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Huron Consulting Group Inc

Huron Consulting Group Inc

HURN
$149.93USD↑+0.33%+0.50 today

MARKET CAP

2.4B

P/E (TTM)

17.7x

FWD P/E

15.3x

DAY RANGE

$147 – $151

52W RANGE

$85
$187

AI Summary

Stalk
Buy NowHigh

HURN remains in a confirmed uptrend across all horizons, anchored by a rising long-term trend and supported by a Stage 2 advance. The active Devil’s Bargain continuation pattern and strong EMA alignment point to sustained demand, while consolidation below recent highs offers a favorable entry zone. Short-term timing is attractive as price tightly tracks the rising 9EMA and holds above the 20EMA, though a decisive break above the mid-August resistance region would add conviction. Overall, the risk/reward is tilted to the upside, warranting immediate participation via continuation-focused entries.

  • ↑Q2 2026 RBR rose 16% YoY to $465.6M, driven by broad segment demand.
  • ↑2026 RBR guidance lifted to $1.85–$1.89B, reflecting AI integration growth.
  • ↓Q4 2025 net income fell to $30.7M vs $34M prior, net margin 5.1%.
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The case for & against

Bull & Bear analysis

Bullish

Huron Consulting Group (NASDAQ:HURN) is a leading consulting firm focused on delivering services across healthcare, education, and commercial sectors. The company specializes in performance improvement, financial advisory, and digital transformation to help clients navigate complex operational challenges and market dynamics. Huron maintains a strong reputation for its ability to provide actionable insights and operational strategies, positioning itself favorably in a competitive consulting landscape driven by technological advancements, especially in AI integration and managed services.

Bull says

  • ↑Q2 2026 RBR rose 16% YoY to $465.6M, driven by broad segment demand.
  • ↑2026 RBR guidance lifted to $1.85–$1.89B, reflecting AI integration growth.
  • ↑Share repurchases of $208.6M YTD (9% of shares) enhance shareholder value.
  • ↑Over 60% of 2026 bookings are AI-driven, boosting digital capabilities.
  • ↑Adjusted EBITDA margin forecast at 14.5%–15% underscores operational strength.
  • ↑Low leverage and solid liquidity support further innovation and acquisitions.

Bear says

  • ↓Q4 2025 net income fell to $30.7M vs $34M prior, net margin 5.1%.
  • ↓Negative Q1 2026 free cash flow of $162.2M strains financial flexibility.
  • ↓Healthcare funding cuts and reimbursement pressures threaten demand.
  • ↓Integration of recent acquisitions like RelayCare poses execution risk.
  • ↓Elevated short interest and negative momentum signal investor skepticism.
  • ↓Competition from Deloitte, Accenture and McKinsey may compress margins.

Investment themes with HURN

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Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-16-2026neutral

Transcript signals

Bull points

  • our visibility is stronger at this point than it was earlier in the year, three months ago, due to increased clarity around some of the regulatory environment and our strong sales conversion over the first half of the year.
  • we achieved record RVR in the quarter, crossing the $400 million mark for the first time.
  • record RBR of $129.3 million, up $6.5 million, or .3% from the second quarter of 2024, driven by strong demand for our strategy and operations offerings, increased demand for our software and product offerings within our digital capability.

Bear points

  • I would say within our strategy and operations team bill, that's where we saw a lot of strength and I really characterize what we have seen strength, particularly in education is offerings that really drive higher benefits, either on investments in technology or helping our clients right now work through their strategy through what's a fairly good strategy.
  • ongoing financial pressures even besides these, because for a long time we've seen cost trends ahead of reimbursements and probably maybe even incremental with it, more pressure in this past year.
  • we actually do see demand for certain digital offering areas and really across the board, some of our performance improvement projects. We continue to see good strength there.
Read full transcript analysis ›