on December 6, 2024, that it could no longer rely on financial statements related to this acquisition, leading to a stock plunge. The crisis deepened by March 31, 2025, when TechTarget disclosed a delay in filing its 2024 Annual Report due to unresolved accounting issues and revealed a planned goodwill impairment charge. By April 17, 2025, the company received a Nasdaq non-compliance notice for the delayed filing, contributing to a decline in shares. Overall, the stock experienced a significant decline of 69.34% over the past year. The company is expected to announce its next earnings report on March 11, 2026.

TechTarget's CEO, Gary Nugent, has indicated that the fourth quarter (Q4) is seasonally the strongest quarter for the company, suggesting seasonal fluctuations in the demand for its products and services, with Q4 typically experiencing higher activity.

TechTarget, Inc. is an American company specializing in data-driven marketing and sales services for B2B technology vendors, operating within the technology and digital marketing industries. The company's offerings help technology vendors identify, reach, and influence corporate IT decision-makers. Its major products and services include data-driven intelligence and advisory services, demand generation solutions, brand solutions, content creation, and virtual events.

TechTarget, Inc. provides its purchase intent-driven marketing and advertising campaigns in North America, the United Kingdom, and internationally. The company's headquarters are located in Newton, Massachusetts, with additional offices in major global cities including London, Munich, Paris, San Francisco, Singapore, and Sydney.

In the past year, TechTarget's brand reputation has been significantly affected by a series of financial and regulatory challenges, including issues with financial statements related to its acquisition of Informa Tech Digital Businesses, the delayed filing of its 2024 Annual Report, a planned goodwill impairment charge, and a Nasdaq non-compliance notice. These events have also led to a securities fraud probe. Despite these challenges, TechTarget's CEO highlighted that the company received the Demandbase Technology Partner of the Year Award and its editorial team garnered 47 awards year-to-date.

TechTarget, Inc. has a significant institutional ownership presence, with institutional investors collectively owning 93.52% of the stock as of July 24, 2025. Major institutional shareholders include Trigran Investments, Inc., Lynrock Lake LP, and BlackRock, Inc. Following the combination with Informa Tech's digital businesses in December 2024, Informa PLC became the majority owner, holding a 57% equity stake in the combined entity, Informa TechTarget. Previous TechTarget shareholders retained a 43% stake. Bruce Levenson and Edwin Peskowitz are also listed among the significant individual insider owners.