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ZIZIP

ZipRecruiter, Inc.

$ZIP·$303M·Staffing & Employment Services·Industrials
$3.38-2.9%YTD-7.5%1Y-23.0%
Price updated 10m ago·X counts updated 2d ago
ZIZIP
$ZIPZipRecruiter, Inc.
$3.39-2.87%18 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZIP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

18X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZIP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

ZipRecruiter is down 7% YTD at 47% of the 52-week range — CEO Siegel, President Travers, and CPO Garefis all sold in the Sept 18-22 window on the online-hiring platform.

ZipRecruiter is the web-based hiring platform for SMBs (reseller programs, ATS integrations, email alerts) — a business through a rough YTD with recent officer selling cluster that offsets any operational-recovery narrative. The stock is down 24% over 12 months.

  • Q2 was a massive beat: EPS $0.53 vs -$0.06 estimate (+983%), revenue $118M — legitimate operational surprise, though the print reflects one-time tax benefits and prior quarters have shown volatile revenue (-9% to +1% YoY).
  • The insider signal is heavily distributive: CEO Ian Siegel sold $200K+ across Sept 18-22 (post-M-Exempt exercise), President David Travers sold $91K on Sept 18, CPO Amy Garefis sold $30K on Sept 22 — coordinated cluster of officer selling after the Q2 print.
  • The Aug 21 initial Form 3 by Carmen Wai-Yan Chan (650,000 combined PSUs/RSUs, vesting 2027+) is a fresh officer or director grant — sponsorship layered onto the cluster distribution.

Q3 earnings on Nov 4 is the reset — a firm SMB-hiring-market recovery print plus clean forward guidance restarts the story; another quarter of officer selling with soft revenue and the tape stays broken.

What to watch: Q3 earnings on Nov 4 — a firm SMB-hiring-market recovery print plus clean forward guidance restarts the story; another quarter of officer selling with soft revenue and the tape stays broken.

On the calendar: 2026-11-04 — Q3 earnings

no sentimentofficer cluster sellingsiegel travers garefis

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

IT staffing demand is contracting as enterprise clients accelerate AI automation of software development tasks (GitHub Copilot, Cursor AI) and reduce offshore programmer headcount. Industrial staffing benefits from reshoring manufacturing expansion; skilled trade shortages (electricians, HVAC, plumbers) sustain pricing power in the non-IT segment.

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.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.3%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 $-0.01

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$462.3M$454.1M – $466.5M$0.47-$0.41 – $1.524
FY27$485.7M$477.8M – $495.4M$0.00-$0.00 – $0.014
FY28$521.5M$497.0M – $536.2M$0.08-$0.01 – $0.184

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.0.6×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.46%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.-17.3%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.+4.1%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 today0.9% 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.β1.445-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

SellSep 22Ian H. SiegelCEO9.7K sh$36KSellSep 21Amy GarefisEVP, Chief People Officer7.8K sh$30KSellSep 21Ian H. SiegelCEO9.7K sh$37KSellSep 18David TraversPresident24.7K sh$91KSellSep 18Ian H. SiegelCEO35.0K sh$128KSellAug 25Ryan T. SakamotoEVP, Chief Legal Officer3.0K sh$13KSellAug 20Amy GarefisEVP, Chief People Officer7.8K sh$40KSellAug 6Ian H. SiegelCEO9.7K sh$44KSellAug 5Ian H. SiegelCEO9.7K sh$42KSellAug 4Ian H. SiegelCEO9.7K sh$43K
1–10 of 21
+ 22 other (11 exempts · 10 inkinds · 1 conversion) 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

3New insider — initial holdingsAug 213
AI summary

Carmen Wai-Yan Chan filed an initial Form 3 for ZipRecruiter (ZIP) on August 24, 2026, disclosing beneficial ownership as of August 17, 2026. She holds 150,000 performance stock units (vesting based on stock price hurdles from September 15, 2027) and 500,000 restricted stock units (vesting quarterly from September 15, 2027). Standard executive/director Form 3; the mix of PSUs and RSUs totaling 650,000 shares indicates a new officer or director equity grant package.

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.

+ 9 other (4 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.

Amy Garefis Sells 7,837 Shares of ZipRecruiter (NYSE:ZIP) Stockdefenseworld.net·5d agoIan Siegel Sells 9,722 Shares of ZipRecruiter (NYSE:ZIP) Stockdefenseworld.net·5d agoZipRecruiter (NYSE:ZIP) President David Travers Sells 24,705 Shares of Stockdefenseworld.net·6d agoZipRecruiter (NYSE:ZIP) CEO Ian Siegel Sells 34,978 Shares of Stockdefenseworld.net·6d agoZipRecruiter, Inc. (ZIP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·19d ago

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Voices on X · last 7 days

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