TaskUs, Inc.

NasdaqGS:TASK 株式レポート

時価総額:US$523.8m

TaskUs 将来の成長

Future 基準チェック /16

TaskUsの収益は年間1.4%で減少すると予測されていますが、年間収益は年間6.3%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に23.2% 8.5%なると予測されています。

主要情報

-1.4%

収益成長率

8.55%

EPS成長率

Professional Services 収益成長15.3%
収益成長率6.3%
将来の株主資本利益率23.19%
アナリストカバレッジ

Good

最終更新日03 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Jun 07

TASK: AI Services Expansion And Special Dividend Will Support Future Upside Confidence

Analysts now view TaskUs as fairly valued at approximately $9.50 per share. The consensus Street price target is about $1 lower, reflecting updated assumptions for the discount rate, profit margin, revenue growth, and future P/E that remain broadly consistent with earlier assessments.
Seeking Alpha Jun 03

TaskUs: Promising Transition, But With Many Uncertainties

Summary TaskUs, Inc. is pivoting toward AI services, driving top-line growth but introducing margin pressures and execution risks. AI services grew 36.1% year-over-year, now 19% of revenue, with the potential to surpass the Trust & Safety segment soon. Profitability metrics remain strong despite margin compression, with robust cash flow conversion and healthy interest coverage. I remain on the sidelines for TASK stock due to the ongoing business model transition, margin headwinds, and uncertainty around AI strategy execution. Read the full article on Seeking Alpha
ナラティブの更新 May 24

TASK: AI Services Expansion And Special Dividend Will Drive Future Upside Confidence

Analysts have trimmed their fair value estimate for TaskUs stock from $12.00 to $9.50 as higher discount rate assumptions and a lower future P/E multiple outweigh slightly firmer revenue growth expectations and modest adjustments to profit margin forecasts, echoing recent Street price target cuts that highlight client concentration and Trust & Safety headwinds alongside growth in AI Services. Analyst Commentary Street research has recently focused on recalibrating expectations for TaskUs as clients rethink spending patterns and different parts of the business pull in opposite directions.
ナラティブの更新 May 01

TASK: AI Services Expansion And Special Dividend Will Support Future Upside

Analysts have trimmed the consolidated price target on TaskUs to $12, reflecting updated views that balance pressure from Meta related Trust & Safety volumes with ongoing growth in AI Services and broader client spend. Analyst Commentary Recent research updates on TaskUs highlight a mixed picture, with analysts adjusting price targets to reflect shifting revenue drivers and client concentration risk.
ナラティブの更新 Apr 16

TASK: AI Services Expansion And Special Dividend Will Support Future Upside

Narrative Update: TaskUs (TASK) The analyst price target for TaskUs has been reset toward $12.00 as analysts weigh Meta spending uncertainty and potential Trust & Safety pressure against ongoing growth from other large clients and AI Services revenue. Analyst Commentary Recent research on TaskUs focuses on how the mix between AI Services growth and pressure in Trust & Safety could affect execution and valuation over the next few years, especially with a concentrated customer base and changing spending patterns at large clients.
ナラティブの更新 Apr 02

TASK: AI Services And Special Dividend Will Support Long Term Upside

Analysts have trimmed the blended price target on TaskUs to about $12.17 from $13.00, citing reduced future P/E assumptions and higher discount rates as they weigh Meta spending uncertainty against ongoing growth from the rest of the client base and increasing AI Services revenue, while also flagging future pressure in Trust & Safety volumes. Analyst Commentary Recent research updates highlight both optimism and caution around TaskUs, centered on client concentration, AI Services growth, and valuation reset through lower price targets and revised P/E assumptions.
ナラティブの更新 Mar 18

TASK: AI Services Expansion Will Cushion Trust And Safety Revenue Pressure

Analysts have trimmed the TaskUs fair value estimate from about $13.67 to $13.00, reflecting lower Street price targets of $12 to $13 as they balance Meta spending uncertainty and future Trust & Safety pressure against ongoing growth from other large clients and AI Services. Analyst Commentary Recent Street research around TaskUs highlights a mix of optimism on underlying client demand and caution around key concentration and segment level risks.
ナラティブの更新 Mar 04

TASK: AI Services Ramp Will Support Earnings Resilience Despite Client Shifts

Analysts have reduced their average price target on TaskUs from about $15.75 to roughly $13.67, citing lower expectations for growth and margins as large client spending and Trust & Safety volumes face pressure, partially offset by the ongoing ramp-up of AI Services and steadier demand from the broader client base. Analyst Commentary Bullish Takeaways Bullish analysts highlight that AI Services revenue is ramping significantly, which they see as an important driver for future execution and a partial offset to pressure in other parts of the business.
ナラティブの更新 Feb 18

TASK: Bullish Initiation And AI Productivity Push Will Support Earnings Resilience

Analysts have modestly adjusted their outlook on TaskUs, keeping a fair value target of $15.75 while refining their assumptions around revenue growth, profit margins and future P/E. This reflects updated views on the company following recent bullish initiation research.
ナラティブの更新 Feb 04

TASK: AI Productivity Push Will Shape Long Term Earnings Resilience

Analysts have trimmed their price targets on TaskUs from about $16.63 to $15.75, reflecting updated views on growth, margins, and appropriate P/E levels after weighing mixed research commentary on long term demand and the company’s AI related initiatives. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company’s AI related initiatives, including internal AI tools designed to lift agent productivity, as a key support for long term execution and margins.
ナラティブの更新 Sep 10

AI Investments Will Strengthen Position In Regulated Industries By 2025

Analysts have lowered their price target for TaskUs to $16.62 from $17.75, citing reduced upside potential and a more conservative stance ahead of the take-private shareholder vote. Analyst Commentary Bearish analysts cite reduced upside potential ahead of the take-private shareholder vote.
分析記事 May 11

Why Investors Shouldn't Be Surprised By TaskUs, Inc.'s (NASDAQ:TASK) 35% Share Price Surge

TaskUs, Inc. ( NASDAQ:TASK ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 Apr 27

TaskUs (NASDAQ:TASK) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
新しいナラティブ Jan 23

TASK Market Outlook

Teleperformance:
Seeking Alpha Jan 16

TaskUs: Riding On The Underlying Industry Tailwind

Summary I give a buy rating for TaskUs due to its strong positioning to capitalize on industry tailwinds, particularly in operational efficiency and GenAI adoption. TASK specializes in outsourced digital services, targeting high-growth sectors like technology, e-commerce, and AI, with a global operational footprint. TASK's financials show robust growth, with 3Q24 revenue hitting $255.3 million, a 13.2% y/y increase, driven by strong demand in its Trust and Safety division. TASK is poised for >10% revenue growth and potential margin expansion, justifying a premium trading multiple of 13x forward PE. Read the full article on Seeking Alpha
分析記事 Jan 08

TaskUs' (NASDAQ:TASK) Returns On Capital Are Heading Higher

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 Dec 16

Earnings Not Telling The Story For TaskUs, Inc. (NASDAQ:TASK) After Shares Rise 34%

TaskUs, Inc. ( NASDAQ:TASK ) shares have continued their recent momentum with a 34% gain in the last month alone. The...
分析記事 Dec 07

Is TaskUs (NASDAQ:TASK) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 12

TaskUs Ekes Out Growth But Low-End Pricing Pressures Grow

Summary TaskUs beat Q3 2024 revenue and earnings estimates but faces pricing pressure and risks from AI automation from the low-end. The BPO market is projected to grow at a 9.4% CAGR through 2030, driven by digital tools and talent sourcing. TaskUs has seen growth in AI Services and Trust & Safety segments but struggles with gross margins and client revenue concentration risks. Despite improved client uptake, TASK appears fully valued with muted revenue growth prospects, hence my hold outlook. Read the full article on Seeking Alpha
分析記事 Nov 01

Getting In Cheap On TaskUs, Inc. (NASDAQ:TASK) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 22.3x TaskUs, Inc. ( NASDAQ:TASK ) may be sending bearish signals at the...
分析記事 Sep 30

We Like These Underlying Return On Capital Trends At TaskUs (NASDAQ:TASK)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
User avatar
新しいナラティブ Sep 15

Expanding Market Presence And Leveraging Generative AI For Stellar Growth

Aggressive sales and marketing investments are laying the groundwork for significant revenue growth, focusing on market share expansion and sales strategies.
Seeking Alpha Aug 28

TaskUs: A Return To Growth But Margins Are Under Pressure

Summary Shares are down nearly 10% since Q2 earnings, which saw the company return to organic growth. Margins however are expected to decline due to increased investments and a more competitive environment. According to me, the current valuation of 9.4 times FCF does not offer a sufficient margin of safety given the multiple risks that I have identified. Read the full article on Seeking Alpha
分析記事 Aug 13

Does TaskUs (NASDAQ:TASK) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jul 17

TaskUs, Inc.'s (NASDAQ:TASK) 25% Jump Shows Its Popularity With Investors

Despite an already strong run, TaskUs, Inc. ( NASDAQ:TASK ) shares have been powering on, with a gain of 25% in the...
分析記事 Jun 21

Does TaskUs (NASDAQ:TASK) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jun 07

TaskUs Seeks Return To Growth Amid AI Disruption

Summary TaskUs, Inc. has exceeded Q1 2024 revenue and earnings estimates. The global market for business process outsourcing is expected to reach $527 billion by 2030, driven by digital tools and outsourcing services. TaskUs faces challenges from AI technologies automating customer communication tasks. I'm Neutral on TaskUs stock, with a negative bias due to challenging growth prospects. Read the full article on Seeking Alpha
分析記事 May 24

TaskUs, Inc. (NASDAQ:TASK) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

TaskUs, Inc. ( NASDAQ:TASK ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 May 02

TaskUs (NASDAQ:TASK) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 Apr 05

TaskUs, Inc.'s (NASDAQ:TASK) Popularity With Investors Is Clear

TaskUs, Inc.'s ( NASDAQ:TASK ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...
Seeking Alpha Mar 06

TaskUs: Digital Experiences, AI Services To Drive Revenue Growth

Summary TaskUs could experience significant business growth in markets related to digital experiences and AI services. The company's partnerships with other actors in the industry could lead to innovation and know-how generation. TaskUs shows versatility and the ability to address established and emerging industry segments, making it undervalued at its current valuation. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:TASK - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,4041011422005
12/31/20271,306931191798
12/31/20261,233861101618
3/31/20261,21210588147N/A
12/31/20251,18410274137N/A
9/30/20251,1458184148N/A
6/30/20251,1016348111N/A
3/31/20251,0455574124N/A
12/31/202499546100139N/A
9/30/202495553111138N/A
6/30/202492550119143N/A
3/31/202491748122151N/A
12/31/202392446113144N/A
9/30/202393245106137N/A
6/30/202393941127156N/A
3/31/202395638123154N/A
12/31/202296040103147N/A
9/30/20229454488145N/A
6/30/202291450-71-5N/A
3/31/2022848-64-103-36N/A
12/31/2021761-59-92-33N/A
9/30/2021673-64-96-50N/A
6/30/2021594-644882N/A
3/31/2021528506697N/A
12/31/2020478353059N/A
12/31/201936034N/A44N/A
12/31/201825432N/A-8N/A

アナリストによる今後の成長予測

収入対貯蓄率: TASKの収益は今後 3 年間で減少すると予測されています (年間-1.4% )。

収益対市場: TASKの収益は今後 3 年間で減少すると予測されています (年間-1.4% )。

高成長収益: TASKの収益は今後 3 年間で減少すると予測されています。

収益対市場: TASKの収益 ( 6.3% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: TASKの収益 ( 6.3% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TASKの 自己資本利益率 は、3年後には高くなると予測されています ( 23.2 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/10 03:06
終値2026/06/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TaskUs, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
David KoningBaird
Jinli ChanBofA Global Research
Matthew VanVlietBTIG