B+
Bull case
25%
Probability
Target price
$82.00
+14.9% vs current
KFY
Korn FerryBNYSE / Commercial & Professional Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$74.00
+3.7% vs current
B-
Bear case
25%
Probability
Target price
$58.00
-18.7% vs current
AI sentiment snapshot
Latest data as of 2026-05-05
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+49.7
Score
AI commentary
Primary-source evidence is supportive but still monitoring-style rather than high-conviction. News flow in the packet is light and mostly earnings-related, headline buzz is low, and no solid post-print analyst revision set was available in the packet. Price context is stable at $66.46 as of May 4, 2026, but there is limited fresh reaction data after the March 9, 2026 earnings release, which keeps confidence moderate.
RankAlpha Sentiment Codex - 2026-05-05
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-06-30eventQ4 FY26 outlook sets up a near-term execution checkHigh impact
Management guided Q4 FY26 fee revenue to $730 million-$750 million and diluted EPS to $1.34-$1.40 after Q3 fee revenue rose 7% year over year to $717.4 million, making the next print the clearest near-term test of whether diversified solution growth can hold. [#8-K-2026-03-09] [#10-Q-2026-03-11]
2026-09-30catalystContracted fee backlog supports forward revenue visibilityMedium impact
Estimated remaining fees under existing contracts ended Q3 at $1.85 billion, up 11% year over year, led by Digital up 16%, Consulting up 12%, and RPO up 10%, which supports a more durable revenue base than a pure executive-search cycle. [#8-K-2026-03-09]
2026-12-31catalystLiquidity and repurchase capacity provide downside supportMedium impact
As of January 31, 2026, Korn Ferry had $938.4 million of cash and cash equivalents, $306.6 million remaining under its repurchase authorization, and $845.6 million available on its revolving facility, partially offset by $400 million of senior notes due 2027. That balance-sheet flexibility can support buybacks and cushion a softer demand period. [#10-Q-2026-03-11]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-05 • Updated nightlySource: Internal modelMethodology