DHI Group Reports Q4 2025 Earnings with Positive Surprises
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy DHX?
Source: seekingalpha
- Earnings Beat: DHI Group's Q4 2025 non-GAAP EPS of $0.09 exceeded expectations by $0.03, indicating robust profitability amidst challenging market conditions.
- Revenue Decline: The reported revenue of $31.4 million, down 9.7% year-over-year, still surpassed expectations by $1.43 million, showcasing the company's competitive resilience.
- Stock Buyback Program: DHI Group has authorized a $10 million stock repurchase program aimed at enhancing EPS by reducing the number of shares outstanding, reflecting management's confidence in future growth.
- EBITDA Margin Target: The company targets a 27% EBITDA margin, planning to achieve this through new platform launches, leveraging the upswing in defense budgets to drive business expansion.
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Analyst Views on DHX
Wall Street analysts forecast DHX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DHX is 5.75 USD with a low forecast of 2.50 USD and a high forecast of 11.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 1.920
Low
2.50
Averages
5.75
High
11.50
Current: 1.920
Low
2.50
Averages
5.75
High
11.50
About DHX
DHI Group, Inc. is a provider of AI-powered career marketplaces that focus on technology roles. The Company’s brands enable recruiters and hiring managers to search for and connect with technology professionals based on the skills requested. Its segments include ClearanceJobs and Dice. ClearanceJobs is an online career community dedicated to connecting security-cleared professionals with employers in a secure and private environment to fill the jobs that safeguard the nation. The platform provides opportunities for employers and candidates to engage in real-time through messaging and live video, and for employers to promote differentiators through a multitude of branding products and features. Dice is a destination for technology and engineering talent in the United States to find relevant job opportunities. Job postings are available from both technology and non-technology companies across many industries, including positions for software engineers, big data professionals, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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DHI Group (DHX) Q4 2025 Earnings Call Transcript
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- Revenue Decline: The reported revenue of $31.4 million, down 9.7% year-over-year, still surpassed expectations by $1.43 million, showcasing the company's competitive resilience.
- Stock Buyback Program: DHI Group has authorized a $10 million stock repurchase program aimed at enhancing EPS by reducing the number of shares outstanding, reflecting management's confidence in future growth.
- EBITDA Margin Target: The company targets a 27% EBITDA margin, planning to achieve this through new platform launches, leveraging the upswing in defense budgets to drive business expansion.
See More
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- Sales Growth: The company achieved quarterly sales of $1.047 billion, exceeding the consensus estimate of $1.033 billion, demonstrating robust performance amid strong market demand.
- Stock Surge: Align's shares jumped 10.4% in pre-market trading to $178.13, reflecting a positive investor reaction to the financial results, which may attract more investor interest.
- Increased Market Confidence: This earnings beat not only enhances Align's market image but also potentially supports its future investment and expansion plans, further solidifying its leadership position in the industry.
See More
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- Earnings Report Highlights: The company reported fourth-quarter revenue of $31.4 million, a 10% decline year-over-year, yet adjusted EBITDA rose 2% to $9.4 million, with margins increasing from 26% to 30%, indicating effective cost management.
- Future Revenue Guidance: DHI Group projects fiscal 2026 revenue between $118 million and $122 million, with ClearanceJobs and Dice expected to generate $56 million to $58 million and $62 million to $64 million respectively, showcasing a positive outlook for growth.
- Market Performance Analysis: With a market capitalization of $78.28 million and a 40.5% decline in stock price over the past year, DHI Group's shares currently trade at $2.15, suggesting cautious market sentiment despite potential short-term rebound opportunities.
See More
DHI Group Q4 2025 Earnings Call Highlights
- Clear Growth Signals: DHI Group reported total revenue of $32.4 million for Q4 2025, down 10% year-over-year, yet ClearanceJobs revenue of $13.9 million showed a 1% increase, indicating signs of market recovery driven by improved sales execution under new leadership.
- Surge in AI Demand: The percentage of Dice job postings requiring AI skills rose from 28% to 55% year-over-year, despite a 17% decline in overall revenue, highlighting a growing market demand for AI capabilities that could set the stage for future recruitment growth.
- Shareholder Return Plan: The Board authorized a new $10 million share repurchase program aimed at enhancing shareholder value, while projecting 2026 revenue between $118 million and $122 million, reflecting management's confidence in future performance.
- Strategic Product Launch: ClearanceJobs plans to roll out a premium candidate subscription service in 2026, with early results being encouraging, which is expected to establish a new recurring revenue stream and further solidify the company's competitive position in the recruitment market.
See More
DHI Group (DHX) Q4 2025 Earnings Call Transcript
See More
DHI Group Reports Q4 2025 Earnings with Positive Surprises
- Earnings Beat: DHI Group's Q4 2025 non-GAAP EPS of $0.09 exceeded expectations by $0.03, indicating robust profitability amidst challenging market conditions.
- Revenue Decline: The reported revenue of $31.4 million, down 9.7% year-over-year, still surpassed expectations by $1.43 million, showcasing the company's competitive resilience.
- Stock Buyback Program: DHI Group has authorized a $10 million stock repurchase program aimed at enhancing EPS by reducing the number of shares outstanding, reflecting management's confidence in future growth.
- EBITDA Margin Target: The company targets a 27% EBITDA margin, planning to achieve this through new platform launches, leveraging the upswing in defense budgets to drive business expansion.
See More
DHI Group Announces Q3 Financial Results; Increases Full-Year Profit Forecast and Confirms Revenue Goals
Financial Performance Overview: DHI Group, Inc. reported a total revenue of $32.1 million for Q3 2025, a 9% decrease from the previous year, with a net loss of $4.3 million driven by a $9.6 million impairment of intangible assets.
Segment Performance: ClearanceJobs revenue increased by 1% to $13.9 million, while Dice revenue fell by 15% to $18.2 million. Total bookings also declined by 12%, with ClearanceJobs bookings down 7% and Dice bookings down 17%.
Adjusted EBITDA and Cash Flow: The company achieved an Adjusted EBITDA of $10.3 million, a 19% increase from the previous year, and generated free cash flow of $3.2 million, up from $2.3 million in Q3 2024.
Future Outlook: DHI Group maintains a full-year revenue guidance of $126 to $128 million, anticipating continued growth in ClearanceJobs due to increased defense spending, while noting that total bookings growth may not resume until the tech hiring environment stabilizes.
See More
