TechTarget, Inc. (TTGT)

TechTarget's stock has experienced significant volatility in the past six months. The share price saw a substantial decline of 80.99% from October 21, 2024, to October 20, 2025. In January 2024, TechTarget announced a definitive agreement to merge with Informa's Informa Tech digital business. In April 2025, a Needham analyst reiterated a "Buy" rating but lowered the price forecast from $40.00 to $25.00, citing macro challenges and valuation compression. In September 2025, TechTarget, Inc. was dropped from the S&P 1000, S&P 600 Communication Services, S&P Composite 1500, and S&P 600 indices.

TechTarget's business has historically exhibited seasonality, with new product releases by customers often driving sequential increases in revenues. The company has observed signs of a return to normal seasonality. However, the macro technology environment has led to caution among customers regarding sales and marketing investment levels, a dynamic expected to persist throughout 2024 due to uncertainties surrounding inflation, interest rates, the presidential election, and geopolitical issues. A more favorable macro environment is anticipated in 2025 and 2026.

TechTarget, Inc. is a provider of data-driven marketing services for B2B technology vendors, operating within the Information Technology Services industry. Its core business involves informing and influencing technology buyers and sellers through B2B first-party data and data-driven solutions. The company offers intelligence and advisory services, data-driven intelligence products, specialist technology research through Omdia, brand solutions, custom content creation, video content creation, virtual events through BrightTALK, and intent and demand solutions like Priority Engine. TechTarget, Inc. was incorporated in 2024 and is headquartered in Newton, Massachusetts.

TechTarget, Inc. is headquartered in Newton, Massachusetts, and has a global presence with offices in London, Munich, Paris, San Francisco, Singapore, and Sydney. The company provides purchase intent-driven marketing and advertising campaigns in North America, the United Kingdom, and internationally. As of September 2025, Informa TechTarget has offices in 19 global locations.

TechTarget has a history of industry recognition, including being named to B2B magazine's Media Power 50 list in 2001 and its CEO recognized as a Top 25 Newsmaker by AdAge in 2005. In September 2025, Informa TechTarget announced a 41% growth in its intent data. Analysts generally hold a positive opinion on the stock, with an average consensus recommending overweighting or purchasing the stock. However, over the past year, analysts have significantly revised downwards their profit estimates, and financial statements have repeatedly fallen below market expectations.

TechTarget, Inc. stock ownership is a mix of institutional, retail, and individual investors. Approximately 29.49% of the company's stock is owned by Institutional Investors, 0.68% by Insiders, and 69.83% by Public Companies and Individual Investors. Major institutional owners include Trigran Investments, Inc., BlackRock, Inc., Lynrock Lake LP, Vanguard Group Inc, iShares Core S&P Small-Cap ETF, Rice Hall James & Associates, Llc, Bank Of America Corp /de/, HighTower Advisors, LLC, State Street Corp, and Royal Bank Of Canada. Informa PLC is the largest individual TechTarget shareholder, owning 41.65 million shares, representing 58.26% of the company.