Analyst Robert Coolbrith from Evercore ISI maintained a Buy rating on Ziff Davis and decreased the price target to $46.00 from $62.00.
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Robert Coolbrith has given his Buy rating due to a combination of factors that, in his view, point to substantial upside despite recent weakness. He acknowledges the Q4 shortfall and ongoing pressure in the Technology & Shopping unit from AI-driven search changes, but notes that management is actively reshaping that business, exiting non-core gaming publishing and pursuing cost efficiencies that should stabilize profitability.
At the same time, he highlights that other divisions—particularly Health & Wellness, Connectivity, and Cyber & Martech—are demonstrating solid revenue growth and healthy margins, providing a more resilient earnings base. Even after cutting his EBITDA forecasts and sharply lowering valuation multiples for weaker segments, his revised sum-of-the-parts analysis still yields a target price meaningfully above the current share level, leading him to reiterate an Outperform recommendation.
According to TipRanks, Coolbrith is an analyst with an average return of -15.2% and a 34.00% success rate. Coolbrith covers the Communication Services sector, focusing on stocks such as AppLovin, Roku, and Ziff Davis.
In another report released yesterday, TipRanks – PerPlexity also upgraded the stock to a Buy with a $33.00 price target.