ZD Earnings
Thursday, May 07 2026
EPS Estimate
$1.09
$0.95 – $1.29
Revenue Estimate
$325M
Current Price
$47.24
Our Position
bearishAnalyst Cuts Target 17% Despite Solid Operating Leverage
structured data
est. revisions stable
The analyst downgrade despite solid operational performance reveals a valuation reset — investors are repricing ZD lower even as margins and cash generation improve. This tension between operational wins and multiple compression signals caution: the market sees limited growth catalysts or is rotating away from slower-growth software plays toward higher-momentum names.
Watch: Monitor whether management can accelerate revenue growth beyond 3.5% YoY or if the 61% operating income jump proves unsustainable. If the next quarter shows decelerating margin expansion without revenue acceleration, the Neutral rating risks turning negative.
Data Signal Summary
2 bullish
2 bearish
Estimates down -17%
Insider buying cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
-0.7%
P/E Ratio
41.1
Est. Revisions (30d)
-17.2% 0up/1dn
Analyst Target (mean)
$43 $30–$50 -8%
Options P/C Ratio
0.54
Est. Dispersion
31% 4 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Bridgewater, Citadel, Two Sigma
Recent Activity
insider trades
43 transactions
Other
·
RICHTER BRET (Chief Financial Officer)
·29,510 shares
Other
·
ROSSEN JEREMY D (General Counsel)
·6,874 shares
Other
·
RICHTER BRET (Chief Financial Officer)
·12,417 shares
Other
·
ROSSEN JEREMY D (General Counsel)
·5,110 shares
Other
·
SHAH VIVEK R (Chief Executive Officer)
·23,674 shares
38 more
Other
·
RICHTER BRET
·15,282 shr
Other
·
ROSSEN JEREMY D
·8,078 shr
Other
·
SHAH VIVEK R
·43,664 shr
Other
·
TANSLEY LORI A
·2,183 shr
Other
·
RICHTER BRET
·5,047 shr
Other
·
TANSLEY LORI A
·1,389 shr
Other
·
ROSSEN JEREMY D
·754 shr
Other
·
SHAH VIVEK R
·27,904 shr
Buy
·
FAY SARAH ANN
·1,354 shr
·$49,949
Exercise
·
BARSTEN JANA
·3,610 shr
·$114,184
Other
·
KRETZMER WILLIAM BRIAN
·3,610 shr
Exercise
·
TAYLOR SCOTT CAREY
·3,610 shr
·$114,184
Other
·
FAY SARAH ANN
·3,610 shr
Other
·
MCDONALD KIRK P
·3,610 shr
Other
·
RAY NEVILLE R.
·3,610 shr
Other
·
HARRIS TERESA A
·3,610 shr
Other
·
ROSSEN JEREMY D
·191 shr
Buy
·
KRETZMER WILLIAM BRIAN
·653 shr
·$25,029
Other
·
SHAH VIVEK R
·29,481 shr
Buy
·
RICHTER BRET
·2,500 shr
·$98,025
Buy
·
ROSSEN JEREMY D
·1,000 shr
·$38,015
Buy
·
BARSTEN JANA
·1,000 shr
·$38,080
Buy
·
SHAH VIVEK R
·12,636 shr
·$499,880
Buy
·
FAY SARAH ANN
·1,282 shr
·$49,998
Other
·
ROSSEN JEREMY D
·2,495 shr
Other
·
ROSSEN JEREMY D
·1,385 shr
Buy
·
HARRIS TERESA A
·593 shr
·$24,971
Other
·
RAY NEVILLE R.
·3,056 shr
Other
·
RICHTER BRET
·5,074 shr
Other
·
ROSSEN JEREMY D
·753 shr
Other
·
SHAH VIVEK R
·27,903 shr
Other
·
MCDONALD KIRK P
·3,030 shr
Other
·
BARSTEN JANA
·3,347 shr
Buy
·
HARRIS TERESA A
·1,000 shr
·$46,760
Exercise
·
KRETZMER WILLIAM BRIAN
·3,013 shr
·$164,148
Other
·
TAYLOR SCOTT CAREY
·3,013 shr
Exercise
·
FAY SARAH ANN
·3,013 shr
·$164,148
Exercise
·
HARRIS TERESA A
·3,013 shr
·$164,148
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