For informational purposes only — not investment advice

← Back to signals

HMH

HMH Holding Inc

Research: Finviz ↗·Perplexity ↗

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)
3.9d↑+18.0%
as of 2026-09-30

News Summary

Positive

HMH delivered solid Q2 2026 results with $170.8M revenue and $34M adjusted EBITDA, driven by strong order growth of 19% YoY to $205M and a healthy 1.2x book-to-bill ratio, positioning the company well post-IPO. Analyst consensus upgraded to $28 price target with 'Buy' ratings, though management noted ongoing headwinds from geopolitical uncertainty and customer caution that could defer orders into later periods.

Red flags

  • •Service revenue declined 4% YoY to $89M, indicating lower near-term repair activity
  • •Management flagged potential order slippage due to geopolitical uncertainty and evolving trade policies, suggesting visibility remains constrained despite strong backlog

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).

FundForm∆ Shares% of ClassSince FilingFiledSrc
Point72SC 13G/A−575K0.0%
-8.4% vs SPY
-7.9% abs
2026-08-14↗
Citadel AdvisorsSC 13GNEW6.3%—2026-04-09↗
Point72SC 13GNEW5.5%—2026-04-06↗
HMH Hedge Fund Ownership — 13F Research