Hackett Group, Inc. (The) (HCKT)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
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 | -16.4% |
| Our one-year growth estimate | diamond | -0.3% |
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.
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 16.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 38 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: The new borrowing limit of $125 million affects how the company uses its money. It shows how the company manages its funds.
Watch forThey used the new credit line for key investments and operations.
Also watch forThere is little use of the new credit line or a drop in cash flows.
Why it matters: High use may show financial stress. This can limit future money options.
Worry ifCredit facility use was more than $100 million.
Less concerning ifCredit facility use was less than $90 million.
Why it matters: This report will show how well Hackett Group is doing in a slowing growth sector. Investors will look for signs of revenue growth and margin trends.
Watch forQ2 revenue growth exceeds 5% year over year, indicating strong performance.
Also watch forQ2 revenue growth falls below 0%, suggesting weak performance.
Why it matters: Positive cash flow shows good financial health and efficiency. It helps with investments and returns to shareholders.
Supportive ifCash flow from operations was over $15 million.
Worry ifCash flow from operations was below $10 million.
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 | ±$181 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 | $5,573 loss on $10,000 · 55.7% | 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: If revenue growth drops below the median, it could indicate a slowdown in the sector.
Worry ifRevenue growth was below the sector median. This shows a big slowdown.
Less concerning ifRevenue growth remains above the sector median, showing continued strength.
Why it matters: If the Information Technology sector grows, it may boost Hackett Group's results.
Supportive ifSector revenue growth speeds up to 6% or more.
Worry ifSector revenue growth stays below 4%. This shows it is still slowing down.
Why it matters: Growth in AI platform engagements signals the effectiveness of the company's strategy. This is a key area for future revenue.
Supportive ifManagement says there is a big rise in the number of AI platform engagements.
Worry ifManagement says there is no growth or a drop in AI platform engagements.
Why it matters: This range shows if the company can stabilize revenue after recent drops. Hitting this target means demand for services is coming back.
Supportive ifRevenue before reimbursements for Q3 lands within the $68M to $70M range.
Worry ifRevenue before reimbursements for Q3 falls below $68M.
Why it matters: This EPS range shows management's trust in making money. Hitting this target means they are managing costs well.
Supportive ifAdjusted EPS for Q3 lands within the $0.37 to $0.39 range.
Worry ifAdjusted EPS for Q3 falls below $0.37.
Why it matters: This shows that demand for AI services is growing. It means the company is expanding its market.
Supportive ifThey announced new platform wins over $30 million.
Worry ifNo new platform-led wins announced or wins below $30 million.
Why it matters: Positive cash flow signals financial health. It shows the company can fund operations and investments.
Supportive ifCash flow from operations remains positive in Q3.
Worry ifCash flow from operations turns negative in Q3.