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RCRCRRF

Recruit Holdings Co., Ltd.

$RCRRF·$139B·Staffing & Employment Services·Industrials
$97.42-7.2%1Y+69.0%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 0 posts2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 1 posts1
Price updated 3h ago·X counts updated 1d ago
RCRCRRF
$RCRRFRecruit Holdings Co., Ltd.
$97.42-7.22%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RCRRF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-11

The move is getting stronger, with heavier trading behind it.

Recruit Holdings Japanese HR-tech giant up 89% t12m — Q1 revenue +18%, Indeed and Glassdoor.

Recruit Holdings is a Japanese HR-tech giant — owns Indeed, Glassdoor, and Recruit Marketing Partners — plus staffing services + business solutions across Japan, US, and international markets.

  • Q1 fiscal 2027 revenue was ¥1.04T (~$7B USD), +18% YoY and +7.4% sequentially — meaningful acceleration; gross margin 59%, operating margin 24%, ROIC 28%, ROE 36%, D/E 0.10 (essentially debt-free), FCF yield 4%.
  • Q1 print (Aug 7) beat by 32.8%, extending a strong cadence of +33%, +54%, +16%, +5.5% — recent quarters have been consistently strong.
  • Fundamentals: PE 32 (rich but for the growth), PS 4.76.
  • Structural: sitting at 0.98 of the 52-week range (essentially at highs), +41% above the 50-day and +88% above the 200-day MA — full-throated trend confirmation.
  • Analyst outlook: FY2027 EPS ¥471 (~$3.15 per ADR), FY2028 ¥566 (+20%) — meaningful growth expected.
  • Coverage: 'Recent Price Trend in Recruit Holdings is Your Friend' (Aug 5, Jun 16) + '3 Reasons Growth Investors Will Love Recruit' (Jun 22) — sell-side broadly bullish on the momentum.
  • Beta 0.91 — moderate vol.

Japanese HR-tech giant with Indeed's global scale + strong Q1 acceleration — the setup benefits from continued global HR-services demand + AI-driven recruiting product cycle; the tape is confirming.

What to watch: Nov 16 Q2 fiscal print — Indeed revenue trajectory, US-market performance, and any AI product-launch commentary.

On the calendar: Q2 fiscal earnings 2026-11-16

Read the AI verdict + X sentiment for $RCRRF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese HR tech and staffing giant operating Indeed and Glassdoor globally, plus staffing and media businesses across Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Staffing & Employment Services sits in its cycle right now — and what that implies for $RCRRF.

Staffing & Employment Services · Industrials

No material change from last week — Mastech Digital provides IT solutions and data analytics staffing as enterprises continue deploying AI and cloud infrastructure.

Industry benchmark

7-name peer basket
+29.9%YTD
+25.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
27.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.90$0.67+32.8%
Q1 2026May 15, 2026$0.46$0.30+54.0%
Q4 2025Feb 9, 2026$0.66$0.57+16.0%
Q3 2025Nov 10, 2025$0.60$0.57+5.5%
Next earningsMon, Nov 16·consensus EPS $0.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.04T+18.1%61.6%24.3%$143.69$200.4B
Q4 FY26$966.6B+12.2%60.1%15.5%$73.50$217.7B
Q3 FY26$944.0B+5.2%58.0%19.8%$103.55$183.4B
Q2 FY26$927.8B+3.4%56.6%19.5%$91.01$141.6B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$4.15T$4.06T – $4.22T$471.09$427.87 – $489.4317
FY28$4.46T$3.94T – $4.65T$565.78$513.88 – $587.8117
FY29$4.78T$4.45T – $4.93T$679.38$617.06 – $705.8314
FY30$5.07T$4.71T – $5.22T$787.03$714.83 – $817.678
FY31$5.41T$5.03T – $5.57T$925.23$840.36 – $961.257

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+35.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+81.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Recent Price Trend in Recruit Holdings Co. (RCRUY) is Your Friend, Here's Whyzacks.com·8d ago3 Reasons Growth Investors Will Love Recruit Holdings Co. (RCRUY)zacks.com·51d agoRecent Price Trend in Recruit Holdings Co. (RCRUY) is Your Friend, Here's Whyzacks.com·58d agoRecruit Holdings Co., Ltd. (RCRUY) Q4 2026 Earnings Call Transcriptseekingalpha.com·90d ago

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Voices on X · last 7 days

No standout posts about $RCRRF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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