Ziff Davis, Inc.

NasdaqGS:ZD Voorraadrapport

Marktkapitalisatie: US$1.9b

Ziff Davis Toekomstige groei

Future criteriumcontroles 2/6

De omzet en winst van Ziff Davis zullen naar verwachting dalen met respectievelijk 6.3% en 27.2% per jaar. De winst per aandeel zal naar verwachting afnemen met 7.5% per jaar. Het rendement op het eigen vermogen zal naar verwachting 9.9% in 3 jaar.

Belangrijke informatie

-27.2%

Groei van de winst

-7.53%

Groei van de winst per aandeel

Interactive Media and Services winstgroei3.6%
Inkomstengroei-6.3%
Toekomstig rendement op eigen vermogen9.89%
Dekking van analisten

Low

Laatst bijgewerkt19 Aug 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha Aug 13

Ziff Davis: This Incredibly Cheap Cash Machine Is Hiding In Plain Sight

Summary Ziff Davis earns a 'strong buy' rating, driven by its private-equity-like strategy of acquiring, improving, and selling digital assets at premiums. ZD's aggressive share buyback program has boosted adjusted EPS by 13.2% YoY despite modest revenue and EBITDA declines, highlighting capital allocation strength. The $1.216 billion sale of ZD's Connectivity division to Accenture nearly matched its pre-announcement equity value, underscoring portfolio undervaluation. Stabilization in key segments and a diversified revenue mix support the thesis that ZD's assets are more valuable than current market pricing suggests. Read the full article on Seeking Alpha
Narratiefupdate Aug 09

ZD: Asset Sale And Buybacks Will Offset Revenue Pressures And Impairment Risks

Analysts have lifted their price target for Ziff Davis from $48.67 to $55.00 after updated assumptions indicated a lower expected discount rate, a higher projected profit margin, and a lower future P/E multiple, even though revenue growth expectations have been revised downward. What's in the News Ziff Davis reported Q2 2026 revenue of $286.7 million, which was 2.7% lower than the prior period level and below Wall Street expectations, with adjusted EPS of $1.03 compared with analyst consensus of $1.06.
Narratiefupdate Jun 17

ZD: Asset Sales Buybacks And AI Use Will Balance Revenue Headwinds

Analysts kept their Ziff Davis fair value estimate steady at $48.67, making only modest adjustments to assumptions on the discount rate, revenue trends, margins, and future P/E, which together support the updated price target rationale. What's in the News for Ziff Davis Ziff Davis reported a 1.9% year over year decline in Q1 2026 revenue, missing analyst expectations by 6.9%.
Narratiefupdate Jun 03

ZD: Asset Sales And Buybacks Will Balance Revenue Pressures And Portfolio Review

Analysts have lifted their price target for Ziff Davis from about $43.43 to roughly $48.67 per share, reflecting updated assumptions around discount rates, revenue trends, margins, and a higher future P/E of about 28.58x compared with the prior 10.45x. What's in the News Q1 2026 results showed a year over year decline in revenue, adjusted EBITDA, and margins, with weakness in the Tech & Shopping segment partly offset by Gaming & Entertainment, Health & Wellness, Cybersecurity, and Martech, according to recent earnings coverage.
Narratiefupdate Apr 20

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target for Ziff Davis effectively unchanged at about $43.43. This reflects broadly consistent views on fair value, discount rate, growth and margin assumptions despite only minor model refinements.
Narratiefupdate Apr 06

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target on Ziff Davis unchanged at $43.43, as small shifts in discount rate, revenue growth, profit margin and future P/E assumptions result in only a slight adjustment to the overall valuation view. What's in the News Ziff Davis has been removed from the NASDAQ Internet Index, which may affect how some index funds and ETFs hold or trade the stock (Key Developments).
Narratiefupdate Mar 23

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target for Ziff Davis steady at $43.43, citing largely unchanged assumptions around revenue growth, profit margins, and future P/E multiples that continue to underpin their valuation view. What's in the News From October 1, 2025 to December 31, 2025, Ziff Davis repurchased 1,746,876 shares for $61.19 million, representing 4.37% of its shares under the existing buyback program (Key Developments).
Narratiefupdate Mar 08

ZD: Share Repurchases And Margin Outlook Will Support Balanced 2025 Upside Potential

Analysts have updated their price target on Ziff Davis to $43.43. The change reflects a combination of a slightly lower assumed discount rate, a more conservative revenue growth outlook, a higher projected profit margin, and a reduced future P/E expectation.
Narratiefupdate Feb 22

ZD: Stable Margins And Revenue Assumptions Will Support 2025 Upside Potential

Analysts have reduced their price target on Ziff Davis to $43.43 per share, citing slightly higher discount rate and P/E assumptions in their models rather than any change in the company’s underlying margin or growth outlook. Valuation Changes Fair Value: Model fair value is unchanged at $43.43 per share, with no adjustment to the intrinsic value estimate.
Narratiefupdate Feb 08

ZD: Steady Long Term Assumptions Will Support 2025 Upside Potential

Analysts have modestly adjusted their price target framework for Ziff Davis to a fair value of $43.43, reflecting slightly updated views on the discount rate, long term revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Held steady at about $43.43 per share, with no material revision in the model output.
Narratiefupdate Jan 25

ZD: Buybacks And Reduced Impairment Will Support 2025 Upside Potential

Analysts have kept their fair value estimate for Ziff Davis steady at $43.43, with updated assumptions reflecting a slightly lower discount rate, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple. Together, these factors shape their latest price target view.
Narratiefupdate Jan 09

ZD: Ongoing Buybacks And Reduced Impairment Will Support 2025 Upside Potential

Analysts have kept their fair value estimate for Ziff Davis steady at about US$43.43 per share, with only small tweaks to inputs like the discount rate and assumed future P/E. This reflects a largely unchanged view of the stock's long term outlook.
Narratiefupdate Dec 24

ZD: Ongoing Buybacks And Lower Impairment Will Support 2025 Upside Potential

Analysts have modestly raised their price target on Ziff Davis, citing slightly higher assumed future earnings multiples that more than offset small adjustments to growth and margin assumptions. What's in the News Ziff Davis completed a buyback tranche between July 1 and September 30, 2025, repurchasing 1,176,559 shares, or 2.86% of shares outstanding, for $43.3 million (company disclosure).
Narratiefupdate Dec 10

ZD: Buybacks And Lower Impairment Will Support 2025 Earnings Outlook

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.
Narratiefupdate Nov 25

ZD: Multi-Year Buyback Completion And Lower Impairment Will Support 2025 Momentum

Analysts have modestly increased their price target for Ziff Davis from $43.14 to $43.43 per share, citing slightly improved revenue growth projections and a marginal uptick in the company’s overall fair value. What's in the News Between July and September 2025, Ziff Davis repurchased 1,176,559 shares, or 2.86 percent of shares outstanding, for $43.3 million.
Analyse-artikel Nov 12

Results: Ziff Davis, Inc. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Ziff Davis, Inc. ( NASDAQ:ZD ) last week reported its latest quarterly results, which makes it a good time for...
Narratiefupdate Nov 11

ZD: Revenue Guidance And Impairment Reduction Will Drive Sentiment In 2025

Analysts have lowered their price target for Ziff Davis from $45.29 to $43.14. They cite concerns over reduced revenue growth and profit margins as key factors in the revision.
Analyse-artikel Oct 05

Is Ziff Davis (NASDAQ:ZD) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyse-artikel Aug 15

Ziff Davis' (NASDAQ:ZD) Conservative Accounting Might Explain Soft Earnings

Ziff Davis, Inc.'s ( NASDAQ:ZD ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Narratiefupdate Aug 08

Cloud-based Solutions And Digital Advertising Will Drive Future Markets

Despite a slight reduction in revenue growth forecasts, Ziff Davis’s consensus price target has increased from $41.33 to $44.29, supported by a notably lower forward P/E ratio that enhances relative valuation appeal. What's in the News Ziff Davis reaffirmed fiscal 2025 earnings guidance, expecting revenue of $1,442 million to $1,502 million.
Analyse-artikel Jul 01

Is Ziff Davis (NASDAQ:ZD) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyse-artikel May 08

Should You Think About Buying Ziff Davis, Inc. (NASDAQ:ZD) Now?

Ziff Davis, Inc. ( NASDAQ:ZD ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analyse-artikel Apr 17

Ziff Davis, Inc.'s (NASDAQ:ZD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Unfortunately for some shareholders, the Ziff Davis, Inc. ( NASDAQ:ZD ) share price has dived 26% in the last thirty...
Analyse-artikel Mar 18

We Think Ziff Davis (NASDAQ:ZD) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyse-artikel Feb 28

Ziff Davis, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Ziff Davis, Inc. ( NASDAQ:ZD ) shareholders, with the stock dropping 17% to US$41.31 in...
Analyse-artikel Feb 25

Ziff Davis, Inc.'s (NASDAQ:ZD) Price In Tune With Earnings

Ziff Davis, Inc.'s ( NASDAQ:ZD ) price-to-earnings (or "P/E") ratio of 32.9x might make it look like a strong sell...
Analyse-artikel Dec 13

Is Ziff Davis (NASDAQ:ZD) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyse-artikel Nov 23

Ziff Davis, Inc. (NASDAQ:ZD) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

The Ziff Davis, Inc. ( NASDAQ:ZD ) share price has done very well over the last month, posting an excellent gain of...

Winst- en omzetgroeiprognoses

NasdaqGS:ZD - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,224N/AN/AN/A2
12/31/20271,204181122245
12/31/20261,189679892135
6/30/20261,438-30317448N/A
3/31/20261,44637290416N/A
12/31/20251,45147288407N/A
9/30/20251,34485261374N/A
6/30/20251,33440233342N/A
3/31/20251,36062231335N/A
12/31/20241,40263284390N/A
9/30/20241,37962218324N/A
6/30/20241,36680184291N/A
3/31/20241,37160173280N/A
12/31/20231,36442211320N/A
9/30/20231,37147163271N/A
6/30/20231,37296191299N/A
3/31/20231,38333230335N/A
12/31/20221,39165230336N/A
9/30/20221,403375274380N/A
6/30/20221,416363309419N/A
3/31/20221,420387336454N/A
12/31/20211,417401403517N/A
9/30/20211,147-41444554N/A
6/30/20211,14813426528N/A
3/31/20211,13874462557N/A
12/31/20201,15929384480N/A
9/30/20201,426213364459N/A
6/30/20201,413183352442N/A
3/31/20201,405177N/A398N/A
12/31/20191,05041N/A413N/A
9/30/20191,313144N/A417N/A
6/30/20191,261144N/A407N/A
3/31/20191,227140N/A414N/A
12/31/20181,207127N/A401N/A
9/30/20181,178126N/A380N/A
6/30/20181,159128N/A359N/A
3/31/20181,144131N/A317N/A
12/31/20171,118138N/A264N/A
9/30/20171,053131N/A269N/A
6/30/2017990144N/A262N/A
3/31/2017928146N/A269N/A
12/31/2016874150N/A282N/A
9/30/2016827143N/A273N/A
6/30/2016796134N/A264N/A
3/31/2016760139N/A248N/A
12/31/2015721131N/A229N/A
9/30/2015683128N/A194N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De winst van ZD zal naar verwachting de komende 3 jaar dalen ( -27.2% per jaar).

Winst versus markt: Er wordt verwacht dat ZD de komende 3 jaar winstgevend zal worden. Dit wordt gezien als een groei die boven het gemiddelde van de markt ligt.

Hoge groeiwinsten: Er wordt verwacht dat ZD binnen 3 jaar winstgevend zal worden.

Omzet versus markt: De omzet van ZD zal naar verwachting de komende 3 jaar dalen ( -6.3% per jaar).

Hoge groei-inkomsten: De omzet van ZD zal naar verwachting de komende 3 jaar dalen ( -6.3% per jaar).


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen ZD zal naar verwachting over 3 jaar laag zijn ( 9.9 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/23 05:42
Aandelenkoers aan het einde van de dag2026/08/21 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Ziff Davis, Inc. wordt gevolgd door 22 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
William PowerBaird
Saket KaliaBarclays
Ross SandlerBarclays