Huron Consulting's (HURN) management believes the company is "relatively insulated" from the conflict in the Middle East as about 80% of its revenue comes from US healthcare and education verticals, Wedbush said in a note emailed Monday after hosting an event with CFO John Kelly and other executives.

Also, Huron's "commercial revenue cohort is not seeing any exposure that has seen any disruption to note," the investment firm highlighted.

Huron will likely see a small margin impact in the near-term during inflationary timelines reflecting higher compensation expenses, but it will be more than offset by passing it to customers, Wedbush said.

Also, the firm noted that the company is seeing "strong deal flow for its AI strategy" and is in a good position to "provide mission-critical implementation work with tangible value for its clients."

Meanwhile, Huron's capital allocation will be focused on share repurchases and there will likely be less mergers and acquisitions year on year, the note said. Huron "views the current share price as an attractive point to aggressively buy shares" and will be "looking to frontload its repurchases in 2026 which may provide further upside to EPS estimates," the investment firm said.

Wedbush kept its outperform rating and $200 price target on Huron.

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