Key Highlights

  • ZipRecruiter (NYSE:ZIP) ended Tuesday, November 10, 2026 at USD 5.48, a 27.62% jump from a calculated prior close of USD 4.29, or USD 1.19 a share, ranking among the day's leading US gainers.
  • Third-quarter Revenue reached USD 124.4 million, 8% above a year earlier and 5% above the second quarter, while Net Income of USD 5.1 million replaced a USD 9.8 million loss from the year before.
  • Adjusted EBITDA came to USD 20.8 million, a 17% margin, compared with USD 9.2 million and 8% a year ago. Both revenue and adjusted EBITDA topped the upper end of earlier guidance.
  • The company now sees 2026 revenue of USD 468 million to USD 472 million and adjusted EBITDA of USD 61 million to USD 65 million, a 13% to 14% margin.

What Drove ZipRecruiter on November 10 (+27.62%)

The stock closed Tuesday, November 10, 2026 at USD 5.48, against a calculated USD 4.29 on Monday, November 9. The advance followed the company release of November 9, 2026 covering the quarter ended September 30. Quarterly paid employers numbered 73,929, rising 10% year over year and 5% sequentially, whereas revenue per paid employer of USD 1,683 slipped 2% from a year earlier and gained 1% from the prior quarter. Net income of USD 5.1 million contrasts with a USD 9.8 million loss in the third quarter of 2025. Stock-based compensation totalled USD 7.0 million and income tax expense was USD 4.6 million. During the quarter the company bought back 1.0 million shares for USD 4.5 million, leaving USD 107.3 million on a USD 750.0 million authorization.

The Rationale: A Beat and a Higher Outlook

The catalyst identified is the Earnings beat paired with the upgraded 2026 outlook. Fourth-quarter guidance calls for revenue of USD 118 million to USD 122 million, growth of 6% to 9%, and adjusted EBITDA of USD 16 million to USD 20 million, a 14% to 16% margin. For the full year, revenue growth of 4% to 5% accompanies an adjusted EBITDA Margin of 13% to 14%, up from 9% in 2025. As general context, a company with strong Operating Leverage can be re-rated fast when margins widen quicker than sales, since modest revenue gains drop mostly to profit. More paid employers paired with lower revenue per employer hints that volume, not pricing, powered the quarter.

Valuation, Liquidity and Risk Factors

The snapshot lists a Market Value of USD 450.19 million, a P/E of 15.87, trailing diluted EPS of USD 0.35 and no dividend. Cash, equivalents and marketable securities of USD 174.7 million at September 30 equal roughly 39% of market value (calculated). Volume of 883.73 thousand shares, a relative volume of 1.23, implies an average near 718.5 thousand (calculated) and about USD 4.84 million traded. A 5% senior note due 2030 stays outstanding following a partial repurchase in June 2026. Hiring Demand moves with the cycle, revenue per employer is shrinking, and such a jump can unwind. Fully diluted Capitalization was about 90 million shares, Class A and Class B. Nothing here suggests the move will continue.

Where Things Stand

ZipRecruiter (NYSE:ZIP) gained 27.62% to USD 5.48 on November 10, 2026 after posting third-quarter revenue of USD 124.4 million, adjusted EBITDA of USD 20.8 million and a higher 2026 outlook. The calculated prior close was USD 4.29. With USD 174.7 million of cash against a USD 450.19 million market value, attention shifts to whether margins can hold.