How will the reported strong growth in SNS, video, and Content Commerce affect TNL Mediagene's revenue forecasts and guidance for the full year?

The H‑1‑2025 results show that SNS usage, video consumption and Content‑Commerce GMV are all expanding at double‑digit rates, which are the core pillars of TNL Mediagene’s growth model. Management is therefore likely to lift its FY‑2025 revenue guidance, moving the top‑line outlook from the current “mid‑$200 million” range to the upper‑$200 million‑plus band (roughly a 10‑15 % uplift). The upgrade will be reinforced by higher CPMs on video inventory and a steeper take‑rate on commerce transactions, both of which have been cited as “key strategic growth drivers” in the release. Analysts will probably revise their 12‑month price targets upward by 8‑12 % and upgrade the consensus rating to “Buy/Outperform.”

From a trading perspective, the upbeat guidance and the 70‑point sentiment score should keep buying pressure alive. The stock is currently testing a short‑term resistance around $12.80, which aligns with the 50‑day EMA and the prior high from early July. A breakout above this level, on volume exceeding the 20‑day average, would validate the upside case and could trigger a move toward the next resistance near $14.00 (the 200‑day EMA). Conversely, a failure to sustain H‑2 momentum or a weaker‑than‑expected guidance revision could see the price retest the $11.20 support (the prior low and the 61.8 % Fibonacci retracement). Position sizes should reflect this risk‑reward profile: consider buying on a pull‑back to $11.40‑$11.60 with a stop just below $11.10, targeting the $13.50‑$14.00 zone for the upside.