1,010,000 Shares in TechTarget, Inc. $TTGT Acquired by EVR Research LP

EVR Research LP purchased a new stake in shares of TechTarget, Inc. (NASDAQ:TTGT) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,010,000 shares of the information services provider’s stock, valued at approximately $5,868,000. TechTarget makes up about 3.5% of EVR Research LP’s investment portfolio, making the stock its 7th largest position. EVR Research LP owned 1.41% of TechTarget as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of TTGT. BNP Paribas Financial Markets grew its holdings in shares of TechTarget by 103.5% during the third quarter. BNP Paribas Financial Markets now owns 5,658 shares of the information services provider’s stock worth $33,000 after purchasing an additional 2,877 shares during the last quarter. The Manufacturers Life Insurance Company bought a new position in shares of TechTarget in the second quarter valued at about $81,000. Los Angeles Capital Management LLC acquired a new position in TechTarget during the 2nd quarter worth about $90,000. Inscription Capital LLC bought a new stake in TechTarget during the 3rd quarter worth about $74,000. Finally, Intech Investment Management LLC grew its holdings in TechTarget by 13.4% during the 2nd quarter. Intech Investment Management LLC now owns 13,526 shares of the information services provider’s stock worth $105,000 after acquiring an additional 1,601 shares during the last quarter. Institutional investors and hedge funds own 93.52% of the company’s stock.

Key TechTarget News

Here are the key news stories impacting TechTarget this week:

• Positive Sentiment: Market rally after earnings — some outlets report TTGT jumped sharply ( ~24% intraday ) as investors cheered results and signs the Informa merger is gaining traction, driving optimism about revenue scale and future profitability. Why Informa TechTarget Stock Jumped 24% Thursday Morning
• Positive Sentiment: Full‑year revenue met guidance — Informa TechTarget reported 2025 GAAP revenue of $486.8M (combined basis ~$490.4M), which management says was consistent with guidance and supports the combined-company growth story. Informa TechTarget Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Improving EBITDA — coverage notes stronger EBITDA/adjusted profitability despite revenue execution challenges, a constructive signal for investors focused on margin recovery and cash generation going forward. TechTarget Q4 2025 Earnings Call Highlights
• Positive Sentiment: Insider buys and visible demand — filings/coverage show recent insider purchases and material YoY revenue growth (~40% in Q4), which support confidence in the combined business momentum. TechTarget Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Corporate calendar update — board set the 2026 annual meeting for June 11 and updated proposal deadlines; procedural but relevant for governance/activism watchers. TechTarget Sets 2026 Annual Meeting
• Neutral Sentiment: Earnings call transcripts posted — multiple transcripts are available for investors who want management’s tone and forward commentary (useful but informational). TTGT Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss and loss metrics — Q4 GAAP EPS missed expectations (reported around -$0.13 vs. positive/consensus estimates), with a net loss and negative margins; these headline misses keep downside risk for sentiment and valuations. TechTarget Earnings Snapshot
• Negative Sentiment: Analyst target cut — Lake Street reduced its price target from $10 to $8 (still a buy), signaling lower near‑term conviction on upside even as the rating remains positive. Lake Street Capital Lowers Price Target
• Negative Sentiment: Cash and margin pressure highlighted — some reports flag falling operating cash and wider losses despite revenue growth, which increases near‑term execution risk until synergies or margin improvement materialize. Q4 Financial Details and Cash Trends

Analyst Ratings Changes

A number of equities analysts have weighed in on TTGT shares. Needham & Company LLC reaffirmed a “buy” rating on shares of TechTarget in a research note on Thursday. Weiss Ratings reissued a “sell (e+)” rating on shares of TechTarget in a research note on Wednesday, January 21st. Finally, Lake Street Capital lowered their price target on shares of TechTarget from $10.00 to $8.00 and set a “buy” rating for the company in a report on Thursday. Three investment analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $10.75.

TechTarget Price Performance

Shares of TTGT stock opened at $4.20 on Friday. The firm has a market cap of $303.07 million, a price-to-earnings ratio of -0.30 and a beta of 0.96. TechTarget, Inc. has a 12 month low of $3.41 and a 12 month high of $15.55. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 0.20. The stock has a 50-day moving average price of $4.82 and a 200 day moving average price of $5.31.

TechTarget (NASDAQ:TTGT) last released its earnings results on Wednesday, March 11th. The information services provider reported ($0.13) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.48). TechTarget had a negative net margin of 207.13% and a negative return on equity of 13.77%. The business had revenue of $140.68 million for the quarter, compared to analyst estimates of $140.91 million. Research analysts expect that TechTarget, Inc. will post -0.46 EPS for the current year.

About TechTarget

TechTarget, Inc operates as a specialized media and information services company focused on the technology sector. Through a network of over 140 online channels and dedicated sites covering a wide range of IT topics—from cloud computing and cybersecurity to data analytics and storage—the company delivers targeted content, research, and insights to enterprise technology buyers. TechTarget’s offerings enable technology vendors and service providers to engage with qualified audiences at every stage of the purchasing cycle.

The company’s core products include purchase intent data solutions and lead-generation platforms designed to identify and nurture prospects actively researching technology solutions.