TaskUs (TASK)
Market Price (7/7/2026): $5.18 | Market Cap: $470.3 MilSector: Information Technology | Industry: IT Consulting & Other Services
TaskUs (TASK)
Market Price (7/7/2026): $5.18Market Cap: $470.3 MilSector: Information TechnologyIndustry: IT Consulting & Other Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 93%, Dividend Yield is 71%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 89%, FCF Yield is 19% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -57% Megatrend and thematic driversMegatrends include Artificial Intelligence, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include AI Data Labeling & Annotation, Show more. | Weak multi-year price returns2Y Excs Rtn is -78%, 3Y Excs Rtn is -99% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 84% Key risksTASK key risks include [1] potential cannibalization of its core business by its own growing AI services, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 93%, Dividend Yield is 71%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 89%, FCF Yield is 19% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -57% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include AI Data Labeling & Annotation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -78%, 3Y Excs Rtn is -99% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 84% |
| Key risksTASK key risks include [1] potential cannibalization of its core business by its own growing AI services, Show more. |
Qualitative Assessment
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TaskUs (TASK) stock has lost about 25% since 3/31/2026 because of the following key factors:
1. Weakened Full-Year Revenue Guidance for Fiscal Year 2026.
TaskUs reported Q1 2026 earnings on May 6, 2026, which showed revenue of $306.3 million, exceeding analysts' expectations. However, the company provided significantly lower guidance for fiscal Q2 2026, projecting revenue between $296.0 million and $298.0 million, representing a midpoint year-over-year growth of only 1.0%. Additionally, the full fiscal year 2026 revenue guidance was set between $1.210 billion and $1.240 billion, with a midpoint year-over-year growth of 3.5%, a substantial slowdown compared to the 19% annual revenue growth reported for fiscal year 2025. This decelerated growth outlook likely disappointed investors, leading to a decline in stock value.
2. Decline in Adjusted Earnings Per Share (EPS) Year-over-Year in Fiscal Q1 2026.
Despite beating consensus estimates for fiscal Q1 2026, TaskUs's Adjusted EPS of $0.35 was lower than the $0.38 reported in the prior year's fiscal Q1 2025. This year-over-year decline in adjusted profitability, even with a slight beat on analyst expectations for the quarter, may have contributed to investor concerns regarding the company's financial trajectory.
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TaskUs (TASK) stock has lost about 25% since 3/31/2026 because of the following key factors:
1. Weakened Full-Year Revenue Guidance for Fiscal Year 2026.
TaskUs reported Q1 2026 earnings on May 6, 2026, which showed revenue of $306.3 million, exceeding analysts' expectations. However, the company provided significantly lower guidance for fiscal Q2 2026, projecting revenue between $296.0 million and $298.0 million, representing a midpoint year-over-year growth of only 1.0%. Additionally, the full fiscal year 2026 revenue guidance was set between $1.210 billion and $1.240 billion, with a midpoint year-over-year growth of 3.5%, a substantial slowdown compared to the 19% annual revenue growth reported for fiscal year 2025. This decelerated growth outlook likely disappointed investors, leading to a decline in stock value.
2. Decline in Adjusted Earnings Per Share (EPS) Year-over-Year in Fiscal Q1 2026.
Despite beating consensus estimates for fiscal Q1 2026, TaskUs's Adjusted EPS of $0.35 was lower than the $0.38 reported in the prior year's fiscal Q1 2025. This year-over-year decline in adjusted profitability, even with a slight beat on analyst expectations for the quarter, may have contributed to investor concerns regarding the company's financial trajectory.
3. Negative Analyst Sentiment and Significant Price Target Reductions.
Following the Q1 2026 earnings report and updated guidance, several financial analysts revised their outlooks for TaskUs. On May 8, 2026, Morgan Stanley adjusted its price target on TaskUs to $6 from $12. Similarly, on May 7, 2026, Wedbush cut its price target to $12 from $14, though it maintained an Outperform rating. The overall consensus price target for TaskUs also saw a reduction from $12.00 to $9.50 as of June 29, 2026. These downgrades and lowered price targets signaled a loss of confidence from the analyst community, further pressuring the stock.
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Stock Movement Drivers
Fundamental Drivers
The -22.8% change in TASK stock from 3/31/2026 to 7/6/2026 was primarily driven by a -24.8% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7062026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.71 | 5.18 | -22.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,184 | 1,212 | 2.4% |
| Net Income Margin (%) | 8.6% | 8.7% | 0.7% |
| P/E Multiple | 5.9 | 4.5 | -24.8% |
| Shares Outstanding (Mil) | 90 | 91 | -0.4% |
| Cumulative Contribution | -22.8% |
Market Drivers
3/31/2026 to 7/6/2026| Return | Correlation | |
|---|---|---|
| TASK | -22.8% | |
| Market (SPY) | 15.5% | 28.4% |
| Sector (XLK) | 38.1% | 15.5% |
Fundamental Drivers
The -32.6% change in TASK stock from 12/31/2025 to 7/6/2026 was primarily driven by a -47.6% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7062026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.68 | 5.18 | -32.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,145 | 1,212 | 5.9% |
| Net Income Margin (%) | 7.1% | 8.7% | 22.3% |
| P/E Multiple | 8.5 | 4.5 | -47.6% |
| Shares Outstanding (Mil) | 90 | 91 | -0.7% |
| Cumulative Contribution | -32.6% |
Market Drivers
12/31/2025 to 7/6/2026| Return | Correlation | |
|---|---|---|
| TASK | -32.6% | |
| Market (SPY) | 10.5% | 23.4% |
| Sector (XLK) | 27.7% | 19.6% |
Fundamental Drivers
The -52.6% change in TASK stock from 6/30/2025 to 7/6/2026 was primarily driven by a -74.9% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7062026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.92 | 5.18 | -52.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,045 | 1,212 | 15.9% |
| Net Income Margin (%) | 5.3% | 8.7% | 64.5% |
| P/E Multiple | 17.8 | 4.5 | -74.9% |
| Shares Outstanding (Mil) | 90 | 91 | -0.8% |
| Cumulative Contribution | -52.6% |
Market Drivers
6/30/2025 to 7/6/2026| Return | Correlation | |
|---|---|---|
| TASK | -52.6% | |
| Market (SPY) | 22.6% | 19.5% |
| Sector (XLK) | 45.6% | 15.6% |
Fundamental Drivers
The -29.8% change in TASK stock from 6/30/2023 to 7/6/2026 was primarily driven by a -76.2% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7062026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.38 | 5.18 | -29.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 956 | 1,212 | 26.8% |
| Net Income Margin (%) | 4.0% | 8.7% | 117.0% |
| P/E Multiple | 18.8 | 4.5 | -76.2% |
| Shares Outstanding (Mil) | 98 | 91 | 7.5% |
| Cumulative Contribution | -29.8% |
Market Drivers
6/30/2023 to 7/6/2026| Return | Correlation | |
|---|---|---|
| TASK | -29.8% | |
| Market (SPY) | 75.5% | 25.2% |
| Sector (XLK) | 115.1% | 20.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TASK Return | 74% | -69% | -23% | 30% | -30% | -35% | -75% |
| Peers Return | 23% | -6% | -18% | -18% | 14% | -37% | -44% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| TASK Win Rate | 57% | 33% | 50% | 42% | 58% | 14% | |
| Peers Win Rate | 60% | 45% | 48% | 43% | 53% | 29% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| TASK Max Drawdown | - | -74% | -61% | -31% | -41% | -58% | |
| Peers Max Drawdown | -24% | -39% | -46% | -43% | -36% | -45% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CNXC, TTEC, IBEX, G, CTSH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/6/2026 (YTD)
How Low Can It Go
| Event | TASK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.9% | -18.8% |
| % Gain to Breakeven | 29.6% | 23.1% |
| Time to Breakeven | 32 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.1% | -9.5% |
| % Gain to Breakeven | 45.1% | 10.5% |
| Time to Breakeven | 25 days | 24 days |
In The Past
TaskUs's stock fell -22.9% during the 2025 US Tariff Shock. Such a loss loss requires a 29.6% gain to breakeven.
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| Event | TASK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.9% | -18.8% |
| % Gain to Breakeven | 29.6% | 23.1% |
| Time to Breakeven | 32 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.1% | -9.5% |
| % Gain to Breakeven | 45.1% | 10.5% |
| Time to Breakeven | 25 days | 24 days |
In The Past
TaskUs's stock fell -22.9% during the 2025 US Tariff Shock. Such a loss loss requires a 29.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About TaskUs (TASK)
TaskUs, Inc. (TASK) is a digital outsourcing company that provides specialized services to companies operating within the digital economy. Essentially, TaskUs helps businesses manage and scale their digital operations by taking on critical functions that require human expertise, particularly those delivered through digital channels. The company focuses on ensuring smooth customer interactions, maintaining brand integrity, and facilitating the development of artificial intelligence.
The company's core offerings span three main areas. First, its Digital Customer Experience services include omni-channel customer care, support for new product launches, trust and safety solutions, and customer acquisition strategies. Second, TaskUs provides Content Security services, where it reviews and processes user-generated and advertiser content to identify and address policy-violating, offensive, or misleading material. Third, TaskUs is a key enabler for AI development through its AI Solutions, which involve data labeling, annotation, and transcription services vital for training and refining machine learning algorithms.
TaskUs primarily serves a diverse range of clients across various high-growth segments of the digital economy. Its customer base includes companies in e-commerce, FinTech, food delivery and ride sharing, gaming, HiTech, HealthTech, social media, and streaming media. By providing these specialized outsourcing services, TaskUs allows its clients to focus on their core innovations while ensuring their digital front-end, content integrity, and AI development needs are expertly handled.
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Here are 1-3 brief analogies for TaskUs:
- TaskUs is like a modern, digitally-focused Teleperformance or Concentrix, specializing in customer support, content moderation, and AI data labeling for tech companies.
- Think of TaskUs as a specialized Accenture or Capgemini for the digital economy, providing critical operational support like customer care, content security, and AI data services to fast-growing tech companies.
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- Digital Customer Experience: TaskUs provides omni-channel customer care services, including support for new product launches, trust and safety, and customer acquisition, primarily delivered through digital channels.
- Content Security Services: This involves reviewing and managing user and advertiser-generated content, such as removing or labeling policy-violating, offensive, or misleading material.
- AI Data Solutions: TaskUs offers data labeling, annotation, and transcription services essential for training and refining artificial intelligence algorithms through machine learning processes.
AI Analysis | Feedback
TaskUs (TASK) primarily provides digital outsourcing services to other companies rather than individuals.
The provided background information does not list specific major customer companies by name or their public symbols.
However, TaskUs serves clients in various industry segments within the digital economy. Based on the description, these major customer categories include:
- E-commerce companies
- FinTech companies
- Food delivery and ride sharing companies
- Gaming companies
- HiTech companies
- HealthTech companies
- Social media companies
- Streaming media companies
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Bryce Maddock, Chief Executive Officer, Co-Founder and Chairperson
Bryce Maddock co-founded TaskUs in 2008 and has served as its Chief Executive Officer since then. He leads the company's global operations. Prior to co-founding TaskUs, he was a Partner at Smarter Social Media, an Analyst with Rodman & Renshaw, and co-founder of MW Entertainment. His entrepreneurial endeavors began at age 19 when he and Jaspar Weir successfully operated an all-age nightclub in Los Angeles. Before co-founding TaskUs, he also worked as an investment banking analyst on Wall Street. Under his leadership, TaskUs is transitioning to a privately held company through an acquisition involving an affiliate of Blackstone, a private equity firm, with Maddock continuing in his role.
Balaji Sekar, Chief Financial Officer
Balaji Sekar joined TaskUs as Chief Financial Officer in August 2016. He brings over 20 years of finance and accounting experience across three continents. Before his tenure at TaskUs, Mr. Sekar served as Chief Financial Officer of PatientSafe Solutions from August 2015 to July 2016 and as Chief Financial Officer of Sutherland Healthcare Solutions from July 2013 to July 2015. He also held various senior-level positions at Sutherland Global Services and Sify Ltd. Mr. Sekar is a Chartered Accountant from India, holds a Bachelor of Commerce from the University of Madras, and an M.B.A. from The University of Chicago's Booth School of Business. He is also an angel investor.
Jaspar Weir, President & Co-Founder
Jaspar Weir co-founded TaskUs in 2008 with Bryce Maddock and has served as its President since. He focuses on leading TaskUs' transformational growth, corporate development activities, and the preservation of its company culture. Prior to co-founding TaskUs, he was a Partner at Smarter Social Media and co-founder of MW Entertainment. He also had an early entrepreneurial venture with Bryce Maddock, successfully operating an all-age nightclub. Weir, along with Maddock, is involved in the planned acquisition of TaskUs by an affiliate of Blackstone, a private equity firm, where he will continue in his role as President.
Stephan Daoust, Chief Operating Officer
Stephan Daoust serves as the Chief Operating Officer for TaskUs, overseeing the global delivery of operations and service delivery functions, including workforce management, facilities, business intelligence and data solutions, quality, recruiting, training, business continuity planning, program management office, and HR operations across multiple countries. Before joining TaskUs, Mr. Daoust was the Senior Vice President & Country Leader for Operations & Delivery at Concentrix Philippines, where he was responsible for managing 45 operating sites and 90,000 staff. He spent over 21 years at Concentrix, progressing through various roles, and also previously worked as Group VP & Vice President-Operations Northern EMEA at Convergys Corp.
Jarrod Johnson, Chief Customer Officer
Jarrod Johnson has been the Chief Customer Officer at TaskUs since January 2018, having previously served as the Senior Vice President of Business Development from October 2016 through December 2017. In his current role, he leads the departments of Sales & Business Development, Integrated Marketing, Client Services, Service Line Strategy, and Consulting. His prior experience includes roles as Group President & Senior Vice President at Conduent Business Services LLC, Principal at International Business Machines Corp., Strategy Consultant at Ernst & Young LLP, and Senior Vice President-Sales & Marketing at FacilitySource LLC.
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- Disruption from Artificial Intelligence: While TaskUs is actively growing its AI services segment, the widespread adoption of generative artificial intelligence technology poses a significant strategic risk. The same AI that TaskUs sells to clients could potentially automate many of the core customer experience (CX) and content moderation services that currently constitute a large portion of the company's revenue, leading to potential revenue cannibalization and short-term headwinds.
- Client Concentration: TaskUs faces considerable risk due to its reliance on a concentrated client base. For instance, in the first quarter of 2025, the largest client accounted for 26% of its service revenue. In fiscal year 2024, Meta alone contributed 22% of revenue, with the top ten clients making up over half (56%) of total revenue. This high degree of client concentration means that a downturn, a change in outsourcing strategy, or a decision by a major client to bring services in-house could significantly impact TaskUs's financial performance.
- Intense Competition and the Need for Continuous Innovation: The digital outsourcing industry is highly competitive, characterized by numerous existing players and the emergence of new competitors, including specialized AI service providers, who may offer similar or more advanced services, potentially at lower costs. To maintain its competitive advantage and market share, TaskUs must continuously invest in technology, talent, and process improvements, and demonstrate the ability to anticipate and adapt to rapidly evolving technological trends and client expectations.
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Advancements in artificial intelligence, particularly generative AI and automation technologies, directly threaten the demand for human-powered services in customer experience, content moderation, trust & safety, and routine data labeling/annotation, thereby reducing the need for TaskUs's core outsourcing offerings.
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The addressable markets for TaskUs's main products and services are as follows:
| Product/Service | Addressable Market Size | Region | Source Year |
|---|---|---|---|
| Digital Customer Experience (Omni-channel Customer Care Services) | Approximately $123 billion in 2025 | Global | 2025 |
| Content Security Services (Content Moderation Services) | USD 12.48 billion in 2025, projected to reach USD 42.36 billion by 2035 | Global | 2025 |
| AI Solutions (Data Labeling, Annotation, and Transcription Services) | USD 1.96 billion in 2025, predicted to hit approximately USD 17.37 billion by 2034 | Global | 2025 |
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TaskUs (symbol: TASK) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
-
Significant Growth in AI Services: TaskUs anticipates substantial revenue growth from its Artificial Intelligence (AI) services, which has been its fastest-growing segment. The company projects its AI services revenue to more than double in 2026, driven by strong demand in areas such as autonomous vehicles, robotics, and foundational model development. TaskUs is also actively investing over $25 million in 2026 for AI transformation and emerging growth initiatives, including the launch of an AI consulting practice to partner with leading agentic AI companies.
-
Expansion into Enterprise Clients and Regulated Industries: The company is focusing on deepening its expertise and expanding its reach with enterprise clients, particularly within regulated industries like Financial Services and Healthcare. This strategy involves investing in sales, operational, technology, and client service talent to cater to these specific sectors.
-
Cross-Selling and Deepening Existing Client Relationships: TaskUs demonstrated strong cross-selling capabilities in 2025, with revenue growth from clients utilizing more than one service line. The company also reported an increase in clients generating over $10 million in annual revenue, indicating a strategy to deepen engagements and expand offerings with existing customers.
-
Strategic Shift to Outcome-Based Solutions: TaskUs is undergoing a multi-year strategic transition from traditional time-based services to outcome-based solutions. In 2026, the company plans to offer a combined "technology plus talent" solution, where clients will pay a single price per contact with guaranteed resolution and cost savings, aiming to attract new clients and foster deeper relationships.
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Share Repurchases
- TaskUs authorized a share repurchase program of up to $100 million in September 2022.
- The share repurchase program was expanded by an additional $100 million in May 2023, increasing the total authorization to $200 million.
- As of December 5, 2024, approximately $39.6 million remained available for further repurchases under the authorized program, which was extended through December 31, 2025.
Share Issuance
- TaskUs completed its Initial Public Offering (IPO) on Nasdaq in 2021, raising approximately $280.5 million.
- The number of outstanding shares was 97.34 million in 2021, 97.69 million in 2022, 89.18 million in 2023, 89.54 million in 2024, and 90.12 million in 2025.
Inbound Investments
- In May 2025, TaskUs announced an agreement to be taken private by an affiliate of Blackstone and its co-founders for $16.50 per share, representing a total deal value of $1.62 billion.
- This take-private transaction was not approved by stockholders in October 2025, and TaskUs remains a publicly listed company.
Outbound Investments
- TaskUs acquired heloo, a Croatia-based digital customer service provider, for $55.09 million on April 15, 2022.
- The acquisition of heloo included approximately $24 million in cash, 200,103 shares of TaskUs Class A common stock, and up to approximately $24 million in additional contingent consideration.
Capital Expenditures
- Capital expenditures for the full year 2025 were $63.5 million, compared to $39.1 million in 2024, primarily driven by facility expansion to support revenue growth.
- For the full year 2026, the purchase of property and equipment (capital expenditures) is expected to be approximately $60 million.
- TaskUs plans to invest more than $25 million in 2026 towards AI transformation and emerging growth initiatives.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| TaskUs Earnings Notes | 12/16/2025 | |
| Would You Still Hold TaskUs Stock If It Fell Another 30%? | 10/17/2025 | |
| TaskUs (TASK) Operating Income Comparison | 08/09/2025 | |
| TaskUs (TASK) Operating Cash Flow Comparison | 08/09/2025 | |
| TaskUs (TASK) Debt Comparison | 08/09/2025 | |
| TaskUs (TASK) EBITDA Comparison | 08/09/2025 | |
| TaskUs (TASK) Net Income Comparison | 08/09/2025 | |
| TaskUs (TASK) Tax Expense Comparison | 08/09/2025 | |
| TaskUs (TASK) Revenue Comparison | 08/09/2025 | |
| Why TaskUs Stock Moved: TASK Stock Has Lost 79% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S) | 08/08/2025 | |
| ARTICLES | ||
| Market Movers | Winners: AIFF, KOD, NDLS | Losers: MGN, WVE, TASK | 03/27/2026 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 26.19 |
| Mkt Cap | 1.0 |
| Rev LTM | 3,630 |
| Op Inc LTM | 350 |
| FCF LTM | 286 |
| FCF 3Y Avg | 264 |
| CFO LTM | 435 |
| CFO 3Y Avg | 392 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.5% |
| Rev Chg 3Y Avg | 6.1% |
| Rev Chg Q | 6.3% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 7.9% |
| Op Inc Chg 3Y Avg | 7.9% |
| Op Mgn LTM | 10.4% |
| Op Mgn 3Y Avg | 9.6% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 11.0% |
| CFO/Rev 3Y Avg | 9.5% |
| FCF/Rev LTM | 6.2% |
| FCF/Rev 3Y Avg | 7.0% |
Price Behavior
| Market Price | $5.18 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 06/11/2021 | |
| Distance from 52W High | -56.4% | |
| 50 Days | 200 Days | |
| DMA Price | $5.76 | $7.44 |
| DMA Trend | down | down |
| Distance from DMA | -10.0% | -30.4% |
| 3M | 1YR | |
| Volatility | 55.2% | 79.9% |
| Downside Capture | 163.58 | 115.86 |
| Upside Capture | -8.29 | 1.02 |
| Correlation (SPY) | 25.8% | 19.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.02 | 1.15 | 1.29 | 1.78 | 1.24 | 1.07 |
| Up Beta | 0.82 | 1.81 | 1.44 | 1.36 | 0.95 | 0.88 |
| Down Beta | 3.01 | 2.69 | 2.13 | 4.82 | 3.41 | 1.60 |
| Up Capture | -131% | -74% | -1% | 38% | -1% | 47% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 8 | 19 | 29 | 61 | 130 | 386 |
| Down Capture | 181% | 146% | 201% | 158% | 118% | 104% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 13 | 22 | 34 | 64 | 119 | 357 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TASK | |
|---|---|---|---|---|
| TASK | -52.8% | 79.6% | -0.62 | - |
| Sector ETF (XLK) | 45.6% | 24.1% | 1.50 | 15.6% |
| Equity (SPY) | 22.2% | 12.5% | 1.32 | 19.5% |
| Gold (GLD) | 23.7% | 27.8% | 0.75 | -5.3% |
| Commodities (DBC) | 21.2% | 18.6% | 0.90 | -17.7% |
| Real Estate (VNQ) | 12.4% | 13.8% | 0.61 | 12.9% |
| Bitcoin (BTCUSD) | -43.6% | 42.7% | -1.23 | 11.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TASK | |
|---|---|---|---|---|
| TASK | -25.7% | 73.4% | -0.09 | - |
| Sector ETF (XLK) | 21.3% | 25.4% | 0.74 | 35.2% |
| Equity (SPY) | 13.5% | 17.1% | 0.61 | 39.0% |
| Gold (GLD) | 18.1% | 18.3% | 0.80 | 5.5% |
| Commodities (DBC) | 7.3% | 19.5% | 0.27 | 3.4% |
| Real Estate (VNQ) | 2.7% | 18.9% | 0.05 | 35.3% |
| Bitcoin (BTCUSD) | 14.2% | 53.6% | 0.45 | 18.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TASK | |
|---|---|---|---|---|
| TASK | -12.8% | 73.3% | -0.06 | - |
| Sector ETF (XLK) | 24.9% | 24.8% | 0.91 | 35.2% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | 39.0% |
| Gold (GLD) | 12.3% | 16.1% | 0.62 | 5.5% |
| Commodities (DBC) | 5.8% | 18.0% | 0.25 | 3.5% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 35.3% |
| Bitcoin (BTCUSD) | 58.3% | 66.2% | 0.98 | 18.1% |
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Returns Analyses
Earnings Returns History
Updated 6/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -4.6% | -17.1% | -14.1% |
| 2/25/2026 | 0.2% | 5.8% | -5.6% |
| 11/7/2025 | 4.5% | -5.7% | -2.2% |
| 8/7/2025 | 0.1% | 1.4% | 7.0% |
| 5/9/2025 | 17.2% | 16.3% | 16.0% |
| 2/26/2025 | -7.6% | -17.0% | -12.0% |
| 11/7/2024 | 21.8% | -10.7% | 6.9% |
| 8/8/2024 | -0.8% | -10.3% | -22.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 8 |
| # Negative | 8 | 10 | 12 |
| Median Positive | 13.2% | 10.9% | 17.3% |
| Median Negative | -11.0% | -11.7% | -13.0% |
| Max Positive | 37.2% | 41.7% | 104.0% |
| Max Negative | -24.3% | -31.8% | -30.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -4.6% | -17.1% | -14.1% |
| 2/25/2026 | 0.2% | 5.8% | -5.6% |
| 11/7/2025 | 4.5% | -5.7% | -2.2% |
| 8/7/2025 | 0.1% | 1.4% | 7.0% |
| 5/9/2025 | 17.2% | 16.3% | 16.0% |
| 2/26/2025 | -7.6% | -17.0% | -12.0% |
| 11/7/2024 | 21.8% | -10.7% | 6.9% |
| 8/8/2024 | -0.8% | -10.3% | -22.2% |
| 5/8/2024 | 4.7% | 15.9% | 12.5% |
| 2/28/2024 | 7.6% | 4.0% | -6.0% |
| 11/6/2023 | 17.9% | 23.4% | 18.5% |
| 8/9/2023 | -14.9% | -17.6% | -19.8% |
| 5/8/2023 | -2.7% | -6.4% | -3.2% |
| 2/27/2023 | -17.0% | -12.6% | -30.1% |
| 11/7/2022 | 37.2% | 41.7% | 19.8% |
| 8/8/2022 | -24.3% | -31.8% | -29.2% |
| 5/9/2022 | -14.5% | -6.8% | -0.9% |
| 2/28/2022 | 16.2% | 3.0% | 36.2% |
| 11/10/2021 | 10.1% | 1.7% | -27.1% |
| 8/10/2021 | 22.1% | 36.8% | 104.0% |
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 8 |
| # Negative | 8 | 10 | 12 |
| Median Positive | 13.2% | 10.9% | 17.3% |
| Median Negative | -11.0% | -11.7% | -13.0% |
| Max Positive | 37.2% | 41.7% | 104.0% |
| Max Negative | -24.3% | -31.8% | -30.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/06/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/06/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/09/2022 | 10-K |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/11/2021 | 10-Q |
| 03/31/2021 | 06/14/2021 | 424B4 |
Recent Forward Guidance
Updated 7/1/2026Latest: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 296.00 Mil | 297.00 Mil | 298.00 Mil | Higher New | |||
| Q2 2026 Revenue Growth | 1.0% | Higher New | |||||
| Q2 2026 Adjusted EBITDA Margin | 18.0% | Lower New | |||||
| 2026 Revenue | 1.21 Bil | 1.23 Bil | 1.24 Bil | 0 | Affirmed | Guidance: 1.23 Bil for 2026 | |
| 2026 Revenue Growth | 3.5% | 0 | Affirmed | Guidance: 3.5% for 2026 | |||
| 2026 Adjusted EBITDA Margin | 19.0% | 0 | 0 | Affirmed | Guidance: 19.0% for 2026 | ||
| 2026 Adjusted Free Cash Flow | 105.00 Mil | 110.00 Mil | 115.00 Mil | 10.0% | Raised | Guidance: 100.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 2/25/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 296.00 Mil | 297.00 Mil | 298.00 Mil | -2.1% | Lowered | Guidance: 303.40 Mil for Q4 2025 | |
| Q1 2026 Revenue Growth | 6.9% | -34.9% | -3.7% | Lowered | Guidance: 10.6% for Q4 2025 | ||
| Q1 2026 Operating Margin | 19.0% | -4.0% | -0.8% | Lowered | Guidance: 19.8% for Q4 2025 | ||
| 2026 Revenue | 1.21 Bil | 1.23 Bil | 1.24 Bil | 4.3% | Raised | Guidance: 1.17 Bil for 2025 | |
| 2026 Revenue Growth | 3.5% | -80.6% | -14.5% | Lowered | Guidance: 18.0% for 2025 | ||
| 2026 Operating Margin | 19.0% | -10.0% | -2.1% | Lowered | Guidance: 21.1% for 2025 | ||
| 2026 Free Cash Flow | 100.00 Mil | 0 | Affirmed | Guidance: 100.00 Mil for 2025 | |||
Insider Activity
Updated 5/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 4032026 | 6.89 | 11,406 | 78,536 | 173,033 | Form |
| 2 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 4032026 | 6.78 | 25,000 | 169,578 | 247,827 | Form |
| 3 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 12172025 | 12.03 | 17,827 | 214,411 | 77,047 | Form |
| 4 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 11252025 | 17.25 | 10,869 | 187,522 | 418,090 | Form |
| 5 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 8132025 | 17.04 | 24,233 | 412,930 | 412,930 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 4032026 | 6.89 | 11,406 | 78,536 | 173,033 | Form |
| 2 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 4032026 | 6.78 | 25,000 | 169,578 | 247,827 | Form |
| 3 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 12172025 | 12.03 | 17,827 | 214,411 | 77,047 | Form |
| 4 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 11252025 | 17.25 | 10,869 | 187,522 | 418,090 | Form |
| 5 | Johnson, Jarrod | Chief Customer Officer | Direct | Sell | 8132025 | 17.04 | 24,233 | 412,930 | 412,930 | Form |
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