HMH
HMH Holding Inc
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralHMH reported Q2 2026 revenue decline of 16% YoY to $170.8M, primarily driven by Middle East project delays and lower product revenues, but offset strong order growth (+19% YoY) and exceptional service demand (+50% YoY) that expanded margins and maintained a healthy 1.2x book-to-bill ratio. Analyst consensus remains bullish at $28.00 price target, though the September 28 lock-up expiration poses near-term selling pressure risk from insider share releases.
Red flags
- •Revenue declined 16% YoY in Q2 2026; substantially flat sequentially signals potential demand weakness
- •Middle East geopolitical headwinds creating project delays with estimated material impact on results
- •Lock-up expiration September 28, 2026 introduces significant insider selling pressure and near-term share supply risk
Fund 13D/13G Filings (3)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).