US PC Shipments Decline 1% in Q3 2025, Consumer Segment Grows 8%
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 hour ago0mins
- Market Trends: In Q3 2025, US PC shipments fell 1% year-on-year to 17.7 million units, indicating macroeconomic pressures, yet the consumer segment grew by 8% to 7.6 million units, highlighting robust consumer demand amidst challenges.
- Education and Government: Shipments in the education and government sectors plummeted by 23% in Q3, reflecting reduced government funding and layoffs that have led to declining tech spending, indicating ongoing weakness in these areas.
- Inventory Adjustment: A recent Omdia survey indicates that global commercial channel partners expect inventory levels to decrease in Q4 2025, and as excess inventories are cleared, the commercial segment is anticipated to gradually recover, potentially laying the groundwork for future growth.
- Outlook: Although the consumer PC market is projected to see an annual decline in Q4 2025, Omdia forecasts a 4% growth for the entire year, demonstrating the market's resilience and potential signs of recovery.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTGT is 11.67 USD with a low forecast of 10.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 5.390
Low
10.00
Averages
11.67
High
15.00
Current: 5.390
Low
10.00
Averages
11.67
High
15.00
Lake Street
Buy
downgrade
$12 -> $10
2025-06-18
Reason
Lake Street
Price Target
$12 -> $10
2025-06-18
downgrade
Buy
Reason
JPMorgan
Ella Smith
Neutral -> Underweight
downgrade
$18 -> $8
2025-06-10
Reason
JPMorgan
Ella Smith
Price Target
$18 -> $8
2025-06-10
downgrade
Neutral -> Underweight
Reason
JPMorgan analyst Ella Smith downgraded Informa TechTarget to Underweight from Neutral with a price target of $8, down from $18. After more than two months of delay, the company released its fiscal 2024 results, which were worse than expected, the analyst tells investors in a research note. The firm says that with more clarity on the combined performance and near-term prospects of the newly established company, it does not see Informa TechTarget as having attractive near-term investment characteristics. JPMorgan does not see a near-term turning point or positive catalyst.
Craig-Hallum
initiated
$12
2025-06-09
Reason
Craig-Hallum
Price Target
$12
2025-06-09
initiated
Reason
Craig-Hallum reinstated coverage of TechTarget with a Buy rating and $12 price target following the company's 10K filing and subsequent FY24 results conference call. The firm sees management laying a foundation to drive a return to growth, and notes the integration of Informa Tech assets continues to progress, with TechTarget streamlining the product portfolio and enhancing the go-to-market strategy. With heightened focus on the largest customers, Craig-Hallum sees opportunities to cross-sell and upsell a broader offering. As macro trends normalize the firm believes deal cycles should shorten and ultimately drive a growth ramp in the second half of 2025.
Lake Street
Eric Martinuzzi
Strong Buy
Maintains
$24 → $12
2025-04-16
Reason
Lake Street
Eric Martinuzzi
Price Target
$24 → $12
2025-04-16
Maintains
Strong Buy
Reason
Lake Street lowered the firm's price target on TechTarget to $12 from $24 and keeps a Buy rating on the shares after the company delayed its 2024 10-K filing, commented on 2024 financials, and gave color on its 2025 expectations. The company now expects broadly flat revenue for 2025, which is a decrease from prior commentary, says the analyst, who lowered the firm's 2025 estimates following the update.
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About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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