Reading ASGN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ASGN free→Reading ASGN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ASGN free→Information TechnologySnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, while earnings quality is robust, cash backs up reported profits. Risk is elevated, and the sector backdrop is a tailwind, which may support ASGN's performance. Its earnings yield is above the sector (a relatively high yield). If ASGN cuts guidance on the next call, that's a meaningful negative, as the Street tends to walk down estimates and the stock usually takes a leg lower.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $19.53. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 3.36x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 69% of the time over the next year (vs 55% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$150.
How much price usually moves either way.
On a bad day, this stock has moved -$468.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $6,648.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Confidence changed from 'high' to 'medium'.
Row flagged provisional (some sub-scores became unavailable).
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Falling below this range could mean weaker demand or problems with execution.
Confirms:Q2 revenues were below $970 million.
Disproves:Q2 revenues were above $1,000 million.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for ASGN yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
No upside scenarios in the latest snapshot.
No downside scenarios in the latest snapshot.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
of this Current Report on Form 8-K as Exhibit 99.1. The Company’s management will discuss operations and financial results in an earnings conference call beginning at 4:30 p.m. Eastern time on April 22, 2026. A live audio broadcast of the conference call along with a supplemental presentation will be available to the public through links on the Investor Relations section of the Company’s website (www.asgn.com). The information in this report, including Exhibit 99.1 attached hereto, shall not…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus IT Consulting & Other Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ASGN ASGN Inc. | Typical Show detailsSector percentile: 52 of 100 | — | elevated |
IBM IBM | Typical Show detailsSector percentile: 37 of 100 | expensive | moderate |
ACN Accenture | Above typical Show detailsSector percentile: 99 of 100 | full | elevated |
CTSH Cognizant | Above typical Show detailsSector percentile: 91 of 100 | fair | elevated |
APLD APPLIED DIGITAL CORPORATION | Below typical Show detailsSector percentile: 22 of 100 | expensive | high |
Not investment advice. As of 2026-06-16.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
ASGN aims to keep its revenue within the range of $970 million to $1,000 million.
ASGN targets a gross margin between 28.3% and 28.7% for the upcoming quarter.
ASGN is focused on increasing cash generated from operating activities.
Why it matters: A drop below this level could indicate rising costs or pricing pressures.
Confirms:Gross margin reported below 28.3%.
Disproves:Gross margin reported above 28.7%.
Why it matters: A decline could mean problems in operations or challenges in the market.
Confirms:Operating cash flows were below $18.5 million.
Disproves:Operating cash flows were above $20 million.
of this Current Report on Form 8-K as Exhibit 99.1. The Company’s management will discuss operations and financial results in an earnings conference call beginning at 4:30 p.m. Eastern time on February 4, 2026. A live audio broadcast of the conference call along with a supplemental presentation will be available to the public through links on the Investor Relations section of the Company’s website (www.asgn.com). The information in this report, including Exhibit 99.1 attached hereto, shall no…