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Townsquare Media LLC (TSQ)
NYSE:TSQ
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Townsquare Media (TSQ) AI Stock Analysis

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TSQ

Townsquare Media

(NYSE:TSQ)

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Neutral 53 (OpenAI - 5.2)
Rating:53Neutral
Price Target:
$6.50
▲(3.01% Upside)
Action:Reiterated
Date:08/06/26
The score is held back primarily by weak financial quality—ongoing net losses, declining free cash flow, and especially negative equity that limits flexibility. Offsetting this, management’s earnings call commentary and guidance point to improving operational momentum in digital and partnerships, while valuation is helped by a very high dividend yield (though losses limit P/E usefulness). Technical signals are broadly neutral and do not add strong conviction.
Positive Factors
Digital Revenue Mix
Townsquare’s shift to digital as the majority of both revenue and profit is a durable structural change. A higher digital mix diversifies away from declining broadcast ad dollars, supports higher-margin programmatic products, and creates recurring, scalable revenue streams that improve long-term operating resiliency vs peers.
Negative Factors
Negative Equity
Negative shareholders' equity signals accumulated losses that limit balance sheet flexibility and raise refinancing risk. It constrains capacity to absorb shocks or pursue large M&A, can complicate covenant metrics, and makes the company more dependent on operating cash flow or external financing to restore capital adequacy over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Digital Revenue Mix
Townsquare’s shift to digital as the majority of both revenue and profit is a durable structural change. A higher digital mix diversifies away from declining broadcast ad dollars, supports higher-margin programmatic products, and creates recurring, scalable revenue streams that improve long-term operating resiliency vs peers.
Read all positive factors

Townsquare Media (TSQ) vs. SPDR S&P 500 ETF (SPY)

Townsquare Media Business Overview & Revenue Model

Company Description
Townsquare Media, Inc. functions as a digital media and marketing services firm primarily serving small and medium-sized enterprises. Its operations are structured across three distinct divisions: Subscription Digital Marketing Solutions, Digital ...
How the Company Makes Money
Townsquare Media primarily makes money by selling advertising and marketing services, with revenue historically organized around (i) Broadcast Advertising, (ii) Digital Advertising, (iii) Digital Marketing Solutions, and (iv) Live Events (categori...

Townsquare Media Earnings Call Summary

Earnings Call Date:Aug 06, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call presents a constructive picture of a company well into a strategic transformation toward a digital-first model: strong digital revenue mix (majority of profit and revenue), accelerating Digital Advertising (11% YoY) and robust programmatic growth (+27%), expansion of a capital-light media partnership business, and record TSI profitability (37.6% margin). Offsetting items include meaningful non-cash FCC impairments that produced a GAAP net loss, elevated net leverage (5.44x), TSI revenue still down (–8.5% YoY) while its salesforce is rebuilt, and ongoing broadcast revenue declines (–5.5% / –7.2% ex-political). Overall, the operational momentum in digital and reaffirmed guidance/significant strategic initiatives materially outweigh the accounting charges and near-term legacy-media pressures.
Positive Updates
Revenue and Guidance Met
Q2 net revenue of $115.4M was roughly flat year-over-year and above the midpoint of guidance; company narrowed full-year guidance to $425M–$431M in net revenue and $87M–$90M in adjusted EBITDA, with Q3 net revenue guidance of $108M–$110M (midpoint = low single-digit YoY growth).
Negative Updates
Adjusted EBITDA and Adjusted EPS Slight Declines
Q2 adjusted EBITDA was $24.8M, down 6.2% year-over-year and only modestly above guidance midpoint; adjusted net income per share was $0.21 versus $0.22 in the prior-year period.
Read all updates
Q2-2026 Updates
Negative
Revenue and Guidance Met
Q2 net revenue of $115.4M was roughly flat year-over-year and above the midpoint of guidance; company narrowed full-year guidance to $425M–$431M in net revenue and $87M–$90M in adjusted EBITDA, with Q3 net revenue guidance of $108M–$110M (midpoint = low single-digit YoY growth).
Read all positive updates
Company Guidance
Management guided Q3 net revenue of $108–$110M (midpoint ≈ low-single-digit YoY growth) and Q3 adjusted EBITDA of $22.5–$23.5M (midpoint ≈ mid-single-digit YoY growth), narrowed full‑year guidance to net revenue $425–$431M and adjusted EBITDA $87–$90M (which embeds ~ $8M of political revenue, vs $7.5M in 2022). They expect Digital Advertising to accelerate in Q3 above Q2’s +11% YoY (Q2 Digital Advertising +11%; programmatic ≈70% of YTD Digital Advertising and +27% in Q2; remnant ≈6% of YTD Digital Advertising; direct owned sites/apps grew high single digits) and Project Media Partnerships—now 16 partners covering 115 markets (74 owned + 41 partner markets)—to more than double $6M of 2025 revenue in 2026 and target $50M of revenue at a 20% margin within four years. Townsquare Interactive revenue was $17.2M in Q2 (‑8.5% YoY) with monthly stability at ≈$5.7M and record segment profit margin ~37.6%, with management expecting sequential monthly revenue growth by year‑end (possibly Q3); Broadcast revenue declined 5.5% in Q2 (‑7.2% ex‑political) with segment margins expected in the high‑20s for the remainder of the year and mid‑20s for the full year. Q2 company results included net revenue $115.4M, adjusted EBITDA $24.8M (above guidance midpoint, down 6.2% YoY), a Q2 net loss of $41.8M (‑$2.36/sh) driven by $26.6M FCC impairment ($35.2M YTD) and an $18M GAAP tax charge, adjusted net income per share $0.21 (vs $0.22 prior), $7.8M cash flow from operations in 1H, $462M debt and 5.44x net leverage (expecting leverage to tick down in H2), and a Board‑approved quarterly dividend of $0.20/sh ($0.80 annualized ≈ $14M, ~13% yield at current price).

Townsquare Media Financial Statement Overview

Summary
Fundamentals remain pressured: modest TTM revenue decline (−2.2%) and persistent net losses weigh on the profile. Cash flow is still positive (TTM operating cash flow ~$28.3M; free cash flow ~$14.3M) but free cash flow is falling (−30.3% TTM). The biggest risk is balance sheet fragility with negative equity (≈−$79.2M), limiting flexibility despite lower debt versus prior years.
Income Statement
38
Negative
Balance Sheet
24
Negative
Cash Flow
55
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue425.39M427.38M450.98M454.23M463.08M417.96M
Gross Profit96.33M90.70M124.20M125.03M138.15M129.66M
EBITDA104.99M62.79M49.74M11.79M75.32M86.37M
Net Income-50.30M-11.52M-12.70M-44.96M12.34M16.74M
Balance Sheet
Total Assets494.72M528.62M580.41M652.05M744.52M765.69M
Cash, Cash Equivalents and Short-Term Investments1.17M4.76M32.99M61.05M43.42M50.51M
Total Debt488.19M482.79M520.45M550.47M578.56M587.66M
Total Liabilities583.33M569.61M608.86M642.14M675.44M716.10M
Stockholders Equity-90.41M-44.41M-31.86M6.41M65.52M46.26M
Cash Flow
Free Cash Flow14.82M15.38M31.31M52.85M29.36M48.66M
Operating Cash Flow32.45M30.60M48.75M67.83M50.19M61.08M
Investing Cash Flow-11.59M-4.46M-9.93M-3.57M-37.76M-10.64M
Financing Cash Flow-25.19M-54.32M-67.38M-46.62M-19.51M-83.17M

Townsquare Media Technical Analysis

Technical Analysis Sentiment
Positive
Last Price6.31
Price Trends
50DMA
6.36
Negative
100DMA
6.11
Positive
200DMA
5.80
Positive
Market Momentum
MACD
-0.08
Negative
RSI
53.02
Neutral
STOCH
65.64
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSQ, the sentiment is Positive. The current price of 6.31 is above the 20-day moving average (MA) of 6.23, below the 50-day MA of 6.36, and above the 200-day MA of 5.80, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 53.02 is Neutral, neither overbought nor oversold. The STOCH value of 65.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSQ.

Townsquare Media Risk Analysis

Townsquare Media disclosed 33 risk factors in its most recent earnings report. Townsquare Media reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Townsquare Media Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$890.40M13.5323.85%14.75%
70
Outperform
$1.18B11.0115.49%4.49%0.55%82.53%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
59
Neutral
$1.96B46.582.55%-1.81%-35.73%
58
Neutral
$2.09B130.402.16%6.17%351.09%
53
Neutral
$106.29M-14.3217.82%12.68%-5.45%61.51%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSQ
Townsquare Media
6.33
0.43
7.29%
DLX
Deluxe
26.09
7.66
41.57%
ZD
Ziff Davis
50.95
13.26
35.18%
STGW
Stagwell
9.12
3.49
61.99%
QNST
Quinstreet
15.22
-0.98
-6.05%

Townsquare Media Corporate Events

Executive/Board ChangesShareholder Meetings
Townsquare Media Shareholders Elect Directors, Approve Pay Policies
Positive
May 12, 2026
On May 11, 2026, Townsquare Media, Inc. held its 2026 Annual Meeting of Stockholders, where shareholders elected Class III directors Stephen Kaplan and Bill Wilson to three-year terms expiring at the 2029 annual meeting. Stockholders also ratified...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026