Ziff Davis (ZD)

• Market cap: $1.27B
• 1 day: -3.97%
• 5 days: -3.05%
• 1 month: -21.42%
• 3 months: -45.31%
• 6 months: -37.54%
• Year to date: -46.09%
• 1 year: -41.07%
• 5 years: -63.38%
• 10 years: -57.43%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

14% more capital invested

Capital invested by funds: $2.19B [Q3] → $2.49B (+$304M) [Q4]

6.61% more ownership

Funds ownership: 100.55% [Q3] → 107.16% (+6.61%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

3% less funds holding

Funds holding: 262 [Q3] → 255 (-7) [Q4]

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $429K | Put options by funds: $117M

Research analyst outlook

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

• Low target: $33 12% upside
• Avg. target: $41 40% upside
• High target: $56 90% upside

3 analyst ratings

• positive: 0 0%
• neutral: 3 100%
• negative: 0 0%

Citigroup Ygal Arounian 42% 1-year accuracy 11 / 26 met price target	19% upside $35	Neutral Maintained	25 Apr 2025
JP Morgan Cory Carpenter 48% 1-year accuracy 13 / 27 met price target	12% upside $33	Neutral Downgraded	22 Apr 2025
UBS Chris Kuntarich 54% 1-year accuracy 7 / 13 met price target	90% upside $56	Neutral Maintained	26 Feb 2025