TaskUs fair value estimate cut from US$12.00 to US$9.50 as analysts reset expectations amid Trust & Safety pressure and Meta spending uncertainty

TaskUs' fair value was trimmed from US$12.00 to US$9.50, a reduction of roughly 21%, with multiple analysts lowering price targets including Morgan Stanley (from US$16.50 to US$12), RBC Capital (from US$17 to US$13), and Wedbush.

Morgan Stanley forecasts 5% business growth supported by about 15% growth from TaskUs' top 20 clients outside Meta, while RBC Capital notes AI Services revenue is ramping significantly as an offset to pressure in Trust & Safety and legacy work areas.

The valuation reset reflects client spending uncertainty at Meta, pressure in Trust & Safety linked to automation of volumes with TaskUs' largest client for FY26, and execution questions around managing that transition.