DHI Group beats Q4 revenue expectations, launches $10 mln buyback program

Overview

• AI-powered career marketplace's Q4 revenue beat analyst expectations despite a 10% decline

• Company repurchased 2.9 mln shares for $5.2 mln in Q4

• Company launches new $10 mln share repurchase program effective through February 2027

Outlook

• DHI Group expects Q1 2026 revenue between $28M and $30M

• Company targets FY 2026 revenue of $118M to $122M

• DHI Group aims for 2026 Adjusted EBITDA margin of 25%

Result Drivers

• CLEARANCEJOBS GROWTH - ClearanceJobs revenue and bookings increased, driven by defense hiring trends and strategic platform expansions

• DICE CHALLENGES - Dice revenue and bookings declined due to a challenging commercial tech hiring environment

• STRONG MARGINS - Company maintained strong margins and recurring revenue, supporting long-term growth strategies

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the employment services peer group is "buy"

• Wall Street's median 12-month price target for DHI Group Inc is $3.88, about 129.3% above its February 3 closing price of $1.69

• The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw8bflB3a

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