Robert Half International Inc. (NYSE:RHI) is a global staffing firm that provides talent solutions and consulting services. The company operates through various segments, including Talent Solutions and Protiviti, which offer specialized staffing and risk consulting services. Despite facing challenges in recent years, Robert Half remains a key player in the staffing industry, competing with firms like ManpowerGroup and Randstad.
On February 2, 2026, BMO Capital maintained its "Market Perform" rating for Robert Half, suggesting investors hold their positions. At the time, the stock was priced at $34.61. BMO Capital also raised its price target from $31 to $35, reflecting a more optimistic outlook for the company's future performance.
Robert Half's stock experienced a notable surge, climbing 26% by 1 p.m. This increase followed the company's fourth-quarter earnings release, which exceeded analysts' expectations. Despite a year-over-year revenue decline of 5.8%, the company reported an EPS of 32 cents, surpassing the consensus by 6.7%. Revenue for the quarter was $1.3 billion, slightly above expectations.
CEO Keith Waddell expressed optimism, noting that talent solutions and enterprise revenues have returned to positive sequential growth for the first time in over three years. This positive momentum extended into January, with the company surpassing the midpoint of its earnings and revenue guidance. Such developments are seen as positive indicators for the broader economy, as recruitment companies like Robert Half are often viewed as economic bellwethers.
Despite these achievements, Robert Half's stock has depreciated by 58.2% over the past year, a sharper decline compared to the 41.3% drop in the Staffing Firms industry. The stock's current price of $34.61 reflects a significant increase of 27.76% from its low of $25.22 over the past year. With a market capitalization of approximately $3.5 billion, Robert Half continues to navigate challenges while showing signs of potential stabilization.
