Ziff Davis

ZD · NASDAQ

$56.79+$0.43 (+0.76%)TodayMarket closed · Oct 20, 4:38 PM ET

Prev close $56.36

ZD analyst rating

HoldConsensus of 10 analysts over the last 12 months. 30% rate it a buy.

Strong buy0
Buy3
Hold7
Underperform0
Sell0

12-month price target · 9 analysts

Average $65.69 (+15.7% upside)

Low: $59.59
Now: $56.79
High: $78.75

Upgrades and downgrades

The latest rating actions, newest first

ZD analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Sep 11, 2026	Initiates	Neutral	—	27%
UBS	Aug 12, 2026	Maintains	Neutral	$30.00 → $59.00	59%
Evercore ISI Group	Aug 10, 2026	Maintains	Outperform	$61.00 → $64.00	52%
RBC Capital	Aug 10, 2026	Maintains	Outperform	$48.00 → $65.00	51%
Citigroup	Aug 10, 2026	Maintains	Neutral	$48.00 → $59.00	56%
Susquehanna	Aug 10, 2026	Maintains	Positive	$60.00 → $75.00	57%
Evercore ISI Group	May 12, 2026	Maintains	Outperform	$46.00 → $61.00	52%
RBC Capital	May 11, 2026	Maintains	Outperform	$40.00 → $48.00	51%
Barclays	May 11, 2026	Maintains	Equal-Weight	$45.00 → $48.00	62%
Susquehanna	May 5, 2026	Maintains	Positive	$45.00 → $60.00	57%

The case for and against

Updated Oct 14, 2026

Bull case

Ziff Davis is viewed positively because Q2 results were generally healthy, with revenue of $286.7M and Non-GAAP EPS of $1.03 roughly in line to slightly above consensus, while Free Cash Flow exceeded the Street by about $49.6M and Adj. EBITDA margin remained solid at 26.8%. Its outlook is supported by a durable Health & Wellness franchise that management sees as the largest and most stable profit engine, plus improving Cybersecurity & Martech momentum from IPVanish, SMTP.com, and Semantic Labs. Value creation also appears credible through disciplined M&A, a strengthened balance sheet from the $1.2B Connectivity sale, and ongoing buybacks, even as Tech & Shopping faces traffic headwinds.

Bear case

Ziff Davis is viewed negatively because its growth model remains heavily dependent on acquisitions that may fail, and a larger scale could force it into bidding more aggressively for assets, pressuring returns. Its core markets are intensely competitive, especially media against Google and Facebook, while the healthcare unit faces meaningful regulatory risk and foreign currency remeasurement costs reached 12,894 versus 945, highlighting volatility. Although the company is making sustainability progress, its leadership and subsidiary structure may slow timely top-down execution across the organization.

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