Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of business solutions company Insperity, Inc. (NYSE:NSP) popped as much as 10% Tuesday after the company reported fourth-quarter earnings.

So what: Revenue was up 7% to $595.9 million and net income jumped 54% to $8.2 million, or $0.35 per share on an adjusted basis. Both easily topped Wall Street's expectation of $590.7 million in revenue and earnings of $0.27 per share. 

To fuel growth in the future, Insperity is growing by adding new offices in Philadelphia and Seattle, and expansions in Chicago, Dallas, and New York. 

Now what: Operations are clearly improving at a steady clip, and management also expects that to continue in 2015. For the year, they expect average work-site employees to increase 10%-12% and earnings to increase 26%-32% to $1.82-$1.92 per share. Those are solid growth figures, but with shares trading at 23 times the high end of earnings estimates, I'd like to see a little better value before jumping in after Tuesday's pop.

Travis Hoium has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.