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Zeta Global Holdings Community
NYSE:ZETA Community
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Zeta Global Holdings
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Undervalued
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Zeta Global Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Digital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting
Key Takeaways Expanding data privacy rules and reduced third-party data access threaten Zeta's core AI marketing offerings, client retention, and long-term growth prospects. Growing reliance on a small client base and unsustainable tech investments risk revenue volatility and margin compression as industry dynamics and customer expectations evolve.
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US$18.00
FV
9.6% overvalued
intrinsic discount
16.35%
Revenue growth p.a.
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Zeta Global Holdings
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AnalystHighTarget
Consensus Narrative from 11 Analysts
AI Driven Data Security Will Ignite New Market Opportunities
Key Takeaways Zeta's AI-driven platform and unique data approach position it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates. Strategic cost controls, new verticals, and broadening agency partnerships point to outsized margin expansion and durable earnings improvement compared to market expectations.
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US$40.72
FV
51.6% undervalued
intrinsic discount
19.45%
Revenue growth p.a.
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Zeta Global Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI Marketing Automation Will Expand Omnichannel Personalization
Key Takeaways Rapid enterprise adoption of AI-driven marketing and focus on first-party data are fueling Zeta's growth, differentiation, and strong client retention. Expansion among agency clients and continued AI innovation are boosting revenue, efficiency, and profitability while improving earnings predictability.
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US$26.67
FV
26.1% undervalued
intrinsic discount
18.34%
Revenue growth p.a.
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12 days ago
author updated this narrative
Your Valuation for
ZETA
ZETA
Zeta Global Holdings
Your Fair Value
US$
Current Price
US$19.72
26.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-288m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.4b
Earnings US$311.8m
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