Hackett Group (HCKT) Stock Forecast & Price Target

The Hackett Group has demonstrated substantial growth in its SAP Solutions segment, with a 32% year-over-year increase in net revenue, contributing significantly to the overall performance as it accounts for 30% of the net revenue for Q4/25. This momentum is further amplified by expectations of improved adjusted EBITDA margins and non-GAAP EPS growth in 2026 and 2027, bolstered by double-digit revenue growth in the preceding years. The strategic shift towards AI revenue, which typically offers higher margins, is anticipated to enhance the company’s earnings performance moving forward.

The Hackett Group faces a challenging financial outlook with a projected year-over-year decline of 9% in total net revenue and a sequential decline of 3%. Key segments, such as Global Strategy and Business Transformation and Oracle Solutions, have shown significant weaknesses, with GSBT revenue down 11% year-over-year and Oracle Solutions experiencing a 20% decline year-over-year, both reflecting sluggish sales cycles. Additionally, adjusted EBITDA fell short of forecasts, further underscoring the company's financial difficulties and contributing to an overall negative outlook.