Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
DHI Group Inc (DHX)
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-11-04
$4.30-7.53%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.23 → 0.23 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DHX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA margin at or above 25% in FY26 | Profit margins are guided at 25% adjusted EBITDA. | Improving | Adjusted EBITDA margin falls below 25% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “Fiscal 2026 Financial Guidance DHI is providing its fourth-quarter 2026 outlook, narrowing its full-year revenue guidance range and raising its full-year Adjusted EBITDA margin guidance for DHI to 26% and Dice to 25% while maintaining ClearanceJobs at 40%.” “▪ Adjusted EBITDA was $8.9 million, an Adjusted EBITDA Margin of 28% compared to Adjusted EBITDA of $10.3 million, an Adjusted EBITDA Margin of 32%.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
DHX is a smaller-cap, loss-making business with an execution-driven multi-year view, rather than a proven durable compounder. The thesis is currently intact, but its risk level remains elevated and confidence in the evidence is medium.
The valuation signal is mixed: DHX is described as cheap versus peers, while the peer comparison also shows a 43% premium. The expectations gap is negative, suggesting current expectations may be difficult to meet; the priced-in assessment is tagged as justified, with low fragility.
Near term, recent earnings beats and reaffirmed margin guidance support the view that execution is holding up, though they do not erase the loss-making classification. ClearanceJobs is growing with strong margins, while Dice revenue is down year over year even as its margin improved. The main near-term risk is a guidance cut, despite low modeled miss risk and the recent improvement in the risk label from high to elevated.
The multi-year view depends on management sustaining margin progress and turning ClearanceJobs growth into durable results while addressing Dice revenue softness. Near term, a guidance cut would weaken the setup; easier rates or stabilization among major technology companies could improve the sector backdrop.
Over the next 1 to 3 years, DHX’s thesis rests on continued execution, especially margin discipline and ClearanceJobs growth, against the unresolved challenges of losses and Dice weakness. The current thesis is intact, but risk remains elevated. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Successful integration of acquisitions and capital allocation | A supporting condition in DHI Group Inc's published investment case. The stated target is Completion and integration of Point Solutions Group and $10M buyback. | Intact | Failure to integrate acquisitions or halt buybacks | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches at least $124 million in FY26 | A primary condition in DHI Group Inc's published investment case. The stated target is >=124 million USD. | Intact | Revenue falls below $124 million in FY26 | Revenue: $32.24M FY2026-Q3; GAAP. Published target: >=124 million USD. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 202632,240,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.22 → $0.23 · observed estimates
$0.13B → $0.13B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-07-25 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-07-26 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-07-27 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-07-28 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-07-29 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-07-30 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-07-31 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-01 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-02 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-08-03 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-08-04 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-05 | $0.22 | $127,650,670 | 2 / 3 |
| 2026-08-06 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-07 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-08 | $0.37 | $127,863,670 | 1 / 3 |
| 2026-08-09 | $0.37 | $127,863,670 | 1 / 3 |
| 2026-08-10 | $0.37 | $127,863,670 | 1 / 3 |
| 2026-08-11 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-12 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-13 | $0.23 | $128,150,670 | 2 / 3 |
| 2026-08-14 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-15 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-16 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-17 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-18 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-19 | $0.18 | $129,520,999 | 2 / 3 |
| 2026-08-20 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-21 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-22 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-23 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-24 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-25 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-26 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-27 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-28 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-29 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-30 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-08-31 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-01 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-02 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-03 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-04 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-05 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-06 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-07 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-08 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-09 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-10 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-11 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-12 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-13 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-14 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-15 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-16 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-17 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-18 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-19 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-20 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-21 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-22 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-23 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-24 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-25 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-26 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-27 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-28 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-29 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-09-30 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-01 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-02 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-03 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-04 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-05 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-06 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-07 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-08 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-09 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-10 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-11 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-12 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-13 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-14 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-15 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-16 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-17 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-18 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-19 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-20 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-21 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-22 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-23 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-24 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-25 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-26 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-27 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-28 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-29 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-30 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-10-31 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-11-01 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-11-02 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-11-03 | $0.23 | $128,297,750 | 2 / 3 |
| 2026-11-04 | $0.23 | $128,297,750 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.