Analysts rate Ziff Davis stock Hold with USD 59.75 target
Ziff Davis (ZD) has received a "Hold" rating from most analysts, with an average 12-month price target of USD 59.75. The company recently reported Q2 earnings of USD 1.03 per share, exceeding estimates, and revenue of USD 286.74 million. Despite a decline in revenue from the prior year, Ziff Davis showed strong cash returns through share repurchases and a healthy cash balance to cover upcoming convertible debt.
InvestingPro Fair Value spots 63% gain in Ziff Davis stock
InvestingPro's Fair Value analysis accurately predicted a significant upside for Ziff Davis stock, which delivered a 63% total return. The initial analysis in August 2025 identified the stock as undervalued, forecasting a 48% gain. Key factors included attractive free cash flow multiples and strategic initiatives like the $1.2 billion sale of its Connectivity division, which validated the investment thesis and led to the stock exceeding its target price.
205,070 Shares in Ziff Davis, Inc. $ZD Purchased by Bank of America Corp DE
Bank of America Corp DE has acquired 205,070 shares of Ziff Davis, Inc. (NASDAQ:ZD) valued at approximately $10.74 million, representing a 0.60% stake in the company. Institutional investors collectively own 99.76% of Ziff Davis, which recently reported strong quarterly earnings, exceeding EPS estimates but experiencing an 18.7% year-over-year revenue decline. Analyst sentiment remains mixed with a "Hold" consensus rating and an average price target of $59.75, while insiders have sold shares totaling over $425,000 in the past 90 days.
Corient Private Wealth LP Takes Position in Ziff Davis, Inc. $ZD
Corient Private Wealth LP recently acquired 56,872 shares of Ziff Davis (NASDAQ:ZD) for approximately $2.98 million, signaling increased institutional interest in the technology company. Despite a collective "Hold" rating from analysts with an average price target of $59.75, Ziff Davis recently surpassed quarterly earnings expectations. The stock currently trades near its 12-month high, while company insiders have sold shares totaling over $425,000 in the past three months.
JCOM stock holds at USD 57.47 as earnings drive valuation
JCOM (Ziff Davis, Inc.) stock was quoted at USD 57.47 on September 22, 2026, driven by its latest earnings report. The company posted USD 286.74 million in quarterly revenue, beating expectations, and an EPS of USD 1.03, surpassing the consensus estimate. Although quarterly revenue saw an 18.7% decline year-over-year, the earnings beat supports its valuation, with a market capitalization of USD 1.97 billion and a P/E ratio of 3.25.
Some app deals offer 28% cash back. RetailMeNot’s event runs through Sept. 27.
RetailMeNot has launched "App Week," a seven-day event from September 21–27, 2026, offering exclusive cash back deals of up to 28% to users of its relaunched Rewards app. The event spotlights different shopping categories daily, including Home & Garden, Travel, and Electronics, with offers from major brands like Home Depot, Target, Expedia, and Best Buy. This initiative aims to boost engagement with the new app, which has already seen a 27% increase in orders since its August debut, coinciding with an early start to holiday shopping.
Ziff Davis CEO: if OpenAI can find $750 billion for data centers, it can find money for publishers, too
Ziff Davis CEO Vivek Shah argues that if OpenAI can secure $750 billion for data centers, it can certainly afford to pay publishers for their content. He refutes the government's claim that licensing would hinder AI development, pointing out existing licensing agreements and efficient platforms for royalty payments. Shah emphasizes that licensing fees would be a minor expense for large language model companies but significantly beneficial for content producers, promoting quality inputs and outputs while preserving access to information.
Ziff Davis stock hits 52-week high at 58.15 USD
Ziff Davis (ZD) stock has reached a 52-week high of $58.15, marking a 51.08% increase over the past year and 63% year-to-date returns. Despite a slight revenue decline in Q2 2026, the company exceeded profit expectations and analysts suggest it remains undervalued. This performance is attributed to strong market position, favorable investor sentiment, and an aggressive share buyback program.
Janus Henderson reports Ziff Davis (ZD) position — but how much stock does it control?
Janus Henderson Group Ltd. has disclosed a 10.3% beneficial ownership stake in Ziff Davis (ZD), amounting to 3,526,099 shares. This stake is held across various client-managed portfolios, with Janus Henderson affiliates exercising shared voting and dispositive power. The asset managers disclaim rights to dividends or sale proceeds, which belong to the Managed Portfolios, and no single portfolio owns more than 5% of Ziff Davis common stock.
Anthropic Has Never Signed a Licensing Deal With a Digital Publisher, Yet Never Been Sued. Why?
Anthropic, unlike its major AI counterparts, has avoided signing content licensing deals with digital publishers and simultaneously escaped litigation from them. This unusual situation is attributed to a combination of fortunate timing, its enterprise-focused approach, and a strategic brand image as a "good actor." Despite its refusal to license content, Anthropic maintains communication with publishers, asserting its belief in fair use for data scraping.
ZD: Asset Sale And Buybacks Will Support Future Earnings And Repricing Potential
Ziff Davis's fair value has increased to $64.40 from $55, primarily due to updated assumptions regarding discount rates, revenue trends, profit margins, and a higher future P/E multiple. The company reported a Q2 2026 adjusted EPS miss but completed the sale of its Connectivity division for $1.2 billion and actively repurchased shares, reducing its count by nearly 11% year to date. Ziff Davis is also leveraging AI in its engineering practices and is subject to acquisition speculation for its various divisions.
A Ziff Davis Director Sells 2,513 Shares as the Stock Soars. Here's a Closer Look at the Transaction.
W. Brian Kretzmer, a director at Ziff Davis (NASDAQ: ZD), sold 2,513 shares of the company's stock on August 18, 2026, for approximately $139,000, capitalizing on a significant 49% stock increase over the preceding year. Despite this sale, which reduced his direct holdings by 11%, Kretzmer still retains 20,000 shares valued at about $1.1 million, aligning his interests with shareholders. The company's stock performance was boosted by the sale of its connectivity division for $1.2 billion and a $121.5 million share repurchase, although Q2 2026 sales declined and resulted in a net loss from continuing operations.
Great Lakes Advisors LLC Makes New $2.87 Million Investment in Ziff Davis, Inc. $ZD
Great Lakes Advisors LLC has made a new $2.87 million investment in Ziff Davis, Inc. (NASDAQ:ZD), acquiring 54,795 shares. Institutional investors collectively hold 99.76% of the company, and several analysts have recently raised their price targets for Ziff Davis, despite a consensus "Hold" rating. The company recently surpassed quarterly earnings expectations, though revenue saw an 18.7% year-over-year decline.
A Ziff Davis Director Sells 2,513 Shares as the Stock Soars. Here's a Closer Look at the Transaction.
Ziff Davis (NASDAQ:ZD) director W. Brian Kretzmer sold 2,513 shares of common stock for approximately $139,000 on August 18, 2026, capitalizing on a 49% one-year stock return. This sale reduced his direct holdings by 11%, though he retains 20,000 shares. Despite strong stock performance attributed to a connectivity division sale and share repurchases, the company reported a Q2 2026 net loss from continuing operations.
Ziff Davis (ZD) Director W Kretzmer Sells 2,513 Shares
W Kretzmer, a director at Ziff Davis (ZD), sold 2,513 shares of the company's stock for approximately $139,000 on August 18, 2026. This sale contributes to a pattern of insider selling at Ziff Davis over the past year, with 9 sell transactions against only 1 buy transaction. Despite the insider selling, GuruFocus assesses Ziff Davis as "Fairly Valued" based on its GF Value model, trading near its intrinsic value, though its price-earnings ratio is significantly lower than industry and historical medians.
Insider Selling: Ziff Davis (NASDAQ:ZD) Director Sells 2,513 Shares of Stock
Ziff Davis (NASDAQ:ZD) Director W. Brian Kretzmer recently sold 2,513 shares of the company's stock for a total of $138,994.03, reducing his stake by 11.16% to 20,000 shares. The sale occurred while ZD shares were trading near their 52-week high, and the company had reported strong quarterly EPS that beat analyst estimates, despite a revenue decline. Analyst sentiment for Ziff Davis is mixed, with an average price target of $56.62.
Ziff Davis (ZD) director sale leaves 20,000 shares held
Ziff Davis (ZD) director W. Brian Kretzmer sold 2,513 shares of common stock at $55.31 per share on August 18, 2026. After this transaction, Kretzmer directly holds 20,000 shares of Ziff Davis common stock. The sale was reported via a Form 4 SEC filing, indicating a net-sell transaction for the director.
Tocqueville Asset Management L.P. Takes $10.28 Million Position in Ziff Davis, Inc. $ZD
Tocqueville Asset Management L.P. has acquired a new position in Ziff Davis, Inc. (NASDAQ:ZD), purchasing 196,217 shares valued at approximately $10.28 million, representing 0.53% of the company. Other institutional investors have also adjusted their holdings, with 99.76% of Ziff Davis stock owned by institutional investors and hedge funds. Despite recent insider selling and mixed analyst sentiment with a "Hold" rating, Ziff Davis recently surpassed quarterly EPS estimates, though revenue saw an 18.7% year-over-year decline.
Who Is on the Shortlist to Acquire Ziff Davis?
Ziff Davis (ZD) is presented as a strong acquisition target due to its high free-cash-flow yield, robust balance sheet, and management's stated interest in "active monetization." The article identifies potential acquirers for its distinct divisions: Gen Digital for its Cybersecurity and Martech segment, Electronic Arts for its Digital Media assets (like IGN), and Omnicom for a broader horizontal fit. The company's single class of stock and concentrated institutional ownership make a deal structurally straightforward, with a potential takeover price estimated between $2.4 billion and $2.8 billion.
ZD Stock Price and Chart — NASDAQ:ZD
This article provides a comprehensive overview of Ziff Davis, Inc. (NASDAQ: ZD), including its current stock price, historical performance, key financial metrics, latest earnings report, and analyst ratings. It details the company's segments, employee information, and lists ETFs holding ZD stock, along with frequently asked questions about its market performance and future outlook.
Ziff Davis (NASDAQ: ZD) director targets $139K stock sale
Ziff Davis director Brian W. Kretzmer plans to sell 2,513 shares of company common stock, valued at approximately $138,994.00, through RBC Capital Markets LLC. This planned sale is under Rule 144, and the shares originated from equity that vested on June 7, 2013. Kretzmer previously sold 1,968 shares totaling $87,600.00 in the prior three months.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) has completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This comes as the company reported a unique Q2 2026 with lower sales but a massive net income spike, attributed to non-operating or one-off items. Investors are now scrutinizing the quality and repeatability of these earnings and the impact of the buyback on the company's long-term investment narrative, which includes a reliance on acquisitions for growth.
Ziff Davis to Participate in Two Investor Conferences in September
Ziff Davis, Inc. (NASDAQ: ZD) announced its participation in two investor conferences in September: the 2026 Citi Global TMT Conference on September 9th in New York, and Benchmark-StoneX’s 13th Annual TMT Conference on September 17th, also in New York. Neither conference will feature a formal webcast. Ziff Davis is a digital media and internet company with a portfolio of brands across technology, shopping, gaming, health, cybersecurity, and martech sectors.
821,496 Shares in Ziff Davis, Inc. $ZD Purchased by Rice Hall James & Associates LLC
Rice Hall James & Associates LLC purchased 821,496 shares of Ziff Davis, Inc. (NASDAQ:ZD) stock, valued at approximately $43 million, making it their 7th biggest position and about 2.23% of the company. Institutional investors collectively own 99.76% of Ziff Davis. Despite some insider selling and an 18.7% year-over-year revenue decrease, Ziff Davis beat quarterly EPS expectations, and several analysts raised their price targets, although the consensus remains "Hold" with a target of $56.62.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This coincided with unusual Q2 2026 results showing lower sales (US$286.74 million) but a massive net income spike (US$624.46 million), leading to a high basic EPS of US$17.16 despite a loss from continuing operations. The article discusses how investors should interpret this combination, focusing on the quality and repeatability of earnings amidst ongoing sales stabilization and risks from digital advertising shifts.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This coincided with their Q2 2026 earnings report, which showed lower sales but a massive net income spike of US$624.46 million, contrasting with a loss from continuing operations. The article examines how these events, particularly the large net income jump and buyback, influence Ziff Davis's investment outlook, emphasizing the need to scrutinize the quality and repeatability of earnings.
Empowered Funds LLC Cuts Stock Position in Ziff Davis, Inc. $ZD
Empowered Funds LLC significantly reduced its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 25.6% in the first quarter, selling 53,705 shares and retaining 155,824 shares valued at approximately $6.5 million. Despite institutional ownership of nearly 100%, analyst sentiment is mixed, with an average "Hold" rating and a target price of $56.62. Ziff Davis recently surpassed EPS estimates with $1.03 versus $0.81, though revenue declined by 18.7% year-over-year.
Ziff Davis (ZD) Chief Accounting Officer Lori Tansley Sells 1,40
Ziff Davis's Chief Accounting Officer, Lori Tansley, sold 1,400 shares of company stock for approximately $76,664. This sale contributes to a pattern of insider selling at Ziff Davis, with 8 insider sells against only 1 insider buy over the past year. Despite the insider selling, the stock appears fairly valued according to GuruFocus's GF Value model and trades at a significant discount compared to industry peers on a price-earnings basis.
Legal & General reports 4.9% Ziff Davis (ZD) ownership position
Legal & General Group Plc and its affiliated investment entities have reported a 4.9% beneficial ownership in Ziff Davis, Inc., amounting to 1,800,921 shares as of June 30, 2026. This ownership is held with shared voting and dispositive power across various asset management affiliates in the UK, Ireland, the U.S., and Singapore. The filing, a SCHEDULE 13G/A, indicates that Legal & General Investment Management Limited acts as a key discretionary investment manager for certain funds within the group.
Ziff Davis (ZD) Q2 2026 Earnings Call Transcript
Ziff Davis (ZD) reported a 2.7% revenue decrease in Q2 2026, totaling $286.7 million, with adjusted EBITDA declining 3.7% year-over-year. Despite this, adjusted diluted EPS rose 13.2% to $1.03, mainly due to share count reduction, including $121.5 million in buybacks. The company also completed the divestiture of its Connectivity business for $1.2 billion and plans to use its substantial cash balance to cover tax obligations and convertible debt.
This Insider Has Just Sold Shares In Ziff Davis
An executive at Ziff Davis, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows another significant sale by the CFO, Bret Richter, who sold US$844k worth of shares in the last year at a price lower than the current market value. The overall insider transactions for Ziff Davis show more selling than buying, which, coupled with relatively low insider ownership (2.4%), suggests caution for potential investors.
Ziff Davis CAO Lori Tansley sells $76,664 in company stock
Lori A. Tansley, Chief Accounting Officer at Ziff Davis, Inc. (NASDAQ:ZD), sold 1,400 shares of company stock for $76,664 on August 12, 2026. This insider sale occurred while Ziff Davis stock was trading near its 52-week high, following an 83% surge in the past six months, despite a slight decline in recent quarterly revenue. The company recently exceeded profit expectations, with adjusted diluted EPS rising to $1.03, driven by strong cash generation and ongoing stock buybacks.
Lori Tansley Sells 1,400 Shares of Ziff Davis (NASDAQ:ZD) Stock
Lori Tansley, Chief Accounting Officer of Ziff Davis (NASDAQ:ZD), sold 1,400 shares of company stock on August 12th, 2026, for a total of $76,664. Following this transaction, her holdings decreased by 64.61% to 767 shares. The company recently reported strong quarterly earnings, beating analyst estimates, though revenue saw an 18.7% year-over-year decline.
Ziff Davis (ZD) Chief Accounting Officer sells 1,400 shares at $54.76
Ziff Davis, Inc.'s Chief Accounting Officer, Lori A. Tansley, reported selling 1,400 shares of common stock on August 12, 2026, at a price of $54.76 per share. This non-derivative transaction reduced her direct holdings to 767 shares. The sale amounted to approximately $77,000 and was conducted in an open market or private transaction.
This Insider Has Just Sold Shares In Ziff Davis
An Executive VP at Ziff Davis, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows a larger sale by CFO Bret Richter in the last year. Despite some insider buying, overall insider transactions show more selling than buying, with insiders owning about 2.4% of the company.
Janus Henderson Group (ZD) discloses 3.59M Ziff Davis shares under management
Janus Henderson Group Ltd. has disclosed a beneficial ownership of 3,587,806 shares of Ziff Davis, Inc. common stock, representing a 9.7% stake. This ownership is held through various client accounts managed by its investment adviser subsidiaries, known as "Managed Portfolios." Janus Henderson does not possess sole voting or dispositive power over these shares, and the economic rights, including dividends and sale proceeds, belong to the client accounts.
This Insider Has Just Sold Shares In Ziff Davis
Ziff Davis (NASDAQ:ZD) Executive VP, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows a larger sale by CFO Bret Richter in the last twelve months, where insiders sold more than they bought. While insiders own about 2.4% of the company, the recent selling trend suggests a cautious outlook for potential investors.
Ziff Davis EVP Rossen disposes of $209,777 in company stock
Jeremy Rossen, EVP and General Counsel at Ziff Davis (NASDAQ: ZD), sold 3,819 shares of company stock for approximately $209,777 on August 10, 2026. Following the sale, Rossen directly holds 10,643 shares, with an additional 2,000 shares held indirectly through a family trust. InvestingPro analysis suggests Ziff Davis is undervalued, boasts 85% gross profit margins, and has a "GOOD" financial health score, despite a recent 2.7% revenue decline in Q2 2026, where it still exceeded profit expectations.
Ziff Davis EVP Rossen disposes of $209,777 in company stock
Jeremy Rossen, EVP and General Counsel at Ziff Davis (NASDAQ:ZD), sold 3,819 shares worth approximately $209,777 on August 10, 2026, retaining a direct holding of 10,643 shares and indirect ownership of 2,000 shares through a family trust. The company, trading near its 52-week high with a 54% gain over the past year, maintains strong gross profit margins and a "GOOD" financial health score, though its Q2 2026 earnings showed mixed results with an EPS beat but a slight revenue decline.
Ziff Davis (NASDAQ: ZD) EVP and General Counsel sells 3,819 shares
Jeremy Rossen, EVP and General Counsel of Ziff Davis (NASDAQ: ZD), sold 3,819 shares of common stock on August 10, 2026, at an average price of $54.93 per share. Following the sale, he directly holds 10,643 shares and indirectly holds 2,000 shares through a family trust. The transaction was an open-market sale, and the filing indicated a moderate impact with negative sentiment.
Ziff Davis: Cash Surges To $1.61 Billion After $1.22 Billion Connectivity Sale As Buybacks Accelerate
Ziff Davis's cash reserves significantly increased to $1.61 billion after the $1.22 billion sale of its Connectivity business. This influx of capital positions the company for strategic deployment into acquisitions and accelerated share repurchases, with $121.5 million already spent on buybacks in Q2. Despite a slight revenue dip in continuing operations, the company is focused on maximizing long-term shareholder returns.
Ziff Davis, Inc. (NASDAQ:ZD) Given Consensus Rating of "Hold" by Analysts
Ziff Davis, Inc. (NASDAQ:ZD) has received a consensus "Hold" rating from nine analysts, with five recommending hold, three buy, and one sell. The average 12-month price target is $53.00, slightly below its opening price of $54.31. The company recently reported adjusted EPS of $1.03, surpassing estimates, though revenue decreased by 18.7% year-over-year.
ZIFF DAVIS INC : RBC RAISES TARGET PRICE TO $65 FROM $48
RBC has increased its target price for Ziff Davis Inc. (ZD.O) shares to $65 from the previous $48. This update reflects a change in the analyst's outlook on the company's valuation. The information is provided by Reuters and dates back to August 10, 2026.
Ziff Davis (NASDAQ:ZD) Given New $65.00 Price Target at Royal Bank Of Canada
Royal Bank of Canada has increased its price target for Ziff Davis (NASDAQ:ZD) to $65.00 from $48.00, maintaining an "outperform" rating, which suggests a 20.59% upside. This adjustment comes as Ziff Davis reported strong quarterly earnings, surpassing analyst expectations with an EPS of $1.03 against a consensus of $0.81, despite an 18.7% year-over-year decline in revenue to $286.74 million. Other analysts also provided varied ratings and price targets, contributing to an average "Hold" rating and a consensus target price of $53.00 for the company.
Ziff Davis (NASDAQ:ZD) Given New $75.00 Price Target at Susquehanna
Susquehanna has raised its price target for Ziff Davis (NASDAQ:ZD) to $75.00 from $60.00, maintaining a "positive" rating and suggesting a potential upside of 38.84%. This comes despite mixed analyst sentiment, with an average "Hold" rating and a consensus price target of $49.12. The company recently beat quarterly earnings expectations, reporting an EPS of $1.03 against an anticipated $0.81, though revenue declined by 18.7% year-over-year.
ETFs Investing in Ziff Davis, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Ziff Davis, Inc. The data provides details such as market value, weight of Ziff Davis in the ETF, issuer, management style, expense ratio, and AUM for each fund. The ETFs primarily focus on small-cap, value, and cybersecurity themes, offering investors diversified exposure to Ziff Davis.
Ziff Davis (ZD) Reports Mixed Results, Is The Stock 11% Overvalued?
Ziff Davis (ZD) recently reported mixed Q2 2026 results, including $286.74 million in sales and a loss from continuing operations, despite a strong 90-day share price return of 28.58%. The company also sold its connectivity business for approximately $1.2 billion. Simply Wall St's analysis suggests the stock is 10.7% overvalued, with a fair value of $48.67 compared to its last close of $53.87, raising concerns about its valuation despite growth in digital content and SaaS.
Is One‑Off Boosted Earnings With Falling Sales Altering The Investment Case For Ziff Davis (ZD)?
Ziff Davis (ZD) reported a significant jump in Q2 2026 net income to US$624.46 million, largely due to one-off items, despite a sales decline to US$286.74 million. This divergence sharpens the focus on stabilizing core segments and the ongoing strain on underlying profitability, especially given the company's share repurchase program and exposure to AI-driven content aggregation risks. The article questions whether these mixed results alter the long-term investment narrative for Ziff Davis.
Ziff Davis Q2 Earnings Call Highlights
Ziff Davis reported its Q2 earnings, highlighting continued pressure in search-driven advertising but growth in other areas. The company completed the sale of its Connectivity business for $1.2 billion, which is being used to reshape its capital structure, including tax obligations and debt repayment. Ziff Davis also focused on share repurchases, reducing outstanding shares, and saw varied performance across its Tech & Shopping, Gaming & Entertainment, Health & Wellness, and Cybersecurity & MarTech segments, while heavily investing in AI for product development.
Ziff Davis (NASDAQ:ZD) Releases Quarterly Earnings Results, Beats Estimates By $0.22 EPS
Ziff Davis (NASDAQ:ZD) announced its quarterly earnings, reporting an EPS of $1.03, surpassing the consensus estimate of $0.81 by $0.22. Despite this earnings beat, the company's revenue of $286.74 million, though in line with estimates, marked an 18.7% decline year-over-year. Following the results, shares rose to $53.87, yet analysts maintained a "Hold" rating with an average price target of $47.25, and insiders sold a significant amount of stock.
