Ziff Davis
About: Ziff Davis Inc is a focused digital media and internet company whose portfolio includes brands in technology, entertainment, shopping, health, cybersecurity, and martech. It has two reportable segments: Digital Media and Cybersecurity and Martech. The company's brands include Mashable, Ookla, Offers.com, IGN, and VPN among others. The majority of revenue is generated from Digital Media.
Employees: 4,200
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
30% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 80
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
2.15% less ownership
Funds ownership: 100.06% [Q1] → 97.91% (-2.15%) [Q2]
4% less funds holding
Funds holding: 270 [Q1] → 259 (-11) [Q2]
14% less capital invested
Capital invested by funds: $2.91B [Q1] → $2.49B (-$421M) [Q2]
24% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 46
92% less call options, than puts
Call options by funds: $1.23M | Put options by funds: $16.2M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
RBC Capital Rishi Jaluria 50% 1-year accuracy 32 / 64 met price target | 101%upside $95 | Outperform Reiterated | 6 Sept 2024 |
Citigroup Ygal Arounian 64% 1-year accuracy 9 / 14 met price target | 1%downside $47 | Neutral Maintained | 9 Aug 2024 |
Barclays Ross Sandler 68% 1-year accuracy 21 / 31 met price target | 7%downside $44 | Equal-Weight Maintained | 9 Aug 2024 |