Zedge Inc (ZDGE)
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$2.98-0.67%
Close 2026-09-04 · 1-day change
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
QuarterlyIQ Insights · ZDGE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 9.7% |
| Our one-year growth estimate | diamond | 2.3% |
Growth built into the price is above our model estimate.
The price assumes 7.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 33 industry peers
ZDGE — CEO transition
Dated 2026-08-31
CEO — Morris Berger: The CEO is transitioning to President and COO while an external hire succeeds him, representing an orderly succession rather than a loss of the executive.
Why it matters: More active subscriptions mean Zedge has more users and better engagement.
Supportive ifActive subscriptions reach or exceed 1.5 million.
Worry ifActive subscriptions are still under 1.3 million.
Why it matters: A strong earnings beat would confirm the positive momentum and growth potential.
Supportive ifQ2 earnings report shows revenue growth above 10% year over year.
Worry ifQ2 earnings report shows revenue growth below 0% year over year.
Why it matters: A dividend increase shows that Zedge is strong financially. It also adds value for shareholders.
Supportive ifA dividend increase was announced at over 25%.
Worry ifNo dividend increase announced in the next quarter.
Why it matters: Improved user engagement signals growth potential and product appeal. It can lead to higher revenue.
Supportive ifUser engagement metrics show a big increase from last quarter.
Worry ifUser engagement metrics go down or stay the same.
Why it matters: Positive revenue growth in the sector could signal a recovery for Zedge.
Watch forSector revenue growth is positive. This shows a possible recovery.
Also watch forSector revenue growth is negative. This shows a continued decline.
Why it matters: New ideas could create growth and improve market position.
Supportive ifLook for news about a new product or feature that improves user experience.
Worry ifNo new innovations announced in the next quarter.
Why it matters: Higher ARPMAU means better money-making from users. It also shows good revenue quality.
Supportive ifARPMAU is above $0.119. This shows more money per user.
Worry ifARPMAU drops below $0.119. This may mean problems with making money.
Why it matters: New enterprise orders would prove Zedge's B2B plan and growth chance.
Supportive ifNew enterprise orders were announced from DataSeeds.AI.
Worry ifNo new enterprise orders were announced for two quarters.
Why it matters: Another earnings beat would show growth and strength. It can help stock sentiment.
Supportive ifThe company announces another earnings beat in the next quarter.
Worry ifThe company reports earnings that are lower than expected.
Why it matters: Innovation can help growth. It can also keep users, which helps revenue.
Supportive ifThe company shares new features or services. These improve the user experience.
Worry ifNo new features are announced in the next quarter.
Why it matters: Positive revenue growth would indicate a turnaround in the declining sector. It may boost investor confidence.
Supportive ifThe company's revenue growth is now positive after being negative.
Worry ifRevenue growth stays negative or goes down more.
Why it matters: Maintaining strong user engagement is key to driving future growth.
Supportive ifUser engagement numbers stay steady. They should improve each quarter.
Worry ifUser engagement metrics drop for two quarters in a row.
Why it matters: More active subscriptions mean strong user interest. This also shows chances to make money.
Supportive ifActive subscriptions grow over 40% year over year in the next earnings report.
Worry ifActive subscriptions growth falls below 30% year over year.
Why it matters: Growth in subscriptions shows strong user interest. It also shows the potential to make money.
Supportive ifSubscription revenue growth exceeds 30% year over year in the next earnings report.
Worry ifSubscription revenue growth falls below 20% year over year.
Why it matters: Strong free cash flow supports ongoing investments and shareholder returns.
Supportive ifFree cash flow exceeds $1 million in the next quarterly report.
Worry ifFree cash flow drops below $800,000 in the next quarterly report.
Why it matters: Stable advertising revenue shows the core business is strong, even after past drops.
Watch forAdvertising revenue in Zedge Marketplace is growing or staying steady each year.
Also watch forAdvertising revenue keeps dropping each year.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$134 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $614 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,011 loss on $10,000 · 40.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.