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ZDZDGE

Zedge, Inc.

$ZDGE·$54M·Internet Content & Information·Communication Services
$2.99-1.3%YTD-6.6%1Y-25.1%
Mentions · last 7 days
2026-06-13: 0 posts2026-06-14: 6 posts2026-06-15: 14 posts2026-06-16: 6 posts2026-06-17: 5 posts2026-06-18: 1 posts2026-06-19: 2 posts34+6%
Price updated 14h ago·X counts updated 13h ago
ZDZDGE
Zedge, Inc.$ZDGE
$2.99-1.32%34 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ZDGE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-06-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Mobile-customization micro-cap with steady FCF, 91% gross margins, and a recent capital-return shareholder update.

Zedge runs a digital content and mobile-customization platform — ringtones, wallpapers, app icons, widgets — with a long tail of niche-content monetization. The operating picture is unusually clean for a $54M micro-cap: 91% gross margins, steady positive FCF, and the recent Q3 EPS beat of 40%. The company also published a capital-return shareholder update, signaling management is focused on returning cash via buybacks. Q3 fiscal 2026 revenue was $7.99M, up 3% YoY with 91.5% gross and 13.4% operating margins; FCF $1.22M. EPS surprises +40%, +20%, +450%, -239% (volatile vs tiny estimates). At $2.99, down 6.6% YTD and 23.5% YoY, at 39% of the 52-week range. Forward EPS: -$0.01 (FY26), $0.18 (FY27), $0.19 (FY28). CEO Reich exercised 363,232 shares at $1.73 and had 132,226 F-InKind at $3.01 ($398K) June 2 — significant exercise but no open-market sale disclosed. Independent take: a profitable, FCF-generative micro-cap focused on capital return; FY27 EPS inflection is the model lever.

What to watch: October 22 Q4 fiscal 2026 earnings ($0.02 EPS bar), specifics of the capital-return shareholder initiative (buyback, dividend, or special), CEO Reich's post-exercise open-market trading pattern, and the FY27 inflection-to-profitability check.

On the calendar: 2026-10-22

Read the AI verdict + X sentiment for $ZDGE

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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a mobile content marketplace offering ringtones, wallpapers, and app icons for device customization to a global user base.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $ZDGE.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk. Google's $920M/month SpaceX compute contract underscores how incumbent ad platforms simultaneously fund and benefit from AI infrastructure scale.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-1.8%YTD
+4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-47.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-4.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
90.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 11, 2026$0.07$0.05+40.0%
Q4 2025Mar 12, 2026$0.06$0.05+20.0%
Q3 2025Dec 12, 2025$0.07$-0.02+450.0%
Q3 2025Oct 28, 2025$-0.04$0.03-238.6%
Next earningsThu, Oct 22·consensus EPS $0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$8.0M+3.0%91.5%13.4%$0.07$1.2M
Q2 FY26$8.3M+18.3%90.9%10.0%$-0.18$855K
Q1 FY26$7.6M+5.8%89.9%12.0%$0.06$808K
Q4 FY25$7.5M-1.5%90.5%-2.0%$-0.04$969K

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$31.2M$31.2M – $31.2M-$0.01-$0.01 – -$0.011
FY27$31.5M$31.5M – $31.5M$0.18$0.18 – $0.181
FY28$32.7M$32.7M – $32.7M$0.19$0.19 – $0.191

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 10.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (4 awards · 1 exempt · 1 inkind) in window

See when $ZDGE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDMar 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KShareholder voteJan 158-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Zedge, Inc. (ZDGE) Q3 2026 Earnings Call Transcriptseekingalpha.com·9d agoZedge Reports Third Quarter Fiscal 2026 Resultsaccessnewswire.com·9d agoZedge Provides Shareholder Update on Capital Return Initiativesaccessnewswire.com·12d agoZedge To Report Third Fiscal Quarter 2026 Resultsaccessnewswire.com·19d agoZedge to Present at The Planet Microcap Las Vegas 2026 Conference Powered by Microcap Clubaccessnewswire.com·23d ago

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Voices on X · last 7 days

No standout posts about $ZDGE on X in the last 7 days.

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