With revenue declining across both segments and guidance absent, near-term pressure on the stock is likely. Monitor for any guidance updates or signs of stabilization in the Data & AI segment, which is key to the transformation strategy. The company's EDGE cost initiative may provide some margin support, but top-line weakness remains the dominant factor.
Price Chart
Executive Summary
Mastech Digital reported Q1 2026 revenue of $41.1M, down 15% YoY and missing consensus of $44.4M by 7.5%. Non-GAAP EPS of $0.11 missed the $0.17 estimate by 35%, and the company provided no forward guidance. Both segments (Data & AI and Talent) experienced double-digit revenue declines due to macro-driven client spending caution.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $41.1M vs $48.3M YoY (-15%)
- Non-GAAP diluted EPS $0.11 vs consensus $0.17 (-35.3% miss)
- GAAP diluted EPS $0.02 vs -$0.12 YoY
- Data & AI segment revenue down 21% YoY to $12.6M
- Talent segment revenue down 11.8% YoY to $28.5M
- Consolidated gross margin 26.8% vs 26.7% YoY (roughly flat)
- No guidance provided; company cited macro uncertainty
- Cash of $33.6M and no bank debt
Financial Impact
Revenue miss of ~$3.3M (7.5%) and EPS miss of $0.06 (35%)
Risk Factors
- Prolonged macro-driven client spending caution
- Continued revenue decline in Data & AI segment
- Lack of near-term growth catalysts or guidance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-225488 |
| Document: mhh-20260515.htm | 0001193125-26-225488 |
| Document: 0001193125-26-225488-index-headers.html | 0001193125-26-225488 |
| Document: 0001193125-26-225488-index.html | 0001193125-26-225488 |
| Document: 0001193125-26-225488.txt | 0001193125-26-225488 |
| 8-K Data (Synthetic) | 0001193125-26-225488 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | SC 13G/A | $6.36 | awaiting T+20 | — | $6.50 (+2.20%) |
Aug 6, 2026 11w ago | 8-K | $7.98 $7.35 | ▲ +7.89% | ▲ +8.49% | $6.50 (+18.55%) |
Jul 24, 2026 13w ago | Press Release | $7.76 $7.43 | ▼ −4.25% | ▼ −7.55% | $6.50 (−16.24%) |
May 18, 2026 23w ago | 8-K | $6.23 $7.57 | ▲ +21.51% | ▲ +19.93% | $6.50 (+4.33%) |
May 15, 2026 23w ago | 8-K | $7.14 $7.89 | ▼ −10.50% | ▼ −8.39% | $6.50 (+8.96%) |
Mar 11, 2026 32w ago | 8-K | $6.50 $6.31 | ▼ −2.92% | ▼ −4.90% | $6.50 (0.00%) |
US Market Status
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