Update shared on 10 Dec 2025
Analysts have modestly adjusted their price target on Ziff Davis to reflect the impact of a slightly lower discount rate and marginally reduced future P/E expectations, resulting in a refined valuation that still centers near 43.43 dollars per share.
What's in the News
- Ziff Davis repurchased 1,176,559 shares between July 1 and September 30, 2025, bringing total buybacks under its August 10, 2020 authorization to 11,770,097 shares, or 26.13% of shares outstanding, for $691.19 million (company filing)
- The company recorded unaudited goodwill impairment charges of $17.58 million for the quarter ended September 30, 2025, compared with $85.27 million in the prior year period (company disclosure)
- Ziff Davis reaffirmed its 2025 earnings outlook and maintained revenue guidance in the range of $1.442 billion to $1.502 billion (corporate guidance)
Valuation Changes
- Fair Value Estimate: unchanged at approximately $43.43 per share, indicating no revision to the central valuation point.
- Discount Rate: fallen slightly from about 10.17% to 9.97%, reflecting a modestly lower required rate of return.
- Revenue Growth: effectively unchanged at roughly 3.20% annually, signaling a stable medium term growth outlook.
- Net Profit Margin: effectively unchanged near 12.96%, suggesting steady expectations for long term profitability.
- Future P/E: edged down slightly from about 8.67x to 8.62x, implying a marginally lower multiple applied to forward earnings.
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