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ZipRecruiter, Inc. Stock Price

NYSE:ZIP Community·US$303.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ZIP Share Price Performance

US$3.74
-1.16 (-23.67%)
​
US$4.75
Fair Value
US$3.74
-1.16 (-23.67%)
21.3% undervalued intrinsic discount
US$4.75
Fair Value
Price US$3.74
AnalystConsensusTarget US$4.75
AnalystLowTarget US$4.50
AnalystHighTarget US$5.00

ZIP Community Narratives

Fair Value
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Fair Value US$4.75 21.3% undervalued intrinsic discount

AI Recruitment Tools Will Expand Digital Talent Acquisition

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Fair Value
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Fair Value US$4.5 16.9% undervalued intrinsic discount

Internal Talent Shifts And Rising Costs Will Erode Market Potential

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Fair Value
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Fair Value US$5 25.2% undervalued intrinsic discount

Digital And AI Trends Will Redefine Global Recruitment

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ZipRecruiter
25.2% undervalued intrinsic discount

Digital And AI Trends Will Redefine Global Recruitment

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Updated 4 Sep
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ZipRecruiter
21.3% undervalued intrinsic discount

AI Recruitment Tools Will Expand Digital Talent Acquisition

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Updated 21 Aug
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ZIP logo
ZipRecruiter
16.9% undervalued intrinsic discount

Internal Talent Shifts And Rising Costs Will Erode Market Potential

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Updated 7 Aug
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Trending Discussion

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Updated Narratives

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ZIP: New Guidance And Index Shifts Will Support Future Upside

Fair Value: US$5 25.2% undervalued intrinsic discount
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ZIP: AI Hiring Tools And Buybacks Will Support Balanced Future Returns

Fair Value: US$4.75 21.3% undervalued intrinsic discount
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ZIP: Index Reclassification And AI Tools Will Shape A Fair Future Outlook

Fair Value: US$4.5 16.9% undervalued intrinsic discount
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Snowflake Analysis

Moderate risk and slightly overvalued.

5 Risks
2 Rewards
View Full Analysis

ZipRecruiter, Inc. Key Details

US$452.3m

Revenue

US$49.2m

Cost of Revenue

US$403.0m

Gross Profit

US$375.0m

Other Expenses

US$28.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.34
89.12%
6.20%
-749.0%
View Full Analysis

About ZIP

Founded
2010
Employees
800
CEO
Ian Siegel
WebsiteView website
www.ziprecruiter.com

ZipRecruiter, Inc. operates an online marketplace that connects job seekers and employers in the United States and internationally. Its two-sided marketplace enables employers to post jobs and access other features, as well as the job seekers that apply to jobs with a single click. The company was incorporated in 2010 and is headquartered in Santa Monica, California.

Recent ZIP News & Updates

Narrative Update • Sep 04

ZIP: New Guidance And Index Shifts Will Support Future Upside

Analysts now see higher potential value for ZipRecruiter stock, lifting their fair value estimate from $3.50 to $5.00 as they adjust assumptions around the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for ZipRecruiter ZipRecruiter issued new revenue guidance for the third quarter of 2026, indicating expectations for continued revenue growth and year over year margin expansion.
Seeking Alpha • Sep 03

ZipRecruiter: Higher Job Posting Activity Is A Good Sign (Upgrade)

Summary ZipRecruiter rebounds with Q2 revenue up 5% y/y, driven by AI-powered product enhancements and increased employer activity. ZIP now guides for low single-digit revenue growth in FY26, but moderates adjusted EBITDA margin outlook to 12–14%. Valuation remains modest at 0.9x EV/FY26 revenue and 7.2x EV/FY26 adjusted EBITDA, attracting value investors but not warranting a buy. I upgrade to a neutral rating on ZIP, citing secular headwinds from AI-driven labor shifts and heavy competition from LinkedIn. Read the full article on Seeking Alpha

Recent updates

No updates

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