TaskUs, Inc. (TASK)
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In October 2025 TaskUs was supposed to leave the stock market. Blackstone and the two co-founders offered $16.50 per share in cash — and public stockholders voted 10,064,296 against, 840,473 in favor. The agreement was terminated one day later, with no break fee owed by either side. Four months after that, the same board declared a special dividend of $3.65 per share: $332.8 million in total, $200.9 million of it to the Class B holders — Blackstone and the founders. It was paid for with a new $500.0 million term loan. Shareholders' equity fell from $600.0 million to $275.0 million in a single quarter, while the business itself grew 19 percent to $1,183.5 million in 2025. Not investment advice — just the question of what a vote is worth when the majority can reach the till without it.
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Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Quality & Screener
AI Rating
Sells AITaskUs führt KI-Dienste als eigene Umsatzlinie: Das Segment „AI Services“ setzte 2025 laut Geschäftsbericht 214,2 Mio. US-Dollar um (+58,6 %, 18,1 % des Konzernumsatzes) und im ersten Quartal 2026 weitere 61,9 Mio. (+36,1 %) — Datenkennzeichnung, Annotation und Unterstützung großer Sprachmodelle sind das verkaufte Produkt. Nach der Vorrang-Regel schlägt „verkauft“ die ebenfalls belegte Bedrohung: Derselbe Geschäftsbericht räumt ein, dass Automatisierungsinitiativen der Kunden, ausdrücklich einschließlich des größten Kunden, Leistungen ersetzen können, die TaskUs heute erbringt.
View the full file — quotes, sources, reviewed filings
„AI Services : Principally consists of large language model support and high-quality data labeling services, annotation, context relevance and transcription services performed for the purpose of training and tuning machine learning algorithms, enabling them to develop cutting-edge AI systems."
KI-Dienste: Bestehen im Wesentlichen aus der Unterstützung großer Sprachmodelle sowie hochwertiger Datenkennzeichnung, Annotation, Kontextrelevanz und Transkription, erbracht zum Zweck des Trainings und der Feinabstimmung von Algorithmen des maschinellen Lernens, damit diese hochmoderne KI-Systeme entwickeln können.
„With over a decade of experience, we specialize in helping clients deploy and maintain sophisticated AI solutions."
Mit über einem Jahrzehnt Erfahrung sind wir darauf spezialisiert, Kunden beim Einsatz und beim Betrieb anspruchsvoller KI-Lösungen zu unterstützen.
„Certain of our clients, including our largest client, have announced automation initiatives which include significant investments in generative AI. In some cases, TaskUs is supporting these initiatives, which may lead to revenue growth in the near term but may ultimately result in the automation of some services that TaskUs currently provides for these clients."
Einige unserer Kunden, darunter unser größter Kunde, haben Automatisierungsvorhaben angekündigt, die erhebliche Investitionen in generative KI umfassen. In manchen Fällen unterstützt TaskUs diese Vorhaben, was kurzfristig zu Umsatzwachstum führen kann, letztlich aber dazu führen könnte, dass einige Leistungen automatisiert werden, die TaskUs heute für diese Kunden erbringt.
„We provide a suite of in-house tools, packaged as TaskGPT, harnessing the power of generative AI to streamline our work for maximum efficiency."
Wir stellen eine Reihe hauseigener Werkzeuge bereit, gebündelt als TaskGPT, die die Kraft generativer KI nutzen, um unsere Arbeit auf maximale Effizienz zu trimmen.
Filings Reviewed: 10-Q 2026-05-07 · 10-K 2026-03-05 · 10-Q 2025-11-07 · 10-Q 2025-08-07 · 10-Q 2025-05-12 · 10-K 2025-03-06
Rated on July 30, 2026 · How the Rating Is Built
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q2 | 0.31 | -3.10 | 238 | 3.80 | 5.30 | 30 | 26 |
| 2024: Q3 | 0.37 | 15.60 | 255 | 13.20 | 5.00 | 17 | 6 |
| 2024: Q4 | 0.31 | -11.40 | 274 | 17.10 | 3.20 | 41 | 20 |
| 2025: Q1 | 0.38 | 26.70 | 278 | 22.10 | 7.60 | 36 | 22 |
| 2025: Q2 | 0.36 | 16.10 | 294 | 23.60 | 6.80 | 17 | 0 |
| 2025: Q3 | 0.42 | 13.50 | 299 | 17.00 | 10.50 | 54 | 42 |
| 2025: Q4 | 0.40 | 29.00 | 313 | 14.10 | 9.50 | 30 | 10 |
| 2026: Q1 | 0.35 | -7.90 | 306 | 10.30 | 7.90 | 46 | 36 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
Revenue rose 19 percent to $1,183.5 million in 2025 and net income more than doubled to $102.3 million, lifting the net margin from 4.6 to 8.6 percent. Operating cash flow came to $137.2 million. The first quarter of 2026 added $306.3 million of revenue (up 10 percent) and $24.3 million of profit. The growth is carried by Trust & Safety (up 24 percent) and AI Services (up 59 percent), not by the largest but slowest leg, Digital Customer Experience (up 8 percent).
The $332.8 million payout on March 25, 2026 halved shareholders' equity in a single quarter, from $600.0 million to $275.0 million; debt rose from $241.4 million to $491.6 million and cash fell from $211.7 million to $152.3 million. It is serviceable — net debt of roughly 1.4 times adjusted EBITDA, all covenants met as of March 31, 2026 — but the cushion for a bad year is gone, and the 6.412 percent interest rate runs until 2031.
The largest client accounted for 26 percent of 2025 revenue (2024: 22 percent) and the ten largest for 58 percent; in the first quarter of 2026 the largest client stood at 24 percent. The same annual report states that clients, expressly including the largest, are investing in generative AI that may replace TaskUs services, and that there is no assurance revenue will continue at the same level. In the short run that same AI wave pays the bills through AI Services ($214.2 million in 2025).
Blackstone and the two co-founders held roughly 96.9 percent of the voting power as of December 31, 2025 while owning roughly 60 percent of the shares, because each Class B share carries ten votes. The no vote of October 8, 2025 was only possible because the merger agreement required a separate majority of the public stockholders. The special dividend four months later needed no such hurdle. The ten-to-one voting rights expire no later than June 10, 2028.
Across all 91,578,205 shares the company cost roughly $570 million in late July 2026 (data as of July 29, 2026) — about 0.5 times revenue and about 5 times trailing twelve-month earnings ($1,212.0 million and $105.5 million respectively). The May 2025 offer of $16.50 per share valued the whole company at roughly $1.5 billion. Six analyst firms rate the stock once buy and five times hold, with an average price target of $9.50.
TaskUs is the illusion of control in its purest form: on October 8, 2025 the public shareholders stopped a buyout by Blackstone and the two co-founders at $16.50 per share, voting 10,064,296 against 840,473, with no break fee owed by either side. Four months later the same board declared a special dividend of $3.65 per share, $332.8 million in total, $200.9 million of it to the Class B side; it was paid for with a new $500.0 million term loan at 6.412 percent. Shareholders' equity fell from $600.0 million to $275.0 million. Underneath all of that works a company that grew 19 percent to $1,183.5 million in 2025 and earned $102.3 million — with one client contributing a quarter of revenue and openly planning to automate parts of that work. Not investment advice.
- TaskUs reached our list through the Reddit hype scan of July 30, 2026, not through a ratio or momentum screen. At the time of writing the stock was new to our universe and appeared in none of the lists produced by our in-house stock scanner (as of July 30, 2026); those lists are recalculated daily.
- Share count and market capitalization are the main source of error at this company: many data services list only the 36,545,511 publicly traded Class A shares. Both classes matter — together 91,578,205 shares per the cover page of the quarterly report as of March 31, 2026 (as of May 1, 2026). Every valuation figure in this analysis uses the total; the cross-check via price/sales, price/book and price/earnings ratios produces the same share price.
- Every point-in-time figure — cash, debt, equity, interest rate, management, share count — comes from the most recent document that states it: the quarterly report 10-Q as of March 31, 2026 and the current reports 8-K through June 22, 2026. Valuation figures are dated and deliberately kept as orders of magnitude; analyses are evergreen, daily prices are not a buy argument.
About the Company
TaskUs, Inc. provides outsourced digital services for companies in Philippines, the United States, India, and internationally. The company offers digital customer experience that consists of omni-channel customer care services primarily delivered through non-voice digital channels; and other solutions, including learning experience, new product or market launches, and sales and customer acquisition solutions. It also provides trust and safety solutions, such as monitoring, reviewing and managing user and advertiser-generated content on online platforms to ensure it complies with community guidelines, legal regulations, platform specific policies, risk management, compliance, identity management and fraud; and artificial intelligence (AI) solutions that consist of data labeling, annotation, context relevance, and transcription services for training and tuning machine learning algorithms that enables to develop AI systems. It serves clients in various industry segments comprising social media, e-commerce, gaming, streaming media, food delivery and ride sharing, technology, financial services, and healthcare. The company was formerly known as TU TopCo, Inc. and changed its name to TaskUs, Inc. in December 2020. TaskUs, Inc. was founded in 2008 and is headquartered in New Braunfels, Texas.
| IPO Year | 2021 |
|---|
Chart
Interactive price chart (TradingView).
Data as of: July 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.