AI Earnings Predictions for TechTarget Inc. (TTGT)

EX-99.1

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EX-99.1

EX-99.1

Exhibit 99.1

Informa TechTarget

November 6, 2026

Informa TechTarget Reports Third Quarter 2026 Results

Continuing Strategic and Product Progress

2026 Full-Year Guidance Updated

Newton, MA, November 6, 2026 – TechTarget, Inc. (Nasdaq: TTGT), (“Informa TechTarget” or the “Company”), an indispensable partner for B2B intelligence, media and marketing solutions, reports financial results for the third quarter ended September 30, 2026.

Gary Nugent, Chief Executive Officer, Informa TechTarget, said:

“We are operating with discipline in a market that continues to be shaped by macro volatility and AI investment. We continue to strengthen our product offering and sharpen our go-to-market strategy, focusing resources where we see the greatest opportunity to create value.”

He added: “We remain confident in our strategy and the opportunity created by our unique combination of trusted brands, market expertise, proprietary data and our ability to leverage the power of AI in the value we deliver to customers.”

Business Highlights

• Financial Performance: Revenues in Q3 grew by 2.6% over Q2 to $119.2 million, reflecting continuing sequential progress in what remains a subdued market. This represented 2.5% lower revenues than the same period in the prior year (Q3 2025: $122.3 million). Revenues for the first nine months of 2026 were modestly lower (-1.4%) compared to 2025. Net loss narrowed to $18.2 million (net loss margin 15.2%) for Q3 2026 from $76.8 million in Q3 2025 (net loss margin 62.8%);

• Trust and Authority: We continue to invest in proprietary data, first-party intent and audience intelligence. In Q3, this included the completion of our brand refresh, alongside the re-platforming and future proofing of the editorial and audience development strategy of TechTarget.com;

• Product Innovation: We remain committed to developing our product set to enhance customer value. In Q3, we launched Buyer Intelligence, combining proprietary first-party intent data, audience intelligence and AI-powered insights to help customers identify buying groups, understand needs and prioritize opportunities; Further, our Model Context Protocol (MCP) integration framework activates our proprietary intent and audience intelligence within our customers' AI workflows and environments;

• Commercial Execution: We continue to focus our go-to-market efforts on our largest clients and most attractive markets. This is delivering strong results from this customer group and, more broadly, our investment in marketing, sales development and AI-enablement is driving strong momentum in our new business pipeline, even if conversion rates continue to be impacted by wider macro uncertainty;

• Balance Sheet Strength: Cash and cash equivalents were $35.3 million at September 30, 2026, with $120.1 million drawn under the Company’s $250 million unsecured five-year revolving credit facility which resulted in net debt of $84.8 million, representing approximately 1x trailing 12-month Adjusted EBITDA;

• Updated 2026 Outlook: Macro volatility and our customers’ continuing prioritization of AI development over marketing investment means we now expect full-year 2026 revenues to be modestly lower than prior year. This is expected to translate through to an updated full-year 2026 Adjusted EBITDA(1) range of $80 million to $85 million.

Financial Summary

For the Three Months Ended September 30,

For the Nine Months Ended September 30,

($ in thousands)

2026

2025

% Change

2026

2025

% Change

Revenues

Brand to Demand

$

87,756

$

90,043

(2.5

)%

$

248,813

$

249,194

(0.2

)%

Intelligence & Advisory

$

31,466

$

32,243

(2.4

)%

$

92,605

$

96,922

(4.5

)%

Total revenues

$

119,222

$

122,286

(2.5

)%

$

341,418

$

346,116

(1.4

)%

Net loss

$

(18,159

)

$

(76,778

)

n.m.

$

(110,675

)

$

(998,828

)

n.m.

Net loss margin

(15.2

)%

(62.8

)%

n.m.

(32.4

)%

(288.6

)%

n.m.

Adjusted EBITDA(1)

$

18,560

$

22,606

(17.9

)%

$

40,973

$

45,692

(10.3

)%

Adjusted EBITDA margin (%)(1)

15.6

%

18.5

%

(2.9

)%

12.0

%

13.2

%

(1.2

)%

(1) Denotes a non-GAAP financial measure. See Non-GAAP Financial Measures below for explanations of these measures and reconciliations to comparable GAAP measures, and see Updated 2026 Outlook below for additional information on our forward-looking non-GAAP financial measures.

Third Quarter and Year-to-Date Financial Results

Third quarter revenues were $119.2 million, 2.5% lower than the prior-year period of $122.3 million. Within this, Brand to Demand revenues were $87.8 million, 2.5% lower year-over-year, primarily reflecting lower Intent Data revenue and the timing of customer campaign activity, particularly within international markets. Intelligence & Advisory revenues were $31.5 million, 2.4% lower year-over-year, with growth in subscription revenues offset by lower advisory revenues. For the first nine months of 2026, Group re

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EX-99.1

FOR IMMEDIATE RELEASE

Contacts:

Investor Inquiries Media Inquiries

Daniel Noreck Garrett Mann

Chief Finance Officer Corporate Communications

Informa TechTarget Informa TechTarget

investor@informatechtarget.com garrett.mann@informatechtarget.com

Informa TechTarget: Nine-month revenue update

Newton, MA — October 27, 2026 — TechTarget, Inc. (Nasdaq: TTGT) (“Informa TechTarget” or the “Company”), an indispensable partner for B2B intelligence, media and marketing solutions, today provides a brief update ahead of Informa PLC’s (“Informa”, the majority shareholder in TTGT) trading update which will include information on Informa TechTarget.

For the nine-month period to September 30, 2026, Informa will report underlying revenue growth for Informa TechTarget of -1.6% versus the comparable prior year period reflecting continuing market volatility, with enterprise technology customers prioritizing AI investment over product marketing and sales support.

As previously announced, Informa TechTarget will release its own full results for the quarter and nine-month periods to September 30, 2026 under US GAAP on November 6, 2026 which will be followed by a conference call with company management.

About Informa TechTarget

Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market.

As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise.

Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.

© 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners.

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking statements”. All statements, other than historical facts, are forward-looking statements, including: statements regarding the expected benefits of the transactions consummated on December 2, 2024 (the “Closing Date”) pursuant to the Agreement and Plan of Merger, dated as of January 10, 2024, among TechTarget Holdings Inc. (formerly known as TechTarget, Inc. (“Former TechTarget”)), Informa TechTarget, Toro Acquisition Sub, LLC, Informa PLC, Informa US Holdings Limited, and Informa Intrepid Holdings Inc. (the “Transactions”), such as improved operations, enhanced revenues and cash flow, synergies, growth potential, market profile, business plans, expanded portfolio and financial strength; our expectations surrounding the Transactions and our ability to grow our business and bolster our financial position; our expected contractual obligations and capital expenditures; our future results of operations and financial position; industry and business trends; the impact of market conditions and other macroeconomic factors on our business, financial condition and results of operations and guidance for 2026; our future business strategy, plans, market growth and our objectives for future operations; the effectiveness of our restructuring and workforce reduction program; the continued remediation of material weaknesses in our internal control over financial reporting; and our competitive market position within our industry. Forward-looking statements concern future circumstances and results and other statements that are not historical facts and are sometimes identified by the words “may,” “will,” “should,” “potential,” “intend,” “expect,” “endeavor,” “seek,” “anticipate,” “estimate,” “overestimate,” “underestimate,” “believe,” “plan,” “could,” “would,” “project,” “predict,” “continue,” “target,” or the negatives of these words or other similar terms or expressions that concern Informa TechTarget’s expectations, strategy, priorities, plans, or intentions. Forward-looking statements are based upon current plans, estimates, and expectations that are subject to risks, uncertainties, and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. We can give no assurance that such plans, estimates, or expectations will be achieved, and therefore, actual results may differ ma

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