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Earlier in December 2025, Penguin Ai announced a collaboration with FTI Consulting to integrate its healthcare AI platform into FTI’s revenue cycle management consulting work, while FTI also added veteran healthcare advisor, Mitch Harris, and named Rike Rabl as its next chief human resources officer.
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Together, these moves demonstrate FTI Consulting’s focus on deepening its healthcare expertise, evolving AI-enabled services, and refining its global talent strategy for complex regulatory and operational work.
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We’ll examine how the Penguin Ai collaboration, focused on AI-enhanced healthcare revenue cycle management, could influence FTI Consulting’s investment narrative.
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To own FTI Consulting, you must believe the company can create value by remaining essential to complex regulatory, litigation and transformation work while managing margin pressure and talent costs. The Penguin Ai collaboration and healthcare executive hires support the growth story of AI-driven healthcare and consulting services, but they do not appear to materially change the key near-term driver, which remains execution on profitable growth as wage inflation, drag on new hires and competitive pricing continue to weigh on earnings quality.
The appointment of Mitch Harris as Senior Managing Director of Healthcare Risk Management and Advisory seems particularly relevant here, as it directly ties FTI’s healthcare practice to the heavy lifting of regulation and exploitation of data and AI. Combined with Penguin Ai’s integration into revenue cycle management, it strengthens healthcare as a testing ground for higher value, AI-enabled projects that could offset the risk of commodification in more common consulting mandates and help FTI defend its pricing power where complexity remains high.
But in the face of this AI push, investors should be aware that competitive pressure and increasing automation could further compress prices and margins over time if…
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FTI Consulting’s narrative projects revenue of $4.3 billion and profits of $358.3 million by 2028. This requires annual revenue growth of 5.3% and an increase in profits of approximately $108.6 million, up from $249.7 million today.
See how FTI Consulting’s forecast yields a fair value of $166.00a drop of 6% from its current price.
