Why I'm Buying TechTarget: The Risk Is Priced In, The Recovery Isn't

  • TechTarget must evolve beyond intent data, integrating AI-driven personalization, community engagement, and real-time revenue tracking to remain indispensable in the marketing stack. Despite weak Q1 results and integration challenges post-Informa merger, the stock's low valuation already reflects much of the risk, offering potential upside. Execution on AI, product bundling, and global expansion is critical; failure to deliver on margin expansion or AI-driven growth would warrant a downgrade.