Added to YB: 2025-05-16
Pitch date: 2025-03-27
TASK [bullish]
TaskUs, Inc.
-12.94%
current return
Author Info
No bio for this author
Company Info
TaskUs, Inc. provides outsourced digital services for companies in Philippines, the United States, India, and internationally.
Market Cap
$1.1B
Pitch Price
$13.72
Price Target
30.00 (+145%)
Dividend
N/A
EV/EBITDA
5.00
P/E
13.30
EV/Sales
1.01
Sector
Professional Services
Category
growth
TaskUs, Inc. - $TASK
TASK: Outsourced digital services growing 17% Q4, guiding 19% Q1/12% FY, but trades at just 5.5x 2025E EBITDA. Growth drivers: META (+63% YoY Q4), AI services (OpenAI/Waymo), new clients (TikTok, UNH). Despite gross margin pressure from hiring ahead of demand, SG&A leverage offsetting. $30 PT (120% upside) at 10x 2026 EBITDA. AI risks overblown - accuracy/security issues persist.
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