What to Know About This Fund's $30 Million Sale of an AI Marketing Stock Now Up 37%
Specializing in data-driven marketing automation, Zeta Global serves enterprise clients with cloud-based analytics and SaaS solutions.
ZETA - Zeta Global Holdings Corp.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$26.60
DETAILS
HIGH:
$29.00
LOW:
$22.00
MEDIAN:
$27.00
CONSENSUS:
$26.60
UPSIDE:
41.56%
Stock News
Zeta's OpenAI Partnership A Gamechanger
Zeta Global expands its partnership with OpenAI to manage the latter's advertising operations, unlocking a potentially high-volume revenue stream and validating 2026–2028 revenue targets. The exclusive OpenAI deal positions ZETA to capture market share from larger competitors and strengthens customer retention through Athena-driven ARPU growth. Q1 FY26 saw revenue surge 50% YoY, ARPU up 21% for Super-Scaled customers and management raised full-year guidance, reiterating 2028 targets of $2.3B revenue and 25% EBITDA margin.
Zeta Global's Massive AI Growth Plans Just Got a Lot Bigger
OpenAI is onboard and the vision for Zeta Global is only getting bigger.
BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?
Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Tower, Citigroup, CrowdStrike, Fortinet, Hanover Insurance, Jazz Pharmaceuticals, Stubhub, X-Energy, and More
Pre-Market Stock Futures: Futures are trading lower on Tuesday as the sell-off in technology stocks carried through to Monday and is headed down that road today. All of the major indices, except the Dow Jones Industrial Average, which closed 0.32% higher at 49,668, finished the day lower. The small-cap Russell 2000 was the big loser... Here Are Tuesday's Top Wall Street Analyst Research Calls: American Tower, Citigroup, CrowdStrike, Fortinet, Hanover Insurance, Jazz Pharmaceuticals, Stubhub, X-Energy, and More
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Zeta Global stock soared after Snowflake OSI entry: what next?
Zeta Global stock price jumped by over 4% on Friday in a high-volume environment after the company joined the Open Semantic Exchange (OSI), an initiative by Snowflake. ZETA jumped to $17.6, its highest point since May 7 as focus shifts to the upcoming JPM Global Technology, Media, and Communications Conference.
Why Zeta's Valuation No Longer Makes Sense
Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.
Zeta Global Joins Forces with Snowflake to Spearhead Open Semantic Interchange to Establish a Universal Data Standard for AI-Powered Marketing
NEW YORK--(BUSINESS WIRE)---- $ZETA--Zeta Global Joins Forces with Snowflake to Spearhead Open Semantic Interchange to Establish a Universal Data Standard for AI-Powered Marketing.
Zeta Global to Participate in Upcoming Investor Conference
NEW YORK--(BUSINESS WIRE)---- $ZETA--Zeta Global to Participate in Upcoming Investor Conference.
Zeta Global: A High-Growth SaaS Powerhouse Trading At An AdTech Discount
Zeta Global's Q1 earnings highlight the success of its land-and-expand model after reporting its 4th consecutive quarter of core business growth acceleration driven by ARPU expansion and an NRR above 115%. The rollout of Athena could help Zeta maintain revenue growth acceleration over the coming quarters after driving a 7-time increase in agentic interactions in its first week of GA. Increased adoption of Athena could drive gross margin expansion over the long term as the majority of its queries are done on Zeta's platform thanks to its vast first-party datasets.
Zeta Global Holdings (ZETA) Tops Q1 Earnings and Revenue Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago.
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
Zeta Global Revenue Growth Accelerates to 50% and “Beats and Raises” for Its 19th Consecutive Quarter on the Heels of the Athena by Zeta™ Launch
NEW YORK--(BUSINESS WIRE)--Zeta Global Revenue Growth Accelerates to 50% and “Beats and Raises” for its 19th Consecutive Quarter on the Heels of the Athena by Zeta™ Launch.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Alibaba, Boston Scientific, Brown-Forman, Charter Communications, Franklin Resources, Spotify, T-Mobile, and More
Pre-Market Stock Futures: Futures are trading modestly higher as we hit the midweek mark, and some buyers' exhaustion likely played a role, as all the major indices finished lower on Tuesday. This comes after both the Nasdaq and the S&P 500 hit all-time highs once again earlier this week. The combination of mixed earnings, some... Here Are Wednesday's Top Wall Street Analyst Research Calls: Alibaba, Boston Scientific, Brown-Forman, Charter Communications, Franklin Resources, Spotify, T-Mobile, and More
Zeta Global Set to Report Q1 Earnings: What's in the Offing?
ZETA gears up for Q1 earnings release, with revenues rising 40% and EPS up sharply, led by AI investments, recurring sales model and solid customer demand.
Reviewing V2X (NYSE:VVX) & Zeta Global (NYSE:ZETA)
V2X (NYSE: VVX - Get Free Report) and Zeta Global (NYSE: ZETA - Get Free Report) are both business services companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, earnings, valuation, institutional ownership, risk, profitability and analyst recommendations. Profitability This table compares V2X and Zeta Global's
Caprock Group LLC Takes $2.88 Million Position in Zeta Global Holdings Corp. $ZETA
Caprock Group LLC bought a new stake in shares of Zeta Global Holdings Corp. (NYSE: ZETA) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 141,338 shares of the company's stock, valued at approximately $2,876,000. Caprock Group LLC owned 0.06% of Zeta
Zeta Global: A Turning Point The Market Still Undervalues
Zeta Global is an AI-driven, unified marketing platform with a robust data moat, now entering a value-creation phase. ZETA's positive EBITDA, ROIC, and expanding margins signal a structural shift, with consistent >20% revenue growth and stable 60%+ gross margins. The company's integrated CDP, marketing cloud, and DSP, enhanced by the LiveIntent acquisition and OpenAI partnership, provide a durable competitive edge.
Zeta Global: The Discount That Shouldn't Exist
Zeta Global Holdings remains a speculative Buy, supported by durable 25%+ growth, improved retention, and early profitability inflection. ZETA's 2026 guidance targets ~35% revenue growth (~21% organic), with retention metrics at 120% and strong free cash flow scaling. AI commoditization risks persist, but ZETA's proprietary data and ROI-driven model insulate against core disruption; margin ceilings remain a long-term concern.
Price Targets
Zeta Global upgraded to Overweight from Sector Weight at KeyBanc
$22.00
(was $17.78)
KeyBanc
Zeta Global price target raised to $26 from $23 at Goldman Sachs
$26.00
(was $20.01)
Goldman Sachs
Zeta Global price target raised to $27 from $23 at Morgan Stanley
$27.00
(was $22.29)
Morgan Stanley
Zeta Global (ZETA) Reiterated at Buy by DA Davidson After OpenAI Partnership
$29.00
(was $24.34)
Clark Wright
·
D.A. Davidson
Zeta Global price target raised to $23 from $21 at Morgan Stanley
$23.00
(was $18.27)
Morgan Stanley
Zeta Global price target raised to $29 from $27 at DA Davidson
$29.00
(was $18.02)
UBS
Zeta Global price target raised to $23 from $18 at Goldman Sachs
$23.00
(was $19.29)
Goldman Sachs
DA Davidson Reiterates Buy Rating on Zeta Global Holdings Corp (ZETA)
$27.00
(was $19.02)
Clark Wright
·
D.A. Davidson
Needham Reiterates Buy Rating on Zeta Global Holdings Corp (ZETA)
$25.00
(was $16.70)
Scott Berg
·
Needham
Zeta Global price target raised to $36 from $34 at Truist
$36.00
(was $19.97)
Truist Financial
Zeta Global price target raised to $30 from $28 at Canaccord
$30.00
(was $19.87)
David Hynes
·
Canaccord Genuity
Zeta Global price target lowered to $30 from $40 at RBC Capital
$30.00
(was $13.40)
Matthew Swanson
·
RBC Capital
B.Riley Reiterates Buy Rating on Zeta Global Holdings Corp (ZETA)
$44.00
(was $17.00)
Zach Cummins
·
B.Riley Financial
Needham Reiterates Buy Rating on Zeta Global Holdings Corp (ZETA)
$43.00
(was $16.96)
Ryan MacDonald
·
Needham
Zeta Global Holdings Corp (ZETA) PT Raised to $45 at Craig-Hallum
$45.00
(was $29.01)
Jason Kreyer
·
Craig-Hallum
KeyBanc Starts Zeta Global Holdings Corp (ZETA) at Overweight
$40.00
(was $26.89)
Jackson Ader
·
KeyBanc
Zeta Global price target raised to $44 from $33 at Roth MKM
$44.00
(was $29.83)
Richard Baldry
·
Roth Capital
Zeta Global price target raised to $37 from $35 at Craig-Hallum
$37.00
(was $29.75)
Jason Kreyer
·
Craig-Hallum
Zeta Global Holdings Corp (ZETA) PT Raised to $36 at BofA Securities
$36.00
(was $29.63)
Koji Ikeda
·
Bank of America Securities
Zeta Global Holdings Corp (ZETA) PT Raised to $35 at DA Davidson
$35.00
(was $29.51)
Clark Wright
·
D.A. Davidson