DHI Group Inc (DHX)
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-09-04
$4.52-1.31%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · DHX
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 | -59.3% |
| Our one-year growth estimate | diamond | 2.3% |
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.
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 61.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 11 industry peers · Company calendar date is not available
DHX — credit agreement
Dated 2026-04-06
Entry into a Material Definitive Agreement On April 1, 2026, DHI Group, Inc., a Delaware corporation (the “Company”), Dice Inc., a Delaware corporation (“Dice”), Dice Career Solutions, Inc., a Delaware corporation (“DCS” and, together with the Company and Dice, the “Borrowers” and each a “Borrower”), and certain of its subsidiaries, as guarantors, entered into a credit agreement (the “Credit Agreement”) with Bank of America, N.A., as administrative agent, swingline lender and L/C issuer, and…
Why it matters: Total revenue growth shows the business is healthy and growth plans are working.
Supportive ifTotal revenue in Q3 exceeds $30 million.
Worry ifTotal revenue in Q3 is below $30 million.
Why it matters: Better margins in the Dice segment show good cost control and more profit.
Supportive ifDice Adjusted EBITDA margin improves beyond 26% in Q3.
Worry ifDice Adjusted EBITDA margin remains at or below 26% in Q3.
Why it matters: Dice revenue has declined. Stabilization or growth would show effective management of this segment.
Supportive ifDice revenue increases or stabilizes above $15.8M in Q3 2026.
Worry ifDice revenue declines further below $15.8M in Q3 2026.
Why it matters: ClearanceJobs is growing fast. This growth helps the company’s plans and makes more money.
Supportive ifQ3 ClearanceJobs revenue growth exceeds 14% year over year.
Worry ifClearanceJobs revenue growth falls below 14% year over year.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$264 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $622 loss on $10,000 · 6.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,966 loss on $10,000 · 49.7% | 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: Growth in total revenue would mean recovery and better demand in all segments.
Supportive ifQ3 total revenue growth exceeds 0% year over year.
Worry ifQ3 total revenue declines year over year.
Why it matters: ClearanceJobs is a key growth driver. Meeting this target shows continued strength in the segment.
Supportive ifClearanceJobs revenue meets or exceeds $16M in Q3 2026.
Worry ifClearanceJobs revenue falls below $15M in Q3 2026.
Why it matters: Strong free cash flow supports capital allocation and share repurchase plans. It reflects financial health.
Supportive ifFree cash flow exceeds $4.5 million in Q3.
Worry ifFree cash flow falls below $4.5 million in Q3.
Why it matters: A drop in Adjusted EBITDA margin means less profit. It also shows operational issues.
Worry ifAdjusted EBITDA margin falls below 25% in Q2 2026.
Less concerning ifAdjusted EBITDA margin remains at or above 25% in Q2 2026.
Why it matters: Ongoing share buybacks show strong cash flow. They also show a commitment to shareholders.
Supportive ifThe company announced share buybacks in Q3.
Worry ifNo share repurchases are announced in Q3.
Why it matters: Integrating acquisitions well can help future growth. Updates will show if this works.
Supportive ifManagement shares news about how well they are working with Point Solutions Group. They also share details about revenue from this group.
Worry ifNo news or bad updates about the integration of Point Solutions Group.
Why it matters: Dice revenue decline impacts overall performance. A worsening trend raises concerns about future growth.
Worry ifDice revenue declines year over year worse than -14%.
Less concerning ifDice revenue stabilizes or grows year over year.
Why it matters: A drop in revenue growth could signal a slowdown in the Information Technology sector. This could affect DHI Group's performance.
Worry ifSector revenue growth reported below its median for the last year.
Less concerning ifSector revenue growth remains above its median for the last year.
Why it matters: A lower revenue forecast for Dice would signal ongoing weakness in the tech hiring market.
Worry ifQ2 2026 Dice revenue guidance falls below $15 million.
Less concerning ifQ2 2026 Dice revenue guidance meets or exceeds $15 million.