Update shared on 05 Sep 2025
Fair value Decreased 18%With both the discount rate and future P/E multiple remaining virtually unchanged, analysts see no material change in ZipRecruiter's outlook, resulting in the consensus price target holding steady at $5.80.
What's in the News
- ZipRecruiter launched Breakroom, a workplace rating platform for frontline industries, and released its inaugural Breakroom Workplace Index report highlighting stagnant wage growth and limited frontline worker trust in senior leadership.
- Q3 2025 revenue guidance was issued at $110–$116 million, implying a 1% sequential increase and marking the company's first Q2-to-Q3 revenue growth since 2021.
- The company repurchased 10,475,000 shares for $57.91 million in Q2 2025, completing nearly half of its total buyback program since March 2022.
- ZipRecruiter expanded its buyback authorization by $100 million to a new total of $750 million.
- The company announced strategic partnerships with Chase, offering hiring credits to business cardholders, and with Marcus Lemonis for FOX's new reality series The Fixer, enhancing brand exposure among small businesses; additionally, ZipRecruiter was dropped from both the Russell 2000 Growth-Defensive and Defensive Indexes.
Valuation Changes
Summary of Valuation Changes for ZipRecruiter
- The Consensus Analyst Price Target remained effectively unchanged, at $5.80.
- The Discount Rate for ZipRecruiter remained effectively unchanged, moving only marginally from 11.37% to 11.28%.
- The Future P/E for ZipRecruiter remained effectively unchanged, moving only marginally from 8.99x to 8.97x.
Disclaimer
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