Dormant
HURN · Huron Consulting Group Inc.
Last analysed ·
Against its published line
Nothing is through its line on this close.
How to read this
The red mark is the published kill line — the price that would prove the pick wrong. The dot is where the name closed on 28 August 2026; a dot LEFT of the mark has closed through its line.
Distance is drawn on a square-root scale, so close calls get the room. Past 8% a row stops competing and reads well clear, with a hollow dot to say the figure is off the drawn scale. Rows run tightest first.
Resolved Graded and closed 2026-09-11 at low conviction — the published kill line fired. Coverage continued after the close; the read below is dated 2026-09-13 and is not part of the scored record.
Current thesis
AI-disruption discount still unwinding, but the bid has stopped widening: the 2026-08-28 close of $159.84 is below the 2026-08-21 close of $161.64, no analyst has moved a target since 2026-07-29, and Huron has published nothing since the 2026-07-28 raise. No company-dated event falls before the unannounced Q3 print, leaving a maturing narrative carried by multiple alone.
Kill line
A weekly close below $150 gives back the August shelf built off the 2026-08-07 close of $152.05; secondarily, the September conference window passing with no Huron appearance announced, or FY2026 RBR guidance marked below the $1.850B floor at the Q3 print.
Pick status
Invalidated resolved published kill line fired How this is scored →Latest analysis and events for HURN —
As of 13 September 2026, the latest FrontierPicks analysis for Huron Consulting Group Inc. (HURN): AI-disruption discount still unwinding, but the bid has stopped widening: the 2026-08-28 close of $159.84 is below the 2026-08-21 close of $161.64, no analyst has moved a target since 2026-07-29, and Huron has published nothing since the 2026-07-28 raise. No company-dated event falls before the unannounced Q3 print, leaving a maturing narrative carried by multiple alone.
Kill line: A weekly close below $150 gives back the August shelf built off the 2026-08-07 close of $152.05; secondarily, the September conference window passing with no Huron appearance announced, or FY2026 RBR guidance marked below the $1.850B floor at the Q3 print.
Current Thesis
Huron Consulting Group’s artificial-intelligence discount-unwind thesis failed its published price test when the shares closed at $149.93 on 2026-09-11, below the $150 weekly threshold. The operating argument remains supported by the company’s 2026-07-28 guidance increase, but that evidence did not preserve the market structure specified in the previous assessment.
The narrative is dead under that published test — the 2026-09-11 weekly close breached the condition established in the 2026-08-30 note. This is a classification of the failed rerating thesis; the price breach does not establish that consulting demand has deteriorated. No replacement threshold is justified by the supplied price observations.
Bullish and bearish views on Huron Consulting Group Inc.
The model's bull view on Huron Consulting Group Inc. (HURN), in brief: July results supported demand resilience. The bear view: The published structure has failed. The supplied adjusted close of $149.93 on Friday, 2026-09-11, breached the previous note’s $150 weekly invalidation threshold. The earlier market reference close was $159.84 on 2026-08-28; the July guidance increase therefore coexists with a… Both cases follow in full.
Bull Case
- July results supported demand resilience. Huron reported second-quarter 2026 revenues before reimbursable expenses (RBR) of $465.6 million, up 15.7% year over year, with 10.8% organic growth. These are measured operating results supporting the earlier argument that artificial intelligence had not displaced aggregate demand. Huron’s 2026-07-28 results
- The annual guidance increased. On 2026-07-28, Huron raised fiscal 2026 RBR guidance to $1.850–1.890 billion and adjusted diluted earnings per share guidance to $9.00–9.40. A subsequent RBR forecast below the $1.850 billion floor would break this remaining operating support. Huron’s results release
Bear Case
- The published structure has failed. The supplied adjusted close of $149.93 on Friday, 2026-09-11, breached the previous note’s $150 weekly invalidation threshold. The earlier market reference close was $159.84 on 2026-08-28; the July guidance increase therefore coexists with a lower subsequent close.
- Targets have supplied no fresh confirmation. Stock Analysis’s page retrieved on 2026-09-13 still displayed a $190.75 consensus target across five analysts, with a $160–$215 range and targets last updated on 2026-07-29. Its data-check date was 2026-09-09; this supports a statement about that dataset, rather than a claim that every research provider remained inactive. Stock Analysis forecast data
- A rating change needs distinguishing. MarketBeat records Weiss Ratings moving Huron from Hold (C) to Hold (C+) on 2026-09-03, without a price target. The previous blanket description of absent rating activity therefore cannot be extended into September. MarketBeat rating history
Setup & Price Structure
The supplied 2026-09-11 adjusted series places Huron 19.2% below its $185.58 trailing-year high, despite a three-month price increase of 37.0%. Its 14-period relative strength index (RSI), a price-momentum measure, was 29.3. Those measurements describe weakened recent momentum within a positive three-month comparison; they do not establish a reversal.
No moving-average level, volume series, short-interest figure or fund-flow series is supplied. Distance above a rising average and institutional participation therefore cannot be assessed. Analyst coverage measures published opinion, not ownership, and the available observations are insufficient to support a crowding conclusion.
Catalyst Calendar (next 30 days)
No Huron-specific event was verified for 2026-09-13 through 2026-10-13. The conference organizer’s actual calendar changes the earlier September timing assumption.
- 2026-09-23–2026-09-24 — Sidoti conference. Sidoti lists its Small-Cap Virtual Conference on these dates. Huron’s participation was not verified as of 2026-09-13, so this remains a conditional opportunity for management commentary rather than a confirmed company catalyst. The prior estimate of a 2026-09-17 appearance has no confirmed support. Sidoti’s event calendar
- ~2026-10-27, estimated — Third-quarter results. Stock Analysis lists this earnings date, but company confirmation was not verified. Outside the immediate window, the release is the operating test of the 2026-07-28 annual guidance increase; a reduction below the $1.850 billion RBR floor would invalidate that remaining argument. Stock Analysis company calendar
What Would Change Our Mind
The August support condition has already been lost: a weekly close below $150 was the published thesis break, and the 2026-09-11 close of $149.93 satisfies it. A later recovery would not erase that outcome.
A weekly close above the previously documented 2026-08-07 market reference of $152.05, accompanied by company reaffirmation of the 2026-07-28 RBR guidance, would justify reassessing a recovery thesis. That conditional interpretation would fail on a subsequent weekly close below $150 or an RBR guidance reduction below $1.850 billion. The available observations do not establish that such a recovery has occurred.
Correlation Notes
This remains a single-name assessment: no supporting group-price series is available as of 2026-09-13. Huron’s second-quarter 2026 Healthcare RBR of $232.3 million and Education RBR of $139.4 million identify operating exposure to those customer budgets, but they do not establish share-price correlation with healthcare equities or a small-cap rotation. Huron’s 2026-07-28 results
Notes
- Huron reports revenues before reimbursable expenses (RBR) separately from total revenue. Its 2026-07-28 annual revenue guidance uses RBR.
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