TechTarget, Inc. (TTGT)
NASDAQ:TTGT
Want to see TTGT full AI Analyst Report?
Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.21Last Year’s EPS
-5.58Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive operational and financial trajectory: modest revenue growth (+2% YoY) alongside a pronounced improvement in adjusted EBITDA (+27% YoY) and margin expansion. Management highlighted strong liquidity, product and AI innovation, customer successes (notably Tanium), and improved operational efficiency (time to first lead down 38%). Offsetting items include a decline in the Intelligence & Advisory segment (-4% YoY), a sizable GAAP net loss that included a $45M non‑cash goodwill impairment, higher churn at the SME end, traffic disruption as search shifts to answer engines, and regional geopolitical headwinds. Overall, the positive execution, margin improvement, product momentum and retained guidance outweigh the headwinds described.Company Guidance
Revenue Growth
Q1 2026 revenue of $106 million, representing approximately 2% year‑over‑year growth.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $7.4 million, up 27% year‑over‑year, with adjusted EBITDA margin improving to 6.9% from 5.6% in the prior year.
Brand & Demand Segment Strength
Brand & Demand (B2D) represented ~70% of total revenue and grew around 5% year‑over‑year, with improved segment operating income and margins driven by unified demand offerings.
Liquidity and Low Leverage
Cash and cash equivalents of $47 million and ~ $130 million undrawn on a $250 million revolver (liquidity ≈ $178 million). Net debt of ~$72 million (~0.8x adjusted EBITDA LTM).
Product and AI Innovation
Launched Omdia AI Search Assistant, BrightTalk nurture demand pilot (12 customers), NetLine integration with Demandbase ABM, and AI/LLM content audit consulting—positioning products for an answer‑engine environment.
Membership and Priority Persona Engagement
Permission membership grew in low single digits; active membership among priority personas (e.g., CIOs, CISOs) rose high single digits in the quarter despite traffic disruption.
Client Success Example — Tanium
Tanium campaign delivered over 5,000 leads, $1.2 billion of influenced pipeline and an ROI of ~2,800x, leading to a new 2‑year deal with a >50% increase in annual investment.
Operational Efficiency Gains
Time to first lead for core demand products decreased by 38% year‑over‑year; management attributes adjusted EBITDA improvement to cost discipline, streamlining and integration efficiencies.
Omdia Business Momentum
Omdia KPIs—users, user engagement and Net Promoter Score—were up double digits in Q1, and product enhancements (70+ language support) increase global applicability.
Full‑Year Adjusted EBITDA Guidance Reiterated
Company reiterated full year 2026 adjusted EBITDA guidance of $95 million to $100 million, signaling confidence in execution and outlook.
TTGT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TTGT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $6.47 | $6.10 | -5.72% |
Mar 11, 2026 | $3.89 | $4.20 | +7.97% |
Nov 10, 2025 | $5.21 | $5.11 | -1.92% |
Aug 12, 2025 | $6.38 | $5.76 | -9.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TechTarget, Inc. (TTGT) report earnings?
TechTarget, Inc. (TTGT) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is TechTarget, Inc. (TTGT) earnings time?
TechTarget, Inc. (TTGT) earnings time is at Aug 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TTGT EPS forecast?
TTGT EPS forecast for the fiscal quarter 2026 (Q2) is -0.21.
