Update shared on 31 Oct 2025
The analyst price target for Zeta Global Holdings increased, as analysts highlighted strengthened growth targets and a more optimistic outlook for the company's long-term revenue and profitability.
Analyst Commentary
Recent analyst reports reflect growing confidence in Zeta Global Holdings' growth trajectory, following updated performance targets and continued execution. After the company's investor day, analysts took a more constructive stance on the stock and pointed to key factors influencing future valuation and business momentum.
Bullish Takeaways- Bullish analysts have raised their price targets, citing increased confidence that Zeta Global can surpass organic revenue, EBITDA, and free cash flow estimates over several years.
- The company extended its "attractive growth" target and is maintaining over 20% growth through 2030, which is seen as a positive signal for long-term valuation and investor sentiment.
- Improved EBITDA margin and free cash flow conversion targets support the outlook for stronger profitability and enhanced operational efficiency going forward.
- Some believe that Zeta Global's agency business, often overlooked, holds underappreciated upside potential by successfully winning new clients and deepening existing relationships. This may provide possible catalysts for upward revisions to 2025 and 2026 revenue estimates.
What's in the News
- Zeta Global unveiled Athena by Zeta, a superintelligent AI agent integrated into the Zeta Marketing Platform to personalize marketer workflows and maximize ROI. The release features an agentic app suite including Advisor, Workflows, Simulator, and Insights. (Key Developments)
- The company announced its Generative Engine Optimization (GEO) solution, enabling brands to monitor and optimize visibility and accuracy of their presence across leading AI platforms like ChatGPT, Gemini, and Claude, as consumers shift from traditional search to AI-generated answers. (Key Developments)
- Zeta Global reaffirmed its earnings guidance for the third quarter and full year 2025, maintaining previous targets. (Key Developments)
- The company previously raised revenue guidance for Q3 and full year 2025, signaling 22 to 23% growth for the quarter and 25 to 26% for the year. (Key Developments)
- Zeta Global has continued its share buyback activity, repurchasing shares totaling $85 million under its program, with up to $200 million authorized for future repurchases through 2027. (Key Developments)
Valuation Changes
- Fair Value per share remains unchanged at $28.27, which indicates stability in the long-term valuation outlook.
- The Discount Rate has risen slightly, increasing from 8.56% to 8.58%. This reflects a modest adjustment in risk assessment.
- Revenue Growth projections remain nearly identical at approximately 17.15%.
- Net Profit Margin shows minimal change and holds steady at just above 6.05%.
- The Future Price-to-Earnings (P/E) ratio has risen marginally, moving from 76.86x to 76.90x. This suggests limited change in forward earnings expectations.
Disclaimer
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