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Ziprecruiter Inc

Ziprecruiter Inc

ZIP
$3.96USD↓-3.65%-0.15 today

MARKET CAP

322.8M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$4 – $4

52W RANGE

$2
$6

AI Summary

Stalk
StalkMedium

ZIP is in a Stage 2 advancing regime with a bullish medium-term structure confirmed by a late‐June momentum breakout above resistance on high volume and rising EMAs. However, price is currently extended well above the EMAs and in extreme overbought territory, reducing short-term execution readiness. A deferred entry is advised, waiting for a pullback into the rising 9/21 EMA band or prior pivot support before participating.

  • ↑Be Seen First and ZipIntro AI tools drove 90% QoQ adoption growth
  • ↑Maintained 63k quarterly paid employers in Q1, showing demand stability
  • ↓Revenue per paid employer fell 2% YoY to $1,698, signaling muted hiring demand
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The case for & against

Bull & Bear analysis

Bearish

ZipRecruiter, Inc. (NYSE: ZIP) operates as a leading online employment marketplace, connecting job seekers and employers through advanced technologies and innovative solutions. Positioned prominently in the recruitment technology sector, ZipRecruiter is instrumental in enhancing hiring processes across various industries, especially through its integration of AI capabilities. The company aims to capture market share by streamlining the job application process and increasing engagement between employers and candidates.

Bull says

  • ↑Be Seen First and ZipIntro AI tools drove 90% QoQ adoption growth
  • ↑Maintained 63k quarterly paid employers in Q1, showing demand stability
  • ↑Ended Q1 ’26 with $393.5M cash and repurchased 3.5M shares for $9.4M
  • ↑Analysts are revising earnings upward, indicating potential upside
  • ↑Management expects to leverage a recovering labor market for growth
  • ↑High-quality balance sheet and operational efficiency underpin strategy

Bear says

  • ↓Revenue per paid employer fell 2% YoY to $1,698, signaling muted hiring demand
  • ↓Q1 revenue of $110M declined 10% YoY and 1% QoQ, reflecting softness
  • ↓Adjusted EBITDA margin dropped to 5% from 17% last year, pressuring profits
  • ↓Elevated debt levels heighten leverage risk under adverse conditions
  • ↓Forward P/E of ~28x exceeds peer average, suggesting possible overvaluation
  • ↓Heavy reliance on enterprise segment adds risk if large clients pause

Investment themes with ZIP

Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-11-2026bullish

Transcript signals

Bull points

  • Adjusted EBITDA in Q1 was $9.7 million, representing a 9% margin coming ahead of the high end of our guidance range. This compares to an adjusted EBITDA margin of 5% in Q1 of 25.
  • our Q2 revenue guidance of $112 million at the midpoint represents a return to flat revenue year over year and 4% growth quarter over quarter, demonstrating the impact of our hiring solutions despite underlying macro headwinds.
  • In this scenario, we also believe adjusted EBITDA margins can expand by 5 percentage points from 9% in 2025 to 14% in 2026. This margin expansion reflects our commitment to operational efficiency alongside targeted investments aimed at capturing growth.

Bear points

  • Revenue per paid employer was $1,698, down 2% year over year and down 10% sequentially. The year-over-year decrease reflects more muted hiring demand.
Read full transcript analysis ›