Should I Buy ZD? ZD 2026 Analysis

Should You Buy Ziff Davis Inc (ZD) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

39.600

1 Day change

0.79%

52 Week Range

54.960

Analysis Updated At

2026/01/26

Ziff Davis Inc (ZD) is not a strong buy at the moment for a beginner, long-term investor with $50,000-$100,000 available for investment. The company's financial performance is weak, with significant declines in net income and EPS, and analysts remain neutral with lowered price targets. While hedge funds are buying, there are no recent positive news catalysts or strong technical signals to support immediate entry. The stock's pre-market decline and lack of clear upward momentum suggest a cautious approach is warranted.

Technical Analysis

The MACD is positive but contracting, indicating weakening momentum. RSI is neutral at 56.549, and moving averages are bullish (SMA_5 > SMA_20 > SMA_200). Key support is at 35.11, and resistance is at 39.847. The stock is trading near resistance levels, which may limit upside potential in the short term.

Options Data

Bearish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

The high Open Interest Put-Call Ratio indicates bearish sentiment among options traders, while the low Option Volume Put-Call Ratio suggests limited immediate downside pressure.

Technical Summary

Sell

Buy

Positive Catalysts

Hedge funds have increased their buying activity by 319.04% over the last quarter. Management's active pursuit of divestitures could unlock value in the future.

Neutral/Negative Catalysts

No recent news or congress trading data to support a positive sentiment.

Financial Performance

In Q3 2025, revenue increased modestly by 2.87% YoY to $363.71M. However, net income dropped significantly to -$3.6M (-92.59% YoY), and EPS fell to -$0.09 (-91.89% YoY). Gross margin declined to 69.63%, down 18.02% YoY, indicating margin pressure.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts remain neutral with lowered price targets (UBS: $38, Citi: $35, Barclays: $34). They highlight limited visibility on divestitures and expect mid-single-digit EBITDA growth constrained by low organic and inorganic revenue growth.

4 Analyst Rating

Wall Street analysts forecast ZD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZD is 39.25 USD with a low forecast of 34 USD and a high forecast of 50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

1 Buy

3 Hold

0 Sell

Hold

Current: 39.290

Low

Averages

39.25

High

Current: 39.290

Low

Averages

39.25

High

UBS

Chris Kuntarich

Neutral

downgrade

$40 -> $38

AI Analysis

2025-11-10

Reason

UBS

Chris Kuntarich

Price Target

$40 -> $38

AI Analysis

2025-11-10

downgrade

Neutral

Reason

UBS analyst Chris Kuntarich lowered the firm's price target on Ziff Davis to $38 from $40 and keeps a Neutral rating on the shares. Ziff Davis's engagement with inbound interest on its portfolio is a positive sign, though limited visibility on potential divestitures makes a sum-of-the-parts approach premature, the analyst tells investors in a research note. Without major asset sales, EBITDA growth is expected to remain in the mid-single digits, constrained by low organic revenue and modest inorganic gains, the firm says.

Citi

Ygal Arounian

Neutral

downgrade

$42 -> $35

2025-11-09

Reason

Citi

Ygal Arounian

Price Target

$42 -> $35

2025-11-09

downgrade

Neutral

Reason

Citi analyst Ygal Arounian lowered the firm's price target on Ziff Davis to $35 from $42 and keeps a Neutral rating on the shares. The company reported softer results in Q3 and its outlook implies continued headwinds in Q4, the analyst tells investors in a research note.

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ZD Should I Buy

ZD Should I Buy

Should You Buy Ziff Davis Inc (ZD) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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