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    What Ziff Davis (ZD)'s Insider Share Buying Indicates About Management’s Confidence and Strategic Vision

    Simply Wall St·09/02/2025 10:13:32
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    • In the past, several Ziff Davis insiders, including CEO Vivek Shah, purchased shares, with Shah alone acquiring US$500,000 worth, underscoring leadership’s commitment to the company’s future.
    • These insider purchases are unique in that no shares were sold by insiders over the last year, signaling strong internal confidence in the company’s direction.
    • Now, we'll examine how the recent insider buying by top executives strengthens Ziff Davis’s investment thesis and outlook moving forward.

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    Ziff Davis Investment Narrative Recap

    To be a Ziff Davis shareholder, you need to believe in the company’s ability to deliver sustainable, acquisition-driven growth while managing digital media sector risks like ad headwinds and technology disruption. Recent insider buying by top executives, including CEO Vivek Shah, signals strong leadership conviction, but it does not materially affect the immediate catalyst, realizing M&A benefits, or lessen the primary risk around integration and organic growth rates.

    Among recent updates, Ziff Davis’s continued share buybacks, most recently reclaiming 2.57% of its shares in Q2 2025, directly relate to insider confidence and highlight management’s efforts to create value during periods of industry and operational challenge.

    However, investors should pay close attention to the ongoing risk around the company’s heavy reliance on successful acquisitions, as even strong executive conviction does not guarantee...

    Read the full narrative on Ziff Davis (it's free!)

    Ziff Davis is projected to reach $1.6 billion in revenue and $235.9 million in earnings by 2028. Achieving this requires annual revenue growth of 3.9% and an increase in earnings of $169.8 million from the current $66.1 million.

    Uncover how Ziff Davis' forecasts yield a $45.29 fair value, a 19% upside to its current price.

    Exploring Other Perspectives

    ZD Earnings & Revenue Growth as at Sep 2025
    ZD Earnings & Revenue Growth as at Sep 2025

    Simply Wall St Community fair value estimates for Ziff Davis range widely from US$45.29 to US$109.98, based on two independent forecasts. Despite this broad spread, the company’s dependence on continual acquisitions stands out as a focal point for future performance, underscoring why your outlook may differ from others in the market.

    Explore 2 other fair value estimates on Ziff Davis - why the stock might be worth over 2x more than the current price!

    Build Your Own Ziff Davis Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.