Ziff Davis (ZD)

• Market cap: $1.57B
• 1 day: -0.89%
• 5 days: 1.80%
• 1 month: 15.53%
• 3 months: 17.98%
• 6 months: -20.27%
• Year to date: -30.87%
• 1 year: -19.60%
• 5 years: -40.35%
• 10 years: -34.06%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Ziff Davis Inc is a focused digital media and internet company whose portfolio includes brands in technology, entertainment, shopping, health, cybersecurity, and martech. It has two reportable segments: Digital Media and Cybersecurity and Martech. The company's brands include Mashable, Ookla, Offers.com, IGN, and VPN among others. The majority of revenue is generated from Digital Media.

Employees: 3,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

49% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 76

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2% more funds holding

Funds holding: 267 [Q1] → 272 (+5) [Q2]

1.86% more ownership

Funds ownership: 102.66% [Q1] → 104.52% (+1.86%) [Q2]

19% less capital invested

Capital invested by funds: $1.66B [Q1] → $1.33B (-$321M) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

68% less call options, than puts

Call options by funds: $951K | Put options by funds: $2.93M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $40 6% upside
• Avg. target: $40 6% upside
• High target: $40 6% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Barclays Ross Sandler

6% upside $40

Equal-Weight Maintained

8 Aug 2025