Houlihan Lokey carries a high-quality franchise with strong operating margins and a favorable long-term earnings record, but a confirmed technical downtrend, a recent earnings miss, declining revenue, and a risk/reward just below the asymmetry threshold argue for holding existing positions and waiting for momentum to stabilize before committing new capital.
Thesis pillars
- Quality Franchise Reasonable Valuation→Stable
- Revenue Decline Growth Headwind→Stable
- Confirmed Technical Downtrend→Stable
- +1 more pillar — see the Why tab for full reasoning
Houlihan Lokey, Inc. (HLI) Stock Analysis
Recovery setup · Catalyst-Driven edge
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $140.15, but acceptable to hold if already in. Reasons: Thin upside margin: 7.1%; Below 200-MA, MA slope -4.5%/30d (confirmed downtrend).
Houlihan Lokey is an independent investment bank established in 1972, operating across three segments — Corporate Finance (M&A and capital solutions), Financial Restructuring, and Financial and Valuation Advisory — from more than 30 offices worldwide with over 1,900 financial... Read more
Hold if already holding. Not a fresh buy at $140.15, but acceptable to hold if already in. Reasons: Thin upside margin: 7.1%; Below 200-MA, MA slope -4.5%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 58. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 25d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-07-06Recent Developments — Houlihan Lokey, Inc.
Latest news
- NEWS Houlihan Lokey (HLI) to Release Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS Houlihan Lokey (NYSE:HLI) Misses Q1 CY2026 Revenue Estimates - StockStory — StockStory negative
- NEWS Houlihan Lokey Reports Fiscal Year and Fourth Quarter 2026 Financial Results - Quantisnow — Quantisnow positive
- NEWS The market share dynamics in Houlihan Lokey (HLI) results | Houlihan Lokey posts 2.9% EPS beat topping analyst estimates — Newser positive
- NEWS What To Expect From Houlihan Lokey’s (HLI) Q1 Earnings - TradingView — TradingView neutral
Generated 2026-07-06T04:40:27Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicinternational operations32%10-K Item 1A: 'In fiscal 2026, we earned approximately 32.2% of our revenue from our international operations.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $140.15, but acceptable to hold if already in. Reasons: Thin upside margin: 7.1%; Below 200-MA, MA slope -4.5%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 58. Maintain position. Not compelling to add more. Target $150.07 (+7.1%), stop $131.51 (−6.6%), A.R:R 1.1:1. Score 6.0/10, moderate confidence.
Take-profit target: $150.07 (+7.1% upside). Target $150.07 (+7.1%), stop $131.51 (−6.6%), A.R:R 1.1:1. Stop-loss: $131.51.
Thin upside margin: 7.1%; Below 200-MA, MA slope -4.5%/30d (confirmed downtrend).
Houlihan Lokey, Inc. trades at a P/E of 22.5 (forward 14.8). TrendMatrix value score: 7.5/10. Verdict: Hold.
14 analysts cover HLI with a consensus score of 3.4/5. Average price target: $173.
What does Houlihan Lokey, Inc. do?Houlihan Lokey is an independent investment bank established in 1972, operating across three segments — Corporate...
Houlihan Lokey is an independent investment bank established in 1972, operating across three segments — Corporate Finance (M&A and capital solutions), Financial Restructuring, and Financial and Valuation Advisory — from more than 30 offices worldwide with over 1,900 financial professionals. Revenue is driven primarily by advisory fees, a substantial portion contingent on transaction completion, with approximately 32% derived from international operations in fiscal 2026. The firm employed approximately 2,800 people as of March 31, 2026.