ZipRecruiter, Inc. (ZIP)
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-11-05
$3.72-17.52%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · ZIP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -29.5% |
| Our one-year growth estimate | diamond | 6.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 35.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 10 industry peers
ZIP — director transition
Dated 2026-11-02
Director — Emily McEvilly: The filing reports the resignation of a non-executive director and the immediate appointment of a qualified successor, which is a routine board composition change with no impact on executive management.
Why it matters: Chan’s appointment is a recent leadership change. The company named August 17 as her start date, but no results yet show her impact.
Watch forA company filing or release confirms Chan began as CFO on August 17, 2026.
Also watch forA company filing or release says Chan did not take the role or names a different CFO.
Why it matters: Q2 adjusted EBITDA margin rose to 12% from 9% in Q1. Q3 results test progress toward the 14% 2026 goal.
Supportive ifQ3 adjusted EBITDA margin is above 12%. It is higher than in the year-ago quarter.
Worry ifQ3 adjusted EBITDA margin is 12% or lower, or falls year over year.
Why it matters: ZIP reported 5% revenue growth in Q2 after prior declines. Q3 results will test whether that growth lasts.
Supportive ifOn November 9, Q3 revenue is above the year-ago quarter and meets or beats the company’s guidance.
Worry ifQ3 revenue falls below the year-ago quarter or misses the company’s guidance.
Why it matters: ZIP depends on employer and job seeker demand. The U.S. jobs report is due three days before ZIP reports Q3 results.
Worry ifThe November 6 Employment Situation report shows fewer jobs than the prior report.
Less concerning ifThe November 6 report shows more jobs than the prior report.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$241 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $813 loss on $10,000 · 8.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,922 loss on $10,000 · 69.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.