Huron Consulting Group, Inc. (HURN)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-09
$149.67+1.37%
Close 2026-09-09 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-09
Warn: Primary pillar under pressure — Adjusted EBITDA margin near 14.5% to 15.0%: EBITDA margin 12.7% vs 14.5% target.
Huron keeps growing revenue toward $1.82 billion in 2026. Profit margins stay near 15%. The company raised EPS guidance to about $7.6 per share for 2025. It has a cheap valuation with a P/E of 13.4, half the peer median.
Revenue growth could slow below 8.8% expected by analysts. Profit margins might fall below 14.5%. The recent sharp stock selloff shows investor concerns. Guidance is soft, signaling risks ahead.
The stock price is about 31% below our valuation level. Analysts expect roughly 9% revenue growth. The market prices in moderate growth but also reflects recent weakness and risks.
Breaks if: EPS falls below $7.5 per share in FY25
Breaks if: Margin falls below 14.5% in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a stable management team. The current thesis state is intact, supported by recent earnings performance and ongoing capital return strategies.
The market seems to have priced in a neutral valuation compared to peers, with a slight expectations gap. There is a sense of fragility due to weak execution quality, but this is not fully reflected in the current pricing.
Management is on track to increase revenue guidance and maintain adjusted EBITDA margins, which suggests a positive trajectory in fundamentals. However, there is a high risk environment and a low probability of missing earnings expectations.
The thesis hinges on the performance of sector bellwethers like EFX, BAH, and FCN. If these companies continue to perform well, it could support HURN's growth; conversely, any negative guidance from them could pose risks.
The most important moves since the prior daily snapshot.
Valuation rose by 10.1 points (from 48.2 to 58.3).
Mixed, the news cuts both ways. The latest earnings beat and raised revenue guidance support the read. However, the CEO's stock sale raises concerns about capital allocation strategy.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue to anticipate adjusted EBITDA as a percentage of RBR in a range of 14.5% to 15.0%.
Management maintains adjusted EBITDA margin guidance in a range of 14.5% to 15.0% of revenues before reimbursable expenses for 2026.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 15.1% in 2025-Q2 to 15.6% in 2026-Q2. Management maintains 2026 guidance for adjusted EBITDA margin at 14.5% to 15.0%, showing delivering margin expansion consistent with guidance.
“the company also anticipates adjusted EBITDA as a percentage of RBR in a range of 14.5% to 15.0%.”
“the company also anticipates adjusted EBITDA as a percentage of RBR in a range of 14.5% to 15.0%.”
“the company also anticipates adjusted EBITDA as a percentage of revenues before reimbursable expenses in a range of 14.5% to 15.0.”
Breaks if: Revenue falls below $1.78 billion or above $1.86 billion in FY26
Breaks if: P/E rises above peer median of 27.0
Overall, HURN's outlook remains stable, but it faces challenges from sector dynamics and execution quality. Not investment advice.