Ziff Davis Stock Performance Overview
InvestingPro’s Fair Value analysis identified Ziff Davis, Inc. (NASDAQ:ZD) as significantly undervalued on July 24, 2025 when the shares traded at $32.43, assigning a fair‑value target of $48.46, implying 49.43% upside.
At that time the company had a market capitalisation of approximately $2 billion, revenue of $1.39 billion and EBITDA of $397.7 million, with a free‑cash‑flow multiple below 7× and a 19% free‑cash‑flow yield. The stock had previously declined 23.8% in February 2025 and 21.4% in April 2025.
The valuation call proved accurate; by July 2026 the share price reached $53.08, delivering a total return of 64.2% over the prior year and exceeding the original fair‑value estimate.
The price acceleration was amplified by the announcement of a $1.2 billion sale of Ziff Davis’s Connectivity division to Accenture, which propelled the stock up roughly 60% on the news.
Subsequent operating results show revenue rising to $1.45 billion and EBITDA improving to $413.3 million, while the company continues to explore strategic alternatives with advisor support.
InvestingPro’s updated Fair Value model now indicates an additional 29.46% upside, setting a new target price of $69.62.
The Fair Value methodology combines discounted cash‑flow, comparable‑company, dividend‑discount and analyst‑consensus approaches, applying margin‑of‑safety and forward cash‑flow projections to derive intrinsic value.
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