ZD Forecast


Bullish Case: Recent insider buying and positive earnings surprises indicate confidence. Solid Q1 performance and reaffirmed FY 2024 guidance show growth potential, particularly in subscriptions and licensing revenue.


Bearish Case: High implied volatility and negative price trends indicate market skepticism. Increased competition and potential regulatory changes further heighten downside risk.


Potential Outcomes:

1. Earnings beat: 35%, boosts stock.

2. Successful acquisition: 20%, long-term growth.

3. Competitive pressures: 25%, margin impact.

4. Regulatory hurdles: 10%, operational challenges.

5. Market downturn: 10%, sector impact.


Trading Oracle: Given high volatility, initiate a bullish debit spread. Purchase Dec 55.00 Calls, sell Dec 70.00 Calls. Bullish stance targeting $55-$70 within next six months. High reward:risk leveraging upcoming earnings catalysts.


July 10, 2024


Ziff Davis Forecast

ZD      Ziff Davis











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