Stock events for ZipRecruiter, Inc. (ZIP)
ZipRecruiter's stock experienced volatility and decline over the past six months. Key events include the Q3 2025 earnings report with revenue of $115.0 million and a GAAP net loss of $(9.8) million, and the Q4 and full-year 2025 earnings report with Q4 revenue reaching $111.7 million, a 1% year-over-year growth, and full-year revenue of $449.0 million, down 5% year-over-year, with a full-year GAAP net loss of $(33.0) million. Tim Yarbrough announced his departure as CFO, and David Travers was appointed interim CFO. UBS adjusted ZipRecruiter's price target to $2.50 from $4.50, maintaining a Neutral rating. The stock declined 48.28% over the last six months and 51.44% over the last year.
Demand Seasonality affecting ZipRecruiter, Inc.’s stock price
Demand for ZipRecruiter's services exhibits seasonality. Recruitment spikes in Q1 (January and February) and Q3 (September and October) due to new company budgets and project ramp-ups. Recruitment slows down in August due to holidays and in December as companies focus on closing out the year.
Overview of ZipRecruiter, Inc.’s business
ZipRecruiter, Inc. operates as an AI-driven online employment marketplace, connecting job seekers with businesses. The company's offerings include job postings, resume database access, AI matching technology, customizable screening questionnaires, applicant tracking, and job alerts. Revenue is generated through employer charges for job postings and resume database access, using subscription plans and performance-based advertising.
ZIP’s Geographic footprint
ZipRecruiter operates in the United States and internationally. Its headquarters are in Santa Monica, California, with additional offices in Tempe, Arizona; London, UK; and Tel Aviv, Israel. The company expanded to Canada in March 2019.
ZIP Corporate Image Assessment
ZipRecruiter has maintained a strong reputation for its platform's effectiveness and user experience. It is consistently rated as the #1 job search app and job site. Users praise its ease of use, customer service, and AI-driven matching technology. However, some user reviews indicate job seekers receive irrelevant job alerts, and concerns about pricing transparency and candidate quality have been raised.
Ownership
ZipRecruiter has a diverse ownership structure, with institutional funds holding a significant majority. As of early March 2026, there were 182 institutional owners holding 53,836,531 shares, representing 59% ownership. Insider stakeholders control 35.99% of the total share count as of January 28, 2026, with top direct holders including Redd Willis, Ward Poulos, and J. Sanford Miller. The Siegel Family Trust holds 15% of shares outstanding.
