Goldman Sachs cuts ZipRecruiter price target to $8 from $9

Published 26/02/2025, 11:38
Goldman Sachs cuts ZipRecruiter price target to $8 from $9

On Wednesday, Goldman Sachs adjusted its outlook on ZipRecruiter (NYSE:ZIP) shares, reducing the 12-month price target from $9.00 to $8.00. The firm maintained a Neutral rating on the stock. The adjustment comes as ZIP’s stock has declined nearly 11% in the past week and is trading near its 52-week low of $6.51. Analysts at Goldman Sachs highlighted ZipRecruiter’s fourth quarter performance, noting revenue results that surpassed both Goldman Sachs and FactSet expectations. Management expressed cautious optimism regarding the fiscal year 2025 outlook. According to InvestingPro data, the company currently trades at elevated multiples despite recent price declines.

The company reported outperformance in adjusted EBITDA for the fourth quarter, but provided guidance for the first quarter adjusted EBITDA to be significantly below expectations. This forecast accounts for increased investments in marketing and product initiatives aimed at capitalizing on revenue opportunities. InvestingPro analysis reveals impressive gross profit margins of 89.55%, though analysts anticipate a sales decline in the current year. For deeper insights into ZIP’s financial health and 15+ additional ProTips, consider exploring InvestingPro’s comprehensive research report.

Furthermore, ZipRecruiter demonstrated continued growth on the demand side of its business, with total web traffic increasing by 15% year-over-year. This growth indicates a strong user engagement with the platform, which is a positive sign for the company’s marketplace dynamics. The company maintains strong liquidity with a current ratio of 7.41, and operates with a moderate level of debt, supporting its growth initiatives.

Goldman Sachs reiterated its Neutral rating on ZipRecruiter, adjusting operating estimates based on the latest earnings report and management commentary. The reduction in the price target reflects the firm’s updated assessment of the company’s near-term earnings potential against its planned strategic investments. While the stock has faced recent pressure, InvestingPro’s Fair Value analysis suggests ZIP may be slightly undervalued at current levels.

The analyst’s statement summarized the reasoning behind the updated price target: "We reiterate our Neutral rating, adjust our operating estimates for this earnings report and mgmt commentary and decrease our 12-month PT from $9.00 to $8.00." This change in price target is based on the careful analysis of the company’s recent performance and expected future investments.

In other recent news, ZipRecruiter Inc. reported its fourth-quarter 2024 financial results, exceeding revenue expectations by posting $111 million against the forecasted $107.77 million. Despite this revenue beat, the company experienced a net loss of $12.9 million for the year. Alongside its earnings announcement, ZipRecruiter revealed the acquisition of Break Room, a UK-based employer rating site, as part of its strategic growth initiatives. The company also launched several new products aimed at enhancing user engagement and improving job matching. Analysts from firms like William Blair have noted positive trends in employer reactivations, which could signal a potential recovery in hiring activity. However, the company provided guidance for Q1 2025 with a projected revenue of $109 million, representing an 11% decline year-over-year. ZipRecruiter remains cautiously optimistic about future growth, citing increased web traffic and organic job seeker visits as positive indicators.

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