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Update shared on07 Aug 2025

Fair value Increased 5.26%
AnalystConsensusTarget's Fair Value
US$26.50
30.6% undervalued intrinsic discount
03 Oct
US$18.40
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1Y
-40.8%
7D
-7.9%

Despite a sharp rise in future P/E and a notable decline in net profit margin, analysts have raised their price target for Zeta Global Holdings from $25.33 to $26.67.


What's in the News


  • Increased Q3 and full-year 2025 revenue guidance, with full-year guidance representing 25% to 26% year-over-year growth.
  • Announced a $200 million Class A common stock repurchase program authorized by the Board and valid through December 31, 2027.
  • Announced the retirement of John Sculley was considered at a recent Board meeting.
  • Launched 'Zeta Answers,' an AI-powered intelligence framework for marketers, reporting early clients saw significant improvements in ROI, engagement, and ad performance.

Valuation Changes


Summary of Valuation Changes for Zeta Global Holdings

  • The Consensus Analyst Price Target has risen from $25.33 to $26.67.
  • The Future P/E for Zeta Global Holdings has significantly risen from 38.15x to 98.66x.
  • The Net Profit Margin for Zeta Global Holdings has significantly fallen from 13.24% to 5.22%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.