- Ziff Davis, Inc. recently reaffirmed its earnings guidance for 2025 and reported its second quarter results, with sales rising to US$352.21 million and net income declining to US$26.34 million compared to the previous year.
- Despite the quarterly net income decrease, both sales and net income for the first half of 2025 increased year-over-year, showing ongoing growth momentum in the business overall.
- We'll look at how Ziff Davis's reaffirmed revenue outlook may influence the company's ongoing transformation and future investment narrative.
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Ziff Davis Investment Narrative Recap
To be confident holding Ziff Davis, I believe you need to trust in management’s ability to deliver continued revenue and earnings growth, despite recent volatility in segment performance. The company’s reaffirmed revenue guidance for 2025 suggests stability in its transformation efforts, but ongoing segment headwinds, particularly in Cybersecurity and Martech, remain the primary near-term risk and appear unchanged by this earnings update.
Among recent announcements, Ziff Davis’s confirmation of its full-year revenue guidance (US$1,442 million to US$1,502 million) stands out, directly supporting expectations for improved growth in 2025. This aligns with prior catalysts centered on segment performance improvements, even as quarterly net income softness provides a reminder of execution risk.
By contrast, risks tied to lingering underperformance in key segments, such as Cybersecurity and Martech, remain something all investors should watch for if...
Read the full narrative on Ziff Davis (it's free!)
Ziff Davis’ outlook anticipates $1.6 billion in revenue and $220.2 million in earnings by 2028. This is based on analysts’ forecasts of 4.0% annual revenue growth and an increase in earnings of $143.5 million from today’s $76.7 million.
Uncover how Ziff Davis' forecasts yield a $41.33 fair value, a 33% upside to its current price.
Exploring Other Perspectives
Two Simply Wall St Community members assessed Ziff Davis’s fair value between US$41.33 and US$128.04 per share. While segment performance improvement is a top catalyst, the wide range underscores how differently investors weigh future expectations, giving you several viewpoints to explore.
Explore 2 other fair value estimates on Ziff Davis - why the stock might be worth just $41.33!
Build Your Own Ziff Davis Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Ziff Davis research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
- Our free Ziff Davis research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ziff Davis' overall financial health at a glance.
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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.
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