Ziff Davis (ZD): Assessing Current Valuation Following Minor Changes in Share Price
Stock Performance Overview: Ziff Davis has experienced a slight stock price increase recently, but its year-to-date return is down 40%, with a one-year total shareholder return of -44%, indicating weak market confidence.
Valuation Insights: The stock is currently trading at $32.82, significantly below the analyst target of $43.43, raising questions about whether it is undervalued or if the market is anticipating limited future growth.
Growth Potential: Ziff Davis is benefiting from increased demand for digital content and subscription services, showing double-digit organic growth in sectors like Health & Wellness and Connectivity, which supports revenue and margin expansion.
Risks and Considerations: The optimistic outlook for Ziff Davis is tempered by risks such as reliance on acquisitions and shifts in digital advertising trends, which could impact future performance.
Trade with 70% Backtested Accuracy
Analyst Views on ZD
About ZD
About the author

- Earnings Release Schedule: Ziff Davis will release its Q4 and Year-End 2025 earnings on February 23, 2026, at 6:00 PM ET, enhancing financial transparency and potentially boosting investor confidence.
- Earnings Call Timing: The earnings call is scheduled for February 24, 2026, at 8:30 AM ET, hosted by CEO Vivek Shah and CFO Bret Richter, providing in-depth financial analysis and future outlook.
- Live Streaming and Recording: The earnings call will be streamed live on the company’s website, with recordings available post-event, ensuring broad dissemination of information and transparency.
- Investor Interaction Channels: Investors can submit questions via email before or during the call, enhancing engagement and reflecting Ziff Davis's commitment to investor relations.
- Brand Revamp: RetailMeNot unveils a refreshed brand identity on its 20th anniversary, marking its transformation from a coupon site to a comprehensive shopping and savings ecosystem aimed at enhancing consumer confidence and value perception.
- AI Shopping Assistant: The company is beta testing an AI-powered shopping companion designed to interpret shopper intent and surface the most relevant deals in real-time, which is expected to significantly enhance user experience and purchasing decision efficiency.
- Retail Portfolio Integration: The RetailMeNot Group consolidates several well-known shopping brands into a unified savings portfolio, enhancing synergy among brands to help consumers save smarter and improve brand performance.
- Continuous Innovation: By launching smarter deal and product curation, RetailMeNot aims to deliver greater value and confidence throughout the shopping journey, which is expected to attract more high-intent consumers and increase market share.
- 20th Anniversary Celebration: RetailMeNot celebrates its 20th anniversary by launching a new AI-driven shopping experience aimed at enhancing consumer confidence and value throughout the shopping journey, which is expected to further solidify its leadership in the digital savings space.
- Brand Consolidation: Ziff Davis unveils the RetailMeNot Group, unifying several shopping brands including RetailMeNot and Offers.com, creating a powerful U.S. shopping and savings portfolio designed to enhance market competitiveness through resource integration.
- AI Tool Implementation: In 2026, RetailMeNot introduces an AI shopping companion and other AI-based tools aimed at interpreting shopper intent in real-time and surfacing the most relevant deals, which is expected to significantly enhance user experience and purchasing confidence.
- Cashback Achievements: RetailMeNot's cashback program has facilitated $1.7 billion in retail sales and over $100 million in cashback paid to consumers over the past 20 years, highlighting its critical role in consumer savings and brand performance enhancement.
- Stock Price Analysis: ZD's 52-week low is $28.55, while the high is $56.48, with the last trade at $33.99, indicating the stock's performance within a volatile range and reflecting market caution.
- Technical Indicator Observation: ZD's stock price has fallen below its 200-day moving average, potentially signaling increased selling pressure in the short term, prompting investors to monitor subsequent market reactions to assess risks.
- Market Sentiment Assessment: The current stock price is approximately 40% lower than the 52-week high, suggesting a cautious outlook from the market regarding ZD's future performance, which may impact investor confidence.
- Investor Focus: As ZD's stock price fluctuates, investors should closely watch market dynamics and changes in the company's fundamentals to make more informed investment decisions.
- Awards Expansion: CNET Group, as the official partner of the Consumer Technology Association, is doubling the size of the CES 2026 awards program by introducing eleven new categories, reflecting the transformative impact of technology across industries and enhancing its authority in tech storytelling.
- Global Coverage Capability: CNET Group's journalists will deliver on-the-ground reporting for its 71 million monthly visitors, leveraging a collective 65 million social media followers to ensure widespread dissemination of content globally, thereby increasing brand influence.
- Innovative Event Planning: CNET Group will host exclusive high-profile events during CES, including expert-led show floor tours and panels with technology leaders, aimed at fostering industry dialogue and showcasing the latest tech trends.
- Enhanced Interactive Experience: The Lab, a post-event initiative by CNET Group, will offer interactive experiences sponsored by H&R Block and Acer, inviting attendees to engage in innovative activities that further strengthen the connection between the brand and consumers.
- Award Expansion: CNET Group, as the official partner of the Consumer Technology Association, is expanding the CES 2026 awards from 12 to 23 categories, reflecting the broad impact of technology across industries and likely increasing exhibitor and audience engagement.
- Enhanced Global Coverage: CNET Group's journalists will deliver on-the-ground reporting for a global audience of 71 million monthly visitors and 65 million social media followers, significantly enhancing the brand's authority and influence in technology reporting.
- Innovative Interactive Events: CNET Group will host an interactive event called 'The Lab' during CES, sponsored by H&R Block and Acer, providing a high-energy experience designed to ignite curiosity and foster conversations around tech culture.
- Expert Analysis and Panels: CNET Group will organize 11 panels featuring technology leaders to delve into key tech topics for 2026, further solidifying its leadership position in technology analysis and storytelling.







