TeamViewer’s make-or-break moment arrives with February earnings report
TeamViewer’s upcoming financial release on February 10, 2026, has drawn significant attention from investors and analysts. The company has already confirmed it met its 2025 revenue targets, easing some concerns about its performance. Yet, while some see potential for a stock market rebound, others remain deeply sceptical.
The software firm will publish its full, audited 2025 results alongside updated 2026 guidance next month. This announcement follows a pre-release confirming it had hit its revenue goals, with no major red flags in operating figures. Bank of America has even called the stock 'significantly undervalued', suggesting room for a price recovery.
Yet short sellers continue to bet against TeamViewer. AQR Capital Management has increased its net short position from 2.92% to 3.01%, crossing the key 3% threshold. Qube Research & Technologies and Citadel Securities (Europe) have also trimmed—but not abandoned—their bearish bets, reducing their short stakes to 2.05% and 0.53%, respectively.
Critics point to several risks justifying the pessimism. Concerns include aggressive revenue recognition, where multi-year contracts are booked upfront, and heavy reliance on a few major clients for growth. Organic expansion has stalled amid rising competition from rivals like AnyDesk and Splashtop. The stock itself reflects the uncertainty, having plunged 46% over the past year and now sitting nearly 57% below its 52-week peak.
The February 10 release will be pivotal for TeamViewer’s market standing. Investors will scrutinise the updated guidance and audited figures for signs of stability or deeper vulnerabilities. The outcome could either reinforce the bullish case or validate the short sellers’ ongoing doubts.
