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    Is Ziff Davis (ZD) Undervalued Following IPVanish's New Antivirus Launch?

    Simply Wall St·10/08/2026 08:34:26
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    IPVanish product launch shifts focus to Ziff Davis

    Ziff Davis (ZD) drew fresh investor attention after IPVanish introduced a next generation Antivirus suite that combines VPN privacy with VIPRE powered threat protection across Windows and macOS devices.

    Recent trading shows Ziff Davis cooling off after a strong run. The share price return is up 61.5% year to date, but the 7 day share price return is down 3.2% and the 30 day share price return is down 1.4%. The 1 year total shareholder return of 43.4% contrasts with a weaker 3 year and 5 year total shareholder record, which signals momentum has picked up only relatively recently around product and business updates like the IPVanish launch.

    Scan how Ziff Davis stacks up against other security and infrastructure plays by jumping into a curated list of 91 AI infrastructure stocks right after this IPVanish launch.

    Bulls point to Ziff Davis’s security push and recent share price momentum, while bears focus on shrinking revenue and a recent net loss. Which story does the current valuation support next?

    Most Popular Narrative: 13.8% Undervalued

    The most followed narrative on Ziff Davis pegs fair value at $63.67, above the last close of $54.90, which puts the IPVanish push into a broader capital allocation story rather than a one off product headline.

    Ongoing and sizable share repurchases, including about US$200m used to retire roughly 4.5 million shares in 2026 and a near 11% reduction in share count year to date, are already contributing to adjusted EPS growth. If continued at current valuation levels, these repurchases can remain a catalyst for earnings per share even if revenue growth stays muted.

    See why 4 investors see Ziff Davis as 14% undervalued.

    Result: Fair Value of $63.67 (UNDERVALUED)

    Still, the Ziff Davis story can break if search driven traffic keeps eroding Tech & Shopping revenue, or if insider selling in 2026 reflects deeper business caution.

    Find out about the key risks to this Ziff Davis narrative.

    Another View: Ziff Davis and the P/S Gap

    There is a different read on Ziff Davis when looking at plain P/S. The stock trades on 1.3x sales against a fair ratio of 1x, which points to some valuation stretch. It also sits above the US Interactive Media and Services average of 0.9x. Is that premium really justified by the current fundamentals?

    To see how that pricing gap fits with the growth, profitability and peer set story, take a closer look at our valuation breakdown for Ziff Davis, starting with See what the numbers say about this price — find out in our valuation breakdown..

    NasdaqGS:ZD P/S Ratio as at Oct 2026
    NasdaqGS:ZD P/S Ratio as at Oct 2026

    Next Steps

    Mixed signals around Ziff Davis often create strong opinions, so move quickly, review the core numbers yourself, and weigh both sides of the story using 1 key reward and 2 important warning signs.

    Looking for more Ziff Davis sized ideas?

    Do not stop with Ziff Davis. Broaden your watchlist now, compare fresh opportunities side by side, and avoid missing companies that better match your goals.

    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.