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ZIP · Ziprecruiter, Inc.

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$5.51 -0.13 (-2.30%) At close · Nov 13
Market Cap
$450.00M
Shares
81.67M
Volume · Nov 13 983.99K Avg daily vol (3M) 932.14K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$5.51 Open$5.54 Day$5.27–5.75 52W close$1.69–6.59 Avg vol 30d934K Short int3.1M · 3.8% of shares · 5.1d Short vol46% Last earningsNov 9, 2026 DataMay 2021–Nov 2026 Filing10-Q · Nov 9

Up next

Feb 24, 2027 Est · unconfirmed · in 14 wks

Latest documents

2026
Nov 9
Earnings call
Revenue growth accelerates as profitability expands

Full-year revenue guidance is $468 to $472 million, representing 4% to 5% growth. ZipRecruiter reported third-quarter revenue of $124.4 million, up 8% year-over-year, and adjusted EBITDA of $20.8 million at a 17% margin.

2 source passages
ZipRecruiter's momentum continued to accelerate in the third quarter as we grew revenue and expanded profitability year over year. Q3 revenue grew 8% year-over-year to $124.4 million, driven by product improvements that drove the marketplace to record engagement levels and marketing efficiency improvements that fueled growth in quarterly paid employers. Adjusted EBITDA was $20.8 million, an adjusted EBITDA margin of 17%, representing 9 percentage points of expansion year-over-year. Our Q4 revenue guidance implies full-year revenue of $468 to $472 million, representing 4% to 5% year-over-year growth. Open the document at this passage
Nov 9
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Revenue rises 8% as net income reaches $5.1 million

ZipRecruiter reported revenue of $124.4 million, up 8%, and net income of $5.1 million for the three months ended September 30, 2026, versus $115.0 million and a $9.8 million net loss in 2025. Adjusted EBITDA rose to $20.8 million.

Revenue $124.44M ▲ 8.2% Net income $5.11M Diluted EPS $0.06
Read from the MD&A section
2 source passages
For the three months ended September 30, 2026, our revenue was $124.4 million and we generated net income of $5.1 million and Adjusted EBITDA of $20.8 million. For the three months ended September 30, 2025, our revenue was $115.0 million, and we had a net loss of $9.8 million and Adjusted EBITDA of $9.2 million. Additionally, in the three and nine months ended September 30, 2026, we delivered $124.4 million and $350.1 million in revenue, respectively, an 8% and 4% increase compared to the three and nine months ended September 30, 2025, respectively. Open the document at this passage
Nov 9
Current report 8-K
Revenue rises 8% as full-year outlook strengthens

ZipRecruiter reported Q3 2026 revenue of $124.4 million, up 8% year-over-year, and Adjusted EBITDA of $20.8 million at a 17% margin. Full-year 2026 revenue growth is expected at 4 to 5%, with Adjusted EBITDA margin of 13 to 14%.

Financial results, Regulation FD disclosure
3 source passages
Q3 revenue grew 8% year-over-year to $124.4 million, driven by product improvements that fueled growth in Quarterly Paid Employers. Net income was $5.1 million, a net income margin of 4%, and Adjusted EBITDA was $20.8 million, an Adjusted EBITDA margin of 17%, representing 9 percentage points of expansion year-over-year. Our updated 2026 full-year revenue outlook is 4 to 5% year-over-year growth, and Adjusted EBITDA margin of 13 to 14%, reflecting stronger than expected growth and profitability. Open the document at this passage
Nov 2
Current report 8-K Events of Oct 29
Director or officer change, or executive pay, Regulation FD disclosure

ZipRecruiter appointed Jeffrey Liaw as an independent Class III director after Emily McEvilly resigned, both effective October 29, 2026. Liaw will receive a $50,000 annual retainer, a $200,000 initial RSU award and a $133,333 annual RSU award.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$461.73M
Trailing 12 months
Net income (TTM)
$42.96M
Trailing 12 months
Revenue growth YoY
+8.2%
Year over year
Operating margin
3.8%
Trailing 12 months
P / E (TTM)
11.0
Trailing earnings · reciprocal yield 9.1%
FCF yield
7.6%
TTM · current market cap
Return on invested capital
24.9%
Trailing 12 months
Net cash
−$73.99M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-3.5%
Year over year · fewer shares
Price change (1Y)
+19.3%
Trailing year
Short interest
3.8%
Latest settlement · 5.1 days to cover
View all 125 metrics

AI Brief

Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26

TL;DR. ZipRecruiter's Q2 revenue grew 5% YoY to $118.1M, beating guidance by $6M, with Adjusted EBITDA margin expanding to 12% from 8% a year ago. Management raised the full-year outlook to low-single-digit revenue growth (from prior flat expectation) and 12%-14% Adjusted EBITDA margins, supported by product-driven gains in qualified applications and a $65M-discount debt repurchase that reduced the debt burden.

Bullish
  • + Q2 revenue beat the midpoint of guidance by $6M while Adjusted EBITDA margin expanded to 12% from 8% a year ago.
  • + Management raised the full-year outlook to low-single-digit revenue growth and 12%-14% Adjusted EBITDA margins, up from prior expectation of flat revenue and 9% in 2025.
  • + Next-gen search and matching engine drove a 34% QoQ increase in qualified application volume and doubled the employer response rate per application YoY.
  • + Repurchased $294.6M of senior unsecured notes at a ~$65M discount, retiring over half of outstanding debt while preserving $173.8M in cash.
Bearish
  • − Revenue per Paid Employer declined 1% YoY to $1,669 as new employers joined partway through the quarter.
  • − Cash, cash equivalents and marketable securities fell to $173.8M from $393.5M sequentially as maturities were used to fund the debt repurchase.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Fair Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +59%
above
Price vs 50-day avg +32%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 78%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +25%
trailing
6-month return +73%
trailing
YTD return +41%
this year
Relative strength +73%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $4 › 200d $3 — 50d above 200d
Institutional flow Accumulating
117 of 140 funds reported for Sep 30 · net +2.1M sh shares · +23 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.80% of shares out · ▼ -3.7% MoM · 5.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
140 holders — mid 3-yr range
Squeeze score 92
high risk · 0–100
Fundamentals
Fair
Revenue growth −5%
Y/Y
Gross margin 89%
contracting
EPS growth −185%
Y/Y
Free cash flow $9.9M
Valuation P/E 10.6
in line
Buyback $107.3M
remaining
Balance sheet $356.8M
net debt
Quant / Vol
risk profile
Very High
Volatility 108%
annualized · 1-yr
Max drawdown −69%
past year
ATR 9.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 7 of last 8
Latest guidance · from the Earnings Call filed Aug 5, 2026
Full-year adjusted EBITDA margin · full year 2026 Non-GAAP Lowered 12% – 14%
Mar 31, 2026 14% changed to Aug 5, 2026 12% – 14%
Previous outlook earlier release · from the 8-K filed Aug 11, 2025

Still-open targets the latest release did not restate under the same label.

Revenue · Q3'25 $110M – $116M
Prior guidance period ended · from the Earnings Call filed Aug 5, 2026
Revenue · Q3 2026 $121M
Adjusted EBITDA · Q3 2026 $16M
Guided vs delivered · last 8 settled
Revenue Q3 2026
guided $121M
$124.44M Beat +2.8%
Q2 revenue Q2 2026
guided $112M
$118.06M Beat +5.4%
Revenue Q1'26
guided $106M
$107.55M Beat +1.5%
Revenue Q425
guided $109M – $115M
$111.67M In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+59% Bullish
Price vs 50-day avg
+32% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
78% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $4 › 200d $3 — 50d above 200d
Institutional flow Accumulating
117 of 140 funds reported for Sep 30 · net +2.1M sh shares · +23 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.80% of shares out · ▼ -3.7% MoM · 5.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
140 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $2 Now $6 · 78% Range high $7
vs 200-day avg +59% vs 50-day avg +32%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP $14.6M Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP GAAP net income (loss) 43.43M
+7.37M Stock-based compensation
+3.05M Depreciation and amortization
+6.69M Interest expense
-59.26M Gain on debt extinguishment
-3.14M Other (income) expense, net
+16.43M Income tax expense (benefit)
= Adjusted EBITDA 14.56M
Adjusted EBITDA Margin non-GAAP 12% Q2 2026 —
Quarterly Paid Employers 70.7K Q2 2026 —
Revenue per Paid Employer $1,669 Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Internet Content & Information — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ZIP
Ziprecruiter, Inc.
this stock
$450.00M +41.3% -5.3% 10.6 3.8%
GOOGL
Alphabet Inc.
$3.64T -5.5% +15.1% 15.4 0.7%
META
Meta Platforms, Inc.
$1.64T -2.8% +47.1% 21.9 3.0%
SPOT
Spotify Technology S.A.
$125.91B +5.5% — — 1.5%
NBIS
Nebius Group N.V.
$33.94B +38.4% +479.0% — 17.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
154
% held
66.6%
Reported
117 of 140
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
118
View
Short & Settlement
Short Interest Falling
Shares short
3.1M
Days to cover
5.1d
Change
-119.5K sh
View
Short Volume
Short vol %
46%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.9K
Value
$8.8K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
33.1%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$449.0M
Net income (FY)
$-33.0M
EPS diluted
$-0.37
View
Buybacks
Authorized
$750.0M
Remaining
$107.3M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Nov 9, 2026
This year
17

ZipRecruiter reported Q3 2026 revenue of $124.4 million, up 8% year-over-year, and Adjusted EBITDA of $20.8 million at a 17% margin. Full-year 2026 revenue growth is expected at 4 to 5%, with Adjusted EBITDA margin of 13 to 14%.

View
Proposed Sales
Value
$291.4K
Shares
67.9K
Filed
Nov 10, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 9, 2026
View
Investor Relations
Latest news
ZipRecruiter Announces Third Quar…
Published
Nov 9, 2026
View

Performance

5D 20D 120D MTD YTD
ZIP +46.5% +24.9% +73.3% +31.2% +41.3%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +44.0% +26.1% +72.8% +31.4% +30.7%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
$750.00M
Spent (derived)
$642.70M
Remaining
$107.30M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1617553 CUSIP 98980B103 13F (30d) 113 filings 99 filers Visit website Investor relations