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ZIP · Analysis updated Nov 11, 2026, 9:50 AM ET
Why is ZipRecruiter (ZIP) stock moving?
ZipRecruiter reported Q3 2026 results on Nov 9 that beat on profitability. Revenue was $124.4M (+8% y/y), above the high end of guidance. Net income was $5.1M against an expected loss, and adjusted EBITDA was $20.8M against guidance of $13-19M. Management raised its full-year outlook. Paid employers grew 10%, qualified applications rose 49% quarter over quarter, and AI-platform traffic nearly doubled. The stock closed at $6.59 on Nov 10, up about 54% from $4.29, on volume of roughly 6.2M shares, far above the recent run of 0.4-1.1M. It is trading near $6.47 this morning, so the gain is holding. The earlier Nov 5 drop to $3.72 was fully reversed. Risks: analyst consensus was Hold with an average target near $4.17, well below the current price, and insiders have been sellers. Revenue per paid employer fell 2%, the labor market remains soft, and the stock is volatile (beta about 1.5). After such a large one-day gain, further upside depends on analysts revising targets and on the company sustaining its growth.
News behind the analysis
- Why is ZipRecruiter stock surging today?Shares jumped after Q3 2026 revenue of $124.4M, net income of $5.1M and adjusted EBITDA of $20.8M all beat estimates. Full-year guidance was raised, and traffic from AI platforms nearly doubled year over year.
- AAON, Ziprecruiter, Rackspace Technology, Babcock & Wilcox And Other Big Stocks Moving Higher On TuesdayZIP climbed 32.4% to $5.68 on better-than-expected Q3 results and current-quarter sales guidance above estimates, while the broader market fell.
- ZipRecruiter (NYSE:ZIP) Reaches New 12-Month High After Earnings BeatThe stock hit a new 12-month high after the earnings beat. An analyst upgrade cited better margins, debt reduction and $22M of year-to-date free cash flow, though four analysts still rate it Hold.
- ZipRecruiter Announces Third Quarter 2026 Results (8-K)Q3 revenue of $124.4M, net income of $5.1M and adjusted EBITDA of $20.8M (17% margin). Revenue and EBITDA were above the high end of company guidance, and the full-year outlook was raised.
- ZipRecruiter Q3 2026 Shareholder LetterRevenue grew 8% year over year. Quarterly paid employers rose 10% to 73.9K, revenue per paid employer fell 2%, and qualified applications grew 49% quarter over quarter.
- ZipRecruiter (NYSE:ZIP) Q3 Revenue In Line as Profitability Surprise Lifts SharesRevenue met estimates while EPS surprised to a profit. The stock rose in after-hours trading on a stronger full-year outlook.
- ZipRecruiter Inc Reports Q3 2026 Results: Revenue Hits $124.4M, EPS at $0.05Revenue beat the $121.08M estimate and EPS of $0.05 compared with a consensus of -$0.06. Both revenue and adjusted EBITDA landed above the high end of guidance.
- ZipRecruiter Stock Price Crosses Above 50 Day Moving Average Following Insider SellingBefore earnings, the stock traded near $4.30, above its 50-day average of $4.04. The average analyst price target was $4.17, with a Hold consensus, and an executive had sold shares.