Huron Consulting Group, Inc. (HURN)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
$155.27-1.79%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · HURN
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 | 17.5% |
| Our one-year growth estimate | diamond | 9.5% |
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 8.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 9 industry peers
HURN — director transition
Dated 2026-06-22
Director — Shoshana M. Vernick: Election of Shoshana M. Vernick as a director and appointment to multiple committees.
Why it matters: If revenue growth is below this level, it may mean demand is slowing or there are issues.
Worry ifQ3 2026 revenue growth below 13.9% year over year.
Less concerning ifQ3 2026 revenue growth above 13.9% year over year.
Why it matters: If the sector starts to grow again, it may help Huron's performance. This could indicate a better business environment.
Supportive ifRevenue growth in the industrials sector rises above 7% year over year.
Worry ifRevenue growth in the sector remains below 5% year over year.
Why it matters: Exceeding this growth rate would confirm strong demand and support the increased revenue guidance.
Supportive ifQ3 revenue growth is over 13% compared to last year. This shows strong business momentum.
Worry ifQ3 revenue growth falls below 10% year over year, suggesting weakening demand.
Why it matters: Affirming revenue guidance shows the company is on track for growth. It builds investor confidence.
Supportive ifManagement confirms full year 2026 revenue guidance of $1.78B to $1.86B.
Worry ifManagement revises down the full year 2026 revenue guidance below $1.78B.
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 | ±$206 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $450 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,142 loss on $10,000 · 51.4% | 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 the EBITDA margin guidance helps us understand how much money the company makes. It affects the company's financial health.
Watch forManagement says the adjusted EBITDA margin guidance will stay the same in the next earnings call.
Also watch forManagement says the adjusted EBITDA margin guidance will go down in the next earnings call.
Why it matters: Keeping the EBITDA margin shows good cost management and profit. It shows strong operations.
Supportive ifAdjusted EBITDA margin is above 14.5% for Q3 2026.
Worry ifAdjusted EBITDA margin is below 14.5% for Q3 2026.
Why it matters: Strong revenue growth shows high demand and good efficiency. It helps market sentiment.
Supportive ifQ3 revenues before expenses rise more than 12% compared to last year.
Worry ifQ3 revenues before expenses rise less than 12% compared to last year.
Why it matters: More share buybacks show a promise to return money to shareholders. It can raise confidence.
Supportive ifShare repurchases in Q3 exceed $50 million.
Worry ifShare repurchases in Q3 are below $50 million.