Expectations trend
FY2027 · fiscal year ending 2027-12-26 · fmp
Hackett Group, Inc. (The) (HCKT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$13.280.00%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyInformation Technology 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
1.59 → 1.59 EPS · FY ending Dec 26, 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 HCKT 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 |
|---|---|---|---|---|
Achieve EPS near $0.34 per share next quarter | The company aims to maintain revenue near $69 million next quarter and achieve EPS around $0.34 per share. | Broken | EPS falls below $0.30 next quarter | Diluted EPS: $0.14 per share FY2026-Q3; GAAP. Published target: >= $0.33 per share. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 4, 20260.14 USD/share · 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. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-26 · 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.
Review earningsObserved 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.
HCKT is a small-cap technology services company with a mixed-growth, execution-dependent profile, rather than a clear durable growth story. The long-term thesis is intact, supported by strong recent financial performance relative to its industry, but delivery on revenue growth and AI-enabled services remains uneven.
The valuation is cheap versus peers, and its recent valuation measure fell from 78.8 to 66.4. The expectations gap is close to neutral, and the evidence describes the pricing as justified, with low fragility rather than a broad setup of expensive valuation, weak execution, and turbulent conditions.
Near-term results may remain mixed: revenue fell from $78.9 million to $69.3 million across the cited quarters, while GAAP diluted earnings per share rose and adjusted earnings per share slipped slightly. Management is consistently focused on growth and AI-enabled services, but platform wins above $30 million have not yet shown up as clear revenue growth; capital allocation and credit facility management are progressing. A recent earnings miss and a run of misses raise execution risk, although the stated near-term miss probability is 34% and the watch tier is quiet.
The multi-year view hinges on whether revenue stabilizes and management turns AI-enabled service demand and platform wins into visible growth. A guidance cut on the next call would be a meaningful negative, while steadier results from large technology peers or lower interest rates could ease sector pressure. The evidence does not establish how much either favorable scenario would change HCKT’s own operating results.
Over the next 1 to 3 years, HCKT presents a cheap-versus-peers but high-risk thesis: improving earnings and disciplined capital allocation are positives, while declining revenue and uneven execution remain central concerns. The thesis depends on clearer growth delivery, not valuation alone. 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.
Maintain revenue near $69 million next quarter |
| The company aims to maintain revenue near $69 million next quarter and achieve EPS around $0.34 per share. |
| Broken |
| revenue falls below $68 million next quarter |
Revenue: $69.79M FY2026-Q3; GAAP. Published target: ~$69 million. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 4, 202669,790,000 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. |
Stabilize or improve sales activity | A supporting condition in Hackett Group, Inc. (The)'s published investment case. The stated target is sales activity stabilizes or improves over next 2 quarters. | Improving | sales activity declines further over next 2 quarters | Q4 rev $68M-$70M vs Q1 slower activity Q3 earnings beat and Q4 guidance of $68M-$70M indicate stabilizing sales activity despite earlier Q1 slowdown reports. Nov 4, 2026Last 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.
$1.67 → $1.59 · observed estimates
$0.29B → $0.29B · 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 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-25 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-26 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-27 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-28 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-29 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-30 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-07-31 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-01 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-02 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-03 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-04 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-05 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-06 | $1.67 | $294,357,500 | 1 / 1 |
| 2026-08-07 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-08 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-09 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-10 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-12 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-13 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-14 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-15 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-16 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-17 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-18 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-19 | $1.59 | $285,733,000 | 2 / 1 |
| 2026-08-20 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-21 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-22 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-23 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-24 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-25 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-26 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-27 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-28 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-29 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-30 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-08-31 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-01 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-02 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-03 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-04 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-05 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-06 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-07 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-08 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-09 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-10 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-11 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-12 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-13 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-14 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-15 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-16 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-17 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-18 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-19 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-20 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-21 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-22 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-23 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-24 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-25 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-26 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-27 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-28 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-29 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-09-30 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-01 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-02 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-03 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-04 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-05 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-06 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-07 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-08 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-09 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-10 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-11 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-12 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-13 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-14 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-15 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-16 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-17 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-18 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-19 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-20 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-21 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-22 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-23 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-24 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-25 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-26 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-27 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-28 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-29 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-30 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-10-31 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-11-01 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-11-02 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-11-03 | $1.59 | $285,733,000 | 2 / 2 |
| 2026-11-04 | $1.59 | $285,733,000 | 2 / 2 |
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.
2 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.