B+
Bull case
30%
Probability
Target price
$36.00
Analysis reference price unavailable
Analysis 2026-06-22 · RankAlpha Sentiment Codex
RHI
Robert HalfDNYSE / Commercial & Professional Services
Last Price
Quote time unavailable
Current thesis
The best bull argument is that company-sourced Q1 commentary showed incremental staffing improvement before a full macro recovery, while Protiviti cost actions create operating leverage if demand merely stabilizes rather than surges [#SEC-8K-2026-04-23].
Posture
Defensive
Lead driver
Sentiment
What changed
1 setup hits (3d) with net bullish as of 2026-09-09.
What can break
Management flagged that geopolitical conflict and higher energy costs had not yet hit demand materially, but those factors could extend client decision times again.
Momentum
90
Value
38
Sentiment
43
Setup hits (3d)
1 · Net Bullish
AI TargetsBase $32.50 · Bull $36.00 · Bear $27.00Analysis 2026-06-22; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-22 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Bullish
Target $34.78
Why
Momentum90 · Δ7d -4.0
Value38 · Δ7d -0.2
Sentiment43 · Δ7d +14.5
So what
Weak posture (Net Bullish). Prioritize risk control and patience.
Confirming evidence
- • 1 setup hits (3d) with net bullish as of 2026-09-09.
- • Sentiment remains the lead driver in the composite, 7D delta +14.5.
Contradictions & invalidation
- • Management flagged that geopolitical conflict and higher energy costs had not yet hit demand materially, but those factors could extend client decision times again.
- • Permanent placement trends remained soft into April, showing that hiring recovery is still uneven and sensitive to client confidence.
- • The bear case is that this is still a low-margin, low-visibility recovery story: Q1 revenue was down year over year, permanent placement remained soft into April, and Protiviti is working through a less favorable regulatory-services mix rather than clear broad-based demand acceleration.
Catalyst clock
2026-06-30
Talent solutions stabilization can still turn into a modest Q2 upside setup
Lead driver: Sentiment · See AI snapshot
Momentum
90
9% active weight
Current posture
7d trendSoftening
Δ7d
-4.0
Δ21d
-3.1
Value
38
28% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.9
Sentiment
43
62% active weight
Current posture
7d trendImproving
Δ7d
+14.5
Δ21d
+13.1
Why this grade
Composite grade D. Momentum 89.6 / Value 37.7 / Sentiment 43.1
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-06-22. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$32.50
Analysis reference price unavailable
Analysis 2026-06-22 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$27.00
Analysis reference price unavailable
Analysis 2026-06-22 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$4.35B
Beta
0.86
Shares Out
102.36M
P/E (TTM)
17.4
P/S (TTM)
0.50
P/FCF (TTM)
945.04
Rev YoY
-2.4%
EPS YoY
-35.4%
Gross Margin
+35.4%
Op Margin
+0.2%
Net Debt
-$218.9M
Current Ratio
1.46
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data