Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
ZipRecruiter, Inc. (ZIP)
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-11-04
$4.51+7.38%
Close 2026-11-04 · 1-day change
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.00 → 0.00 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ZIP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Manage risks from competition and data privacy concerns | A supporting condition in ZipRecruiter, Inc.'s published investment case. The stated target is No material loss of user base or regulatory penalties related to data privacy. | Intact | Significant user loss or regulatory action due to data privacy issues | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ZIP is a higher-risk recovery and execution story, not yet a durable compounder, because it remains loss-making. Its thesis is intact over the near term: recent results show a return to revenue growth and improving adjusted EBITDA margins, while confidence has eased to medium.
ZIP is described as cheap versus peers, but the valuation signal is neutral overall and confidence in the model is medium. The expectations gap is negative, which points to some risk that market expectations remain ahead of what the business can deliver; the evidence does not specify exactly what growth or margin assumptions are priced in.
Management is on track with its stated priorities: revenue grew 5% year over year in the second quarter, and adjusted EBITDA margin rose from 9% to 12%. Guidance supports continued revenue growth and margin expansion in the third quarter, while the debt repurchase reduced the debt burden; however, ZIP remains loss-making and the sector backdrop is a headwind.
A guidance cut at the next call would challenge the improving execution story, even though the stated near-term miss risk is quiet. The multi-year thesis also depends on continued revenue growth and margin expansion, with possible support from Fed rate cuts and strong results from sector bellwethers such as GOOGL, META, and NFLX.
Over the next 1 to 3 years, the central question is whether recent operating progress can continue despite losses, high risk, and a difficult sector backdrop. The thesis is intact, but confidence is medium and execution remains important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| ZipRecruiter is improving financial health by buying back debt, which should boost profit margins by 5 points. |
| Improving |
| EBITDA margin fails to improve by at least 3 points over next 4 quarters |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Return to profitability with positive EPS | A primary condition in ZipRecruiter, Inc.'s published investment case. The stated target is EPS >= $0.42 in FY26. | Intact | EPS remains negative or below $0.30 in FY26 | Diluted EPS: $0.53 per share FY2026-Q2; GAAP. Published target: EPS >= $0.42 in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 20260.53 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve flat year-over-year revenue in 2026 | A primary condition in ZipRecruiter, Inc.'s published investment case. The stated target is >= $107.5 million total revenue in 2026. | Improving | Full-year 2026 revenue falls below $107.5 million | Revenue: $118.061M FY2026-Q2; GAAP. Published target: >= $107.5 million total revenue in 2026. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026118,061,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: ““ZipRecruiter’s momentum accelerated in the second quarter, with revenue growing 5% year-over-year and coming in $6 million above the midpoint of guidance.” “With third-quarter guidance calling for continued revenue growth and year-over-year margin expansion, we believe we are poised to take market share and win in the AI era.”” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.06 → $0.00 · observed estimates
$0.47B → $0.49B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.06 | $474,688,710 | 3 / 4 |
| 2026-07-25 | $0.48 | $476,266,840 | 2 / 5 |
| 2026-07-26 | $0.48 | $476,266,840 | 2 / 5 |
| 2026-07-27 | $0.48 | $476,266,840 | 2 / 5 |
| 2026-07-28 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-07-29 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-07-30 | $0.48 | $476,266,840 | 2 / 5 |
| 2026-07-31 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-08-01 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-08-02 | $0.48 | $476,266,840 | 2 / 5 |
| 2026-08-03 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-08-04 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-08-05 | $0.48 | $476,406,840 | 2 / 5 |
| 2026-08-06 | $-0.04 | $476,266,775 | 3 / 4 |
| 2026-08-08 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-09 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-10 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-12 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-13 | $0.14 | $485,732,640 | 2 / 5 |
| 2026-08-14 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-15 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-16 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-17 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-18 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-19 | $-0.02 | $483,132,641 | 3 / 4 |
| 2026-08-20 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-21 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-22 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-23 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-24 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-25 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-26 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-27 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-28 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-29 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-30 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-08-31 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-01 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-02 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-03 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-04 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-05 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-06 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-07 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-08 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-09 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-10 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-11 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-12 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-13 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-14 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-15 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-16 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-17 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-18 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-19 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-20 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-21 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-22 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-23 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-24 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-25 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-26 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-27 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-28 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-29 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-09-30 | $0.00 | $485,732,721 | 3 / 4 |
| 2026-10-01 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-02 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-03 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-04 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-05 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-06 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-07 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-08 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-09 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-10 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-11 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-12 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-13 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-14 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-15 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-16 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-17 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-18 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-19 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-20 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-21 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-22 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-23 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-24 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-25 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-26 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-27 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-28 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-29 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-30 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-10-31 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-11-01 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-11-02 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-11-03 | $0.00 | $485,732,721 | 2 / 4 |
| 2026-11-04 | $0.00 | $485,732,721 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.