FLNT, US34380C2017

Barrington keeps Hold on Fluent stock as revenue grows

Published on 10/05/2026 at 13:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fluent posted USD 48.45 million revenue in second quarter 2026, up 8.00 percent year over year. Fluent stock has 58.00 percent upside to USD 5.00 target.

FLNT, US34380C2017, Illustration mit AI erstellt.

Fluent (ISIN US34380C2017) reported USD 48.45 million in revenue in the second quarter of 2026, versus USD 44.64 million consensus. Markets Insider reported on October 1, 2026, that Barrington analyst Patrick Sholl maintained a Hold rating on Fluent. The company has moved from revenue contraction to measurable growth, but the share price still reflects a high-risk turnaround profile.

Revenue returns to growth

Investing.com reported that Fluent's second-quarter revenue rose 8.00 percent year over year to USD 48.40 million, marking the first year-over-year revenue growth in 15 quarters. The same report said adjusted net loss was USD 4.20 million and adjusted EBITDA was a loss of USD 1.80 million in that period.

The operating mix is changing quickly. According to StockTitan in a September 8, 2026 company release, Commerce Media Solutions represented 63.00 percent of consolidated revenue in the second quarter of 2026 and exceeded a USD 125 million annual revenue run rate. The segment also grew 90.00 percent year over year, giving management a larger growth engine than its legacy performance-marketing business.

Analysts keep targets above shares

The analyst picture is constructive but divided. Markets Insider cited a Moderate Buy consensus and an average target of USD 5.00 on October 1, 2026, equal to 58.00 percent upside from the level cited in that report. The same article identified Barrington's Hold stance and a USD 3.50 target from TipRanks dated September 17, 2026.

MarketBeat reported on September 10, 2026, that Lake Street raised its target to USD 5.50 from USD 5.00 while keeping a Buy rating, whereas Canaccord set a USD 4.50 target with a Hold rating. That spread places execution risk beside the revenue improvement: the business is growing, while profitability remains negative.

Nasdaq reference stays dated

Fluent was last at USD 2.98 on Nasdaq on October 2, 2026 at 4:00 p.m. ET with after-hours status. Its market capitalization was USD 88.9 million on that date, and the 52-week range was USD 1.70 to USD 4.49, leaving the last price 33.63 percent below the 52-week high.