ZD stock sentiment todayZiff Davis Inc
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
ZD
Ziff Davis IncA transition-stage digital media conglomerate offering attractive valuation but struggling with organic growth in a shifting ad market.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
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Price · last 12 months
Gossip
The narrative surrounds Ziff Davis's transition from the 'J2 Global' era into a pure-play digital media and tech company. Investors are debating its ability to reignite organic growth via its portfolio (IGN, RetailMeNot, Everyday Health) while waiting for the next major M&A move, which has historically been their core competency.
- ·Speculation on deployment of $800M+ cash pile for acquisitions
- ·Impact of generative AI on search-driven affiliate revenue
- ·Softness in tech-end market advertising spend
Financial
ZD maintains a robust balance sheet with significant liquidity. While revenue growth has been sluggish (flat to low single digits), they maintain high adjusted EBITDA margins (approx. 34-36%) and trade at a deep discount to historical multiples.
- ·Forward P/E: ~8.5x (significantly below 5-year average)
- ·Free Cash Flow: Strong conversion from EBITDA
- ·Net Debt/EBITDA: ~2.0x (manageable leverage)
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $425K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Google search algorithm changes impacting affiliate traffic to sites like RetailMeNot
- ·Prolonged downturn in B2B tech advertising
- ·Execution risk on future large-scale acquisitions
Peer temperature
How direct competitors stack up against ZD right now.
- HOTNYTThe New York Times Company
HOTTER — successfully scaled a high-margin subscription bundle that commands a premium 25x+ P/E valuation.
See full analysis → - NEUTRALIACIAC Inc.
NEUTRAL — similar conglomerate structure facing identical headwinds in publishing (Dotdash Meredith) but with higher volatility.
See full analysis → - COLDGTNGray Television
COLDER — burdened by significantly higher debt-to-equity ratios and exposure to declining linear broadcast trends.
See full analysis →
- ZD-3.4%
- NYT+10.2%
- IAC—
- GTN-0.2%
Analyst price target
Consensus average of 8 analysts · median 64.00
Source: StockAnalysis.com · updated 2026-10-15
AI-generated analysis for informational purposes only. Not financial advice.