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DHI Group (32D) AI Stock Analysis

DE:32D

DHI Group

(Frankfurt:32D)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
ClearanceJobs growth and retentionClearanceJobs is demonstrating durable demand through double-digit revenue and bookings growth, strong renewals, and net retention above 100%. This combination supports recurring revenue expansion, customer monetization, and a credible growth engine that can offset weakness elsewhere in the portfolio.
Negative Factors
Multi-year revenue contractionPersistent revenue contraction indicates that the company’s recovery is not yet broad-based and leaves less scale to absorb operating costs. Thin net profitability also means modest execution setbacks could materially affect earnings, limiting confidence in sustained improvement across the business.

DHI Group (32D) vs. iShares MSCI Germany ETF (EWG)

-50%0%50%100%150%200%DE:32D+146.74%EWG+4.43%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
EUR 195.26M
Dividend Yield
―
Average Volume (3M)
670
Price to Earnings (P/E)
137.4
Beta (1Y)
0.50
Revenue Growth
-13.66%
EPS Growth
―
Country
Germany
Employees
270
Sector
Technology
Sector Strength
61
Industry
Staffing & Employment Services

DHI Group Business Overview & Revenue Model

Company Description

DHI Group, Inc. provides data, insights, and employment connections through specialized services for technology professionals and other select online communities in the United States. The company operates through the Clearancejobs and Dice segments....

DHI Group Earnings Call Summary

Earnings Call Date:Aug 04, 2026(Q2-2026)|% Change Since:19.54%|Next Earnings Date:Nov 03, 2026
Earnings Call SentimentPositive

The call conveys a cautiously optimistic outlook driven by strong, accelerating performance at ClearanceJobs (double-digit revenue and high bookings growth, rising ARPC and exceptional retention) and sustained profitability and cash generation across the company. These positives are tempered by continued weakness at Dice (mid-teens revenue and bookings declines, customer churn concentrated among smaller accounts), lower deferred revenue and backlog versus last year, and some margin pressure related to the PSG acquisition. Management emphasizes product innovation, AI-enabled capabilities, and a path to Dice recovery, while reiterating conservative guidance for 2026. On balance, the company appears financially stable with a clear growth engine in ClearanceJobs and a credible plan to stabilize and monetize Dice over time.

Positive Updates

ClearanceJobs Strong Revenue and Bookings Growth
ClearanceJobs revenue $15.6M, up 14% year-over-year and up 11% sequentially; bookings $14.3M, up 24% year-over-year (7% organic growth excluding PSG acquisition).

Negative Updates

Overall Revenue Decline
Total company revenue declined year-over-year despite strong CJ performance; deferred revenue $41.5M, down 12% year-over-year; total committed contract backlog $92.3M, down 9% year-over-year.

Company Guidance

Management guided full‑year 2026 revenue of $124–$128 million (Q3 revenue $30–$32 million), with ClearanceJobs and Dice each expected to contribute $62–$64 million for the full year and $15–$16 million in Q3; they expect ClearanceJobs bookings growth to accelerate in H2 while Dice’s year‑over‑year bookings decline should moderate (but Dice bookings growth is not expected to resume in 2026). Profitability targets include a full‑year adjusted EBITDA margin of ~25% for DHI, 40% for ClearanceJobs and 24% for Dice, with free cash flow targeted at or above 10% of revenues. Capital expenditures are forecast at $6–$7 million for the year; at quarter‑end leverage was 0.89x adjusted EBITDA with $3.8 million cash, $32 million total debt, and $4.5 million remaining on a $10 million share buyback authorization.

DHI Group Risk Analysis

DHI Group disclosed 40 risk factors in its most recent earnings report. DHI Group reported the most risks in the "Finance & Corporate" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

DHI Group Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:32D against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
HQIHQI81Outperform$226.71M27.6411.98%1.41%-7.54%237.08%
Sector *61Neutral$37.18B12.37-10.20%1.83%8.50%-7.62%
MHHMHH56Neutral$75.44M64.341.25%―-13.57%―
JOBJOB54Neutral$21.42M-243.75-0.17%―-18.54%99.76%
ZIPZIP46Neutral$345.35M12.00-41.38%―0.41%―
BGSFBGSF38Underperform$45.28M-5.51-19.17%―-58.57%11.65%

* Technology Sector Average

Performance Comparison

-50%0%50%100%150%DE:32DJOBMHHBGSFHQIZIPDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
DE:32D and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:32DDHI Group Inc4.162.53154.90%
JOBGEE Group0.200.002.09%
MHHMastech6.28-0.87-12.17%
BGSFBGSF Inc.4.240.8625.44%
HQIHireQuest, Inc.16.318.32104.26%
ZIPZipRecruiter, Inc.4.200.040.96%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.