Hackett Group, Inc. (The) (HCKT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · HCKT
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 | 4.6% |
| Our one-year growth estimate | diamond | -0.4% |
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 2026-11-04.
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 5.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 23 industry peers · Company calendar date is not available
HCKT — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, The Hackett Group, Inc. (the “Company”) issued a press release setting forth its consolidated financial results for the second fiscal quarter ended June 26, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein. The information contained in
Why it matters: Revenue before reimbursements fell from $77.6 million in Q2 2025 to $68.3 million in Q2 2026. Another drop would keep pressure on the growth story.
Worry ifRevenue before reimbursements in the next reported quarter is lower than in the same quarter last year.
Less concerning ifRevenue before reimbursements in the next reported quarter is flat or higher year over year.
Why it matters: Management cited platform-led wins exceeding $30 million. New signed work would show that these wins are turning into sales.
Supportive ifThe company reports over $30 million in signed work from its platform. It links this work to booked revenue or larger projects.
Worry ifThe company reports less than $30 million in platform-led wins, or says these wins did not lead to booked work.
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 | ±$178 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $464 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,479 loss on $10,000 · 54.8% | 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.