Harte Hanks Inc (HHS)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$4.27+1.43%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
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 | -87.4% |
| 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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 76.1 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 2026-09-04 · Compared with 22 industry peers · Company calendar date is not available
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: New business wins would validate the shift to higher-value services and support growth plans.
Supportive ifA press release announcing at least two new major clients in targeted sectors.
Worry ifNo announcements of new strategic wins in the next quarter.
Why it matters: Sector growth impacts Harte Hanks' ability to improve its performance.
Watch forSector revenue growth speeds up to 5% or more in Q3 2026.
Also watch forSector revenue growth remains below 5% in Q3 2026.
Why it matters: Positive EBITDA means the company is working better. It shows progress towards management's goals.
Supportive ifQ2 2026 EBITDA turns positive after a decline in Q1 2026.
Worry ifQ2 2026 EBITDA is still negative.
Why it matters: A smaller drop in revenue would show progress in moving to better services. It would also mean better customer relationships.
Supportive ifQ2 2026 revenue declines less than 10% compared to Q2 2025.
Worry ifQ2 2026 revenue declines equal to or worse than 10% year over year.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$165 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $518 loss on $10,000 · 5.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,885 loss on $10,000 · 48.9% | 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.
Why it matters: Keeping a strong cash balance is important for growth strategies and having enough cash.
Supportive ifCash balance at the end of Q2 2026 is above $4 million.
Worry ifCash balance falls below $4 million by the end of Q2 2026.
Why it matters: Getting new business helps growth and supports the move to better services.
Supportive ifNew contracts or partnerships are announced in key sectors.
Worry ifNo new business wins announced. This shows ongoing revenue issues.
Why it matters: Closing the merger would give cash and help fix Harte Hanks' problems. It could make the company more stable and help it grow.
Supportive ifThe merger is expected to close in 60 to 90 days after September 13, 2026.
Worry ifThe merger is delayed beyond the expected timeframe or fails to close.