KFRC News & Events

Major indices reversed two days of heavy losses - compounded by pressure in both precious metals and crypto space - with a session of strong gains on Monday, led by Consumer Staples and Industrials.  The opening hour of the evening session also suggests the risk-on rebound may be durable.  S&P e-minis are up 0.2%, Nasdaq 100 contract is up 0.4%, and Dow Industrials are trading flat.  Earnings calendar rolling through the Tech sector on Monday still supports the AI bull case - Palantirwas up 6% afterhours after generating its best annualized growth rate on record at a whopping 7o%.  Performance by reporting Semis was more mixed however, with post-earnings strength in Teradyneand a sell-off in NXP Semiconductors.In commodities, the rally in WTI Crude Oil taking the contract above $66 last week has been scaled back on Monday, pressuring the overall Energy sector to be the worst performer on the S&P 500.  In evening trade, WTI is below $62 per barrel ahead of tomorrow's API inventory data.  Precious metals - which saw the spec-driven bubble deflate sharply on Friday is seeing some recovery however - gold is back above $4,800 after falling below $4,500 on Monday and Silver is approaching $83 per ounce after falling to low $70s earlier in the day.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Teradyneup 23.0%Woodwardup 15.8%DaVita Inc.up 14.8%Palantirup 5.8%ALSO HIGHER -TeraWulfup 11.8% after announcing acquisition of two brownfield infrastructure sitesAESup 7.7% after takeover interest report from BloombergDOWN AFTER EARNINGS -Rambusdown 15.8%Kforcedown 10.9%Fabrinetdown 8.1%NXP Semiconductors N.V.down 5.6%ALSO LOWER -Acadia Pharmaceuticalsdown 6.1% after negative CHMP trend vote in Rett Syndrome

Reports Q4 revenue $332.0M, consensus $329.4M. Joseph J. Liberatore, CEO, commented, "We are pleased to have delivered fourth quarter revenues that exceeded our expectations, which we believe are reflective of the continued build of momentum that we began to experience in the third quarter. The sequential Flex revenue growth we delivered in our Technology business represents the highest sequential billing day growth since the second quarter of 2022. This momentum appears to be carrying over into the first quarter as January 2026 results represent our best start since 2022. These trends are resulting in first quarter guidance that contemplates a slight decline on the low end and slight growth on the high end, both on a year-over-year basis. We made tremendous progress in 2025 with our strategic initiatives, including the advancement of the implementation of Workday as our future state enterprise cloud application for human capital management and financials, the evolution of our offshore delivery capability in India, and the further integration of all of the Firm's capabilities across the full spectrum of our service offerings as One Kforce. We believe each of these initiatives is transformational in nature and will be a meaningful contributor to us meeting our longer-term financial objectives."