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TATASK

TaskUs, Inc.

$TASK·$733M·Information Technology Services·Technology
$8.23+1.6%YTD-31.4%1Y-54.5%
Price updated 47m ago·X counts updated 2d ago
TATASK
$TASKTaskUs, Inc.
$8.23+1.60%10 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TASK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

10X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TASK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

TaskUs is down 29% YTD at 28% of the 52-week range — AI growth replacing lost revenue with Q2 EPS beat +17% on the digital-outsourcing franchise despite -54% t12m.

TaskUs Inc. is the global digital-outsourcing franchise (customer experience, trust and safety, AI data labeling/annotation for e-commerce/FinTech/social/streaming) — a business through a rough YTD but with clear AI-services pivot underway. The stock is down 54% over 12 months.

  • Q2 was a real beat: EPS $0.33 vs $0.28 estimate (+17%), revenue $309M (+5% YoY) at 35% gross margin — legitimate operational execution though revenue growth has decelerated (Q3 2025 was +17%, Q1 2026 was +10%, Q2 2026 was +5%).
  • The Sept 25 Seeking Alpha 'AI Growth Is Replacing Lost Revenue, But At A Cost' framing captures the tension — real AI-services pivot underway but margin-compression cost is real, and the Aug 27 'Innodata vs. TaskUs: Which AI Services Stock Has Better Upside' framing confirms sell-side attention.
  • Valuation is remarkably cheap: 6.6x TTM P/E and 0.58x P/S on 25% ROE and 12% op margin — this is a genuine value-and-turnaround combination if the AI-services pivot lands, though the tiny 8.2M float is thinly traded.

Q3 earnings on Nov 6 is the confirmation — a beat plus firm AI-services attribution and revenue-reacceleration commentary extends the story; a soft AI-services traction signal and the tape stays trapped.

What to watch: Q3 earnings on Nov 6 — a beat plus firm AI-services attribution and revenue-reacceleration commentary extends the story; a soft AI-services traction signal and the tape stays trapped.

On the calendar: 2026-11-06 — Q3 earnings

no sentimentai growth replacing lost revenue6 6x pe cheap

Read the AI verdict on $TASK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Business process outsourcer delivering digital customer experience, content moderation, and AI training data services for tech companies globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $TASK.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $TASK

Neutral — Business process outsourcer delivering digital customer experience, content moderation, and AI training data services for tech companies globally.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
6.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
17.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.33$0.28+16.6%
Q1 2026May 6, 2026$0.35$0.36-2.8%
Q4 2025Feb 25, 2026$0.40$0.36+11.1%
Q3 2025Nov 7, 2025$0.42$0.36+16.7%
Next earningsFri, Nov 6·consensus EPS $0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$308.9M+5.0%34.7%10.8%$0.24$32.6M
Q1 FY26$306.3M+10.3%30.2%11.2%$0.27$36.1M
Q4 FY25$313.0M+14.1%31.3%12.4%$0.33$9.9M
Q3 FY25$298.7M+17.0%40.1%12.7%$0.35$42.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$1.33$1.25 – $1.396
FY27$1.3B$1.3B – $1.3B$1.48$1.37 – $1.626
FY28$1.4B$1.4B – $1.5B$1.60$1.44 – $1.896
FY29$1.6B$1.6B – $1.6B$2.29$2.24 – $2.354
FY30$1.7B$1.7B – $1.8B$2.60$2.55 – $2.673

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 2Jarrod JohnsonChief Customer Officer11.4K sh$79K
+ 10 other (5 awards · 5 exempts) in window

See when $TASK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 243
AI summary

TaskUs (TASK) filed a Form 3 initial statement of beneficial ownership for its Chief Financial Officer. The filing discloses the CFO's initial equity ownership in TaskUs as required within 10 days of assuming the role.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TaskUs (TASK) appointed Rishabh Khemka as Chief Financial Officer effective June 19, 2026. Khemka succeeds Trent Thrash, who had served as Interim CFO since March 2026 and will continue as Senior Vice President of Corporate Finance. This completes the CFO search following the interim period.

3New insider — initial holdingsMay 293
8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 83
3New insider — initial holdingsApr 83
8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TaskUs: AI Growth Is Replacing Lost Revenue, But At A Costseekingalpha.com·5d agoInnodata vs. TaskUs: Which AI Services Stock Has Better Upside?zacks.com·33d agoTaskUs, Inc. $TASK Shares Acquired by Dimensional Fund Advisors LPdefenseworld.net·48d agoTaskUs, Inc. (TASK) Q2 2026 Earnings Call Transcriptseekingalpha.com·55d agoTaskUs Q2 Earnings Call Highlightsmarketbeat.com·55d ago

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Voices on X · last 7 days

No standout posts about $TASK on X in the last 7 days.

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