Harte Hanks Inc (HHS)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · HHS
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -87.8% |
| Our one-year growth estimate | diamond | -11.3% |
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 2026-11-04.
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 76.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 13 industry peers
HHS — earnings miss
Dated 2026-03-18
Results of Operations and Financial Condition. On March 17th, 2026, Harte Hanks issued a press release announcing its financial results for the fourth quarter and calendar year ended December 31, 2025. The full text of the press release is furnished with this Current Report as Exhibit 99.1 and is incorporated by reference herein. The information contained in this Item 2.02 (including Exhibit 99.1) of this Current Report is furnished pursuant to this
Why it matters: The merger offers $5.00 per HHS share, paid in cash or Star preferred shares. A failed vote would put that deal at risk.
Watch forHHS files vote results. Shareholders approved the Star merger.
Also watch forHHS files vote results. Shareholders rejected the merger, or the agreement ended before the vote.
Why it matters: Q1 revenue fell 10.3% from a year earlier to $37.3 million. Another year-over-year drop would show that revenue pressure continued.
Worry ifHHS reports Q3 2026 revenue below Q3 2025 revenue; the prior Q1 comparison was $37.3 million versus $41.6 million.
Less concerning ifHHS reports Q3 2026 revenue at or above Q3 2025 revenue.
Why it matters: Management said it aimed for positive EBITDA through 2026. Q1 EBITDA was $0.3 million, below $1.0 million a year earlier.
Supportive ifHHS reports positive EBITDA for Q3 2026 and for full-year 2026.
Worry ifHHS reports negative EBITDA for Q3 2026 or full-year 2026.
Why it matters: HHS received acquisition proposals during its search, but the board had not called any proposal superior. A better signed deal could replace the Star merger.
Supportive ifHHS announces a signed alternative deal. Its board says the offer is better than the Star merger.
Worry ifThe board says no proposal is better, or HHS closes the Star merger without signing an alternative deal.
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 | ±$131 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $501 loss on $10,000 · 5.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,695 loss on $10,000 · 46.9% | 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.