CRA International, Inc. (CRAI)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
$170.91-0.98%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · CRAI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 18.4% |
| Our one-year growth estimate | diamond | 5.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 13.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 9 industry peers
CRAI — dividend update
Dated 2026-08-06
Regulation FD Disclosure. On August 6, 2026 , we announced that our Board of Directors declared a quarterly cash dividend on our common stock of $0.57 per share to be paid on September 14, 2026 to all shareholders of record as of August 25, 2026. A copy of the press release is set forth as Exhibit 99.3 and is incorporated by reference herein. On August 6, 2026 , we also announced an increase and extension to our existing credit facility with a bank syndicate comprised of six lenders. A copy o…
Why it matters: Earnings above this level would show a recovery from the recent earnings miss.
Supportive ifEarnings per share reported above $1.80 for Q2.
Worry ifEarnings per share reported below $1.50 for Q2.
Why it matters: Keeping this margin shows good cost control. It shows the company can manage expenses while growing.
Supportive ifNon-GAAP EBITDA margin remains in the range of 12.0% to 13.0% for fiscal 2026.
Worry ifNon-GAAP EBITDA margin falls below 12.0% for the fiscal year.
Why it matters: This leadership change could impact governance and strategic direction. It shows board stability.
Watch forChristine Detrick is now the Lead Independent Director. This was confirmed at the meeting on July 16, 2026.
Also watch forThe appointment is delayed or not confirmed at the annual meeting.
Why it matters: Changes in sector revenue growth can affect CRA's performance. Faster growth could mean better times ahead.
Supportive ifSector revenue growth speeds up above 5% after June 25.
Worry ifSector revenue growth continues to decline below 5% after June 25.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$145 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $448 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,812 loss on $10,000 · 38.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Confirming the new revenue guidance shows strong demand and growth momentum. It signals confidence in future performance.
Supportive ifManagement confirms revenue guidance in the range of $805 million to $820 million for fiscal 2026.
Worry ifManagement lowers revenue guidance from the current range.
Why it matters: Growth in practices shows strong demand for CRA's services.
Supportive ifAt least six consulting practices report double-digit growth in the next quarter.
Worry ifFewer than six practices report double-digit growth in the next quarter.
Why it matters: Meeting this growth target would support CRA's full-year revenue guidance of $785M to $805M.
Supportive ifQ2 revenue growth of 10% or more year over year.
Worry ifQ2 revenue growth falls below 5% year over year.
Why it matters: Expanding the share repurchase program can signal management's confidence in the company's value. It can also support share price.
Supportive ifThe company announced it will expand the share repurchase program by $55M.
Worry ifThere is no announcement or the share repurchase program is canceled.
Why it matters: This payment shows CRA's promise to give back to shareholders.
Supportive ifThe quarterly dividend of $0.57 is paid as scheduled.
Worry ifThe dividend payment is canceled or cut.