AI turns recruiting stocks into winners: 8 US-listed firms up ~85% on average this year
创业邦 · wechat · 2026-09-09
US-listed recruiting stocks surged 85% on average this year after falling 48% over 2024-25. AI cuts delivery costs (Adecco's agents handled 1.2M+ candidate interactions, halving time-to-hire) while making verified hiring data scarcer (65% of recruiters say AI-optimized resumes are harder to vet). Indeed grew US revenue 30% to $1.64B despite 4% fewer job listings via a 35% ARPJ jump on AI-powered premium products, while BOSS Zhipin's AI revenue remains small (RMB 50M in Q1). Value is shifting from processing information to owning verified outcomes.
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