B+
Bull case
25%
Probability
Target price
$190.00
+23.8% vs current
FCN
FTI ConsultingDNYSE / Commercial & Professional Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$174.00
+13.3% vs current
B-
Bear case
25%
Probability
Target price
$158.00
+2.9% vs current
AI sentiment snapshot
Latest data as of 2026-05-03
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+62.4
Score
AI commentary
Post-earnings sentiment is balanced rather than bullish. On May 1, 2026, FCN closed at $173.82, down about 3.0% from the prior close, indicating investors focused at least partly on margin pressure despite the revenue beat and reaffirmed guide. Checked Reuters-syndicated coverage pointed to a revenue beat versus a small analyst set, but by May 3, 2026 delayed analyst target or rating revisions were still sparse, so the follow-up read remains a cautious monitoring view rather than a strong thesis change.
RankAlpha Sentiment Codex - 2026-05-03
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-30eventQ2 results need to show margin recovery after a mixed Q1 printMedium impact
FTI reported Q1 2026 revenue of $983.3 million, up 9.5% year over year, and reaffirmed full-year 2026 guidance of $3.94 billion to $4.10 billion in revenue and $8.90 to $9.60 EPS, but net income and adjusted EBITDA margin were pressured by higher direct costs, SG&A, interest expense and a higher tax rate; the next quarterly print is the clearest test of whether solid top-line demand can translate into cleaner earnings conversion [#8-K-2026-05-01].
2026-10-29catalystCompass Lexecon recovery remains a gating item for a cleaner reratingMedium impact
Economic Consulting revenue declined and the segment posted an operating loss in Q1, with management saying Compass Lexecon likely hit a low point but still has multiple quarters of work ahead to restore profitability. A slower-than-expected recovery would keep consolidated margin upside capped even if revenue stays healthy [#8-K-2026-05-01][#10-Q-2026-04-30].
2026-12-31catalystCorporate Finance and Strategic Communications strength can offset softer pocketsMedium impact
Management cited strong demand and bill rates in turnaround and restructuring, transactions and transformation within Corporate Finance, while Strategic Communications posted strong growth in corporate reputation, public affairs and financial communications. If these event-driven practices stay strong, FCN can defend its 2026 guide despite uneven segment performance [#8-K-2026-05-01].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-03 • Updated nightlySource: Internal modelMethodology