What Makes Ziff Davis (ZD) a Good Investment?

34 minutes ago 1

Soumya Eswaran

Mon, December 1, 2025 astatine 7:01 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Equities deed a grounds precocious successful the 3rd quarter, fueled by continued gains successful exertion and falling enslaved yields. Easing tariff rhetoric and renewed AI infrastructure investments boosted ample tech stocks. In mid-September U.S. Federal Reserve lowered rates by 25 ground points. Against this backdrop, the money returned -1.78% (net) compared to the Russell 2500 Growth Index’s 10.73% return. Sector positioning and the avoidance of names that bash not conscionable the firm’s strict concern subject led to the underperformance of the money successful the quarter. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Meridian Growth Fund highlighted stocks specified arsenic Ziff Davis, Inc. (NASDAQ:ZD). Ziff Davis, Inc. (NASDAQ:ZD) is simply a integer media and net company. The one-month instrumentality of Ziff Davis, Inc. (NASDAQ:ZD) was -3.44%, and its shares mislaid 45.29% of their worth implicit the past 52 weeks. On November 28, 2025, Ziff Davis, Inc. (NASDAQ:ZD) banal closed astatine $32.82 per share, with a marketplace capitalization of $1.346 billion.

Meridian Growth Fund stated the pursuing regarding Ziff Davis, Inc. (NASDAQ:ZD) successful its 3rd 4th 2025 capitalist letter:

"Ziff Davis, Inc. (NASDAQ:ZD)operates done 2 superior segments: Business Cloud Services and Digital Media. The absorption squad has a demonstrated way grounds of disciplined superior allocation and worth creation, peculiarly done strategic, accretive acquisitions. The banal rebounded pursuing the company’s archetypal instrumentality to integrated maturation successful astir 4 years, marking a wide inflection constituent and helping to reconstruct capitalist confidence. EBITDA borderline enlargement reflected a steadfast equilibrium betwixt profitability and reinvestment. Additionally, enhanced segment-level disclosure has improved transparency, enabling much robust sum-of-the-parts investigation and allowing the marketplace to amended measure intrinsic value. We judge sustained integrated growth, combined with continued disciplined M&A execution, provides a way for further aggregate expansion. Given the company’s charismatic valuation and improving fundamentals, we maintained our presumption during the period."

Is Ziff Davis, Inc. (ZD) The Most Undervalued Stock With Smart Money Ratings?

Ziff Davis, Inc. (NASDAQ:ZD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge money portfolios held Ziff Davis, Inc. (NASDAQ:ZD) astatine the extremity of the 3rd quarter, which was 24 successful the erstwhile quarter. In Q3 2025, Ziff Davis, Inc. (NASDAQ:ZD) reported $363.7 cardinal successful revenue, compared with revenues of $353.6 cardinal for the anterior twelvemonth period. While we admit the imaginable of Ziff Davis, Inc. (NASDAQ:ZD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.