ZipRecruiter, Inc. Class A (ZIP)

ZipRecruiter's stock has experienced significant declines over the past six months. Key events impacting the stock include a 12% pullback in July 2025, Q2 2025 earnings report in August 2025, Q3 2025 earnings report in November 2025, and continued decline from December 2025 to January 2026.

Demand for ZipRecruiter's products and services can exhibit seasonality. The company has referenced a "soft labor market" and a "cooling hiring environment," indicating fluctuations in the demand for their hiring solutions. Hiring activity can increase during peak periods such as holidays, summer, or harvest seasons, leading to a potential rise in demand for recruitment platforms like ZipRecruiter during these times.

ZipRecruiter, Inc. operates as an AI-driven online employment marketplace, connecting job seekers with businesses of all sizes. The company's core products and services include job posting capabilities, access to a resume database, and AI matching technology. In August 2025, ZipRecruiter launched "Breakroom," a workplace rating platform for frontline workers in the US. The company generates revenue by charging employers for job postings and access to its resume database.

ZipRecruiter, Inc. is headquartered in Santa Monica, California, and operates its online employment marketplace in the United States and internationally. The company's platform serves a broad geographic reach, facilitating connections between employers and job seekers across various regions.

ZipRecruiter maintains a strong brand reputation, particularly in the online employment marketplace. It has been rated the #1 job search app on both iOS and Android for eight consecutive years, from January 2017 to January 2025. However, in 2023, the company cut 20% of its workforce based on seniority rather than performance, which was met with some negative sentiment from users.

ZipRecruiter, Inc. has a significant concentration of ownership among institutional investors and company insiders. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Disciplined Growth Investors Inc /mn. Notable individual insider shareholders include Redd Willis, Ward Poulos, and J. Sanford Miller. In the past three months, ZipRecruiter insiders have sold more company stock than they have bought.