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Kelly Services’ Big Wins: Everest Group Honors and RPO Accolades Spark Optimism – Is KELYA Poised for a Rally?
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Kelly Services’ Big Wins: Everest Group Honors and RPO Accolades Spark Optimism – Is KELYA Poised for a Rally?

by
15 October 2025
  • Everest Group Awards: Kelly Services (Nasdaq: KELYA/KELYB) was named a “Leader” and “Star Performer” in Everest Group’s 2025 US Contingent Staffing PEAK Matrix for both business-professional and industrial staffing [1]. This marks the first time any firm has earned both honors across all four US contingent staffing categories, underscoring Kelly’s growing market impact driven by outcome-based services and tech investments [2].
  • RPO Baker’s Dozen: KellyOCG + Sevenstep – Kelly’s permanent hiring arm – was ranked among the very top RPO (recruitment process outsourcing) providers. In HRO Today’s 2025 “Baker’s Dozen” survey, they were No.1 for deal size and No.3 overall (out of 58 firms) [3]. President Amy Bush noted KellyOCG+Sevenstep’s “agile and AI-enabled solutions” and global reach, saying clients trust them for “ready-for-everything talent acquisition” with predictive analytics driving talent strategy [4]. HRO Today CEO Elliot Clark added that KellyOCG+Sevenstep combines “sophisticated operations, proprietary data and analytics… a compelling choice for global enterprise RPO programs” [5].
  • Earnings & Guidance: In Q2 FY2025, Kelly’s revenues were about $1.10 billion (up 4.2% YoY, boosted by acquisitions) and adjusted EBITDA ~$37 million [6]. CEO Peter Quigley highlighted growth in resilient segments (education, telecom, payroll) and efficiency efforts, saying the company will “deliver near-term results while positioning Kelly for the future” [7]. Kelly cautioned that Q3 revenue may fall ~5–7% (weaker federal contract demand), but expects modest margin expansion this year [8].
  • Stock Price & Analyst Targets: KELYA shares trade around $12.3 (mid-Oct ’25), down from a 52-week high of ~$22.4. The consensus Wall Street target is roughly $21–25 a year out, implying 70–100% upside [9] [10]. MarketBeat reports an average 12-month price target of $25.00 (103% above today) [11], while TipRanks’ three analysts average $21.50 (73% up) [12]. (Analyst ratings are mixed: 2 Buys, 1 Sell, consensus “Hold” [13].) Kelly pays a small dividend (recently ~$0.075–$0.08 per quarter, ~2.4% yield [14] [15]) and has a market cap around ~$440 M.
  • Leadership & Strategy: Kelly recently appointed Chris Layden (ex-Prolink COO) as CEO (effective Sep 2025) [16], signaling a strategic refresh. Everest Group notes Kelly’s push into high-growth areas – from semiconductors and renewable energy to advanced manufacturing – and ongoing investment in digital tools (the KellyNow platform, e-sign/onboarding, AI and analytics) [17] [18]. The firm is known for outcome-based outsourcing (BPO, SOW/consulting) and workforce analytics, aiming to be a “limitless opportunity” workforce partner.

Kelly’s recent accolades reflect its transformation beyond old-school staffing. Kelly Group President Tammy Browning lauded the recognition, noting Kelly’s focus on scalable, tech-powered solutions. “We continue to make strategic technology investments to streamline processes and innovate the way we connect job seekers with clients,” she said, adding that Kelly is “thrilled Everest Group has once again recognized Kelly… and are proud to be named a Star Performer” [19]. Everest Group itself praised Kelly’s resilience and analytics edge – VP Priyanka Mitra highlighted Kelly’s “resilience in the industrial staffing market, focus on outcome-based solutions, and strong technology and analytics investments” as key to its performance [20].

Indeed, Everest’s report notes Kelly has broadened its talent sourcing and upskilling (career-pathway) programs, integrating its branch network with digital access via the KellyNow portal [21]. Kelly is doubling down on AI, automation and data-driven dashboards to speed hiring and improve compliance [22]. In parallel, the KellyOCG+Sevenstep RPO unit is leveraging machine learning and the proprietary Sevayo® platform to refine candidate matching – factors that clients rewarded in the HRO Baker’s Dozen survey [23] [24].

On the financial front, Kelly’s turnaround is still a work in progress. Q2 results showed organic revenue declines in parts of its staffing business [25], and management warned the U.S. federal hiring slowdown may pinch Q3 sales [26]. Still, operating earnings and EPS were up year-over-year (EPS $0.52 vs $0.12 prior [27]), and the firm is trimming costs. Peter Quigley stressed that Kelly is aligning resources with demand and focusing on “resilient markets” (education staffing, telecom/tech talent, and payroll services) [28].

Market View & Outlook: Investors have taken note: Kelly’s stock has languished near its low-teens level. A StockInvest technical analysis notes the shares have seen several downtrends of late, with support around $12.30 [29] [30]. In the short term the chart looks weak (recent 3-day slide into mid-$12’s [31]), but longer-term momentum could turn if positive news builds. The bright side is that analysts see the valuation as dirt-cheap. As one finance site observes, Kelly’s 12-month forecast is overwhelmingly bullish: “holding current trend… Kelly will rise 2.30% in next 3 months, with 90% chance to be between $12.59 and $15.16” [32]. (Technical sellers argue caution, but any break above $12.75–$13.00 would flip the chart to bullish [33].)

In short, Kelly’s recent industry honors have put a spotlight on the company’s evolving strategy and robust client feedback. Whether these accolades translate into sustained stock gains remains to be seen. For now, everage Outlook watchers note the upside potential – and the risks of a still-unpredictable staffing cycle. As CEO Quigley aptly put it, by focusing on client needs and efficiency initiatives, Kelly aims to “deliver near-term results while positioning [the company] for the future” [34].

Sources: Company press releases and industry reports [35] [36] [37] [38]; financial filings [39]; analyst forecasts [40] [41]; market data [42] [43]. (Quotes from Kelly execs and Everest/HRO experts as cited.)

References

1. www.nasdaq.com, 2. www.nasdaq.com, 3. www.kellyservices.com, 4. www.kellyservices.com, 5. www.kellyservices.com, 6. www.globenewswire.com, 7. www.globenewswire.com, 8. www.globenewswire.com, 9. www.marketbeat.com, 10. www.tipranks.com, 11. www.marketbeat.com, 12. www.tipranks.com, 13. www.marketbeat.com, 14. www.google.com, 15. stockinvest.us, 16. www.kellyservices.com, 17. www.nasdaq.com, 18. www.nasdaq.com, 19. www.nasdaq.com, 20. www.globenewswire.com, 21. www.nasdaq.com, 22. www.nasdaq.com, 23. www.kellyservices.com, 24. www.kellyservices.com, 25. www.globenewswire.com, 26. www.globenewswire.com, 27. www.globenewswire.com, 28. www.globenewswire.com, 29. stockinvest.us, 30. stockinvest.us, 31. stockinvest.us, 32. stockinvest.us, 33. stockinvest.us, 34. www.globenewswire.com, 35. www.nasdaq.com, 36. www.kellyservices.com, 37. www.globenewswire.com, 38. www.kellyservices.com, 39. www.globenewswire.com, 40. www.marketbeat.com, 41. www.tipranks.com, 42. stockinvest.us, 43. www.google.com

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