ZIP · NYSE · Staffing & Employment Services

ZipRecruiter (ZIP)

Connects employers and job seekers through job distribution, matching, and application workflows.

$3.73
vs last close−0.15 (−3.99%)
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ZipRecruiter, Inc.ZIP
Industrials

Runs an online employment marketplace for employers and job seekers, with revenue from employer subscriptions and performance-based services. The business is concentrated in the US and depends on hiring demand, paid-employer activity, distribution channels, and continued engagement on both sides of the marketplace.

Operates a one-segment online employment marketplace that connects employers with job seekers through job postings, candidate alerts, direct recruitment messages, job distribution, ATS workflows, and integrations for employers that already use hiring software.

Serves job seekers with search, one-click applications, application tracking, alerts, status updates, Phil, and Be Seen First. Revenue comes from employer subscriptions and performance-based services, and the business is concentrated in the United States.

Execution centers on simple, data-driven matching and engagement tools that keep employers and candidates active in the marketplace. Revenue depends on employer hiring demand, paid-employer renewal and upgrade behavior, search and distribution channels, and continued marketplace engagement.

Company facts

CEOIan Siegel
ListedMay 26, 2021
ExchangeNYSE
HeadquartersSanta Monica, CA
CountryUnited States
Employees800
CIK0001617553
ISINUS98980B1035

Market cap$334.7M
EPS (ttm)$0.3501
P/E (ttm)11.08
ROE
P/B
P/S0.7401
Dividend yieldDiv yield
Beta1.98vs XLI −1.20

Price target$4.75+22.4%Average of 8 analysts
ConsensusHold6 of 8 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026Goldman SachsReiterate
Rating: Target: $3.50
Rating: NeutralTarget: $5
Jul 22, 2026UBSReiterate
Rating: Target: $3.50
Rating: NeutralTarget: $4.50
May 11, 2026Goldman SachsReiterate
Rating: Target: $5.50
Rating: NeutralTarget: $3.50
May 8, 2026UBSReiterate
Rating: Target: $4
Rating: NeutralTarget: $3.50
Nov 6, 2025Goldman SachsTarget
Target: $8
Target: $5.50

Next report
Nov 4, 26
in 43 days
EPS estimate
−$0.01
Revenue estimate
$121.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.11−$0.13−$0.10−$0.11−$0.01−$0.06$0.53Pending
Estimate−$0.11−$0.17−$0.13−$0.15$0.09−$0.15−$0.06−$0.01
Surprise0.0%+23.5%+23.1%+26.7%−110.6%+60.0%+983.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$111.0M$110.1M$112.2M$115.0M$111.7M$107.5M$118.1MPending
Estimate$107.7M$113.1M$113.3M$112.2M$112.2M$106.2M$112.5M$121.1M
Surprise+3.1%−2.7%−1.0%+2.5%−0.4%+1.2%+5.0%
Estimate−$0.01
ReportedDue Nov 4, 2026
Estimate$121.1M
ReportedDue Nov 4, 2026
View details

Current ratio303.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$117.1M$111.0M$110.1M$112.2M$115.0M$111.7M$107.5M$118.1M
Net income−$2.6M−$10.8M−$12.8M−$9.5M−$9.8M−$835.0K−$4.7M$43.4M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%36.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$3.2M−$4.0M−$11.7M−$6.7M−$5.0M$4.0M−$1.5M$4.1M
YoY growthTurned lossTurned lossLoss widenedTurned lossLoss widenedTurned profitLoss narrowedTurned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $173.8M · Total debt $265.0M · Total assets $321.3M · Shareholders' equity −$33.8M

Revenue
$118.1M
Operating income
$4.1M
Net income
$43.4M
View details

No dividends on record.

Institutions64.11%52.72M shares
143 holders · as of Jun 30, 2026
Insiders18.06%14.85M shares
13 holders · as of Sep 16, 2026
Strategic holders9.71%7.98M shares
2 holders · as of Feb 17, 2026
Other8.12%6.68M shares
remainder

82.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Ian H. SiegelInsiderdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER
15.96%287,491 A · 12.84M Bfiled Sep 16, 2026
BlackRock, Inc.Institution
10.67%8.78M Aas of Jun 30, 2026
Edmond de Rothschild Asset Management (France)Institution
6.83%5.62Mfiled Apr 30, 2026
Edmond de Rothschild Holding S.A.Institution
6.82%5.61M Aas of Jun 30, 2026
BlackRock Portfolio Management LLCStrategic
5.08%4.17Mfiled Apr 15, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 25, 2026Ryan T. Sakamotoofficer: EVP, Chief Legal Officer−2,978$4.39
Aug 20, 2026Amy Garefisofficer: EVP, Chief People Officer−7,819$5.15
Aug 6, 2026Ian H. Siegeldirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER−9,722$4.55
Aug 5, 2026Ian H. Siegeldirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER−9,722$4.31
Aug 4, 2026Ian H. Siegeldirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER−9,722$4.42
View details

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