Latest News on ZD

Financial News Based On Company


Advertisement
Advertisement

GSA Capital Partners LLP Has $1.75 Million Stock Position in Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-gsa-capital-partners-llp-has-175-million-stock-position-in-ziff-davis-inc-zd-2026-02-18/
GSA Capital Partners LLP significantly reduced its stake in Ziff Davis, Inc. by 60.3% in Q3, now owning 46,010 shares valued at approximately $1.75 million. Despite this reduction, institutional ownership remains high at nearly 100%. Analysts currently rate Ziff Davis as a "Hold" with a consensus price target of $37.50, while its shares trade near $30.

Ziff Davis, Inc. (NASDAQ:ZD) Given Average Rating of "Hold" by Brokerages

https://www.marketbeat.com/instant-alerts/ziff-davis-inc-nasdaqzd-given-average-rating-of-hold-by-brokerages-2026-02-17/
Ziff Davis, Inc. (NASDAQ:ZD) has received a consensus "Hold" rating from seven brokerages, with an average 1-year target price of $37.50. Recent analyst actions include price target cuts from major firms and some downgrades, while Zacks upgraded the stock from "strong sell" to "hold". Institutions hold nearly 100% of the stock, with several large funds increasing their stakes.

LSV Asset Management Has $29.44 Million Stake in Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-lsv-asset-management-has-2944-million-stake-in-ziff-davis-inc-zd-2026-02-14/
LSV Asset Management significantly increased its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 75.6% during the third quarter, bringing its total holdings to 772,700 shares valued at approximately $29.44 million. Despite this increased institutional interest, analyst sentiment remains largely cautious with an average "Hold" rating and a price target of $37.50, following recent target cuts from major firms. Ziff Davis's stock currently trades around $30.50, below its 50 and 200-day moving averages and its 52-week high.

Ziff Davis Sues Google Over Alleged Ad-Tech Monopoly

https://usaherald.com/ziff-davis-sues-google-over-alleged-ad-tech-monopoly/
Digital publishing company Ziff Davis Inc. has filed an antitrust lawsuit against Google, accusing the tech giant of monopolizing the online advertising technology market. The lawsuit alleges that Google uses its dominant position to force publishers to sell ad space through its systems, leading to reduced revenue for publishers and stifling competition. Ziff Davis, which owns brands like CNET and PCMag, claims that despite its significant online presence, it has not proportionally benefited from the $200 billion digital advertising market due to Google's alleged practices.

Ziff Davis (NASDAQ:ZD) Shares Down 6.2% - Should You Sell?

https://www.marketbeat.com/instant-alerts/ziff-davis-nasdaqzd-shares-down-62-should-you-sell-2026-02-09/
Ziff Davis (NASDAQ:ZD) shares fell 6.2% on Monday, trading at $31.4350 with significantly reduced volume. Analyst consensus on the stock is a "Hold" with a target price of $37.50, following recent downgrades and price target cuts. The company's market cap is $1.27 billion, and its last reported quarterly earnings met estimates, though revenue slightly missed expectations but showed year-over-year growth.
Advertisement

Allianz Asset Management GmbH Buys 46,282 Shares of Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-allianz-asset-management-gmbh-buys-46282-shares-of-ziff-davis-inc-zd-2026-02-09/
Allianz Asset Management GmbH increased its stake in Ziff Davis, Inc. by 23.9% in the third quarter, acquiring an additional 46,282 shares to hold a total of 239,594 shares valued at $9.13 million. Institutional investors now collectively own 99.76% of Ziff Davis stock. The company's stock currently has an average "Hold" rating from analysts with an average price target of $37.50, and recently reported Q3 EPS of $1.76, meeting estimates, with revenue up 2.9% year-over-year.

Ziff Davis Sets Date for Fiscal 2025 Year-End Report

https://www.ad-hoc-news.de/boerse/news/ueberblick/ziff-davis-sets-date-for-fiscal-2025-year-end-report/68552157
Ziff Davis has announced that it will release its fourth-quarter and full-year 2025 financial results after the U.S. markets close on Monday, February 23, 2026. The company has reaffirmed its guidance for the fiscal year, with expected revenue between $1.442 billion and $1.502 billion, adjusted EBITDA of $505 million to $542 million, and adjusted EPS of $6.64 to $7.28. Management will host a conference call on February 24 and present at the 15th Annual Technology Conference on February 26 to discuss the results and future outlook.

Ziff Davis, Inc. (ZD): A Bull Case Theory

https://finviz.com/news/296462/ziff-davis-inc-zd-a-bull-case-theory
This article summarizes a bullish thesis on Ziff Davis, Inc. (ZD) by Andrew Beeli, noting its perceived undervaluation on a sum-of-the-parts basis and the potential for asset sales to unlock value. Despite trading cheaply and management's interest in divestitures, concerns persist regarding revenue quality, subscription churn, and structural risks posed by AI to its ad-dependent business model. The article also mentions previous similar bullish theses that did not fully materialize and highlights ZD's investment profile as intriguing but risky without significant divestitures.

Ziff Davis to Announce Fourth Quarter and Year-End 2025 Earnings

https://www.01net.it/ziff-davis-to-announce-fourth-quarter-and-year-end-2025-earnings/
Ziff Davis, Inc. (NASDAQ: ZD) is scheduled to release its Fourth Quarter and Year-End 2025 earnings at 6:00 PM ET on Monday, February 23, 2026. Following this, the company will host a live audio webcast of its earnings call on Tuesday, February 24, 2026, at 8:30 AM ET. CEO Vivek Shah and CFO Bret Richter will lead the call, with materials available on ziffdavis.com and via an 8-K filing.

Ziff Davis to Announce Fourth Quarter and Year-End 2025 Earnings

https://www.businesswire.com/news/home/20260202920368/en/Ziff-Davis-to-Announce-Fourth-Quarter-and-Year-End-2025-Earnings
Ziff Davis, Inc. announced it will release its Fourth Quarter and Year-End 2025 earnings on February 23, 2026, at 6:00 PM ET. The company will also host a live audio webcast of its earnings call on February 24, 2026, at 8:30 AM ET, with CEO Vivek Shah and CFO Bret Richter. Interested parties can access the webcast and submit questions via email, and materials will be posted on the company's website.
Advertisement

Ziff Davis, Inc. (ZD): A Bull Case Theory

https://www.insidermonkey.com/blog/ziff-davis-inc-zd-a-bull-case-theory-5-1655160/
This article summarizes a bullish thesis on Ziff Davis, Inc. (ZD) by Andrew Beeli, focusing on its undervalued status based on a sum-of-the-parts analysis and the potential for value-unlocking asset sales. Despite the optimistic outlook, concerns are raised regarding the quality of ZD's revenue, subscription churn, and the long-term impact of AI on its consumer traffic-dependent business model. While a significant divestiture could lead to substantial upside, questions about the company's M&A strategy and reporting consistency present a mixed investment profile.

Ziff Davis to Announce Fourth Quarter and Year-End 2025 Earnings

https://finance.yahoo.com/news/ziff-davis-announce-fourth-quarter-120000140.html
Ziff Davis, Inc. (NASDAQ: ZD) announced it will release its Fourth Quarter and Year-End 2025 earnings on Monday, February 23, 2026, at 6:00 PM ET. The company will also host a live audio webcast of its earnings call on Tuesday, February 24, 2026, at 8:30 AM ET, with CEO Vivek Shah and CFO Bret Richter providing details. Interested parties can access materials and the webcast via the company's website or dial-in number, and submit questions via email.

Ziff Davis’ New AI Shopping Portfolio Might Change The Case For Investing In ZD

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-new-ai-shopping-portfolio-might-change-the-case-f
Ziff Davis has launched a new AI shopping portfolio, the RetailMeNot Group, integrating AI-powered tools with its existing e-commerce brands to drive higher-value consumer interactions. This initiative, along with HALO and IMAGINE, aims to reposition the company by leveraging its traffic and data for enhanced engagement and advertising. While it could support revenue and margins, investors should consider the balance between AI investment, potential valuation, and current market challenges.

Ziff Davis’ New AI Shopping Portfolio Might Change The Case For Investing In ZD

https://www.sahmcapital.com/news/content/ziff-davis-new-ai-shopping-portfolio-might-change-the-case-for-investing-in-zd-2026-01-31
Ziff Davis (ZD) is repositioning its business around AI-powered shopping through its new RetailMeNot Group, attempting to transform existing traffic and data into higher-value consumer interactions. This strategic shift aims to support advertising and subscription growth despite potential pressure on profitability from increased AI spending. Investors are evaluating this move in the context of the company's mix of cash-generating assets, disciplined buybacks, and analysts' widely varying fair value estimates for the stock.

Assessing Ziff Davis (ZD) Valuation After Seven 2025 Acquisitions And Expanded AI And AWS Initiatives

https://www.sahmcapital.com/news/content/assessing-ziff-davis-zd-valuation-after-seven-2025-acquisitions-and-expanded-ai-and-aws-initiatives-2026-01-28
Ziff Davis (ZD) is attracting investor attention due to its seven acquisitions in 2025, active share repurchases, and focus on AI and AWS initiatives. Despite recent positive share price momentum, analysts estimate the stock is still undervalued by 9%, with a fair value of $43.43 compared to its current trading price of $39.54. The valuation is based on assumptions of modest growth, a slightly lower discount rate, and a higher future P/E multiple, though risks like weaker advertising trends or acquisition challenges remain.
Advertisement

Ziff Davis Taps AI In Unified RetailMeNot Group To Deepen Engagement

https://www.sahmcapital.com/news/content/ziff-davis-taps-ai-in-unified-retailmenot-group-to-deepen-engagement-2026-01-30
Ziff Davis has launched the unified RetailMeNot Group, consolidating several shopping platforms and integrating AI-powered tools to enhance the online shopping experience. This strategic move aims to deepen customer engagement within its ecosystem, leveraging existing assets and data capabilities to compete with larger players in the coupon and cashback market. Investors will be observing the rollout and user adoption of these new AI features.

Ziff Davis Taps AI In Unified RetailMeNot Group To Deepen Engagement

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-taps-ai-in-unified-retailmenot-group-to-deepen-en
Ziff Davis has launched the unified RetailMeNot Group, bringing multiple shopping platforms like RetailMeNot, Offers.com, and BlackFriday.com under one banner. This initiative introduces AI-powered tools to enhance the online shopping experience and deepen customer engagement. The move aims to leverage existing assets, improve cross-selling, and compete more effectively in the coupon and cashback market against larger ecosystems.

Ziff Davis, Inc. $ZD Shares Sold by Universal Beteiligungs und Servicegesellschaft mbH

https://www.marketbeat.com/instant-alerts/filing-ziff-davis-inc-zd-shares-sold-by-universal-beteiligungs-und-servicegesellschaft-mbh-2026-01-29/
Universal Beteiligungs und Servicegesellschaft mbH reduced its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 24.5% in the third quarter, selling 27,817 shares and holding 85,839 shares valued at $3.27 million. Other institutional investors like Blue Trust Inc. and California State Teachers Retirement System increased their positions. Despite these shifts, institutional investors collectively own 99.76% of Ziff Davis's stock.

Assessing Ziff Davis (ZD) Valuation After Seven 2025 Acquisitions And Expanded AI And AWS Initiatives

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/assessing-ziff-davis-zd-valuation-after-seven-2025-acquisiti/amp
Ziff Davis (ZD) is attracting attention from value investors due to its seven acquisitions in 2025, active share repurchases, and focus on AI and AWS-driven products. Despite recent share price momentum, the stock is considered 9% undervalued by analysts, with a fair value estimate of $43.43 compared to its current price of $39.54. The valuation narrative is based on modest growth assumptions, a slightly lower discount rate, and a higher future P/E multiple, though investors are cautioned to consider risks like advertising trends and acquisition integration.

Once a coupon site, RetailMeNot now facilitates $1.7B in retailer sales

https://www.stocktitan.net/news/ZD/from-coupon-code-to-shopping-companion-retail-me-not-celebrates-20-fcfhh787vlq1.html
RetailMeNot is celebrating its 20th anniversary by relaunching as the RetailMeNot Group, consolidating several Ziff Davis shopping brands and R BrandWorks. The company announced it has facilitated $1.7 billion in retailer sales through its cash back platform and paid out over $100 million to consumers. This evolution includes a refreshed brand identity, the beta release of an AI-powered shopping companion, and year-round exclusive savings to enhance the shopping experience.
Advertisement

Assessing Ziff Davis (ZD) Valuation After Seven 2025 Acquisitions And Expanded AI And AWS Initiatives

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/assessing-ziff-davis-zd-valuation-after-seven-2025-acquisiti
Ziff Davis (ZD) is attracting attention from value investors following seven acquisitions in 2025, active share repurchases, and a focus on AI and AWS-driven products. Despite recent share price momentum, the stock is currently trading at a 63% discount to its intrinsic value estimate of $43.43 per share, classifying it as undervalued according to analysts. The article suggests investors consider both the potential for growth and risks such as weakening advertising trends.

Ziff Davis, Inc. (NASDAQ:ZD) Given Consensus Rating of "Hold" by Brokerages

https://www.marketbeat.com/instant-alerts/ziff-davis-inc-nasdaqzd-given-consensus-rating-of-hold-by-brokerages-2026-01-23/
Seven analysts currently cover Ziff Davis (NASDAQ:ZD), resulting in a consensus "Hold" rating with an average one-year price target of $37.50. Several firms recently adjusted their ratings or price targets downward, although Zacks upgraded the stock from "strong sell" to "hold." The company's recent earnings report showed EPS in line with expectations at $1.76 and revenue slightly below estimates at $363.7 million, with management providing FY2025 guidance above current analyst predictions.

Ziff Davis to Participate in One Investor Conference in February

https://www.businesswire.com/news/home/20260120003138/en/Ziff-Davis-to-Participate-in-One-Investor-Conference-in-February
Ziff Davis, Inc. announced its participation in the Susquehanna 15th Annual Technology Conference in New York, NY, on February 26, 2026. The company, a vertically focused digital media and internet company, will not have a formal webcast for this event. This announcement follows prior engagements and financial reports detailed by Business Wire.

Tech investors meet in NYC as Ziff Davis joins Feb. 26 event

https://www.stocktitan.net/news/ZD/ziff-davis-to-participate-in-one-investor-conference-in-78kn3r2fw1sd.html
Ziff Davis, Inc. (NASDAQ: ZD) announced its participation in the Susquehanna 15th Annual Technology Conference on February 26, 2026, in New York, NY. The company, a digital media and internet firm with a portfolio across various sectors, will not be making a formal presentation at the event. This participation highlights Ziff Davis's engagement with the investor community.

Is It Time To Reassess Ziff Davis (ZD) After Prolonged Share Price Weakness?

https://sg.finance.yahoo.com/news/time-reassess-ziff-davis-zd-010716043.html
This article analyzes Ziff Davis (ZD)'s current stock valuation following a period of share price weakness. Using Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratios, Simply Wall St suggests that Ziff Davis appears undervalued by 64.6% and also undervalued based on its P/E compared to its "Fair Ratio." The article encourages investors to explore different "Narratives" on its platform to form their own valuation conclusions.
Advertisement

Is Ziff Davis (ZD) Pricing Reflect Its Mixed Returns And Cash Flow Forecasts

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/is-ziff-davis-zd-pricing-reflect-its-mixed-returns-and-cash
Ziff Davis (ZD) has experienced mixed returns, with a recent uptick but significant declines over the past year and three years. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 64.6%, with an estimated intrinsic value of $105.82 compared to its current price of US$37.48. Additionally, its current P/E ratio of 13.33x is below both the industry average and Simply Wall St's proprietary "Fair Ratio" of 17.14x, further indicating undervaluation.

Is Ziff Davis (ZD) Pricing Reflect Its Mixed Returns And Cash Flow Forecasts

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/is-ziff-davis-zd-pricing-reflect-its-mixed-returns-and-cash/amp
This article analyzes Ziff Davis (ZD) stock, which has shown mixed returns recently. Using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, Simply Wall St suggests the stock is undervalued, leading to an estimated intrinsic value of $105.82 per share compared to the current US$37.48. The analysis emphasizes that Ziff Davis's P/E of 13.33x is below both its industry average and its proprietary "Fair Ratio" of 17.14x.

Analysts Conflicted on These Communication Services Names: Ziff Davis (ZD) and Pinterest (PINS)

https://www.theglobeandmail.com/investing/markets/stocks/PINS/pressreleases/37079531/analysts-conflicted-on-these-communication-services-names-ziff-davis-zd-and-pinterest-pins/
Analysts are divided on the Communication Services sector, specifically regarding Ziff Davis (ZD) and Pinterest (PINS). Citi maintained a Hold rating on Ziff Davis with a $35.00 price target, while Bank of America Securities and Wolfe Research both issued Buy ratings for Pinterest, with price targets of $39.00 and $33.00 respectively. Overall, Ziff Davis has a consensus Hold rating, and Pinterest has a Strong Buy consensus.

Ziff Davis snaps up NetShelter from inPowered

https://betanews.com/article/ziff-davis-snaps-up-netshelter-from-inpowered/
Ziff Davis has acquired NetShelter, a digital advertising network specializing in tech publications, for an undisclosed sum. NetShelter delivers billions of ad impressions annually across 150 tech sites, significantly bolstering Ziff Davis's ad sales portfolio and market position in the technology vertical. Vivek Shah, CEO of Ziff Davis, emphasized that this acquisition enhances their ad targeting capabilities and provides marketers with high-quality inventory at scale.

Ziff Davis (ZD) Raises Guidance After Fifth Straight Quarter of Revenue Growth – What’s the Signal?

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-zd-raises-guidance-after-fifth-straight-quarter-o
Ziff Davis (ZD) recently reported its fifth consecutive quarter of revenue growth and strong free cash flow, slightly missing analyst revenue expectations but raising its full-year guidance. This indicates management's confidence, despite a mixed quarter, and is amplified by an ongoing share repurchase program. The company's investment narrative relies on its ability to convert digital media reach into steady cash while managing industry shifts and dependence on acquisitions for growth, with a projected fair value presenting a 20% upside.
Advertisement

Ziff Davis (ZD) Raises Guidance After Fifth Straight Quarter of Revenue Growth – What’s the Signal?

https://www.sahmcapital.com/news/content/ziff-davis-zd-raises-guidance-after-fifth-straight-quarter-of-revenue-growth-whats-the-signal-2026-01-12
Ziff Davis (ZD) recently reported its fifth consecutive quarter of revenue growth and strong free cash flow, slightly missing analyst revenue expectations but raising full-year guidance. This move, combined with an ongoing share repurchase program, signals management's confidence despite a reliance on acquisitions for growth and structural pressures in advertising. The company's narrative projects significant revenue and earnings growth by 2028, leading to a calculated fair value of $43.43 for ZD.

Ziff Davis (ZD) Raises Guidance After Fifth Straight Quarter of Revenue Growth – What’s the Signal?

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-zd-raises-guidance-after-fifth-straight-quarter-o/amp
Ziff Davis (ZD) recently reported its fifth consecutive quarter of revenue growth and strong free cash flow, slightly missing analyst revenue expectations but raising full-year guidance. This move, combined with an aggressive share repurchase program, signals management's confidence in the company's financial health and future despite structural pressures in the advertising market. Investors are encouraged to consider this momentum alongside the ongoing reliance on acquisitions for growth when evaluating the stock's potential.

Assessing Ziff Davis (ZD) Valuation After Guidance Upgrade And Fifth Straight Quarter Of Revenue Growth

https://www.sahmcapital.com/news/content/assessing-ziff-davis-zd-valuation-after-guidance-upgrade-and-fifth-straight-quarter-of-revenue-growth-2026-01-11
Ziff Davis (ZD) recently raised its full-year guidance after achieving a fifth consecutive quarter of revenue growth and strong free cash flow, leading to a 7.2% jump in its share price post-earnings. Despite a recent rebound, the stock is currently trading at US$36.18, which is considered undervalued against an analyst fair value estimate of US$43.43. While long-term returns have been negative, recent momentum suggests potential improvement, prompting investors to consider whether current market pricing fully reflects future growth.

Assessing Ziff Davis (ZD) Valuation After Guidance Upgrade And Fifth Straight Quarter Of Revenue Growth

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/assessing-ziff-davis-zd-valuation-after-guidance-upgrade-and
Ziff Davis (ZD) recently upgraded its full-year guidance following its fifth consecutive quarter of revenue growth and strong free cash flow, leading to a 7.2% post-earnings share price increase. Despite a recent rebound, the stock has experienced significant declines over the past one and three years, but current analyst narratives suggest it is undervalued with a fair value of US$43.43 compared to its trading price of US$36.18. Investors are encouraged to assess the underlying assumptions and risks, especially concerning acquisition-driven growth and potential impacts from AI-powered content aggregation.

Assessing Ziff Davis (ZD) Valuation After Guidance Upgrade And Fifth Straight Quarter Of Revenue Growth

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/assessing-ziff-davis-zd-valuation-after-guidance-upgrade-and/amp
Ziff Davis (ZD) has seen increased attention and a 7.2% share price jump after upgrading its full-year guidance, driven by five consecutive quarters of revenue growth and strong free cash flow. Despite recent positive momentum, its 1-year and 3-year total shareholder returns show declines, indicating that the recent rebound is a newer trend. Analysts generally consider Ziff Davis to be undervalued at US$36.18, with a fair value estimate of around US$43.43 based on specific growth and margin assumptions.
Advertisement

Spotting Winners: Ziff Davis (NASDAQ:ZD) And Digital Media & Content Platforms Stocks In Q3

https://finviz.com/news/272687/spotting-winners-ziff-davis-nasdaq-zd-and-digital-media-content-platforms-stocks-in-q3
This article analyzes the Q3 financial performance of digital media and content platform stocks, focusing on Ziff Davis (NASDAQ:ZD) and its peers. It highlights the evolving landscape of AI-driven content, personalized media, and digital advertising as potential growth drivers, while also noting challenges such as regulatory scrutiny and the phasing out of third-party cookies. The article details the financial results of Ziff Davis, Getty Images, IAC, Rumble, and WEBTOON, showing a tough quarter for the industry overall despite individual company performance variations.

Ziff Davis (NASDAQ:ZD) Rating Increased to Hold at Zacks Research

https://www.marketbeat.com/instant-alerts/ziff-davis-nasdaqzd-rating-increased-to-hold-at-zacks-research-2026-01-08/
Zacks Research upgraded Ziff Davis (NASDAQ:ZD) from a "strong sell" to a "hold" rating. Despite several other firms cutting price targets, the overall analyst consensus for ZD is a "Hold" with an average price target of $37.50. Ziff Davis recently reported Q3 earnings per share of $1.76, meeting estimates, and revenue of $363.7 million, slightly below expectations, and institutional investors own 99.76% of the company's stock.

Ziff Davis Insiders Placed Bullish Bets Worth US$823.9k

https://www.sahmcapital.com/news/content/ziff-davis-insiders-placed-bullish-bets-worth-us8239k-2026-01-03
Multiple insiders at Ziff Davis, Inc. collectively purchased US$823.9k worth of shares over the last year, with CEO Vivek Shah making the largest single purchase of US$500k. These purchases are viewed positively, especially since some were made at prices higher than the current market value. Insiders own 2.4% of the company, valued at approximately US$33 million, indicating a reasonable alignment of interests with shareholders.

How Ziff Davis Inc. (ZD) Affects Rotational Strategy Timing

https://news.stocktradersdaily.com/news_release/22/How_Ziff_Davis_Inc._ZD_Affects_Rotational_Strategy_Timing_010426033802_1767515882.html
This article analyzes Ziff Davis Inc. (NYSE: ZD) with an emphasis on its impact on rotational strategy timing, identifying a near-term weak sentiment that may suggest a return to long-term weakness after a neutral phase. The analysis highlights an exceptional risk-reward setup targeting a significant gain with minimal risk, and outlines three distinct AI-generated trading strategies for different risk profiles. These strategies include position trading, momentum breakout, and risk hedging, complemented by multi-timeframe signal analysis.

Ziff Davis Insiders Placed Bullish Bets Worth US$823.9k

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-insiders-placed-bullish-bets-worth-us8239k
Multiple insiders at Ziff Davis, Inc. have recently purchased shares, signaling confidence in the company's future. Over the past year, CEO Vivek Shah made a significant purchase of US$500k worth of shares at a price higher than the current market price, suggesting he saw value even at that elevated level. With insiders owning 2.4% of the company, valued at approximately US$33 million, there's a reasonable alignment of interests between leadership and shareholders, despite no insider selling in the last year.
Advertisement

Ziff Davis Insiders Placed Bullish Bets Worth US$823.9k

https://simplywall.st/stocks/us/media/nasdaq-zd/ziff-davis/news/ziff-davis-insiders-placed-bullish-bets-worth-us8239k/amp
Multiple insiders at Ziff Davis, Inc. (NASDAQ:ZD) have purchased shares totaling US$823.9k over the last year, signaling confidence in the company's future. Notably, CEO Vivek Shah bought US$500k worth of shares at a price higher than the recent market price. Insider ownership stands at 2.4%, valued at approximately US$33 million, which suggests a reasonable alignment between leadership and shareholders.

Fort Washington Investment Advisors Inc. OH Acquires 157,649 Shares of Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-fort-washington-investment-advisors-inc-oh-acquires-157649-shares-of-ziff-davis-inc-zd-2025-12-31/
Fort Washington Investment Advisors Inc. OH increased its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 38.1% in the third quarter, acquiring an additional 157,649 shares, bringing their total to 571,754 shares valued at $21.78 million. Other institutional investors also adjusted their positions in ZD. The company reported Q3 earnings per share of $1.76, meeting consensus, and revenue slightly below estimates, with analysts trimming price targets and ratings, resulting in a "Reduce" consensus rating.

Ziff Davis, Inc. (NASDAQ:ZD) Given Consensus Rating of "Reduce" by Brokerages

https://www.marketbeat.com/instant-alerts/ziff-davis-inc-nasdaqzd-given-consensus-rating-of-reduce-by-brokerages-2025-12-29/
Ziff Davis, Inc. (NASDAQ:ZD) has received a consensus "Reduce" rating from seven analysts, with an average 12-month target price of $37.50. Several firms, including Citigroup and UBS, have recently lowered price targets or downgraded their ratings for the company. Despite reporting in-line Q3 EPS and slightly below-estimated revenue, Ziff Davis issued FY2025 EPS guidance significantly above current analyst forecasts.

Pacer Advisors Inc. Decreases Stock Holdings in Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-pacer-advisors-inc-decreases-stock-holdings-in-ziff-davis-inc-zd-2025-12-28/
Pacer Advisors Inc. reduced its stake in Ziff Davis (NASDAQ:ZD) by 31.4% in Q3 2025, selling 132,028 shares and now holding 288,039 shares valued at $10.97 million. Institutional investors collectively own 99.76% of the company, while analyst sentiment has turned cautious with several downgrades and price target cuts, leading to a consensus "Reduce" rating and an average target price of $37.50. Ziff Davis reported Q3 EPS of $1.76, meeting expectations, and revenue of $363.7 million, slightly below estimates, trading around $35.85 with a $1.42 billion market cap.

Ellsworth Advisors LLC Acquires Shares of 113,910 Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-ellsworth-advisors-llc-acquires-shares-of-113910-ziff-davis-inc-zd-2025-12-27/
Ellsworth Advisors LLC recently acquired 113,910 shares of Ziff Davis (NASDAQ:ZD) for approximately $4.21 million, establishing a new position in the technology company. This purchase represents about 0.28% of Ziff Davis, with institutional investors collectively owning nearly 99.76% of the stock. Despite reporting Q3 EPS matching consensus, Ziff Davis faces a "Reduce" consensus rating from Wall Street analysts with a target price of $37.50.
Advertisement

Is There Now An Opportunity In Ziff Davis, Inc. (NASDAQ:ZD)?

https://sg.finance.yahoo.com/news/now-opportunity-ziff-davis-inc-121035585.html
Ziff Davis, Inc. (NASDAQ:ZD) has seen a significant share price increase recently. The company's stock currently trades slightly below its industry peers based on the price-to-earnings ratio, suggesting a decent price for investors. With an optimistic outlook and expected earnings growth of 34% in the coming years, Ziff Davis presents a potentially attractive opportunity despite its current valuation.

Rice Hall James & Associates LLC Sells 78,900 Shares of Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-rice-hall-james-associates-llc-sells-78900-shares-of-ziff-davis-inc-zd-2025-12-27/
Rice Hall James & Associates LLC has reduced its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 9.5%, selling 78,900 shares, and now owns 753,202 shares valued at approximately $28.7 million. This move comes as analysts have become more negative on ZD, leading to a "Reduce" consensus rating and an average price target of $37.50. Despite meeting EPS estimates in Q3 with $1.76, the company's revenue slightly missed expectations, and it currently trades near $35.85 with a market cap of about $1.42 billion.

Judge advances digital publisher Ziff Davis’ ChatGPT copyright infringement claims

https://www.courthousenews.com/judge-advances-digital-publisher-ziff-davis-chatgpt-copyright-infringement-claims/
A federal judge advanced three copyright infringement claims by digital publisher Ziff Davis against OpenAI, while dismissing several others. Ziff Davis accuses OpenAI of using its online content without authorization to train ChatGPT, alleging infringement under the Digital Millennium Copyright Act and trademark dilution for its Mashable brand. The judge also granted a partial stay concerning newer ChatGPT models not yet involved in ongoing multidistrict litigation.

Judge advances digital publisher Ziff Davis’ ChatGPT copyright infringement claims

https://courthousenews.com/judge-advances-digital-publisher-ziff-davis-chatgpt-copyright-infringement-claims/
A federal judge advanced three copyright infringement claims from digital publisher Ziff Davis against OpenAI, while dismissing several others, including claims related to "robots.txt" files and most trademark dilution claims. The court also granted a partial stay on discovery concerning newer ChatGPT models not already part of the multidistrict litigation. This decision allows Ziff Davis to proceed with claims that OpenAI distributed copies of its copyrighted works with copyright management information removed.

Cresset Asset Management LLC Purchases New Holdings in Ziff Davis, Inc. $ZD

https://www.marketbeat.com/instant-alerts/filing-cresset-asset-management-llc-purchases-new-holdings-in-ziff-davis-inc-zd-2025-12-10/
Cresset Asset Management LLC has initiated a new position in Ziff Davis (NASDAQ:ZD) by acquiring 42,492 shares valued at $1.29 million, representing approximately 0.10% of the company. Institutional investors collectively own 99.76% of Ziff Davis's stock, while insiders, including Director Sarah Ann Fay who recently increased her stake, own 2.16%. Despite a recent earnings report meeting EPS estimates but slightly missing revenue expectations, analyst sentiment remains tepid with a consensus rating of "Reduce" and an average target price of $37.50.
Advertisement
Advertisement
Advertisement
Advertisement

Sign Up free to view live trades and discussion forum to make more informed financial decisions. No credit card is required for sign up!
View Daily Trades
Join Discussion

Advertisement
Advertisement
Advertisement
Advertisement