Robert Half International reported fourth-quarter net income of $32 million, or $0.32 per share, surpassing the Zacks Consensus Estimate of $0.30 by 6.7%. Revenues declined 6 percent year-over-year to $1.302 billion but exceeded analyst forecasts by $5 million. The earnings beat drove a 12.5% jump in the company’s share price on the day of the release, reflecting renewed investor optimism in the staffing firm’s ability to navigate a challenging macroeconomic environment.

Tobey Sommer of Truist Financial set a price target of $40 for Robert Half, implying upside of approximately 17.3% from recent trading levels. Sommer cited the company’s consistent margin discipline and improving weekly revenue trends as key drivers. This projection stands in contrast to the staffing sector average, underlining Robert Half’s perceived strength relative to peers such as ManpowerGroup and Randstad.

Management guided first-quarter revenues at the midpoint above consensus forecasts, suggesting potential stabilization following broad declines across its Talent Solutions and Protiviti segments. While gross margins contracted by 100 basis points in Q4, the firm achieved positive sequential growth in both business lines for the first time in over three years. CEO M. Keith Waddell highlighted that weekly revenue momentum extended into January, setting the stage for year-over-year growth expected by Q3 2025.