Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Mastech Digital Inc (MHH)
AMEXIndustrialsStaffing & Employment ServicesSnapshot 2026-11-04
$6.37+2.25%
Close 2026-11-05 · 1-day change
AMEXIndustrialsStaffing & Employment ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.96 → 0.67 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for MHH yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operating income recovers above $500,000 | Mastech Digital is addressing its earnings miss with management focused on recovery. | Under Pressure | operating income remains below $500,000 through FY26 | Operating income: $13,000 FY2026-Q3; GAAP. Published target: >= $500,000. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 202613,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk transformation story, not a proven durable compounder: the company is trying to grow Data & AI and improve revenue quality while remaining loss-making. The thesis is on watch after a recent earnings beat, but its financial performance still sits below its industry cohort.
The valuation evidence is mixed: MHH is marked cheap versus peers, while also showing a 63% peer premium and a negative expectations gap of 0.17. The overall priced-in tag is justified, with low fragility, but the evidence does not show that weak results or sector headwinds are fully reflected.
In the near term, the latest earnings beat improved company momentum, but the company is also on a run of consecutive earnings misses and faces elevated risk at its next report. Over the multi-year view, Data & AI revenue and gross margin have improved sequentially, while Talent revenue has declined; liquidity remained steady with no bank debt, but operating income stayed near break-even or negative.
The key near-term risk is a guidance cut, which would reinforce concerns about estimates and execution. Sector bellwethers PAYX, RHI, and KFY are important signals: continued earnings strength and higher guidance would support the sector backdrop, while misses or lower guidance could remove that support. Over the multi-year view, the thesis also depends on Data & AI growth continuing and revenue-quality improvements not being outweighed by falling segment revenue.
For the next 1 to 3 years, MHH has signs of progress in Data & AI and liquidity, but weak operating performance, high risk, and sector headwinds leave the thesis unresolved. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Mastech Digital Inc's published investment case. The stated target is Office lease operational by Q3 2026. |
| Intact |
| office lease not operational by Q4 2026 |
Qualitative: Office lease operational by Q3 2026 target met Q3 2026 earnings beat; AI/data bookings $10.8M; continued EDGE investment pace through 2H 2026. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue stabilizes near $166 million | Analysts expect revenue near $166 million in 2026 with improving earnings. | Broken | revenue falls below $160 million in FY26 | Revenue: $41.987M FY2026-Q3; GAAP. Published target: >= $160 million. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 202641,987,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Valuation remains attractive versus peers | A supporting condition in Mastech Digital Inc's published investment case. The stated target is PE below 15. | Intact | PE rises above 20 without earnings improvement | P/E (TTM): 15.57x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202615.575 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.00 → $0.67 · observed estimates
$0.18B → $0.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-25 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-26 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-27 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-28 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-29 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-30 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-07-31 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-01 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-02 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-03 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-04 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-05 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-06 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-07 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-08 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-09 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-10 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-12 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-13 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-14 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-15 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-16 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-17 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-18 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-19 | $1.00 | $175,700,000 | 2 / 2 |
| 2026-08-20 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-21 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-22 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-23 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-24 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-25 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-26 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-27 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-28 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-29 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-30 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-08-31 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-01 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-02 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-03 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-04 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-05 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-06 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-07 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-08 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-09 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-10 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-11 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-12 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-13 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-14 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-15 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-16 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-17 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-18 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-19 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-20 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-21 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-22 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-23 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-24 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-25 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-26 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-27 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-28 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-29 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-09-30 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-01 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-02 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-03 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-04 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-05 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-06 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-07 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-08 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-09 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-10 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-11 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-12 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-13 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-14 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-15 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-16 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-17 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-18 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-19 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-20 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-21 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-22 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-23 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-24 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-25 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-26 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-27 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-28 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-29 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-30 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-10-31 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-11-01 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-11-02 | $0.96 | $175,700,000 | 2 / 2 |
| 2026-11-03 | $0.67 | $172,700,000 | 1 / 2 |
| 2026-11-04 | $0.67 | $172,700,000 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.