Needham reiterates Buy rating on TechTarget stock with $15 price target

Published 13/08/2025, 11:30
Needham reiterates Buy rating on TechTarget stock with $15 price target

Investing.com - Needham has reiterated its Buy rating and $15.00 price target on TechTarget, Inc. (NASDAQ:TTGT), currently trading at $5.77, following the company’s second-quarter earnings report. According to InvestingPro data, the stock appears undervalued, trading near its 52-week low of $5.55 after declining nearly 79% over the past year.

TechTarget reported Q2 results with revenue exceeding Needham’s estimates, while EBITDA came in below expectations due to depressed gross margins from low fixed cost leverage. The results aligned with TechTarget’s pre-release issued alongside parent company Informa Group’s first-half 2025 results announcement on July 23, 2025. The company maintains a moderate debt level with a debt-to-capital ratio of 0.25, as revealed in InvestingPro’s detailed financial health analysis.

The company maintained its fiscal year 2025 guidance for both revenue and EBITDA targets. Needham believes the post-earnings report sell-off in TechTarget shares is excessive, noting that free cash flow conversion from EBITDA is projected to improve in 2026 after one-time merger-related costs impact 2025 results.

Needham projects TechTarget could achieve approximately $95 million in EBITDA for 2026 with roughly 50% conversion to free cash flow, implying a 10% free cash flow yield at the current share price.

The research firm expressed encouragement that management has already improved revenue quarter-over-quarter, with further progress anticipated in the second half of 2025.

In other recent news, TechTarget Inc reported its financial results for the second quarter of 2025, revealing a significant earnings miss. The company posted an earnings per share (EPS) of -$5.58, which was far below the anticipated $0.44, resulting in a negative EPS surprise of 1368.18%. Despite this, TechTarget’s revenues exceeded expectations by 93.92%, indicating a robust top-line performance. These recent developments have drawn attention from the investment community, given the stark contrast between the earnings miss and the revenue beat. Although the earnings report led to a stock decline in pre-market trading, the revenue figures suggest underlying business strength. Investors are closely monitoring the situation as they assess the implications of these financial results.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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