TechTarget Inc. Common Stock (TTGT)

FairStock Score: 72/100 — STEADY

Key Financials

Current Price$3.7
Market Cap$268M
P/E Ratio-1.52
ROE-30.42%
Dividend Yield—%
SectorTechnology

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable earnings, honest book value, and a margin of safety. TechTarget is a technology advertising and research/advisory business with the Omdia brand. At the 2026-10-13 close of $3.85, its market cap was $278.5M. FairStock's calculations show P/B of 0.55 and P/E of -1.58; the latter simply reflects that there are no positive earnings. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $116.1M and net loss was $21.7M, or diluted EPS -$0.30. That loss is far narrower than fiscal Q2 2025, the quarter ended 2025-06-30, when net loss was $398.7M and diluted EPS -$5.58. Still, fiscal Q1 2026 lost $70.8M, fiscal Q3 2025 lost $76.8M, FY2025 lost $1.0B, FY2024 lost $116.9M, and FY2023 lost $57.8M. The Lynch category is 'none' because it lost money in each of the last four years. Revenue growth is -3.16%, trailing free cash flow is -$13.9M, and FCF yield is -5.0%. FairStock shows ROE of -30.42% and ROCE of -1.83%, so capital is not earning a return. Debt-to-equity of 0.26 is modest, but Altman Z of -1.34 suggests distress risk, and Piotroski of 5/9 is only middling. The P/B discount may attract a Graham investor, but book value can shrink with continued losses. Omdia and advisory data may create stickiness, yet the numbers do not yet demonstrate a moat. I need evidence of sustained profit and positive cash flow before treating this as a true bargain.

In plain English: TechTarget sells advertising and research/advisory services to technology companies. It has lost money for several years and is burning cash, so the business looks weak. The stock price is low compared with its accounting book value, but that discount may simply reflect the persistent losses.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer