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ZIZIP

ZipRecruiter, Inc.

$ZIP·$340M·Staffing & Employment Services·Industrials
$4.920.0%YTD+16.0%1Y+27.5%
Mentions · last 7 days
2026-08-05: 7 posts2026-08-06: 3 posts2026-08-07: 8 posts2026-08-08: 2 posts2026-08-09: 0 posts2026-08-10: 1 posts2026-08-11: 1 posts23+5%
Price updated 3h ago·X counts updated 1d ago
ZIZIP
$ZIPZipRecruiter, Inc.
$4.920.00%23 posts+5%
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 $ZIP, 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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-11

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

ZipRecruiter Q2 EPS beat by 983% — but insiders selling into the recovery rally.

ZipRecruiter operates an online-hiring platform for SMBs — matching job seekers with employers through algorithmic screening; historically dependent on SMB hiring activity that tracks the labor cycle.

  • Q2 EPS beat by an eye-popping 983% (Aug 5) — but that means beating a very small loss estimate by a slightly less-small loss, so the magnitude is deceptive; still, direction is real.
  • Q1 revenue $107.5M was DOWN 2.3% YoY and -3.7% sequentially — top-line still contracting, though the pace of decline is slowing.
  • The corporate story: appointed Carmen Chan (age 40) as new CFO effective Aug 17 (July 28) — leadership renewal into the turnaround; also entered privately negotiated agreements to repurchase ~$295M of 5.00% Senior Unsecured Notes due 2030 (June 25) — debt reduction using cash on hand.
  • Insider tape is a caution: FIVE S-Sales in the recent window (Jul 20, Jul 24, Aug 4, 5, 6) — insiders monetizing into the rally, not adding conviction.
  • Structural: +16% YTD, +45% t12m, sitting at 0.86 of the 52-week range, +32% above the 50-day and +48% above the 200-day MA — real recovery tape.
  • Fundamentals: PE -14 (loss), PS 0.77 (cheap), gross margin 89%, operating margin -2% (near-breakeven), D/E -6.65 (negative equity from buybacks + losses), FCF yield 4.5%.
  • Product news: ZipRecruiter research "as AI adoption rises, so does hiring" (July 29) — leveraging AI narrative for their own SaaS positioning.
  • Analyst outlook: FY2026 EPS -$0.09, FY2027 EPS -$0.06 — narrowing losses, revenue $450M in 2026 to $475M in 2027 (+5%).

Recovery story with insider selling — the operational turn is real, the setup requires labor market cooperation.

What to watch: Nov 4 Q3 print — quarterly paid-employer count, revenue growth, and new-CFO commentary on capital allocation priorities.

On the calendar: Q3 earnings 2026-11-04

Read the AI verdict + X sentiment for $ZIP

  • 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.

Online two-sided job marketplace connecting employers and job seekers, with AI-matching technology and a pay-per-click recruitment model.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

What this means for $ZIP

Neutral — Online two-sided job marketplace connecting employers and job seekers, with AI-matching technology and a pay-per-click recruitment model; limited read-through from staffing & employment services macro dynamics to this specific revenue mix.

Industry benchmark

6-name peer basket
+32.2%YTD
+30.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-14.2How 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
-1.9%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
-2.1%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
4.5%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
0.8Same 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
32.9%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
89.1%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
-6.7Total 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 5, 2026$0.53$-0.06+983.3%
Q1 2026May 7, 2026$-0.06$-0.15+60.0%
Q4 2025Feb 25, 2026$-0.01$0.09-110.6%
Q3 2025Nov 5, 2025$-0.11$-0.15+26.7%
Next earningsWed, Nov 4·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$107.5M-2.3%88.9%-1.4%$-0.06$-3.6M
Q4 FY25$111.7M+0.6%89.1%3.6%$-0.01$5.0M
Q3 FY25$115.0M-1.8%89.1%-4.4%$-0.11$1.2M
Q2 FY25$112.2M-9.2%89.3%-5.9%$-0.10$12.9M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$450.0M$449.9M – $450.3M-$0.09-$0.16 – -$0.024
FY27$474.7M$462.0M – $493.3M-$0.06-$0.09 – -$0.034
FY28$514.2M$514.2M – $514.2M$0.06-$0.05 – $0.253

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.1.1×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.83%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.+27.4%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.+44.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 60.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.435-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 6Ian H. SiegelCEO9.7K sh$44KSellAug 5Ian H. SiegelCEO9.7K sh$42KSellAug 4Ian H. SiegelCEO9.7K sh$43KSellJul 24Ryan T. SakamotoEVP, Chief Legal Officer3.5K sh$14KSellJul 20Amy GarefisEVP, Chief People Officer8.0K sh$32KSellJul 8Ian H. SiegelCEO9.7K sh$38KSellJul 7Ian H. SiegelCEO9.7K sh$39KSellJul 6Ian H. SiegelCEO9.7K sh$38KSellJun 25Ryan T. SakamotoEVP, Chief Legal Officer3.0K sh$11KSellJun 23Ian H. SiegelCEO9.7K sh$30K
1–10 of 14
+ 10 other (5 inkinds · 5 exempts) in window

See when $ZIP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ZipRecruiter, Inc. (ZIP) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: mission, the Company’s Investor Relations page on its websit. Management guidance: outlook. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

ZipRecruiter, Inc. appointed Carmen Chan, age 40, as its new Chief Financial Officer and principal financial officer, effective August 17, 2026, as disclosed in an 8-K filed July 28, 2026 under Item 5.02. Prior to joining ZipRecruiter, Chan served as a Managing Director at Barclays, bringing investment banking and capital markets experience to the role. Her base salary is set at $500,000 per year, with additional equity and incentive compensation typical for a CFO at a public technology company. The CFO transition at ZipRecruiter, an online employment marketplace that has navigated declining digital advertising and hiring activity in recent years, signals a focus on financial discipline and investor relations as the company works to return to revenue growth.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD
AI summary

ZipRecruiter entered separate, privately negotiated note repurchase agreements with certain holders of its 5.00% Senior Unsecured Notes due 2030, to repurchase approximately $295M in aggregate principal for approximately $230M plus accrued interest, announced June 25, 2026. Accretive debt repurchase at approximately a 22% discount to par, reducing future interest expense and shrinking ZipRecruiter's gross leverage; the discount signals management's view that notes trade below intrinsic value relative to available cash.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

ZipRecruiter Inc. held its 2026 Annual Meeting of Stockholders on June 9, 2026; Brie Carere and Mike Gupta were elected as Class II directors for three-year terms expiring at the 2029 Annual Meeting (final votes: Carere 286.5M for, 17.2M withheld; Gupta received similar support). Routine annual meeting outcomes for this online employment marketplace; two new Class II directors add fresh perspectives to the board.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ZipRecruiter reported Q1 2026 financial results and furnished an investor presentation under Regulation FD on May 7, 2026. A press release (Exhibit 99.1) and a shareholder letter (Exhibit 99.2) were furnished along with the investor presentation for additional investor context. ZipRecruiter operates an AI-powered online employment marketplace connecting job seekers and employers. Body unavailable — Q1 2026 financials are furnished in the attached press release and shareholder letter, not in the 8-K body.

8-KChange in controlFeb 258-K — Item 2.02: Earnings release · Item 5.01: Change in control · Item 7.01: Press release / Reg FD
+ 14 other (7 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

ZipRecruiter Q2 Earnings Call Highlightsdefenseworld.net·2d agoBrokerages Set ZipRecruiter, Inc. (NYSE:ZIP) Price Target at $4.38defenseworld.net·2d agoZipRecruiter Q2 Earnings Call Highlightsmarketbeat.com·3d agoZipRecruiter, Inc. (ZIP) Q2 2026 Earnings Call Transcriptseekingalpha.com·7d agoZipRecruiter Announces Second Quarter 2026 Resultsbusinesswire.com·7d ago

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Voices on X · last 7 days

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

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