Hackett Group, Inc. (The) (HCKT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
$11.21+1.17%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
Broken: Primary pillar broken — Achieve EPS near $0.34 per share next quarter: EPS $0.34 vs $0.33 target.
Hackett Group is a cheap technology consulting firm with a price-to-earnings ratio of 8.88, below peers at 11.48. The company aims to maintain revenue near $69 million next quarter and achieve EPS around $0.34 per share. It has a stable management team and a $40 million share buyback plan. These factors support a recovery from recent revenue declines.
Revenue declined from $75.8 million to $68.8 million last quarter, and EPS fell short at $0.17 versus guidance near $0.35. Sales activity is slowing, threatening future revenue guidance. The recent guidance cut and selloff reflect these challenges and risk further earnings weakness.
The market prices in about zero revenue growth and values the stock slightly below our fair value estimate near $11. Analysts have lowered estimates recently, reflecting the company's guidance cut and slowing sales. Our view differs by expecting a modest recovery if guidance targets hold.
Breaks if: EPS falls below $0.30 next quarter
Breaks if: revenue falls below $68 million next quarter
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable, yet high-risk opportunity in the tech sector. The current thesis state is intact, but the company faces challenges in revenue growth while focusing on AI-enabled services.
The market currently prices HCKT as cheap compared to its peers, with a low expectations gap. There is a sense of fragility in execution quality, but the overall valuation is justified given the recent performance.
Management has shown a mixed delivery on revenue growth, with a recent decline in revenue but an increase in earnings per share (EPS). The near-term risk of missing earnings is low, but the company has a history of consecutive misses, which could impact future performance.
Key factors for HCKT's future include guidance from management on upcoming calls, potential interest rate cuts by the Fed, and performance from sector leaders like IBM and ACN. These elements could significantly influence market sentiment and HCKT's trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats impacting the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
The company aims to maintain its revenue guidance for the upcoming quarters.
Breaks if: sales activity declines further over next 2 quarters
Over the next 1 to 3 years, HCKT's performance will depend on management's execution and external economic factors. Not investment advice.