Ziff Davis stock soars after selling this business unit for $1.2 billion
The article states that Ziff Davis's stock increased significantly following the sale of one of its business units for $1.2 billion. This transaction likely contributed to a positive market reaction for the company.
Ziff Davis stock (US98936J1016): digital media group lifts Q1 2025 outlook after solid start to the year
Ziff Davis reported solid first-quarter 2025 results, with revenues at the mid-point and adjusted EBITDA and EPS above the top end of their guidance range, leading to a slight increase in their full-year 2025 outlook. The company's business model combines advertising-supported media brands with subscription-based digital services, focusing on organic growth, selective acquisitions, and a strategic shift towards recurring revenue streams. This approach aims to balance growth, margins, and portfolio repositioning amidst evolving online advertising and privacy landscapes.
Ziff Davis buys four brands from Recurrent Ventures, launches a lifestyle group
Ziff Davis has acquired four brands—Domino, Saveur, Electrify, and Lonny—from Recurrent Ventures. This acquisition marks Ziff Davis's expansion into the lifestyle content sector, creating a new lifestyle group within the company. The move aims to leverage the established audiences of these brands while integrating them into Ziff Davis's portfolio.
Ziff Davis to Participate in One Investor Conference in June
Ziff Davis, Inc. (NASDAQ: ZD) announced its participation in the 2026 Evercore TMT Global Conference. The event will take place on June 2, 2026, at the Omni San Francisco Hotel, without a formal presentation. Ziff Davis is a digital media and internet company focusing on technology, shopping, gaming, health, connectivity, cybersecurity, and martech.
Ziff Davis’s SWOT analysis: stock faces growth challenges amid strategic review
Ziff Davis Inc. (ZD) is undergoing a strategic review, including exploring potential sale or spin-off scenarios, as it grapples with declining organic growth and operational challenges. Despite these difficulties, the company maintains robust cash flow generation and analysts project modest EPS growth. Its stock is currently trading at an attractive sub-7x free cash flow multiple, suggesting potential undervaluation according to some analyses, but faces market skepticism due to negative growth trends and execution risks associated with its strategic alternatives.
Ziff Davis, Inc. Files Form 8-K with SEC Detailing Company Information as of May 18, 2026
Ziff Davis, Inc. filed a standard Form 8-K with the SEC as of May 18, 2026, outlining basic company information and its participation in a J.P. Morgan industry conference. The filing itself does not contain any new material financial developments or price-sensitive information. Investors are advised to monitor the conference for potential announcements that could impact share value.
Three Russell 2000 Stocks to Watch: Wabash, Ducommun, Ziff Davis Face Weak Fundamentals - News and Statistics
A recent analysis by StockStory highlights three Russell 2000 stocks—Wabash, Ducommun, and Ziff Davis—that investors should approach with caution due to weakening fundamental performance. Wabash faces declining backlogs and diminished returns on capital, while Ducommun shows decreasing operating margins and low return on invested capital. Ziff Davis is noted for flat sales, rising costs, and declining earnings per share over the last five years.
Ziff Davis stock (US98936J1016): earnings update and strategic shift toward AI and cloud services
Ziff Davis has released new quarterly figures and is repositioning itself to focus on AI-driven marketing, cloud services, and cybersecurity following the spin-off of its internet-domain business. The company aims to move towards higher-margin technology segments with recurring revenues and integrate AI capabilities across its portfolio to enhance efficiency and engagement. This strategy includes leveraging its diverse portfolio of digital media, subscription-based security, and B2B marketing platforms.
Ziff Davis stock (US98936J1016): solid Q1 earnings but share under pressure
Ziff Davis reported Q1 2026 adjusted earnings per share of $0.73, exceeding analyst expectations, yet its stock has seen a significant decline over the past month and year. The company operates a diversified business model combining digital media, advertising technology, and subscription-based cloud services, aiming to balance cyclical advertising revenue with stable recurring income. Despite the strong earnings, the share price remains under pressure due to market uncertainties and competitive pressures in the digital advertising and tech landscape.
The Rowe attracts US-based digital media and internet company Ziff Davis as its newest occupier
Frasers Property UK has secured Ziff Davis, a global digital media and internet company, as its newest tenant at The Rowe in Whitechapel, London. Ziff Davis will occupy 13,875 sq ft on Level 11 to consolidate its London-based brands like VoucherCodes, CNET, IGN, and Mashable. The move provides Ziff Davis with modern, flexible office space and collaborative facilities, while The Rowe continues to attract tenants with its innovative design, amenities, and newly upgraded fitted office spaces.
Frasers Property : The Rowe attracts US-based digital media and internet company Ziff Davis as its newest occupier
Frasers Property UK has secured Ziff Davis as its newest occupier at The Rowe in Whitechapel, London, with the US-based digital media and internet company taking 13,875 sq ft of office space. Ziff Davis will consolidate its London-based brands into this new central location, chosen for its modern and flexible design. The move supports Ziff Davis's growth plans and empowers its team in a collaborative environment.
Does Ziff Davis' (ZD) Earnings Beat Reveal Untapped Potential In Its Portfolio Review Strategy?
Ziff Davis (ZD) recently reported Q1 2026 results with sales of US$267.64 million and net income of US$22.26 million, exceeding revenue and adjusted EBITDA expectations despite challenges in its Tech and Shopping segments. The company is undergoing a strategic review to unlock shareholder value, which is a key focus for investors, especially with Janus Henderson Group building an 8.5% stake and ongoing share buybacks. The earnings beat is positive for sentiment but doesn't change the underlying strategic questions or the risk from weaker traffic and ad yields.
Why Ziff Davis (ZD) Is Down 8.2% After Weak Q1 Results And Accelerated Asset Monetization – And What's Next
Ziff Davis (ZD) recently reported weaker-than-expected Q1 2026 results, leading to an 8.2% stock decline. The company is accelerating asset monetization, including a planned divestiture of its Connectivity business, to unlock shareholder value. Despite the challenges, a major passive stake by Janus Henderson Group and insider share purchases suggest ongoing interest in Ziff Davis's transformation.
Why Ziff Davis (ZD) Is Down 8.2% After Weak Q1 Results And Accelerated Asset Monetization – And What's Next
Ziff Davis (ZD) recently reported disappointing Q1 2026 results with declining revenue and non-GAAP profit, alongside accelerated efforts to monetize assets, including a planned divestiture of its Connectivity business. These strategic shifts, coupled with a significant stake from Janus Henderson Group and insider share purchases, highlight Ziff Davis's transition to unlock shareholder value. The article suggests investors evaluate the success of these divestitures and the potential impact of ongoing weakness in digital advertising on the company's financial repositioning.
ZD SEC Filings - Ziff Davis Inc 10-K, 10-Q, 8-K Forms
StockTitan provides a detailed overview of Ziff Davis Inc. (ZD) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 documents. The platform offers AI-generated summaries, impact scoring, and sentiment analysis for each filing, helping users understand regulatory disclosures related to the company's diverse operations. Recent filings highlight an insider stock purchase by a director and Janus Henderson's disclosure of an 8.5% stake in Ziff Davis.
Ziff Davis (ZD) One Off Loss Pressures Margins And Tests Bullish Earnings Growth Narrative
Ziff Davis (ZD) reported Q4 FY 2025 revenue of US$406.7 million and basic EPS of US$0.01, with trailing 12-month revenue of US$1.5 billion and EPS of US$1.16. The company's net margin decreased to 3.3% from 4.5% due to an US$85.3 million one-off loss. Analysts predict 21.1% annual earnings growth despite a projected 5% annual revenue decline, leading to debates between bullish and bearish investors regarding the stock's valuation and future profitability.
Ziff Davis (ZD) One Off Loss Pressures Margins And Tests Bullish Earnings Growth Narrative
Ziff Davis (ZD) recently reported its FY 2025 results, showing modest profitability with a fourth-quarter revenue of US$406.7 million and basic EPS of US$0.01. The company's net margin decreased to 3.3% from 4.5% year-over-year, largely due to an US$85.3 million one-off loss. Analysts predict a 21.1% earnings growth despite a projected 5% annual revenue decline over the next three years, raising questions about margin expansion and business segment performance.
Ziff Davis Q1 Earnings Call Highlights
Ziff Davis reported a modest decline in Q1 2026 revenue but emphasized a strategic shift towards active monetization, including stock repurchases, selective acquisitions, and potential asset sales, to unlock shareholder value. The company's tech and shopping segment faced pressures, while gaming and cybersecurity saw growth. Ziff Davis is not providing annual guidance due to ongoing strategic explorations but expects Q2 results to be similar to Q1, with a goal of returning to year-over-year revenue growth in the second half of 2026.
Ziff Davis (NASDAQ:ZD) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS
Ziff Davis (NASDAQ:ZD) reported its quarterly earnings, surpassing analysts' expectations with an EPS of $0.73, beating the consensus by $0.01. The company's revenue of $267.64 million also exceeded forecasts, although it represented a 1.9% decrease compared to the previous year. Despite the beat, shares of ZD fell on Friday, and analyst sentiment remains mixed, with an average "Hold" rating and a target price of $43.00.
[10-Q] ZIFF DAVIS, INC. Quarterly Earnings Report
Ziff Davis, Inc. reported total revenues of $267.6 million for Q1 2026, a slight decrease from the prior year, with operating income of $2.9 million. The company announced a definitive agreement to sell its Connectivity business to Accenture for $1.2 billion in cash, a strategic shift that led to the segment being reclassified as discontinued operations. Despite a net loss from continuing operations, strong performance from discontinued operations resulted in an overall net income of $22.3 million, or $0.59 per diluted share, and the company continued significant share repurchases.
[Form 4] ZIFF DAVIS, INC. Insider Trading Activity
Ziff Davis director Ray Neville reported routine equity compensation changes. He exercised 7,903 restricted stock units into common stock, leaving him with 14,569 common shares. Neville also received a new grant of 5,723 restricted stock units that will vest on May 6, 2027, under the company’s 2024 Equity Incentive Plan.
Ziff Davis expects return to year-over-year revenue growth in second half of 2026 amid asset monetization pivot
Ziff Davis anticipates a return to year-over-year revenue growth in the latter half of 2026. This projection comes as the company shifts its strategy towards asset monetization. The company is focusing on leveraging its existing assets to drive future revenue.
Ziff Davis, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:ZD) 2026-05-08
Ziff Davis, Inc. published its Q1 2026 earnings call presentation, reporting an EPS of $0.73, missing estimates by $0.04, and revenue of $267.64 million, which beat expectations despite an 18.56% year-over-year decrease. This article provides access to the slide deck presented in conjunction with the earnings call. SA Transcripts, Seeking Alpha's transcripts team, prepared this report.
Ziff Davis: Q1 Earnings Snapshot
Ziff Davis (ZD) reported first-quarter earnings of $22.3 million, translating to 59 cents per share, or 73 cents per share when adjusted for one-time items. The internet and cloud services company generated $267.6 million in revenue for the period. These results were compiled using data from Zacks Investment Research.
Ziff Davis (ZD) tops Q1 earnings estimates
This article states that Ziff Davis (ZD) has exceeded its Q1 earnings estimates. No further details are available in the provided content.
Ziff Davis (NASDAQ:ZD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
Ziff Davis (NASDAQ:ZD) reported Q1 CY2026 earnings, missing analyst revenue and EPS estimates. The company's sales fell 18.6% year-on-year to $267.6 million, and its non-GAAP profit was $0.73 per share, 5.1% below consensus. Despite a slight beat on Adjusted EBITDA, the operating margin significantly decreased, and long-term revenue and EPS trends show struggles, prompting management to focus on divestitures and value-creating transactions.
Ziff Davis Reports First Quarter 2026 Financial Results
Ziff Davis (NASDAQ: ZD) reported unaudited financial results for the first quarter ended March 31, 2026, including a decrease in revenues to $267.6 million and adjusted EBITDA to $63.4 million compared to Q1 2025. The company is actively pursuing the divestiture of its Connectivity business and other value-creating transactions, leading to deferred fiscal 2026 guidance. Net cash provided by operating activities increased by 45.3% to $30.0 million, and the company deployed approximately $51.6 million related to share repurchases.
Ziff Davis Inc (ZD) Stock News & Articles
This article provides an overview of Ziff Davis Inc (ZD), a digital media and internet company, including its stock data, key brands like PCMag, Mashable, IGN, and Everyday Health, and various services in tech, gaming, health, and digital marketing. It also lists recent and related articles, including analyst recommendations and earnings updates for other companies. The stock trades on NASDAQ under the symbol ZD, with a current price of $43.31 and a price target of $55.
Ziff Davis: Q1 Earnings Snapshot
Ziff Davis, Inc. (ZD) reported first-quarter earnings of $22.3 million, translating to net income of 59 cents per share. Adjusted earnings for the internet and cloud services company were 73 cents per share, with total revenue reaching $267.6 million for the period.
Ziff Davis Virtual Annual Meeting: Shareholders Re-Elect Directors, Approve KPMG and Pay Package
Ziff Davis (NASDAQ: ZD) held its 2026 virtual annual meeting where shareholders re-elected all eight nominated directors with a majority vote. They also ratified KPMG LLP as the independent registered public accounting firm for fiscal year 2026 and approved the advisory vote on named executive officer compensation. The company will file a Form 8-K within four business days to disclose the final vote totals.
Ziff Davis Buys Four Brands From Recurrent Ventures, Launches a Lifestyle Group
Ziff Davis has acquired four media brands from Recurrent Ventures: Dwell, Domino, Business of Home, and PopSci. The three home brands will form a new lifestyle group within Ziff Davis, while PopSci will join its technology division, and all staff will be retained. This acquisition continues Ziff Davis's roll-up strategy, expanding into new verticals amidst a contracting digital media landscape, with plans for further acquisitions.
What To Expect From Ziff Davis’s (ZD) Q1 Earnings
Digital media company Ziff Davis (NASDAQ:ZD) is set to report its Q1 earnings this Thursday, with analysts expecting a 12.6% year-on-year revenue decline. The company missed revenue expectations last quarter, and its stock has seen a 7.3% increase in the last month amidst positive sentiment in the media & entertainment sector, approaching its average analyst price target.
Dwell, Domino And Business Of Home Acquired By Ziff Davis In Home Media Deal
Ziff Davis, known for CNET and Mashable, has acquired Dwell, Domino, and Business of Home from Recurrent Ventures, along with Popular Science. This move signifies a strategic expansion for Ziff Davis into the lifestyle and home media categories, diversifying its portfolio beyond its traditional focus on technology. Business of Home founder Julia Noran Johnston will lead the new lifestyle group, with existing staff remaining.
Ziff Davis, Inc. (NASDAQ:ZD) Given Consensus Rating of "Hold" by Brokerages
Nine brokerage firms have issued a consensus "Hold" rating for Ziff Davis, Inc. (NASDAQ:ZD), with an average one-year target price of $41.13. The stock is currently trading around $46.10, with a market capitalization of approximately $1.74 billion. Recent analyst reports show varied target price adjustments, reflecting mixed views on the company's future performance.
How Ziff Davis’ Home and Interiors Push with Dwell and Domino Will Impact ZD Investors
Ziff Davis recently acquired Dwell, Domino, and Business of Home, expanding into the home and interiors market. This strategic move aims to deepen engagement with design-focused consumers and advertisers, aligning with Ziff Davis's M&A-driven growth strategy while raising questions about earnings, integration risks, and the balance between acquisitions and share buybacks. The article also touches on Ziff Davis's financial forecasts and fair value, suggesting that the success of this new venture could influence more optimistic analyst views, especially concerning AI-driven data monetization.
Ziff Davis Buys Home Titles Dwell, Domino and Business of Home
Digital media company Ziff Davis has acquired the home and interior publications Dwell, Domino, and Business of Home from Recurrent Ventures. This strategic move is expected to lead to the creation of a new lifestyle group within Ziff Davis, which already includes brands like CNET and Mashable. Julia Noran Johnston, founder of Business of Home, will lead the new group, aiming to maintain leadership in the home category with high-authority reporting and a focus on readers.
Ziff Davis Buys Home Titles Dwell, Domino and Business of Home
Ziff Davis, known for digital media brands like CNET and Mashable, has acquired the home and interior design publications Dwell, Domino, and Business of Home from Recurrent Ventures. These titles will form a new lifestyle group within Ziff Davis, with Business of Home founder Julia Noran Johnston leading the initiative. The acquisition aims to strengthen Ziff Davis's presence in the home category with high-authority reporting.
Vanguard Capital Management (ZD) reports 5.28% ownership in Ziff Davis
Vanguard Capital Management has reported a 5.28% ownership stake in Ziff Davis Inc., according to a recent Schedule 13G SEC filing. This beneficial ownership amounts to 1,998,419 shares of common stock as of March 31, 2026. Vanguard also holds sole dispositive power over all these shares and sole voting power over 301,490 shares.
Ziff Davis (ZD) Expected to Announce Quarterly Earnings on Thursday
Ziff Davis (NASDAQ:ZD) is projected to release its Q1 2026 earnings after market close on Thursday, May 7th, with analysts anticipating earnings of $1.03 per share and revenue of $325.0260 million. The earnings call is scheduled for Friday, May 8, 2026, at 8:30 AM ET. The article also provides details on Ziff Davis's stock performance, debt metrics, analyst ratings, and institutional trading activity.
Vanguard Portfolio Management (NASDAQ: ZD) reports 6.19% stake in Ziff Davis
Vanguard Portfolio Management has disclosed a 6.19% passive stake in Ziff Davis, amounting to 2,343,118 common shares, as per a Schedule 13G filing. The filing indicates Vanguard exercises sole dispositive power over all these shares, but only 79,810 shares have sole voting power. This disclosure, dated April 29, 2026, with a reporting date of March 31, 2026, signifies a significant institutional holding without activist intent.
Universal Beteiligungs und Servicegesellschaft mbH Purchases 37,108 Shares of Ziff Davis, Inc. $ZD
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 43.2% in the fourth quarter, acquiring an additional 37,108 shares to own a total of 122,947 shares valued at $4,334,000. Other institutional investors like UBS AM, Invesco Ltd., and First Trust Advisors also adjusted their positions in the technology company. Analysts currently have a "Hold" rating on Ziff Davis, with a consensus price target of $41.13.
Ziff Davis (NASDAQ:ZD) Shares Gap Up - What's Next?
Ziff Davis (NASDAQ:ZD) shares gapped up before market open after previously closing at $46.54 and opening at $48.69. The company has a consensus "Hold" rating from analysts with an average target price of $41.13, following recent adjustments from firms like UBS Group, Citigroup, and Royal Bank of Canada. Institutional investors and hedge funds significantly increased their holdings in Ziff Davis during recent quarters.
Accenture to buy connectivity division of Ziff Davis for $1.2 billion
Accenture has announced its intention to acquire the connectivity division of Ziff Davis for $1.2 billion. This move will significantly expand Accenture's capabilities in network and communications technology services.
Ziff Davis (Nasdaq:ZD) - Stock Analysis
This report provides a stock analysis for Ziff Davis (Nasdaq:ZD), a digital media and internet company, highlighting its current valuation, future growth prospects, and financial health. While analysts view the stock as 9.8% overvalued with a target of US$43.43, its share price has been volatile. The company operates digital media brands like PCMag, CNET, and IGN, and has recently seen updates regarding earnings reports and an acquisition.
Accenture's bid for Ziff Davis' connectivity business under review in Australia
Accenture's bid for Ziff Davis' connectivity business in Australia is currently under review by the Australian Competition and Consumer Commission (ACCC). Both companies, Accenture through its umalat brand and Ziff Davis via Speedtest, provide network assessment services in Australia. The ACCC is inviting submissions regarding this acquisition until Friday.
Chicago Capital LLC Trims Stock Position in Ziff Davis, Inc. $ZD
Chicago Capital LLC significantly reduced its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 61.6% in the fourth quarter, selling 42,825 shares, though its remaining holding is valued at $937,000. Despite this reduction, institutional ownership remains exceptionally high at 99.76%, with other major funds such as Allianz, LSV Asset Management, and Invenomic Capital Management increasing their positions, indicating mixed institutional sentiment. Ziff Davis, trading at a market cap of $1.8 billion with a P/E of 43.23, has a consensus analyst target price of $41.13, with a mix of Buy, Hold, and Sell ratings.
Ziff Davis Inc stock (US98936J1016): Is its digital media portfolio still the key to steady growth?
Ziff Davis Inc. operates at the intersection of digital media, performance marketing, and gaming, leveraging a portfolio of niche digital properties like PCMag and IGN. The company's strategy focuses on acquiring digital assets, optimizing ad revenue, and benefiting from integrated performance marketing and connected consumer segments. Investors should evaluate its ability to deliver consistent returns amidst competition and evolving privacy regulations, and its resilience through diversified revenue streams and strategic acquisitions.
Ziff Davis (NASDAQ:ZD) Shares Pass Above 200 Day Moving Average - Here's Why
Ziff Davis (NASDAQ:ZD) shares have recently risen above their 200-day moving average, trading at $46.92 after reaching a high of $47.61 on Wednesday, April 15, 2026. The stock has a market capitalization of $1.78 billion and a P/E ratio of 42.65. Analyst ratings are mixed, with a consensus "Hold" and an average target price of $41.13, while institutional investors hold a significant 99.76% stake in the company.
Ziff Davis to Announce First Quarter 2026 Earnings
Ziff Davis, Inc. (NASDAQ: ZD) will release its First Quarter 2026 Earnings on Thursday, May 7, 2026, at 6:00 PM ET. The company will also host a live audio webcast of its earnings call on Friday, May 8, 2026, at 8:30 AM ET, featuring CEO Vivek Shah and CFO Bret Richter. Additionally, the financial results of its Connectivity division will be classified as discontinued operations, following an announced agreement to sell the division to Accenture.
Ziff Davis to Announce First Quarter 2026 Earnings
Ziff Davis, Inc. (NASDAQ: ZD) will release its First Quarter 2026 Earnings on May 7, 2026, at 6:00 PM ET, followed by an earnings call on May 8, 2026, at 8:30 AM ET. This report is significant for insights into the digital media and internet company's performance, especially as it classifies its Connectivity division as discontinued operations following an agreement to sell it to Accenture. CEO Vivek Shah and CFO Bret Richter will host the call, which will include a Q&A session.
