B+
Bull case
25%
Probability
Target price
$4.10
Analysis reference price unavailable
Analysis 2026-05-02 · RankAlpha Sentiment Codex
ZIP
ZipRecruiterFNYSE / Media & Entertainment
Last Price
Quote time unavailable
Current thesis
Primary-source evidence improved modestly: Q4 2025 was the first year-over-year revenue growth quarter since Q3 2022, Quarterly Paid Employers rose year over year for a second straight quarter, and management said 2026 started with a stronger rebound in Paid Employer trends than 2025 [#8-K-2026-02-25]. With the stock at $3.09, small improvements in hiring demand or product-led conversion could matter.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.5.
What can break
AI and product launches may improve engagement faster than monetization, so product momentum may not fully offset weak employer budgets in a soft labor market.
Momentum
96
Value
49
Sentiment
18
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.00 · Bull $4.10 · Bear $2.20Analysis 2026-05-02; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-02 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-23
Investment thesis
As of 2026-10-23
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $4.75
Why
Momentum96 · Δ7d +30.0
Value49 · Δ7d -0.5
Sentiment18 · Δ7d -3.1
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Value remains the lead driver in the composite, 7D delta -0.5.
Contradictions & invalidation
- • AI and product launches may improve engagement faster than monetization, so product momentum may not fully offset weak employer budgets in a soft labor market.
- • CFO Timothy Yarbrough resigned effective February 25, 2026, with the president appointed interim CFO while the company searches for a permanent replacement [#8-K-2026-02-25].
- • The recovery is still incomplete.
Catalyst clock
2026-05-07
May 7 Q1 print can validate the stronger year-to-date employer rebound
Lead driver: Value · See fundamentals
Momentum
96
8% active weight
Current posture
7d trendFlat
Δ7d
+30.0
Δ21d
+69.0
Value
49
47% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
-2.1
Sentiment
18
45% active weight
Current posture
7d trendSoftening
Δ7d
-3.1
Δ21d
-27.4
Why this grade
Composite grade F. Momentum 96.3 / Value 49.0 / Sentiment 18.2
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-05-02. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$3.00
Analysis reference price unavailable
Analysis 2026-05-02 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$2.20
Analysis reference price unavailable
Analysis 2026-05-02 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-23
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$382.35M
Beta
1.11
Shares Out
82.23M
P/E (TTM) · Derived
-12.7
P/S (TTM)
0.69
P/FCF (TTM)
39.40
Rev YoY
+5.2%
EPS YoY
-600.3%
Gross Margin
+89.1%
Op Margin
+0.3%
Net Debt
$148.54M
Current Ratio
2.99
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data