ZipRecruiter
Connects employers and job seekers through job distribution, matching, and application workflows.
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Profile
Runs an online employment marketplace for employers and job seekers, with revenue from employer subscriptions and performance-based services. The business is concentrated in the US and depends on hiring demand, paid-employer activity, distribution channels, and continued engagement on both sides of the marketplace.
Operates a one-segment online employment marketplace that connects employers with job seekers through job postings, candidate alerts, direct recruitment messages, job distribution, ATS workflows, and integrations for employers that already use hiring software.
Serves job seekers with search, one-click applications, application tracking, alerts, status updates, Phil, and Be Seen First. Revenue comes from employer subscriptions and performance-based services, and the business is concentrated in the United States.
Execution centers on simple, data-driven matching and engagement tools that keep employers and candidates active in the marketplace. Revenue depends on employer hiring demand, paid-employer renewal and upgrade behavior, search and distribution channels, and continued marketplace engagement.
Company facts
Categories
Key statistics
Year to date +17.1% · Average volume (30d) 941.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Goldman Sachs | Reiterate | Neutral | $3.50 | $5 | |
| Jul 22, 2026 | UBS | Reiterate | Neutral | $3.50 | $4.50 | |
| May 11, 2026 | Goldman Sachs | Reiterate | Neutral | $5.50 | $3.50 | |
| May 8, 2026 | UBS | Reiterate | Neutral | $4 | $3.50 | |
| Nov 6, 2025 | Goldman Sachs | Target | $8 | $5.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.06 | $0.53 | +983.3% | $112.5M | $118.1M | +5.0% | +10.12% |
| May 7, 2026Q1 FY26 | −$0.15 | −$0.06 | +60.0% | $106.2M | $107.5M | +1.2% | +16.77% |
| Feb 25, 2026Q4 FY25 | $0.09 | −$0.01 | −110.6% | $112.2M | $111.7M | −0.4% | −23.51% |
| Nov 5, 2025Q3 FY25 | −$0.15 | −$0.11 | +26.7% | $112.2M | $115.0M | +2.5% | +4.91% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $110.1M | $112.2M | $115.0M | $111.7M | $107.5M | $118.1M | |
| Gross profit | $98.4M | $100.3M | $102.5M | $99.5M | $95.6M | $105.5M | |
| Operating income | −$11.7M | −$6.7M | −$5.0M | $4.0M | −$1.5M | $4.1M | |
| Net income | −$12.8M | −$9.5M | −$9.8M | −$835.0K | −$4.7M | $43.4M | |
| Diluted EPS | −$0.13 | −$0.10 | −$0.11 | −$0.01 | −$0.06 | $0.53 | |
| Gross margin | 89.4% | 89.3% | 89.1% | 89.1% | 88.9% | 89.3% | |
| Operating margin | -10.6% | -5.9% | -4.4% | 3.6% | -1.4% | 3.5% |
Fiscal years (4-quarter sums)FY21 $741.1M · FY22 $904.6M · FY23 $645.7M · FY24 $474.0M · FY25 $449.0M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $173.8M · Total debt $265.0M · Total assets $321.3M · Shareholders' equity −$33.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 86.27M · Float 60.13M · 69.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Siegel Ian H. | 13.32M | 15.80% | 13G | Feb 13, 2026 |
| BlackRock, Inc. | 8.78M | 10.17% | 13F | Aug 7, 2026 |
| Edmond de Rothschild Holding S.A. | 5.61M | 6.50% | 13F | Aug 10, 2026 |
| William Blair Investment Management, LLC | 4.51M | 5.90% | 13G | Nov 14, 2024 |
| Disciplined Growth Investors Inc /MN | 4.09M | 4.74% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Ryan T. Sakamoto | officer: EVP, Chief Legal Officer | −2,978 | $4.39 |
| Aug 20, 2026 | Amy Garefis | officer: EVP, Chief People Officer | −7,819 | $5.15 |
| Aug 6, 2026 | Ian H. Siegel | director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | −9,722 | $4.55 |
| Aug 5, 2026 | Ian H. Siegel | director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | −9,722 | $4.31 |
| Aug 4, 2026 | Ian H. Siegel | director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | −9,722 | $4.42 |
Peers
- Microsoft
Professional-network hiring through LinkedIn Talent Solutions
- Alphabet Class A
Search distribution layer for job postings and hiring intent
- Meta
Social ads and audience distribution for hiring campaigns
- DHI Group
Specialized tech and cleared-career marketplaces
- Robert Half
Staffing and permanent placement alternative to self-serve hiring
- Workday
Enterprise recruiting workflow and AI applicant engagement
- Upwork
Contingent talent marketplace for freelance and payrolled work
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ZipRecruiter | $4.42 | +0.11% | $381.3M | 12.6 | — | 0.8 | +5.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| DHI Group | $4.02 | −0.89% | $175.0M | 129.8 | 16.4 | 1.4 | −2.1% |
| Robert Half | $45.31 | +0.04% | $4.63B | 39.4 | 28.0 | 0.9 | −2.4% |
| Workday | $204.25 | −0.23% | $53.62B | 41.8 | 17.7 | 5.3 | +13.2% |
| Upwork | $9.04 | +0.22% | $1.11B | 11.9 | 7.0 | 1.4 | −1.7% |
| Median | 28.6 | 19.0 | 5.3 | +13.2% |