17/07/2026
From 17th August, budget-limited campaigns with ROAS or CPA targets will stick to those targets more tightly. That's the promise, anyway - and it's worth thinking about what it can and can't mean.
A target can never say "only spend if you hit this ROAS". The algorithm needs time to establish whether the target is achievable, and it needs to explore auctions - some of which won't pay off - to gather the information that makes optimising towards it possible. Zero tolerance would produce absurd behaviour. So there has to be tolerance for deviation, in both directions, for a certain amount of time. What's changing can only be the width of that tolerance band.
And it has always run wider than is often appreciated. Smarter Ecommerce (smec)'s study of ROAS target changes in practice shows it well: the median result tracks the target faithfully enough, but the spread around it is considerable. The target moves, and actual ROAS follows it - generally, eventually, and with a fair degree of variation. That's the target-performance relationship we've been living with up to now.
https://smarter-ecommerce.com/blog/en/google-ads/target-roas-changes-in-google-ads-your-faq-guide/
Whatever the new tolerance band looks like, it won't be zero. Our job from the 17th onwards is to recalibrate - to redevelop a feel for how much deviation the new regime allows, and for how long.
The campaigns most clearly in the firing line are the ones currently beating their targets. If you want to protect one, lower its target to a ROAS you'd genuinely accept - but not far in advance. The change will have to trigger some form of relearning phase in any case, so there's little to gain by jumping the gun.
The other thing I'll be watching is whether the narrowing is symmetrical. In principle, it cuts both ways - overperformers on ROAS pulled down, underperformers pulled up. For a few reasons, I'm not so sure we'll see as much of the second part:
1. Every example in Google's help page on the change ( https://support.google.com/google-ads/answer/17061251 ) is of an overperformer being brought down to its target.
2. Ginny Marvin has clarified that "this change will not lead to any changes in spend". Likely she meant it purely as a reassurance that Google won't spend more of your money. But taken literally, it could only be true if the change is one-directional. There's no reduction in spend implied by a budget-limited overperformer being made to bid more aggressively - but tightening up an underperformer means less tolerance for auctions with lower expected value, and that has to mean (at least opening the door to) lower spend.
3. Which brings us to the cynical one… pulling performance up towards a ROAS target will entail a reduction in cost. Cost to us = revenue to Google… an equation to which Google is very much alive.
I expect movement in both directions - but perhaps not in equal measure. How unequal is the first thing I'll be measuring after the 17th.
Review campaigns and adjust targets using the Bid Target Adjustment Tool.Starting August 17, 2026, Google will be making changes to its bidding systems, making it easier for you to get more consistent