ZipRecruiter (NYSE:ZIP) Announces Earnings Results

ZipRecruiter (NYSE:ZIP) announced its quarterly earnings results on Monday. The company reported $0.06 earnings per share for the quarter, beating the consensus estimate of ($0.11) by $0.17, FiscalAI reports. The firm had revenue of $124.44 million for the quarter.

Here are the key takeaways from ZipRecruiter’s conference call:

• Revenue growth accelerated: Q3 revenue rose 8% year over year to $124.4 million, and management forecast Q4 growth of 6%–9% and full-year growth of 4%–5%. Executives attributed the improvement to product changes and more efficient marketing, while noting that hiring demand remains subdued.
• Marketplace engagement reached new highs: Quarterly Paid Employers grew 10% year over year to 74,000, while job seekers applying rose 10% and average applications per job seeker increased 24%. Qualified applications grew 49% quarter over quarter, and employer response rates per application tripled year over year.
• Profitability improved substantially: Adjusted EBITDA was $20.8 million, a 17% margin and 9 percentage points above the year-ago margin. Full-year adjusted EBITDA guidance implies a 13%–14% margin, compared with 9% in 2025, supported by operating leverage and cost discipline.
• Revenue per paid employer declined: The metric fell 2% year over year to $1,683, which the CFO attributed to new and returning employers contributing only part of the quarter’s revenue. Management also cited a low-hire, low-fire labor market and a typical seasonal hiring slowdown in Q4.

ZipRecruiter Price Performance

NYSE:ZIP traded down $0.29 during trading hours on Wednesday, reaching $6.29. 1,329,295 shares of the company traded hands, compared to its average volume of 994,770. ZipRecruiter has a 1-year low of $1.65 and a 1-year high of $6.72. The stock has a market cap of $517.64 million, a P/E ratio of 12.17 and a beta of 1.54. The firm’s 50-day moving average is $4.09 and its 200-day moving average is $3.41.

Key Stories Impacting ZipRecruiter

These are some of the ZIP stories that stood out recently:

• Positive Sentiment: Q3 revenue rose 8.2% year over year to $124.4 million, while earnings of about $0.05–$0.06 per share sharply beat analysts’ expectation of a loss. Paid employers grew 10% to 74,000, and marketplace engagement reached a record. Article: ZipRecruiter Q3 revenue up 8.2%
• Positive Sentiment: Q4 revenue guidance of $118 million to $122 million topped the roughly $115.8 million consensus estimate, signaling management expects momentum to continue. Article: Q3 2026 earnings call highlights
• Neutral Sentiment: ZIP crossed above its 50-day moving average, a potentially supportive technical signal; the report also noted insider selling, which may temper that signal. Article: Stock crosses above 50-day moving average following insider selling

Insiders Place Their Bets

In related news, President David Travers sold 24,705 shares of the stock in a transaction on Friday, September 18th. The stock was sold at an average price of $3.66, for a total value of $90,420.30. Following the transaction, the president directly owned 1,252,219 shares of the company’s stock, valued at approximately $4,583,121.54. This trade represents a 1.93% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ian H. Siegel sold 34,978 shares of ZipRecruiter stock in a transaction on Friday, September 18th. The shares were sold at an average price of $3.67, for a total value of $128,369.26. Following the completion of the transaction, the chief executive officer owned 218,895 shares in the company, valued at $803,344.65. The trade was a 13.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 151,318 shares of company stock worth $608,431. 19.85% of the stock is owned by company insiders.

Institutional Trading of ZipRecruiter

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Militia Capital Management LLC purchased a new position in shares of ZipRecruiter in the 1st quarter valued at $399,000. Readystate Asset Management LP purchased a new position in ZipRecruiter in the first quarter valued at about $347,000. Renaissance Technologies LLC grew its position in shares of ZipRecruiter by 3.4% during the first quarter. Renaissance Technologies LLC now owns 1,920,900 shares of the company’s stock worth $3,534,000 after buying an additional 62,900 shares in the last quarter. Sei Investments Co. bought a new stake in shares of ZipRecruiter in the 1st quarter worth about $140,000. Finally, Varde Management L.P. raised its stake in ZipRecruiter by 6.9% during the second quarter. Varde Management L.P. now owns 371,456 shares of the company’s stock valued at $1,393,000 after buying an additional 23,929 shares in the last quarter. Institutional investors and hedge funds own 70.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on ZIP shares. Wall Street Zen lowered shares of ZipRecruiter from a “strong-buy” rating to a “buy” rating in a report on Saturday. Weiss Ratings upgraded shares of ZipRecruiter from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, October 27th. The Goldman Sachs Group boosted their target price on ZipRecruiter from $3.50 to $5.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Finally, UBS Group lifted their price objective on ZipRecruiter from $4.50 to $5.00 and gave the company a “neutral” rating in a report on Tuesday. Four investment analysts have rated the stock with a Hold rating. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $4.33.

ZipRecruiter Company Profile

ZipRecruiter, Inc. operates an online employment marketplace that connects businesses with job seekers. Its platform enables employers to create and distribute job postings across a broad network of online channels, while helping candidates search for available positions and apply for roles. The company uses technology and matching tools to recommend relevant candidates to employers and suitable job opportunities to job seekers. Its services are designed for businesses of various sizes, including small and midsize employers, as well as staffing firms and larger organizations.