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what it is
TaskUs hires people to answer customer complaints, police content, and run outsourced support for tech brands.
how it gets paid
Last year Taskus made $1.2B in revenue. Digital Customer Experience was the main engine at $0.73B, or 61% of sales.
why it's growing
Revenue grew 19.0% last year. Revenue was up 191% vs. prior year and EPS was up 129%.
what just happened
TaskUs posted $871M in latest-quarter revenue and $0.78 EPS, while the business ran at a 15.3% operating margin.
At a glance
B balance sheet — gets the job done, barely
13.0x trailing p/e — the market's not buying it — or you found a deal
7.7% return on capital — nothing to write home about
$0.50 fy2024 eps est
$995M fy2024 rev est
xvary composite: 34/100 — weak
What they do
TaskUs hires people to answer customer complaints, police content, and run outsourced support for tech brands.
Digital Customer Experience → outsourced customer support → so what: it was 61% of service revenue. You feel the stickiness when a client has to retrain people and rewrite scripts before it can switch vendors. Nearly 200 clients across social media, e-commerce, gaming, and streaming keep the base from looking like one hostage. I like it until one customer stays at 26% of service revenue or the 15.3% operating margin falls under 10%.
How they make money
$1.2B
annual revenue · their business grew +19.0% last year
Digital Customer Experience
$0.73B
Trust + Safety
$0.30B
Artificial Intelligence Services
$0.17B
The products that matter
runs support and moderation
digital cx & trust & safety
$1.0B · 87% of mix
this is the core engine. at roughly $1.0B, it is still the business that has to carry taskus toward the $1.21B–$1.24B 2026 revenue guide.
main engine
ai support workflows
ai & emerging services
$150M · 13% of mix
this bucket is about $150M today. that means it is still more story than center of gravity, even if management wants it to become the growth narrative.
where the rerating lives
Key numbers
61%
Digital CX mix
That is the core business, so your thesis rises and falls with outsourced support.
25%
Trust + Safety
The second leg is still large enough to matter if moderation budgets slow.
14%
AI Services
The smallest bucket is the one everyone wants to talk about.
15.3%
Op margin
On $1.2B of revenue, that is about $184M of operating profit.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 4 — safer than 20% of stocks
- price stability 5 / 100
- long-term debt $267M (22% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for TASK right now.
source: institutional data · return history unavailable
What just happened
beat estimates
TaskUs posted $871M in latest-quarter revenue and $0.78 EPS, while the business ran at a 15.3% operating margin.
Revenue was up 191% vs. prior year and EPS was up 129%. The mix still leaned on Digital Customer Experience at 61% of service revenue.
$871M
revenue
$0.78
eps
15.3%
operating margin
revenue
Revenue was $871M, almost the size of the company's $924M market cap in one quarter.
source: company earnings report, 2026
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What could go wrong
the top threat here is client concentration around one large digital customer. when 26% of service revenue comes from one account, you are one contract change away from a very different story.
med
client concentration
26% of service revenue came from the largest client in Q1 2025, up from 19% a year earlier. that is concentration getting worse, not better.
if that relationship weakens, roughly $300M of annualized revenue exposure comes into view fast.
med
management transition
the cfo stepped down in march 2026. interim leadership can work, but it rarely helps confidence in a small-cap stock already fighting for credibility.
the immediate damage is not operational. it is lower trust around guidance, capital allocation, and communication.
med
thin margin for error
an 8.6% net margin and 7.7% return on capital do not leave much room for wage inflation, pricing pressure, or a slower client ramp.
a modest revenue miss can hit earnings harder than you expect because the business does not have software-like margin protection.
26% of service revenue tied to one client means roughly $300M of annual exposure before you even get to execution risk.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
Q1 2026 earnings report
expected on or after may 8, 2026. consensus sits around $0.34 EPS on roughly $297M revenue, which is basically a test of whether Q4 momentum carried forward.
metric
largest-client mix
26% of service revenue came from the top client in Q1 2025 versus 19% a year earlier. you want that number stabilizing or falling, not climbing.
trend
progress toward the $1.21B–$1.24B guide
that full-year target is the whole setup. hit it, and the valuation looks too low. miss it, and the multiple probably stays compressed.
risk
new finance leadership
after the cfo departure in march 2026, the next appointment matters more than usual. investors need someone who can explain capital allocation and customer exposure cleanly.
Analyst rankings
short-term read
coverage is thin
in human-speak: there is not enough clean ranking data here to make analyst sentiment your edge.
valuation signal
13.0x trailing p/e
the stock already looks inexpensive on past earnings. analysts do not need to love it for a rerating to happen — the company just has to deliver.
what matters more
execution over opinions
for TASK, the cleaner tell is guidance, client mix, and margin durability. ranking systems are secondary when the business model question is this obvious.
source: institutional data
Institutional activity
institutional ownership data for TASK is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$12
current price
n/a
target midpoint · n/a from current
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