Zeta Global Holdings(ZETA)株式概要ゼータ・グローバル・ホールディングス・コーポレーションは、オムニチャネル・データ主導のクラウド・プラットフォームを運営し、消費者インテリジェンスとマーケティング・オートメーション・ソフトウェアを米国内外の企業に提供している。 詳細ZETA ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績0/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より31%で取引されている 収益は年間48.35%増加すると予測されています 過去5年間の収益は年間27.7%増加しました。 リスク分析リスクチェックの結果、ZETA 、リスクは検出されなかった。すべてのリスクチェックを見るZETA Community Fair Values Create NarrativeSee what 274 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN33.0% undervaluedAnalystConsensusTarget•4d agoZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term Upside1.4k0126AN51.7% undervaluedAnalystHighTarget•2mo agoAI Driven Data Security Will Ignite New Market Opportunities174024AN13.7% undervaluedAnalystLowTarget•1mo agoDigital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting18206Top Analyst NarrativesAN33.0% undervaluedAnalystConsensusTarget•4d agoZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term Upside1.4k0126AN51.7% undervaluedAnalystHighTarget•2mo agoAI Driven Data Security Will Ignite New Market Opportunities174024AN13.7% undervaluedAnalystLowTarget•1mo agoDigital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting18206View all narrativesZeta Global Holdings Corp. 競合他社KlaviyoSymbol: NYSE:KVYOMarket cap: US$4.2bBitdeer Technologies GroupSymbol: NasdaqCM:BTDRMarket cap: US$4.0bAppFolioSymbol: NasdaqGM:APPFMarket cap: US$5.1bKeel InfrastructureSymbol: NasdaqGM:KEELMarket cap: US$3.5b価格と性能株価の高値、安値、推移の概要Zeta Global Holdings過去の株価現在の株価US$18.9852週高値US$25.9552週安値US$13.74ベータ1.351ヶ月の変化-2.47%3ヶ月変化30.45%1年変化25.61%3年間の変化122.25%5年間の変化134.61%IPOからの変化113.50%最新ニュースライブニュース • Jun 23Zeta Global Unveils Palantir Partnership and Athena AI Targeting $100 Million Annual RevenueZeta Global announced a partnership with Palantir Technologies to integrate Zeta’s Data Cloud with Palantir’s Foundry platform and launched Athena by Zeta™, an AI-driven intelligence layer for enterprise marketing, with the initiative projected to generate over US$100 million in annual revenue in the coming years and rollouts planned through 2026. The collaboration is designed to create a unified data and AI infrastructure for marketers by combining Palantir’s data governance and operational tooling with Zeta Global’s marketing intelligence to support agentic AI workflows, precision measurement and conversational intelligence for real-time campaign decisions. Zeta Global shares trade at US$18.47, with the stock up 14.4% over the past 90 days. This partnership suggests Zeta Global is tying its platform more tightly into large-enterprise data stacks, which may deepen customer relationships but also increases reliance on successful execution of complex integrations and long rollout timelines.ナラティブの更新 • Jun 22ZETA: AI Partnerships And Cash Generation Platform Will Support Future RepricingAnalysts report a modest reset in the Zeta Global Holdings price target to $28.31, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. They also cite recent research that frames Zeta as a cash generating marketing platform rather than a cyclical digital advertising stock.分析記事 • Jun 21Zeta Global Holdings (ZETA) Stock Could Be 33% Undervalued After Athena AI Agency ExpansionWhy Athena’s agency expansion matters for Zeta Global Holdings Zeta Global Holdings (ZETA) is drawing fresh attention after expanding its Athena AI platform to agencies, bringing agentic workflows, precision measurement, and conversational intelligence to a broader set of marketing clients. The rollout, built on Zeta’s SuperGraph identity dataset, is structured as a beta release for insights and measurement, with wider availability planned through the remainder of 2026 and live demonstrations...お知らせ • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.Seeking Alpha • Jun 15Zeta Global: AI Tailwinds Are Being Proven, Though Market Still Fears SaaSpocalypseSummary Zeta Global is a contrarian 'growth at a reasonable price' play, underappreciated despite robust AI-driven sales execution and accelerating growth. ZETA raised FY26 guidance to $1.785B revenue (+37% y/y, +22% organic) and $397.3M adjusted EBITDA (~22% margin), highlighting strong fundamentals and conservative guidance. Marigold acquisition integration is ahead of plan, with Q1 revenue outperformance and expected sequential margin improvement as synergies materialize. ZETA trades at 2.8x EV/FY26 revenue and 12.5x EV/FY26 EBITDA, offering significant re-rating potential among 20%+ growth SaaS peers. Read the full article on Seeking Alphaライブニュース • Jun 13Zeta Global Rises on AI Platform Momentum and Record Q1 Revenue GrowthZeta Global reported Q1 2026 revenue growth of 49.9% year over year, with results coming in 7% above analyst estimates. Management raised full-year guidance after the quarter, which was described as the highest estimate beat among its peers. CEO David Steinberg highlighted growing traction for the company’s AI platform, Athena, while director Jeanine Silberblatt sold 7,500 shares in June 2026. The stock has shown gains over the past year, including a 36.3% rise since the Q1 results, while some valuation work suggests the shares trade about 19% below estimated fair value. The combination of faster revenue growth, guidance raised by management and CEO comments around Athena points to a business that is executing on its AI-focused marketing platform thesis. At the same time, recent insider selling and prior share price volatility are reminders to pay attention to position sizing, liquidity needs and how much weight to place on third-party valuation estimates.最新情報をもっと見るRecent updatesライブニュース • Jun 23Zeta Global Unveils Palantir Partnership and Athena AI Targeting $100 Million Annual RevenueZeta Global announced a partnership with Palantir Technologies to integrate Zeta’s Data Cloud with Palantir’s Foundry platform and launched Athena by Zeta™, an AI-driven intelligence layer for enterprise marketing, with the initiative projected to generate over US$100 million in annual revenue in the coming years and rollouts planned through 2026. The collaboration is designed to create a unified data and AI infrastructure for marketers by combining Palantir’s data governance and operational tooling with Zeta Global’s marketing intelligence to support agentic AI workflows, precision measurement and conversational intelligence for real-time campaign decisions. Zeta Global shares trade at US$18.47, with the stock up 14.4% over the past 90 days. This partnership suggests Zeta Global is tying its platform more tightly into large-enterprise data stacks, which may deepen customer relationships but also increases reliance on successful execution of complex integrations and long rollout timelines.ナラティブの更新 • Jun 22ZETA: AI Partnerships And Cash Generation Platform Will Support Future RepricingAnalysts report a modest reset in the Zeta Global Holdings price target to $28.31, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. They also cite recent research that frames Zeta as a cash generating marketing platform rather than a cyclical digital advertising stock.分析記事 • Jun 21Zeta Global Holdings (ZETA) Stock Could Be 33% Undervalued After Athena AI Agency ExpansionWhy Athena’s agency expansion matters for Zeta Global Holdings Zeta Global Holdings (ZETA) is drawing fresh attention after expanding its Athena AI platform to agencies, bringing agentic workflows, precision measurement, and conversational intelligence to a broader set of marketing clients. The rollout, built on Zeta’s SuperGraph identity dataset, is structured as a beta release for insights and measurement, with wider availability planned through the remainder of 2026 and live demonstrations...お知らせ • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.Seeking Alpha • Jun 15Zeta Global: AI Tailwinds Are Being Proven, Though Market Still Fears SaaSpocalypseSummary Zeta Global is a contrarian 'growth at a reasonable price' play, underappreciated despite robust AI-driven sales execution and accelerating growth. ZETA raised FY26 guidance to $1.785B revenue (+37% y/y, +22% organic) and $397.3M adjusted EBITDA (~22% margin), highlighting strong fundamentals and conservative guidance. Marigold acquisition integration is ahead of plan, with Q1 revenue outperformance and expected sequential margin improvement as synergies materialize. ZETA trades at 2.8x EV/FY26 revenue and 12.5x EV/FY26 EBITDA, offering significant re-rating potential among 20%+ growth SaaS peers. Read the full article on Seeking Alphaライブニュース • Jun 13Zeta Global Rises on AI Platform Momentum and Record Q1 Revenue GrowthZeta Global reported Q1 2026 revenue growth of 49.9% year over year, with results coming in 7% above analyst estimates. Management raised full-year guidance after the quarter, which was described as the highest estimate beat among its peers. CEO David Steinberg highlighted growing traction for the company’s AI platform, Athena, while director Jeanine Silberblatt sold 7,500 shares in June 2026. The stock has shown gains over the past year, including a 36.3% rise since the Q1 results, while some valuation work suggests the shares trade about 19% below estimated fair value. The combination of faster revenue growth, guidance raised by management and CEO comments around Athena points to a business that is executing on its AI-focused marketing platform thesis. At the same time, recent insider selling and prior share price volatility are reminders to pay attention to position sizing, liquidity needs and how much weight to place on third-party valuation estimates.Buy Or Sell Opportunity • Jun 08Now 20% undervaluedOver the last 90 days, the stock has risen 19% to US$21.76. The fair value is estimated to be US$27.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.ナラティブの更新 • Jun 06ZETA: AI Partnerships And Cash Generation Platform Will Drive Future UpsideThe analyst price target for Zeta Global Holdings has been revised slightly lower to $28.31 from $28.92, as analysts factor in a modest adjustment to revenue growth assumptions, while still highlighting support from recent bullish coverage and upgraded ratings that emphasize the company’s cash generation potential and share gains in digital marketing budgets. Analyst Commentary Bullish Takeaways Bullish analysts argue that the stock is being treated like a cyclical digital advertising play, while they see the business model as more focused on a cash generating platform tied to broader digital marketing budgets, which supports their current valuation frameworks.ライブニュース • Jun 05Zeta Global Jumps 25% as AI Platform Drives Strong Q1 Revenue and Upbeat Full-Year OutlookZeta Global shares surged nearly 25% after the company reported Q1 revenue growth of 49.9% year over year, with results topping analyst expectations by 7%. CEO David Steinberg highlighted strong momentum in the company’s AI platform, Athena, citing its role in improving marketing returns for customers. Management also issued the highest full-year guidance raise among its peers, and the stock has climbed more than 36% since the earnings release. The combination of faster revenue growth, an AI-focused product story, and a sizable guidance lift signals that management is leaning into current demand trends and is confident in the current business trajectory. If you are watching Zeta, it is worth paying attention to how much of this momentum is tied to Athena’s adoption and whether future quarters align with the upgraded full-year outlook.ナラティブの更新 • May 14ZETA: Customer Wins And ARPU Expansion Will Support Future Earnings ReaccelerationNarrative Update on Zeta Global Holdings The analyst price target for Zeta Global is now $22.00. Analysts cite recent target revisions between $30 and $36 and their views on sector valuations, customer growth, ARPU expansion, and the potential impact of Athena AI agents as key factors behind their updated outlook.お知らせ • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.お知らせ • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.Reported Earnings • May 01First quarter 2026 earnings released: US$0.054 loss per share (vs US$0.10 loss in 1Q 2025)First quarter 2026 results: US$0.054 loss per share (improved from US$0.10 loss in 1Q 2025). Revenue: US$396.3m (up 50% from 1Q 2025). Net loss: US$13.2m (loss narrowed 39% from 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • Apr 28ZETA: Scaled Customer Expansion And ARPU Deepening Will Drive Future UpsideAnalysts nudged their price targets for Zeta Global to $30, citing steady progress in scaled customer growth, average revenue per user expansion, and ongoing sectorwide reassessments that influenced their updated fair value and P/E assumptions. Analyst Commentary Recent research updates around Zeta Global center on how its customer metrics, product pipeline, and sector-wide re-rating are feeding into revised price targets and P/E assumptions.お知らせ • Apr 28Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026. Location: at 3 park avenue, 41st floor, ny 10016., new york United Statesお知らせ • Apr 17Zeta Global Holdings Corp. to Report Q1, 2026 Results on Apr 30, 2026Zeta Global Holdings Corp. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026ナラティブの更新 • Apr 14ZETA: Raised Guidance And Customer Gains Will Reframe Future Earnings PowerAnalysts have revised the price target on Zeta Global Holdings to $30. The change reflects updated assumptions on fair value, profitability, and growth, supported by recent research highlighting scaled customer gains, higher ARPU, and ongoing product cycle potential, despite mixed sector sentiment.ナラティブの更新 • Mar 31ZETA: Scaled Customer Wins And Rising ARPU Will Reshape Revenue MixAnalysts have raised their price targets on Zeta Global to $30, citing stronger growth among scaled customers, higher average revenue per user, and ongoing product cycle potential, while also noting some caution related to broader sector valuation resets. Analyst Commentary Recent research coverage on Zeta Global highlights a mix of optimism around product potential and customer trends, paired with more cautious views on valuation and what is actually reflected in current guidance.お知らせ • Mar 24Zeta Global Launches Athena by Zeta for General AvailabilityZeta Global announced the general availability of Athena by Zeta™, its superintelligent agent designed for enterprise marketing teams. Athena converts enterprise data into predictive answers, enabling marketing teams to identify opportunities faster, execute with precision, and prove the business impact of every decision. Athena delivers predictive recommendations tied directly to execution, with built-in financial accountability. Since Athena’s debut at Zeta Live in October 2025, early users are already seeing results. Segmentation that once required days of analysis can now be completed in minutes. Campaign workflows that previously spanned weeks can now execute in hours. Marketers are also accelerating proof of ROI, shifting from post-campaign reporting to pre-campaign confidence in expected performance and return. Athena combines predictive decision-making, faster execution, and financial accountability through a fully conversational interface powered by advanced OpenAI models. Athena offers Insights for conversational analytics and Advisor for goal-based optimization. It also includes adaptive revenue modeling, and curated intelligence from Zeta’s Data Cloud, voice interaction capabilities, and journey attribution across paid, owned, online, and offline channels. The Athena agent and first Athena apps, Insights and Advisor, are now available in the Zeta Marketing Platform.ナラティブの更新 • Mar 17ZETA: Raised Guidance And Customer Expansion Will Reshape Revenue MixAnalysts have modestly trimmed their fair value estimate for Zeta Global Holdings to $23.00, reflecting slightly lower modeled revenue growth and a higher discount rate. They are still highlighting customer and ARPU trends, recent price target moves to $30.00, and potential from Athena AI agents as key parts of the long term story.ナラティブの更新 • Mar 03ZETA: Scaled Customer Wins And ARPU Expansion Will Shape Medium Term OutlookThe analyst price target for Zeta Global Holdings has moved to $29.08 from $29.67 as analysts factor in updated views on revenue growth, margin potential, and future P/E assumptions following recent research updates that cluster around a $30 target. Analyst Commentary Recent research updates cluster around a US$30 price target for Zeta Global Holdings, with most analysts focusing on the durability of growth in larger customers, the impact of new AI products, and how sector-wide valuation shifts influence where the stock should trade.Board Change • Feb 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.13 loss per share (improved from US$0.38 loss in FY 2024). Revenue: US$1.30b (up 30% from FY 2024). Net loss: US$31.5m (loss narrowed 55% from FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.ナラティブの更新 • Feb 17ZETA: Marigold Deal And Raised Guidance Will Reshape Revenue MixThe analyst fair value estimate for Zeta Global has been raised from $23.00 to $25.00. This reflects updated views on higher revenue growth assumptions, a richer future P/E multiple, and recent Street research pointing to benefits from the Marigold acquisition and revised FY26 guidance.お知らせ • Feb 11Zeta Global Holdings Corp. to Report Q4, 2025 Results on Feb 24, 2026Zeta Global Holdings Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026ナラティブの更新 • Feb 03ZETA: Marigold Acquisition And Raised Guidance Will Reframe Future Earnings PowerAnalysts have trimmed their fair value estimate for Zeta Global to about $40.22 per share from roughly $41.34, while still backing higher price targets. These targets are based on expectations for stronger revenue growth following the Marigold acquisition and updated guidance, partially offset by a lower profit margin outlook and a higher assumed future P/E multiple.ナラティブの更新 • Jan 19ZETA: Marigold Acquisition Will Reshape Revenue Mix And Free Cash Flow ProfileAnalysts have lifted their fair value estimate for Zeta Global Holdings from US$18.00 to US$23.00, citing higher projected revenue growth, slightly improved profit margins, and updated Street research that reflects contributions from the Marigold acquisition and refreshed long term guidance. Analyst Commentary Recent Street research on Zeta Global has been broadly constructive, with several firms lifting price targets after the Marigold enterprise software acquisition and the company’s updated long term guidance.Buy Or Sell Opportunity • Jan 16Now 22% undervaluedOver the last 90 days, the stock has risen 14% to US$20.26. The fair value is estimated to be US$26.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.分析記事 • Jan 10Revenues Not Telling The Story For Zeta Global Holdings Corp. (NYSE:ZETA) After Shares Rise 25%Zeta Global Holdings Corp. ( NYSE:ZETA ) shares have continued their recent momentum with a 25% gain in the last month...ナラティブの更新 • Jan 05ZETA: Marigold Integration And 20% Organic Ambitions Will Reshape Medium Term OutlookAnalysts nudged their average price target for Zeta Global modestly higher, clustering around the recent US$29 to US$36 range as they point to the Marigold enterprise software acquisition, raised FY26 guidance with 20%+ organic revenue growth and EBITDA margin expansion targets, and Citi's view that current prices do not fully reflect the potential to compound growth at 20%. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Marigold enterprise software acquisition, with up to US$325M in consideration, as a key building block for Zeta Global's growth in marketing technology and digital media spend.ナラティブの更新 • Dec 14ZETA: Marigold Acquisition Will Drive Sustained 20% Organic ExpansionAnalysts nudged their average price target for Zeta Global Holdings modestly higher to approximately $30, citing the accretive Marigold acquisition, reinforced expectations for 20% plus organic revenue growth and margin expansion through 2026 and beyond, and increased confidence that the company can outperform its long term growth and free cash flow objectives. Analyst Commentary Analyst commentary on Zeta Global remains overwhelmingly positive, with recent research updates highlighting both the strategic impact of the Marigold acquisition and the company’s ability to deliver sustained, high growth at attractive margins.ナラティブの更新 • Nov 29ZETA: Acquisitions And Raised Guidance Will Accelerate Market Share GainsAnalysts have raised their price target for Zeta Global Holdings from $29.36 to $29.67, citing stronger anticipated revenue growth and a positive outlook following recent acquisitions and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight Zeta Global's strong revenue outlook, anticipating approximately 20% organic growth.お知らせ • Nov 25+ 2 more updatesZeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million.Zeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 58,943 Price\Range: $16.9655ナラティブの更新 • Nov 15ZETA: Extended Growth Targets Through 2030 Will Drive Stronger Profit MarginsAnalysts have raised their fair value estimate for Zeta Global Holdings from $28.27 to $29.36 per share, citing growing confidence in the company's accelerated revenue growth, significantly improved profit margins, and extended long-term targets that support a higher price outlook. Analyst Commentary Bullish analysts remain optimistic about Zeta Global Holdings, highlighting several factors driving a more favorable outlook for the company.Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.015 loss per share (improved from US$0.092 loss in 3Q 2024). Revenue: US$337.2m (up 26% from 3Q 2024). Net loss: US$3.63m (loss narrowed 79% from 3Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.ナラティブの更新 • Oct 31ZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term UpsideThe 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.お知らせ • Oct 21Zeta Global Holdings Corp. to Report Q3, 2025 Results on Nov 04, 2025Zeta Global Holdings Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025ナラティブの更新 • Oct 17AI Marketing Automation Will Expand Omnichannel PersonalizationAnalysts have raised their fair value estimate for Zeta Global Holdings from $26.50 to $28.27 per share. They cite stronger confidence in the company's long-term growth prospects and enhanced revenue expectations following recent updates and investor communications.お知らせ • Oct 09Zeta Global Unveils Athena by Zeta™?Zeta Global unveiled Athena by Zeta™?, a superintelligent agent designed to reshape how enterprises work and grow in this next era of AI. Powered by Zeta's proprietary data cloud and contextual intelligence, Athena is Zeta's first superintelligent agent to personalize the marketer's digital workspace, adapting to each user's goals, style, and decisions. By empowering marketers with intuitive, adaptive experiences, Athena removes the friction between the human and AI and helps marketers take smarter actions and maximize ROI at every touchpoint. Seamlessly integrated with the Zeta Marketing Platform, Athena delivers instant answers, smarter decisions, and agentic actions through a suite of agentic apps, accessed via natural, voice-activated dialogue and an adaptive interface. Every answer, decision, and forecast flows seamlessly through the Zeta Marketing Platform, where hyper-targeted audiences are activated, media optimized, and outcomes measured. Zeta Agentic App Suite: A suite of agentic apps accessible by Athena and powered by the Zeta Marketing Platform. Advisor: Advisor turns business goals, like revenue growth, cost savings or engagement, into results fast. Advisor translates objectives into AI-driven plans with clear recommendations, automated workflows, and real-time KPI optimization to boost impact. Workflows: Agentic workflows enable marketers to team up agents to orchestrate multi-step tasks, from onboardboarding data to campaign activation, reducing manual effort and accelerating execution. Simulator: Make smarter bets before spending a single dollar. With Simulator, marketers can forecast, test and refine cross-channel strategies before spending, with results aligned to your attribution model. Insights: Know more and act faster by turning questions into instant answers. Insights now comes with conversational analytics for instant trends, audience opportunities, new pockets of growth, and stakeholders-ready dashboards.ナラティブの更新 • Oct 03AI Marketing Automation Will Expand Omnichannel PersonalizationAnalysts have adjusted their price target for Zeta Global Holdings down slightly, from $27.27 to $26.50. This reflects updated expectations around fair value, despite continued optimism about the firm's growth potential and expanding agency relationships.お知らせ • Oct 02Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million.Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million on September 27, 2025. The transaction proceeds, subject to adjustments, will consist of (i) $100 million of cash and $100 million of newly issued shares of Class A common stock of Zeta, and (ii) a seller note that is payable within three months of closing for an amount equal to up to $125 million (up to $50 million of which will be paid in cash, with the remaining $75 million paid, at Zeta’s election, in cash or newly issued shares of Zeta Stock). The acquisition includes Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The expected completion of the transaction is by the end of 2025 and is subject to customary closing conditions. The transaction is expected to be accretive to adjusted EBITDA and free cash flow in year one of Zeta. Morgan Stanley & Co. LLC acted as financial advisor for Zeta Global Holdings Corp. Eyal Orgad, Charles Ruck, Joel Trotter, Alison Haggerty, David Raab, David Della Rocca, Megan Alessi, Kendall Burnett, Rebecca Fielding, Sandra Benjamin, Jessica Cohen, Robert Blamires, Kelly Fayne, Patrick English, David Little, Shira Bressler, Harrison White, and Andrew Galdes of Latham & Watkins LLP acted as legal advisor for Zeta Global Holdings Corp. Willkie Farr & Gallagher LLP acted as legal advisor for Iris Holdings L.P.お知らせ • Sep 18Zeta Global Announces Generative Engine Optimization Solution to Help Brands Lead in the Post-Search EraZeta Global announced its Generative Engine Optimization (GEO) solution, a new capability built into the Zeta Marketing Platform (ZMP) to help brands stay visible, accurate, and competitive as consumers shift from traditional search to AI-generated answers. The new tool enables marketers to monitor how their brands appear across leading AI systems including ChatGPT,emini, and Claude and to optimize for those answers with targeted, actionable recommendations. Zeta's GEO solution will be available in the Zeta Marketing Platform in the coming weeks. As consumers increasingly turn to generative AI for search and discovery, traditional search behaviors are rapidly declining. According to Gartner, query volume on traditional search engines will fall by 25% next year as users shift to AI systems for synthesized answers. Meanwhile, Bain & Company reports that 80% of consumers use generative AI for 40% of their searches, underscoring the urgent need for brands to ensure accuracy and visibility within AI-driven results. Zeta's GEO solutions equips marketers with the intelligence and recommendations needed to address these challenges by enabling brands to: Track brand visibility and sentiment across leading AI platforms with the AI Visibility Leaderboard Identify and correct citation gaps, hallucinations, or off-brand answers. Leverage Zeta Data for brands to inform GEO optimization strategy Optimize content to be LLM-ready (Q&A, summaries, metadata); Benchmark competitors, monitor AI share of voice, and measure impact; Align PR, SEO, and content into a unified AI-facing strategy.ナラティブの更新 • Aug 27AI Marketing Automation Will Expand Omnichannel PersonalizationThe upward revision in Zeta Global Holdings’ price target likely reflects improved profitability, as evidenced by a higher net profit margin and a significantly lower future P/E ratio, with fair value increasing modestly to $27.27. What's in the News Raised Q3 and full-year 2025 revenue guidance, reflecting 22%-23% and 25%-26% year-over-year growth, respectively.Price Target Changed • Aug 27Price target increased by 7.7% to US$27.27Up from US$25.33, the current price target is an average from 11 analysts. New target price is 38% above last closing price of US$19.72. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$0.08 next year compared to a net loss per share of US$0.38 last year.分析記事 • Aug 08Optimistic Investors Push Zeta Global Holdings Corp. (NYSE:ZETA) Shares Up 31% But Growth Is LackingNYSE:ZETA 1 Year Share Price vs Fair Value Explore Zeta Global Holdings's Fair Values from the Community and select...ナラティブの更新 • Aug 07AI Marketing Automation Will Expand Omnichannel PersonalizationDespite 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.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.054 loss per share (improved from US$0.16 loss in 2Q 2024). Revenue: US$308.4m (up 35% from 2Q 2024). Net loss: US$12.8m (loss narrowed 54% from 2Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06+ 1 more updateZeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.お知らせ • Jul 30Zeta Global Appoints Nate Yohannes as President of Zeta Data & AI Lab to Accelerate AI InnovationZeta Global announced the appointment of Nate Yohannes as President of Zeta Data & AI Lab and Global Head of Research and Development. A proven leader at the intersection of artificial intelligence and product innovation, Yohannes brings over 15 years of experience spanning senior roles at Meta, Microsoft, and the White House. Most recently, he served as Product Management Lead for GenAI in Ads Ranking at Meta, where he led the strategy and development of AI systems built on Meta’s Llama to enhance the company’s core advertising business. Yohannes joined Meta from the Office of the CTO at Microsoft. In this newly created role, Yohannes will report directly to Zeta’s Chief Technology Officer, Christian Monberg. His mandate will include spearheading the Zeta Data & AI Lab and championing a culture of innovation and thought leadership across the organization. He will play a critical role in shaping the next generation of marketing technology and delivering transformative outcomes for Zeta’s clients around the world. Nate joins from Meta, where he served as Product Management Lead for GenAI in Ads Ranking helping transform the company’s core advertising business through large language models (LLMs). He also held senior AI product roles across Instagram and Meta Modern Recommendation Systems (MRS), scaling AI to over 2 billion daily users. Prior to Meta, Yohannes held leadership roles at Microsoft, including Director of Product & Strategy for the Office of the CTO, where he led company-wide initiatives in AI, autonomous systems, and robotics. Earlier in his career, he served in federal government as Senior Advisor at the U.S. Small Business Administration, supporting a multibillion-dollar innovation programs and serving on the White House Broadband Opportunity Council. Yohannes holds a Master of Science from Brown University and a Juris Doctor from the University at Buffalo School of Law.Buy Or Sell Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock has risen 21% to US$15.89. The fair value is estimated to be US$20.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 90% in the next year.お知らせ • Jul 22Zeta Global Holdings Corp. to Report Q2, 2025 Results on Aug 05, 2025Zeta Global Holdings Corp. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025分析記事 • Jul 18Health Check: How Prudently Does Zeta Global Holdings (NYSE:ZETA) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to US$15.02. The fair value is estimated to be US$19.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 93% in the next year.分析記事 • Jun 24Zeta Global Holdings Corp.'s (NYSE:ZETA) Shares Leap 28% Yet They're Still Not Telling The Full StoryZeta Global Holdings Corp. ( NYSE:ZETA ) shareholders would be excited to see that the share price has had a great...お知らせ • Jun 10Zeta Global Announces Retirement of John Sculley, Co-Founder, Vice Chairman, and Board Member, Effective June 9, 2025Zeta Global announced the retirement of John Sculley, Co-founder, Vice Chairman, and Board member, effective June 9, 2025. Mr. Sculley’s retirement marks the culmination of a remarkable 17-year journey, helping shape Zeta into one of the most innovative companies at the intersection of marketing and technology. Mr. Sculley shared his decision to retire at the Board meeting following today’s annual meeting of stockholders. While Mr. Sculley is stepping down from the Board, he will remain a respected member of the Zeta community as Vice Chairman Emeritus, where he will continue to be a trusted advisor to David A. Steinberg and the company’s leadership team. Zeta has not announced any plans to replace Mr. Sculley’s position on its Board of Directors.お知らせ • Jun 04Zeta Global Unveils 'Zeta Answers' Ushering in the Next Era of Agentic MarketingZeta Global unveiled 'Zeta Answers,' an AI-powered intelligence framework that automates complex tasks by turning marketing insights into answers, engages into actions, and actions into outcomes. Through Zeta's suite of agentic AI tools, Zeta Answers enables multi-agent workflows to provide marketers a direct path to action, with continuous optimization, and greatly reduces time spent between insight and execution. Zeta Answers is now available in early preview for select clients. Zeta Answers marks a new era in Agentic Marketing - where intelligence not only predicts outcomes but autonomously acts on them. Unlike traditional data-driven models that stop at insight, Zeta Answers goes further - delivering a clear point of view and an immediate point of action, empowering marketers to move faster, spend smarter and scale what works. Early users of Zeta Answers saw a significant increase in ROI from campaigns, including a 30% increase in engagement and 10% lift in native ad performance. Additionally, one enterprise campaign using Zeta Answers delivered over four times higher conversion and four times lower Cost Per Action (CPA) than a traditional campaign. Zeta Answers integrates first-party data to detect customer intent shifts and trigger immediate actions across marketing channels. The result is a connected flywheel of predictability, profitability, productivity, and performance. The AI-generated answers trigger immediate cross-platform activation--no delays from toggling between dashboards. Each layer of the Zeta Answers flywheel fuels the next, turning insights into action and compounding value across the customer lifecycle: Predicting Outcomes: Trigger next-best actions with AI that anticipates intent--so marketers can act ahead of behavior, increasing conversions and accelerating growth; Proving What Works: Deterministic journey pathing and attribution across every channel--so marketers can prove what's profitable, double down on what works, and drive smarter investment; Exploring on Demand: Self-serve analytics uncover insights instantly--so any team can explore, validate, and act without slowing down for dev support; Analyzing to Optimize: A centralized, AI-powered hub surfaces real-time insights and recommendations--so performance keeps improving, automatically. At the core of Zeta Answers is the Zeta Identity Graph--a proprietary, people-based data asset built from over 245 million U.S. consumer profiles. This foundation enables accurate identity resolution, signal enrichment, and measurable ROI across channels.Price Target Changed • May 02Price target decreased by 9.6% to US$28.17Down from US$31.15, the current price target is an average from 12 analysts. New target price is 106% above last closing price of US$13.68. Stock is up 6.7% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.38 last year.Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.10 loss per share (improved from US$0.23 loss in 1Q 2024). Revenue: US$264.4m (up 36% from 1Q 2024). Net loss: US$21.6m (loss narrowed 45% from 1Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 02Zeta Global Holdings Corp. Revises Earnings Guidance for the Second Quarter and Full Year of 2025Zeta Global Holdings Corp. revised earnings guidance for the second quarter and full year of 2025. Second quarter of 2025, the company increasing revenue guidance to a range of $295 million to $298 million, up $2 million at the midpoint from the prior guidance of $295 million. The revised guidance represents a year-over-year increase of 30% to 31%. Full Year 2025, the company increasing revenue guidance to a range of $1,237 million to $1,247 million, up $2 million at the midpoint from the prior guidance of $1,240 million. Revised guidance represents a year-over-year increase of 23% to 24%.お知らせ • May 01Zeta Global Holdings Corp., Annual General Meeting, Jun 09, 2025Zeta Global Holdings Corp., Annual General Meeting, Jun 09, 2025. Location: at the offices of latham& watkins llp, 1271avenue of the americas, newyork, ny10020, newyork, United StatesSeeking Alpha • Apr 25Zeta: Ambitious 2028 Growth Targets Set Against Ultracheap ValuationSummary Zeta Global sharply undervalued after this year's slide, with the stock trading at just 2x forward revenue. The company’s “Zeta 2028” plan aims for $2.1 billion in revenue by 2028, implying a 20% growth CAGR and tripling FCF from 2025-2028. Though we expect macroeconomic headwinds to drive near-term downward estimates revisions, the company's cheap multiples already more than compensate for any near-term risks. Read the full article on Seeking Alpha新しいナラティブ • Apr 22Investments In AI, LiveIntent, And Data Will Unlock New Opportunities Early AI investments and first-party data strategies are expected to significantly boost market share and revenue growth, aiming for over $2 billion by 2028. 分析記事 • Apr 16Zeta Global Holdings Corp. (NYSE:ZETA) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Zeta Global Holdings fair value estimate is US$20.08 Current...Price Target Changed • Apr 16Price target decreased by 8.2% to US$31.92Down from US$34.77, the current price target is an average from 13 analysts. New target price is 166% above last closing price of US$11.98. Stock is up 2.6% over the past year. The company is forecast to post a net loss per share of US$0.044 next year compared to a net loss per share of US$0.38 last year.Price Target Changed • Apr 14Price target decreased by 9.4% to US$33.46Down from US$36.92, the current price target is an average from 13 analysts. New target price is 181% above last closing price of US$11.91. Stock is up 3.9% over the past year. The company is forecast to post a net loss per share of US$0.048 next year compared to a net loss per share of US$0.38 last year.お知らせ • Apr 11Zeta Global Holdings Corp. to Report Q1, 2025 Results on May 01, 2025Zeta Global Holdings Corp. announced that they will report Q1, 2025 results After-Market on May 01, 2025New Risk • Apr 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Mar 28Zeta Global Launches AI Agent Studio with Agentic WorkflowsZeta Global is redefining the future of marketing with the launch of AI Agent Studio. Now generally available to Zeta customers, AI Agent Studio is a suite of generative AI tools that enables users to select and activate prebuilt agents, create custom agents, and link them together to execute complex marketing tasks, rather than just isolated, linear tasks. Now available in beta, Agentic Workflows is a breakthrough innovation that allows marketers to orchestrate Zeta's interconnected generative AI agents, automating complex tasks with precision and efficiency. This evolution in AI-powered marketing empowers businesses to increase productivity, sharpen personalization, improve performance and scale campaigns faster. Zeta's Agentic Workflows provide a library of prebuilt and customizable AI workflows, enabling marketers to define, connect, and optimize AI agents to drive intelligent automation. Agentic Workflows: AI-Powered Automation for Marketers: Zeta's fully customizable Agentic Workflows enable marketers to chain Zeta's generative AI agents together to perform complex tasks and drive impactful results throughout the customer journey. Unlike one-size-fits-all AI tools, Zeta's generative AI agent can be tailored to meet specific business needs and then combined, allowing marketers to create workflows that can do nearly any task. Zeta's Agentic workflows empower marketers by freeing up time to focus on higher-value strategic initiatives. Some of the key tasks they can automate include: Programmatic Media Optimization: Automates audience segmentation, media planning, real-time bidding strategies, and ongoing campaign performance adjustments. Customer Journey Optimization: Identifies behavioral drop-off points, recommends engagement strategies, and executed A/B testing for continuous improvement. Campaign Creation: Defines target audiences, forecasts CTV campaign performance, generates creative briefs, and automates billing processes. Data Onboarding: Analyzes, maps, and transforms unstructured data for seamless integration into the Zeta Marketing Platform. To further enhance usability, the Zeta Marketing Platform provides an intuitive, guided framework for marketers to build custom AI agents tailored to their unique business needs, along with a growing library of out-of-the-box AI agents.分析記事 • Mar 27Slammed 30% Zeta Global Holdings Corp. (NYSE:ZETA) Screens Well Here But There Might Be A CatchZeta Global Holdings Corp. ( NYSE:ZETA ) shares have had a horrible month, losing 30% after a relatively good period...Seeking Alpha • Mar 14Zeta Global: A Golden Buying Opportunity After The Sharp DipSummary I maintain my 'Strong Buy' rating for Zeta Global despite recent market volatility, viewing the current dip as a prime buying opportunity. Zeta's fundamentals are robust, with impressive revenue and EPS growth, a strong cash position, and ambitious long-term financial goals under the 'Zeta 2028' plan. The stock is massively oversold, presenting a bullish technical setup, and my DCF analysis indicates a fair share price of $28.13, suggesting significant upside. Read the full article on Seeking AlphaSeeking Alpha • Feb 28Zeta Global Q4: Beaten Down But Not BrokenSummary I acknowledge that my initial bullish call on Zeta Global Holdings Corp. didn’t age well, but I see an opportunity for a strong rebound. I believe Zeta’s AI-powered marketing tech gives it an edge over traditional players like Salesforce and HubSpot. The company’s guidance provides rare long-term visibility, which I see as a major advantage in today’s market. At 22x forward free cash flow, I think ZETA stock is fairly priced, making this a risk-reward setup I’m comfortable with. Read the full article on Seeking AlphaBreakeven Date Change • Feb 26Forecast breakeven date pushed back to 2026The 14 analysts covering Zeta Global Holdings previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2025. The company is expected to make a profit of US$74.9m in 2026. Average annual earnings growth of 140% is required to achieve expected profit on schedule.お知らせ • Feb 26Zeta Global Holdings Corp. Provides Financial Guidance for the First Quarter of Fiscal 2025, Full Year 2025 and Year 2028Zeta Global Holdings Corp. provided financial guidance for the first quarter of fiscal 2025, full year 2025 and year 2028. For the first quarter of fiscal 2025, the company expects revenue of $253 million to $255 million, representing a year-over-year increase of 30% to 31%. For the full year 2025, the company expects revenue of $1,235 million to $1,245 million, representing a year-over-year increase of 23% to 24%. For the year 2028, the company expects revenue Of at least $2.1 billion; implied 20% organic CAGR.Seeking Alpha • Feb 17Zeta Global: A Massive Move Expected After Earnings, I See Upside AheadSummary AI remains a hot topic, with major firms investing heavily, but small caps like Zeta Global face valuation challenges and competition. Despite past controversies, I maintain a buy rating on ZETA, driven by strong revenue growth, political ad spending, and positive free cash flow. ZETA's Q4 earnings report is expected to be volatile, with significant market movement anticipated; investors should position size appropriately. Technical analysis shows mixed signals, but the long-term trend is bullish, with potential resistance at $26-$28 and support near $16. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Feb 13Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to US$23.39. The fair value is estimated to be US$18.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.分析記事 • Feb 04Is Zeta Global Holdings (NYSE:ZETA) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 30Zeta Global Holdings Corp. to Report Q4, 2024 Results on Feb 26, 2025Zeta Global Holdings Corp. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025お知らせ • Jan 23Zeta Global Announces Management ChangesZeta Global announced the appointment of Ed See as Chief Growth Officer, effective February 10. Bringing over 30 years of experience in working with CMOs –the lasteight years of which were as a Partner at McKinsey & Company’s Marketing and Sales practice – Ed See has guided some of the world’s most iconic brands in developing cutting-edge marketing, digital and analytics capabilities. His appointment reflects Zeta’s commitment to scaling its AI-driven marketing solutions for transformative impact. As Chief Growth Officer, Ed See will report to Zeta’s President, Steven Gerber, and will lead the charge in accelerating the company’s growth strategy. His priorities include deepening CMO and c-suite engagement, demonstrating the transformative potential of Zeta’s AI-driven solutions, and helping businesses achieve measurable, high-impact marketing outcomes. Ed See succeeds Will Margiloff, previous Chief Growth Officer, who will transition to Vice Chairman. Bringing deep marketing expertise to Zeta, Ed was most recently a Partner in McKinsey & Company’s Growth Marketing & Sales practice, focused on helping companies drive growth through modern marketing. While at McKinsey, he worked with large companies to identify growth opportunities and increase the value of their relationships with customers and consumers. His expertise includes digital strategy, digital marketing, growth and marketing analytics, segmentation, and advertising and marketing technology. Over the course of his career, Ed has advised some of the world’s major brands on how to apply new capabilities, analytics, and technology to improve their marketing and sales performance. Prior to joining McKinsey, Ed was a partner at Deloitte and held leadership roles at several other companies.Seeking Alpha • Jan 13Zeta Global: Thriving At The Intersection Of AI And MarketingSummary Zeta operates in a thriving MarTech industry, offering a flexible Zeta Marketing Platform (ZMP) that serves diverse industries, including almost half of Fortune 100 companies. Management's holistic expansion strategy, including R&D and partnerships, boosts Zeta's growth potential and aims to build sustainable shareholder value. Using a DCF model with an 8.41% discount rate, Zeta's intrinsic value is $26.54, suggesting a 44% upside from the current share price. Read the full article on Seeking Alphaお知らせ • Jan 07Zeta Global Announces Executive ChangesZeta Global announced that Pamela Lord has been appointed as its President of Customer Relationship Management (CRM). Lord, a proven leader in marketing technology, brings 25+ years of experience leading businesses at the intersection of data, technology and customer-centric solutions. Most recently, she served as Group Vice President (GVP) and General Manager at Oracle, where she was responsible for their B2B and B2C marketing cloud customers. Reporting directly to Zeta’s President, Steven Gerber, Lord will oversee the go-to-market strategy and customer development efforts across Zeta's CDP, ESP and mobile solutions, with a focus on driving growth and retention use cases for the world’s most sophisticated enterprises. Lord succeeds Matthew Mobley as President of CRM, who will transition to Zeta’s Chief Operating Officer. Mobley will remain focused on operational excellence and strategic initiatives to accelerate Zeta’s growth and continue to report to Steven Gerber, Zeta’s President. Pam joins Zeta from Oracle, where she was GVP and General Manager, responsible for their B2B and B2C marketing cloud customers. Prior to Oracle, Pamela was SVP of Digital Solutions at Epsilon (a Publicis company) and oversaw their global digital messaging business. Pam drove strong growth and high customer satisfaction during her tenure. She also served as a strategic advisor and executive sponsor to Epsilon’s largest customers.分析記事 • Jan 03Calculating The Fair Value Of Zeta Global Holdings Corp. (NYSE:ZETA)Key Insights Using the 2 Stage Free Cash Flow to Equity, Zeta Global Holdings fair value estimate is US$19.60 With...Seeking Alpha • Dec 30Zeta Global: Cautious Due To Unfavorable Growth Composition And Pricey M&ASummary Growth is undoubtedly strong, but it is driven more by ARPU-mining of existing clients. New accounts growth trends are seeing a deceleration. There is ample scope for margin expansion at the GAAP-EBIT, driven by operating leverage effects. This is evident from the 37% YoY incremental EBIT margins. Zeta paid a consideration of 5.8x EV/Revenues for LiveIntent, significantly above the 2024 SaaS median EV/Revenue transaction multiple of 2.8x, and within the highest 4th quartile of transaction comps too. Valuations are close to fair value levels when looking at ZETA's typical discount 13.9% vs peers as a baseline. Technically, vs SPX 500, bearish momentum fights a key support level. Declining RPOs, which are a leading indicator of revenues, are a demand risk monitorable. There is a potential silver lining here that RPOs may increase following good conversions of an impressive 60% QoQ growth in requests for proposals. Read the full article on Seeking Alpha分析記事 • Dec 18What Is Zeta Global Holdings Corp.'s (NYSE:ZETA) Share Price Doing?While Zeta Global Holdings Corp. ( NYSE:ZETA ) might not have the largest market cap around , it saw a double-digit...Seeking Alpha • Dec 18Zeta Global: Great Opportunity With Some Business RisksSummary Zeta Global shows strong growth with a 42% revenue increase and positive cash flow. The company's AI-driven, personalized marketing platform has significant potential, with high customer retention. Key risks include allegations of artificially boosting revenue and deceptive data collection practices. Valuation model estimates Zeta's share price at $47, over 100% above its current price, supported by a B+ Quant Valuation score on Seeking Alpha. Read the full article on Seeking AlphaSeeking Alpha • Dec 11Zeta Global: A Value Play Post Omnicom-Interpublic MergerSummary Zeta Global’s recent selloff on the Omnicom-Interpublic merger was an overreaction, in my opinion, and could be an opportunity to add more shares of the stock. Zeta has existing relationships with both Omnicom and Interpublic which can help boost its growth post-merger due to the value offered by its platform and the merged company’s financial strength. Zeta’s latest acquisition of LiveIntent further improves the quality of its offering thanks to its more than 235 million hashed email addresses per month, which can enhance targeting and marketing. I’m reiterating my buy rating for ZETA stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 05Zeta Global: Don't Be Fooled By The MarketSummary Zeta Global Holdings investors have faced significant volatility due to allegedly uncorroborated short-report allegations. Management's swift rebuttal against the reportedly uncorroborated allegations has brought a sense of calm to the market. Zeta has several growth optionalities as it penetrates the direct channel further to drive ARPU growth and expand industry verticals. ZETA's PEG ratio is more than 40% under its tech sector median, suggesting too much pessimism is priced in. I argue why investors mustn't be fooled by the market in the recent selloff, as buying sentiments on ZETA remain highly robust. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Dec 02Now 21% overvaluedOver the last 90 days, the stock has fallen 6.1% to US$24.01. The fair value is estimated to be US$19.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.分析記事 • Nov 27The Price Is Right For Zeta Global Holdings Corp. (NYSE:ZETA) Even After Diving 25%Zeta Global Holdings Corp. ( NYSE:ZETA ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Nov 24Unlocking Zeta Global Holdings' Market PotentialSummary Zeta Global Holdings achieved 42% YoY revenue growth in Q3 2024, excluding political revenue, a robust 31% increase. Scaled client ARPU rose 33% YoY to $557K, highlighting strong upselling and cross-selling within accounts. Adjusted EBITDA grew 59% YoY to $54 million, with margins expanding 2.1 percentage points to 20%. 2024 revenue guidance increased by $61 million to a $986 million midpoint, reflecting 35% YoY growth. Direct revenue now makes up 70% of total revenue, up from 67%, improving gross margins and client control. Read the full article on Seeking Alphaお知らせ • Nov 24Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against Zeta Global Holdings CorpGlancy Prongay & Murray LLP announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Davoodi v. Zeta Global Holdings Corp., et al., Case No. 24-cv-8961, on behalf of persons and entities that purchased or otherwise acquired Zeta Global Holdings Corp. securities between February 27, 2024 and November 13, 2024, inclusive (the "Class Period"). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the "Exchange Act"). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. On November 13, 2024, Culper Research published a report alleging that the “integrity of the Company’s data collection and reported financials” is severely undermined by two factors. First, the report alleged that “Zeta has formed ‘two-way’ contracts with third party consent farms wherein the Company simultaneously acts as both a supplier and a buyer of consumer data,” allowing the Company to “flatter reported revenue growth” and indicating possible “round-tripping” of revenue. Second, the report alleged that Zeta collects the majority of its customer data from a network of “sham websites that hoodwink millions of consumers each month into handing their data over to Zeta under false pretenses.” For example, the report alleged the Company and its subsidiaries operate a number of fake job boards which are designed to trick individuals into submitting personal data under the pretense of job applications. The report further alleged that the Company’s “most valuable data” comes from these predatory websites, dubbed consent farms, which are “responsible for almost the entirety of the Company’s growth.” On this news, the Company’s stock price fell $10.46, or 37.07%, to close at $17.76 per share on November 13, 2024, on unusually heavy trading volume. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that Zeta used two-way contracts to artificially inflate financial results; (2) that Zeta engaged in round trip transactions to artificially inflate financial results; (3) that Zeta utilized predatory consent farms to collect user data; (4) that these consent farms have driven almost the entirety of Zeta’s growth; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.株主還元ZETAUS SoftwareUS 市場7D0.4%-3.0%-2.6%1Y25.6%-22.1%20.0%株主還元を見る業界別リターン: ZETA過去 1 年間で-22.1 % の収益を上げたUS Software業界を上回りました。リターン対市場: ZETA過去 1 年間で20 % の収益を上げたUS市場を上回りました。価格変動Is ZETA's price volatile compared to industry and market?ZETA volatilityZETA Average Weekly Movement9.9%Software Industry Average Movement10.1%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: ZETA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ZETAの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト20073,300David Steinbergwww.zetaglobal.comZeta Global Holdings Corp.は、米国および海外において、企業向けに消費者インサイトおよびマーケティングオートメーションソフトウェアを提供する、データ駆動型のオムニチャネルクラウドプラットフォームを運営しています。同社は、「Zeta Marketing」プラットフォームを運営しており、これは企業が他のソリューションよりも効率的かつ効果的に消費者との関係を構築、拡大、維持できるように設計された統合プラットフォームです。 また、メールサービスプロバイダーである「Zeta Messaging」も提供しており、AIを活用したエンドツーエンドのオムニチャネル・メッセージング機能に加え、統合データ管理、エンタープライズ規模の配信・サポート、高度なオムニチャネル・オーケストレーション機能を提供しています。 さらに、同社はすべての消費者情報を一元管理するシステムである「Zeta Consumer Dataプラットフォーム(CDP+)」を提供しており、リアルタイムの識別子やシグナル、その他の主要な属性を含む、顧客および見込み客に関する単一かつ実用的なビューを提供します。 また、ZetaのDSPは、顧客が有料メディアの力を最大限に活用し、適切なオーディエンスに正確かつ効率的にリーチできるよう支援するとともに、デスクトップ、受信トレイ、モバイル、CTV、ソーシャルなどを通じて体験を提供します。 さらに、ZetaのAIネイティブインフラストラクチャ層へのインターフェースである「Athena by Zeta」を運用しており、あらゆるインテリジェントな意思決定、自動化、ユーザーインタラクションを支えることを目指しています。また、「Zeta Answers」は、数兆もの行動シグナルを統合し、個々のユーザーに紐づけられた意図ベースのスコアを生成します。 同社は、オペレーショナル・インテリジェンス、カスタマー・インテリジェンス、マーケティング実行を結びつけるエンタープライズAIインフラストラクチャ層の開発に向け、Palantir Technologies Inc.と戦略的パートナーシップを結んでいます。同社は2007年に設立され、ニューヨーク州ニューヨーク市に本社を置いています。もっと見るZeta Global Holdings Corp. 基礎のまとめZeta Global Holdings の収益と売上を時価総額と比較するとどうか。ZETA 基礎統計学時価総額US$4.46b収益(TTM)-US$23.16m売上高(TTM)US$1.44b3.3xP/Sレシオ-204.3xPER(株価収益率ZETA は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計ZETA 損益計算書(TTM)収益US$1.44b売上原価US$572.55m売上総利益US$864.01mその他の費用US$887.16m収益-US$23.16m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-0.093グロス・マージン60.14%純利益率-1.61%有利子負債/自己資本比率22.4%ZETA の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/06/26 15:10終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Zeta Global Holdings Corp. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Koji IkedaBofA Global ResearchMatthew BullockBofA Global ResearchZachary CumminsB. Riley Securities, Inc.17 その他のアナリストを表示
ライブニュース • Jun 23Zeta Global Unveils Palantir Partnership and Athena AI Targeting $100 Million Annual RevenueZeta Global announced a partnership with Palantir Technologies to integrate Zeta’s Data Cloud with Palantir’s Foundry platform and launched Athena by Zeta™, an AI-driven intelligence layer for enterprise marketing, with the initiative projected to generate over US$100 million in annual revenue in the coming years and rollouts planned through 2026. The collaboration is designed to create a unified data and AI infrastructure for marketers by combining Palantir’s data governance and operational tooling with Zeta Global’s marketing intelligence to support agentic AI workflows, precision measurement and conversational intelligence for real-time campaign decisions. Zeta Global shares trade at US$18.47, with the stock up 14.4% over the past 90 days. This partnership suggests Zeta Global is tying its platform more tightly into large-enterprise data stacks, which may deepen customer relationships but also increases reliance on successful execution of complex integrations and long rollout timelines.
ナラティブの更新 • Jun 22ZETA: AI Partnerships And Cash Generation Platform Will Support Future RepricingAnalysts report a modest reset in the Zeta Global Holdings price target to $28.31, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. They also cite recent research that frames Zeta as a cash generating marketing platform rather than a cyclical digital advertising stock.
分析記事 • Jun 21Zeta Global Holdings (ZETA) Stock Could Be 33% Undervalued After Athena AI Agency ExpansionWhy Athena’s agency expansion matters for Zeta Global Holdings Zeta Global Holdings (ZETA) is drawing fresh attention after expanding its Athena AI platform to agencies, bringing agentic workflows, precision measurement, and conversational intelligence to a broader set of marketing clients. The rollout, built on Zeta’s SuperGraph identity dataset, is structured as a beta release for insights and measurement, with wider availability planned through the remainder of 2026 and live demonstrations...
お知らせ • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.
Seeking Alpha • Jun 15Zeta Global: AI Tailwinds Are Being Proven, Though Market Still Fears SaaSpocalypseSummary Zeta Global is a contrarian 'growth at a reasonable price' play, underappreciated despite robust AI-driven sales execution and accelerating growth. ZETA raised FY26 guidance to $1.785B revenue (+37% y/y, +22% organic) and $397.3M adjusted EBITDA (~22% margin), highlighting strong fundamentals and conservative guidance. Marigold acquisition integration is ahead of plan, with Q1 revenue outperformance and expected sequential margin improvement as synergies materialize. ZETA trades at 2.8x EV/FY26 revenue and 12.5x EV/FY26 EBITDA, offering significant re-rating potential among 20%+ growth SaaS peers. Read the full article on Seeking Alpha
ライブニュース • Jun 13Zeta Global Rises on AI Platform Momentum and Record Q1 Revenue GrowthZeta Global reported Q1 2026 revenue growth of 49.9% year over year, with results coming in 7% above analyst estimates. Management raised full-year guidance after the quarter, which was described as the highest estimate beat among its peers. CEO David Steinberg highlighted growing traction for the company’s AI platform, Athena, while director Jeanine Silberblatt sold 7,500 shares in June 2026. The stock has shown gains over the past year, including a 36.3% rise since the Q1 results, while some valuation work suggests the shares trade about 19% below estimated fair value. The combination of faster revenue growth, guidance raised by management and CEO comments around Athena points to a business that is executing on its AI-focused marketing platform thesis. At the same time, recent insider selling and prior share price volatility are reminders to pay attention to position sizing, liquidity needs and how much weight to place on third-party valuation estimates.
ライブニュース • Jun 23Zeta Global Unveils Palantir Partnership and Athena AI Targeting $100 Million Annual RevenueZeta Global announced a partnership with Palantir Technologies to integrate Zeta’s Data Cloud with Palantir’s Foundry platform and launched Athena by Zeta™, an AI-driven intelligence layer for enterprise marketing, with the initiative projected to generate over US$100 million in annual revenue in the coming years and rollouts planned through 2026. The collaboration is designed to create a unified data and AI infrastructure for marketers by combining Palantir’s data governance and operational tooling with Zeta Global’s marketing intelligence to support agentic AI workflows, precision measurement and conversational intelligence for real-time campaign decisions. Zeta Global shares trade at US$18.47, with the stock up 14.4% over the past 90 days. This partnership suggests Zeta Global is tying its platform more tightly into large-enterprise data stacks, which may deepen customer relationships but also increases reliance on successful execution of complex integrations and long rollout timelines.
ナラティブの更新 • Jun 22ZETA: AI Partnerships And Cash Generation Platform Will Support Future RepricingAnalysts report a modest reset in the Zeta Global Holdings price target to $28.31, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. They also cite recent research that frames Zeta as a cash generating marketing platform rather than a cyclical digital advertising stock.
分析記事 • Jun 21Zeta Global Holdings (ZETA) Stock Could Be 33% Undervalued After Athena AI Agency ExpansionWhy Athena’s agency expansion matters for Zeta Global Holdings Zeta Global Holdings (ZETA) is drawing fresh attention after expanding its Athena AI platform to agencies, bringing agentic workflows, precision measurement, and conversational intelligence to a broader set of marketing clients. The rollout, built on Zeta’s SuperGraph identity dataset, is structured as a beta release for insights and measurement, with wider availability planned through the remainder of 2026 and live demonstrations...
お知らせ • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.
Seeking Alpha • Jun 15Zeta Global: AI Tailwinds Are Being Proven, Though Market Still Fears SaaSpocalypseSummary Zeta Global is a contrarian 'growth at a reasonable price' play, underappreciated despite robust AI-driven sales execution and accelerating growth. ZETA raised FY26 guidance to $1.785B revenue (+37% y/y, +22% organic) and $397.3M adjusted EBITDA (~22% margin), highlighting strong fundamentals and conservative guidance. Marigold acquisition integration is ahead of plan, with Q1 revenue outperformance and expected sequential margin improvement as synergies materialize. ZETA trades at 2.8x EV/FY26 revenue and 12.5x EV/FY26 EBITDA, offering significant re-rating potential among 20%+ growth SaaS peers. Read the full article on Seeking Alpha
ライブニュース • Jun 13Zeta Global Rises on AI Platform Momentum and Record Q1 Revenue GrowthZeta Global reported Q1 2026 revenue growth of 49.9% year over year, with results coming in 7% above analyst estimates. Management raised full-year guidance after the quarter, which was described as the highest estimate beat among its peers. CEO David Steinberg highlighted growing traction for the company’s AI platform, Athena, while director Jeanine Silberblatt sold 7,500 shares in June 2026. The stock has shown gains over the past year, including a 36.3% rise since the Q1 results, while some valuation work suggests the shares trade about 19% below estimated fair value. The combination of faster revenue growth, guidance raised by management and CEO comments around Athena points to a business that is executing on its AI-focused marketing platform thesis. At the same time, recent insider selling and prior share price volatility are reminders to pay attention to position sizing, liquidity needs and how much weight to place on third-party valuation estimates.
Buy Or Sell Opportunity • Jun 08Now 20% undervaluedOver the last 90 days, the stock has risen 19% to US$21.76. The fair value is estimated to be US$27.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.
ナラティブの更新 • Jun 06ZETA: AI Partnerships And Cash Generation Platform Will Drive Future UpsideThe analyst price target for Zeta Global Holdings has been revised slightly lower to $28.31 from $28.92, as analysts factor in a modest adjustment to revenue growth assumptions, while still highlighting support from recent bullish coverage and upgraded ratings that emphasize the company’s cash generation potential and share gains in digital marketing budgets. Analyst Commentary Bullish Takeaways Bullish analysts argue that the stock is being treated like a cyclical digital advertising play, while they see the business model as more focused on a cash generating platform tied to broader digital marketing budgets, which supports their current valuation frameworks.
ライブニュース • Jun 05Zeta Global Jumps 25% as AI Platform Drives Strong Q1 Revenue and Upbeat Full-Year OutlookZeta Global shares surged nearly 25% after the company reported Q1 revenue growth of 49.9% year over year, with results topping analyst expectations by 7%. CEO David Steinberg highlighted strong momentum in the company’s AI platform, Athena, citing its role in improving marketing returns for customers. Management also issued the highest full-year guidance raise among its peers, and the stock has climbed more than 36% since the earnings release. The combination of faster revenue growth, an AI-focused product story, and a sizable guidance lift signals that management is leaning into current demand trends and is confident in the current business trajectory. If you are watching Zeta, it is worth paying attention to how much of this momentum is tied to Athena’s adoption and whether future quarters align with the upgraded full-year outlook.
ナラティブの更新 • May 14ZETA: Customer Wins And ARPU Expansion Will Support Future Earnings ReaccelerationNarrative Update on Zeta Global Holdings The analyst price target for Zeta Global is now $22.00. Analysts cite recent target revisions between $30 and $36 and their views on sector valuations, customer growth, ARPU expansion, and the potential impact of Athena AI agents as key factors behind their updated outlook.
お知らせ • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.
お知らせ • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
Reported Earnings • May 01First quarter 2026 earnings released: US$0.054 loss per share (vs US$0.10 loss in 1Q 2025)First quarter 2026 results: US$0.054 loss per share (improved from US$0.10 loss in 1Q 2025). Revenue: US$396.3m (up 50% from 1Q 2025). Net loss: US$13.2m (loss narrowed 39% from 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • Apr 28ZETA: Scaled Customer Expansion And ARPU Deepening Will Drive Future UpsideAnalysts nudged their price targets for Zeta Global to $30, citing steady progress in scaled customer growth, average revenue per user expansion, and ongoing sectorwide reassessments that influenced their updated fair value and P/E assumptions. Analyst Commentary Recent research updates around Zeta Global center on how its customer metrics, product pipeline, and sector-wide re-rating are feeding into revised price targets and P/E assumptions.
お知らせ • Apr 28Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026. Location: at 3 park avenue, 41st floor, ny 10016., new york United States
お知らせ • Apr 17Zeta Global Holdings Corp. to Report Q1, 2026 Results on Apr 30, 2026Zeta Global Holdings Corp. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
ナラティブの更新 • Apr 14ZETA: Raised Guidance And Customer Gains Will Reframe Future Earnings PowerAnalysts have revised the price target on Zeta Global Holdings to $30. The change reflects updated assumptions on fair value, profitability, and growth, supported by recent research highlighting scaled customer gains, higher ARPU, and ongoing product cycle potential, despite mixed sector sentiment.
ナラティブの更新 • Mar 31ZETA: Scaled Customer Wins And Rising ARPU Will Reshape Revenue MixAnalysts have raised their price targets on Zeta Global to $30, citing stronger growth among scaled customers, higher average revenue per user, and ongoing product cycle potential, while also noting some caution related to broader sector valuation resets. Analyst Commentary Recent research coverage on Zeta Global highlights a mix of optimism around product potential and customer trends, paired with more cautious views on valuation and what is actually reflected in current guidance.
お知らせ • Mar 24Zeta Global Launches Athena by Zeta for General AvailabilityZeta Global announced the general availability of Athena by Zeta™, its superintelligent agent designed for enterprise marketing teams. Athena converts enterprise data into predictive answers, enabling marketing teams to identify opportunities faster, execute with precision, and prove the business impact of every decision. Athena delivers predictive recommendations tied directly to execution, with built-in financial accountability. Since Athena’s debut at Zeta Live in October 2025, early users are already seeing results. Segmentation that once required days of analysis can now be completed in minutes. Campaign workflows that previously spanned weeks can now execute in hours. Marketers are also accelerating proof of ROI, shifting from post-campaign reporting to pre-campaign confidence in expected performance and return. Athena combines predictive decision-making, faster execution, and financial accountability through a fully conversational interface powered by advanced OpenAI models. Athena offers Insights for conversational analytics and Advisor for goal-based optimization. It also includes adaptive revenue modeling, and curated intelligence from Zeta’s Data Cloud, voice interaction capabilities, and journey attribution across paid, owned, online, and offline channels. The Athena agent and first Athena apps, Insights and Advisor, are now available in the Zeta Marketing Platform.
ナラティブの更新 • Mar 17ZETA: Raised Guidance And Customer Expansion Will Reshape Revenue MixAnalysts have modestly trimmed their fair value estimate for Zeta Global Holdings to $23.00, reflecting slightly lower modeled revenue growth and a higher discount rate. They are still highlighting customer and ARPU trends, recent price target moves to $30.00, and potential from Athena AI agents as key parts of the long term story.
ナラティブの更新 • Mar 03ZETA: Scaled Customer Wins And ARPU Expansion Will Shape Medium Term OutlookThe analyst price target for Zeta Global Holdings has moved to $29.08 from $29.67 as analysts factor in updated views on revenue growth, margin potential, and future P/E assumptions following recent research updates that cluster around a $30 target. Analyst Commentary Recent research updates cluster around a US$30 price target for Zeta Global Holdings, with most analysts focusing on the durability of growth in larger customers, the impact of new AI products, and how sector-wide valuation shifts influence where the stock should trade.
Board Change • Feb 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.13 loss per share (improved from US$0.38 loss in FY 2024). Revenue: US$1.30b (up 30% from FY 2024). Net loss: US$31.5m (loss narrowed 55% from FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
ナラティブの更新 • Feb 17ZETA: Marigold Deal And Raised Guidance Will Reshape Revenue MixThe analyst fair value estimate for Zeta Global has been raised from $23.00 to $25.00. This reflects updated views on higher revenue growth assumptions, a richer future P/E multiple, and recent Street research pointing to benefits from the Marigold acquisition and revised FY26 guidance.
お知らせ • Feb 11Zeta Global Holdings Corp. to Report Q4, 2025 Results on Feb 24, 2026Zeta Global Holdings Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
ナラティブの更新 • Feb 03ZETA: Marigold Acquisition And Raised Guidance Will Reframe Future Earnings PowerAnalysts have trimmed their fair value estimate for Zeta Global to about $40.22 per share from roughly $41.34, while still backing higher price targets. These targets are based on expectations for stronger revenue growth following the Marigold acquisition and updated guidance, partially offset by a lower profit margin outlook and a higher assumed future P/E multiple.
ナラティブの更新 • Jan 19ZETA: Marigold Acquisition Will Reshape Revenue Mix And Free Cash Flow ProfileAnalysts have lifted their fair value estimate for Zeta Global Holdings from US$18.00 to US$23.00, citing higher projected revenue growth, slightly improved profit margins, and updated Street research that reflects contributions from the Marigold acquisition and refreshed long term guidance. Analyst Commentary Recent Street research on Zeta Global has been broadly constructive, with several firms lifting price targets after the Marigold enterprise software acquisition and the company’s updated long term guidance.
Buy Or Sell Opportunity • Jan 16Now 22% undervaluedOver the last 90 days, the stock has risen 14% to US$20.26. The fair value is estimated to be US$26.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.
分析記事 • Jan 10Revenues Not Telling The Story For Zeta Global Holdings Corp. (NYSE:ZETA) After Shares Rise 25%Zeta Global Holdings Corp. ( NYSE:ZETA ) shares have continued their recent momentum with a 25% gain in the last month...
ナラティブの更新 • Jan 05ZETA: Marigold Integration And 20% Organic Ambitions Will Reshape Medium Term OutlookAnalysts nudged their average price target for Zeta Global modestly higher, clustering around the recent US$29 to US$36 range as they point to the Marigold enterprise software acquisition, raised FY26 guidance with 20%+ organic revenue growth and EBITDA margin expansion targets, and Citi's view that current prices do not fully reflect the potential to compound growth at 20%. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Marigold enterprise software acquisition, with up to US$325M in consideration, as a key building block for Zeta Global's growth in marketing technology and digital media spend.
ナラティブの更新 • Dec 14ZETA: Marigold Acquisition Will Drive Sustained 20% Organic ExpansionAnalysts nudged their average price target for Zeta Global Holdings modestly higher to approximately $30, citing the accretive Marigold acquisition, reinforced expectations for 20% plus organic revenue growth and margin expansion through 2026 and beyond, and increased confidence that the company can outperform its long term growth and free cash flow objectives. Analyst Commentary Analyst commentary on Zeta Global remains overwhelmingly positive, with recent research updates highlighting both the strategic impact of the Marigold acquisition and the company’s ability to deliver sustained, high growth at attractive margins.
ナラティブの更新 • Nov 29ZETA: Acquisitions And Raised Guidance Will Accelerate Market Share GainsAnalysts have raised their price target for Zeta Global Holdings from $29.36 to $29.67, citing stronger anticipated revenue growth and a positive outlook following recent acquisitions and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight Zeta Global's strong revenue outlook, anticipating approximately 20% organic growth.
お知らせ • Nov 25+ 2 more updatesZeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million.Zeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 58,943 Price\Range: $16.9655
ナラティブの更新 • Nov 15ZETA: Extended Growth Targets Through 2030 Will Drive Stronger Profit MarginsAnalysts have raised their fair value estimate for Zeta Global Holdings from $28.27 to $29.36 per share, citing growing confidence in the company's accelerated revenue growth, significantly improved profit margins, and extended long-term targets that support a higher price outlook. Analyst Commentary Bullish analysts remain optimistic about Zeta Global Holdings, highlighting several factors driving a more favorable outlook for the company.
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.015 loss per share (improved from US$0.092 loss in 3Q 2024). Revenue: US$337.2m (up 26% from 3Q 2024). Net loss: US$3.63m (loss narrowed 79% from 3Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.
ナラティブの更新 • Oct 31ZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term UpsideThe 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.
お知らせ • Oct 21Zeta Global Holdings Corp. to Report Q3, 2025 Results on Nov 04, 2025Zeta Global Holdings Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
ナラティブの更新 • Oct 17AI Marketing Automation Will Expand Omnichannel PersonalizationAnalysts have raised their fair value estimate for Zeta Global Holdings from $26.50 to $28.27 per share. They cite stronger confidence in the company's long-term growth prospects and enhanced revenue expectations following recent updates and investor communications.
お知らせ • Oct 09Zeta Global Unveils Athena by Zeta™?Zeta Global unveiled Athena by Zeta™?, a superintelligent agent designed to reshape how enterprises work and grow in this next era of AI. Powered by Zeta's proprietary data cloud and contextual intelligence, Athena is Zeta's first superintelligent agent to personalize the marketer's digital workspace, adapting to each user's goals, style, and decisions. By empowering marketers with intuitive, adaptive experiences, Athena removes the friction between the human and AI and helps marketers take smarter actions and maximize ROI at every touchpoint. Seamlessly integrated with the Zeta Marketing Platform, Athena delivers instant answers, smarter decisions, and agentic actions through a suite of agentic apps, accessed via natural, voice-activated dialogue and an adaptive interface. Every answer, decision, and forecast flows seamlessly through the Zeta Marketing Platform, where hyper-targeted audiences are activated, media optimized, and outcomes measured. Zeta Agentic App Suite: A suite of agentic apps accessible by Athena and powered by the Zeta Marketing Platform. Advisor: Advisor turns business goals, like revenue growth, cost savings or engagement, into results fast. Advisor translates objectives into AI-driven plans with clear recommendations, automated workflows, and real-time KPI optimization to boost impact. Workflows: Agentic workflows enable marketers to team up agents to orchestrate multi-step tasks, from onboardboarding data to campaign activation, reducing manual effort and accelerating execution. Simulator: Make smarter bets before spending a single dollar. With Simulator, marketers can forecast, test and refine cross-channel strategies before spending, with results aligned to your attribution model. Insights: Know more and act faster by turning questions into instant answers. Insights now comes with conversational analytics for instant trends, audience opportunities, new pockets of growth, and stakeholders-ready dashboards.
ナラティブの更新 • Oct 03AI Marketing Automation Will Expand Omnichannel PersonalizationAnalysts have adjusted their price target for Zeta Global Holdings down slightly, from $27.27 to $26.50. This reflects updated expectations around fair value, despite continued optimism about the firm's growth potential and expanding agency relationships.
お知らせ • Oct 02Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million.Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million on September 27, 2025. The transaction proceeds, subject to adjustments, will consist of (i) $100 million of cash and $100 million of newly issued shares of Class A common stock of Zeta, and (ii) a seller note that is payable within three months of closing for an amount equal to up to $125 million (up to $50 million of which will be paid in cash, with the remaining $75 million paid, at Zeta’s election, in cash or newly issued shares of Zeta Stock). The acquisition includes Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The expected completion of the transaction is by the end of 2025 and is subject to customary closing conditions. The transaction is expected to be accretive to adjusted EBITDA and free cash flow in year one of Zeta. Morgan Stanley & Co. LLC acted as financial advisor for Zeta Global Holdings Corp. Eyal Orgad, Charles Ruck, Joel Trotter, Alison Haggerty, David Raab, David Della Rocca, Megan Alessi, Kendall Burnett, Rebecca Fielding, Sandra Benjamin, Jessica Cohen, Robert Blamires, Kelly Fayne, Patrick English, David Little, Shira Bressler, Harrison White, and Andrew Galdes of Latham & Watkins LLP acted as legal advisor for Zeta Global Holdings Corp. Willkie Farr & Gallagher LLP acted as legal advisor for Iris Holdings L.P.
お知らせ • Sep 18Zeta Global Announces Generative Engine Optimization Solution to Help Brands Lead in the Post-Search EraZeta Global announced its Generative Engine Optimization (GEO) solution, a new capability built into the Zeta Marketing Platform (ZMP) to help brands stay visible, accurate, and competitive as consumers shift from traditional search to AI-generated answers. The new tool enables marketers to monitor how their brands appear across leading AI systems including ChatGPT,emini, and Claude and to optimize for those answers with targeted, actionable recommendations. Zeta's GEO solution will be available in the Zeta Marketing Platform in the coming weeks. As consumers increasingly turn to generative AI for search and discovery, traditional search behaviors are rapidly declining. According to Gartner, query volume on traditional search engines will fall by 25% next year as users shift to AI systems for synthesized answers. Meanwhile, Bain & Company reports that 80% of consumers use generative AI for 40% of their searches, underscoring the urgent need for brands to ensure accuracy and visibility within AI-driven results. Zeta's GEO solutions equips marketers with the intelligence and recommendations needed to address these challenges by enabling brands to: Track brand visibility and sentiment across leading AI platforms with the AI Visibility Leaderboard Identify and correct citation gaps, hallucinations, or off-brand answers. Leverage Zeta Data for brands to inform GEO optimization strategy Optimize content to be LLM-ready (Q&A, summaries, metadata); Benchmark competitors, monitor AI share of voice, and measure impact; Align PR, SEO, and content into a unified AI-facing strategy.
ナラティブの更新 • Aug 27AI Marketing Automation Will Expand Omnichannel PersonalizationThe upward revision in Zeta Global Holdings’ price target likely reflects improved profitability, as evidenced by a higher net profit margin and a significantly lower future P/E ratio, with fair value increasing modestly to $27.27. What's in the News Raised Q3 and full-year 2025 revenue guidance, reflecting 22%-23% and 25%-26% year-over-year growth, respectively.
Price Target Changed • Aug 27Price target increased by 7.7% to US$27.27Up from US$25.33, the current price target is an average from 11 analysts. New target price is 38% above last closing price of US$19.72. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$0.08 next year compared to a net loss per share of US$0.38 last year.
分析記事 • Aug 08Optimistic Investors Push Zeta Global Holdings Corp. (NYSE:ZETA) Shares Up 31% But Growth Is LackingNYSE:ZETA 1 Year Share Price vs Fair Value Explore Zeta Global Holdings's Fair Values from the Community and select...
ナラティブの更新 • Aug 07AI Marketing Automation Will Expand Omnichannel PersonalizationDespite 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.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.054 loss per share (improved from US$0.16 loss in 2Q 2024). Revenue: US$308.4m (up 35% from 2Q 2024). Net loss: US$12.8m (loss narrowed 54% from 2Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06+ 1 more updateZeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.
お知らせ • Jul 30Zeta Global Appoints Nate Yohannes as President of Zeta Data & AI Lab to Accelerate AI InnovationZeta Global announced the appointment of Nate Yohannes as President of Zeta Data & AI Lab and Global Head of Research and Development. A proven leader at the intersection of artificial intelligence and product innovation, Yohannes brings over 15 years of experience spanning senior roles at Meta, Microsoft, and the White House. Most recently, he served as Product Management Lead for GenAI in Ads Ranking at Meta, where he led the strategy and development of AI systems built on Meta’s Llama to enhance the company’s core advertising business. Yohannes joined Meta from the Office of the CTO at Microsoft. In this newly created role, Yohannes will report directly to Zeta’s Chief Technology Officer, Christian Monberg. His mandate will include spearheading the Zeta Data & AI Lab and championing a culture of innovation and thought leadership across the organization. He will play a critical role in shaping the next generation of marketing technology and delivering transformative outcomes for Zeta’s clients around the world. Nate joins from Meta, where he served as Product Management Lead for GenAI in Ads Ranking helping transform the company’s core advertising business through large language models (LLMs). He also held senior AI product roles across Instagram and Meta Modern Recommendation Systems (MRS), scaling AI to over 2 billion daily users. Prior to Meta, Yohannes held leadership roles at Microsoft, including Director of Product & Strategy for the Office of the CTO, where he led company-wide initiatives in AI, autonomous systems, and robotics. Earlier in his career, he served in federal government as Senior Advisor at the U.S. Small Business Administration, supporting a multibillion-dollar innovation programs and serving on the White House Broadband Opportunity Council. Yohannes holds a Master of Science from Brown University and a Juris Doctor from the University at Buffalo School of Law.
Buy Or Sell Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock has risen 21% to US$15.89. The fair value is estimated to be US$20.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 90% in the next year.
お知らせ • Jul 22Zeta Global Holdings Corp. to Report Q2, 2025 Results on Aug 05, 2025Zeta Global Holdings Corp. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
分析記事 • Jul 18Health Check: How Prudently Does Zeta Global Holdings (NYSE:ZETA) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to US$15.02. The fair value is estimated to be US$19.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 93% in the next year.
分析記事 • Jun 24Zeta Global Holdings Corp.'s (NYSE:ZETA) Shares Leap 28% Yet They're Still Not Telling The Full StoryZeta Global Holdings Corp. ( NYSE:ZETA ) shareholders would be excited to see that the share price has had a great...
お知らせ • Jun 10Zeta Global Announces Retirement of John Sculley, Co-Founder, Vice Chairman, and Board Member, Effective June 9, 2025Zeta Global announced the retirement of John Sculley, Co-founder, Vice Chairman, and Board member, effective June 9, 2025. Mr. Sculley’s retirement marks the culmination of a remarkable 17-year journey, helping shape Zeta into one of the most innovative companies at the intersection of marketing and technology. Mr. Sculley shared his decision to retire at the Board meeting following today’s annual meeting of stockholders. While Mr. Sculley is stepping down from the Board, he will remain a respected member of the Zeta community as Vice Chairman Emeritus, where he will continue to be a trusted advisor to David A. Steinberg and the company’s leadership team. Zeta has not announced any plans to replace Mr. Sculley’s position on its Board of Directors.
お知らせ • Jun 04Zeta Global Unveils 'Zeta Answers' Ushering in the Next Era of Agentic MarketingZeta Global unveiled 'Zeta Answers,' an AI-powered intelligence framework that automates complex tasks by turning marketing insights into answers, engages into actions, and actions into outcomes. Through Zeta's suite of agentic AI tools, Zeta Answers enables multi-agent workflows to provide marketers a direct path to action, with continuous optimization, and greatly reduces time spent between insight and execution. Zeta Answers is now available in early preview for select clients. Zeta Answers marks a new era in Agentic Marketing - where intelligence not only predicts outcomes but autonomously acts on them. Unlike traditional data-driven models that stop at insight, Zeta Answers goes further - delivering a clear point of view and an immediate point of action, empowering marketers to move faster, spend smarter and scale what works. Early users of Zeta Answers saw a significant increase in ROI from campaigns, including a 30% increase in engagement and 10% lift in native ad performance. Additionally, one enterprise campaign using Zeta Answers delivered over four times higher conversion and four times lower Cost Per Action (CPA) than a traditional campaign. Zeta Answers integrates first-party data to detect customer intent shifts and trigger immediate actions across marketing channels. The result is a connected flywheel of predictability, profitability, productivity, and performance. The AI-generated answers trigger immediate cross-platform activation--no delays from toggling between dashboards. Each layer of the Zeta Answers flywheel fuels the next, turning insights into action and compounding value across the customer lifecycle: Predicting Outcomes: Trigger next-best actions with AI that anticipates intent--so marketers can act ahead of behavior, increasing conversions and accelerating growth; Proving What Works: Deterministic journey pathing and attribution across every channel--so marketers can prove what's profitable, double down on what works, and drive smarter investment; Exploring on Demand: Self-serve analytics uncover insights instantly--so any team can explore, validate, and act without slowing down for dev support; Analyzing to Optimize: A centralized, AI-powered hub surfaces real-time insights and recommendations--so performance keeps improving, automatically. At the core of Zeta Answers is the Zeta Identity Graph--a proprietary, people-based data asset built from over 245 million U.S. consumer profiles. This foundation enables accurate identity resolution, signal enrichment, and measurable ROI across channels.
Price Target Changed • May 02Price target decreased by 9.6% to US$28.17Down from US$31.15, the current price target is an average from 12 analysts. New target price is 106% above last closing price of US$13.68. Stock is up 6.7% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.38 last year.
Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.10 loss per share (improved from US$0.23 loss in 1Q 2024). Revenue: US$264.4m (up 36% from 1Q 2024). Net loss: US$21.6m (loss narrowed 45% from 1Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 02Zeta Global Holdings Corp. Revises Earnings Guidance for the Second Quarter and Full Year of 2025Zeta Global Holdings Corp. revised earnings guidance for the second quarter and full year of 2025. Second quarter of 2025, the company increasing revenue guidance to a range of $295 million to $298 million, up $2 million at the midpoint from the prior guidance of $295 million. The revised guidance represents a year-over-year increase of 30% to 31%. Full Year 2025, the company increasing revenue guidance to a range of $1,237 million to $1,247 million, up $2 million at the midpoint from the prior guidance of $1,240 million. Revised guidance represents a year-over-year increase of 23% to 24%.
お知らせ • May 01Zeta Global Holdings Corp., Annual General Meeting, Jun 09, 2025Zeta Global Holdings Corp., Annual General Meeting, Jun 09, 2025. Location: at the offices of latham& watkins llp, 1271avenue of the americas, newyork, ny10020, newyork, United States
Seeking Alpha • Apr 25Zeta: Ambitious 2028 Growth Targets Set Against Ultracheap ValuationSummary Zeta Global sharply undervalued after this year's slide, with the stock trading at just 2x forward revenue. The company’s “Zeta 2028” plan aims for $2.1 billion in revenue by 2028, implying a 20% growth CAGR and tripling FCF from 2025-2028. Though we expect macroeconomic headwinds to drive near-term downward estimates revisions, the company's cheap multiples already more than compensate for any near-term risks. Read the full article on Seeking Alpha
新しいナラティブ • Apr 22Investments In AI, LiveIntent, And Data Will Unlock New Opportunities Early AI investments and first-party data strategies are expected to significantly boost market share and revenue growth, aiming for over $2 billion by 2028.
分析記事 • Apr 16Zeta Global Holdings Corp. (NYSE:ZETA) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Zeta Global Holdings fair value estimate is US$20.08 Current...
Price Target Changed • Apr 16Price target decreased by 8.2% to US$31.92Down from US$34.77, the current price target is an average from 13 analysts. New target price is 166% above last closing price of US$11.98. Stock is up 2.6% over the past year. The company is forecast to post a net loss per share of US$0.044 next year compared to a net loss per share of US$0.38 last year.
Price Target Changed • Apr 14Price target decreased by 9.4% to US$33.46Down from US$36.92, the current price target is an average from 13 analysts. New target price is 181% above last closing price of US$11.91. Stock is up 3.9% over the past year. The company is forecast to post a net loss per share of US$0.048 next year compared to a net loss per share of US$0.38 last year.
お知らせ • Apr 11Zeta Global Holdings Corp. to Report Q1, 2025 Results on May 01, 2025Zeta Global Holdings Corp. announced that they will report Q1, 2025 results After-Market on May 01, 2025
New Risk • Apr 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Mar 28Zeta Global Launches AI Agent Studio with Agentic WorkflowsZeta Global is redefining the future of marketing with the launch of AI Agent Studio. Now generally available to Zeta customers, AI Agent Studio is a suite of generative AI tools that enables users to select and activate prebuilt agents, create custom agents, and link them together to execute complex marketing tasks, rather than just isolated, linear tasks. Now available in beta, Agentic Workflows is a breakthrough innovation that allows marketers to orchestrate Zeta's interconnected generative AI agents, automating complex tasks with precision and efficiency. This evolution in AI-powered marketing empowers businesses to increase productivity, sharpen personalization, improve performance and scale campaigns faster. Zeta's Agentic Workflows provide a library of prebuilt and customizable AI workflows, enabling marketers to define, connect, and optimize AI agents to drive intelligent automation. Agentic Workflows: AI-Powered Automation for Marketers: Zeta's fully customizable Agentic Workflows enable marketers to chain Zeta's generative AI agents together to perform complex tasks and drive impactful results throughout the customer journey. Unlike one-size-fits-all AI tools, Zeta's generative AI agent can be tailored to meet specific business needs and then combined, allowing marketers to create workflows that can do nearly any task. Zeta's Agentic workflows empower marketers by freeing up time to focus on higher-value strategic initiatives. Some of the key tasks they can automate include: Programmatic Media Optimization: Automates audience segmentation, media planning, real-time bidding strategies, and ongoing campaign performance adjustments. Customer Journey Optimization: Identifies behavioral drop-off points, recommends engagement strategies, and executed A/B testing for continuous improvement. Campaign Creation: Defines target audiences, forecasts CTV campaign performance, generates creative briefs, and automates billing processes. Data Onboarding: Analyzes, maps, and transforms unstructured data for seamless integration into the Zeta Marketing Platform. To further enhance usability, the Zeta Marketing Platform provides an intuitive, guided framework for marketers to build custom AI agents tailored to their unique business needs, along with a growing library of out-of-the-box AI agents.
分析記事 • Mar 27Slammed 30% Zeta Global Holdings Corp. (NYSE:ZETA) Screens Well Here But There Might Be A CatchZeta Global Holdings Corp. ( NYSE:ZETA ) shares have had a horrible month, losing 30% after a relatively good period...
Seeking Alpha • Mar 14Zeta Global: A Golden Buying Opportunity After The Sharp DipSummary I maintain my 'Strong Buy' rating for Zeta Global despite recent market volatility, viewing the current dip as a prime buying opportunity. Zeta's fundamentals are robust, with impressive revenue and EPS growth, a strong cash position, and ambitious long-term financial goals under the 'Zeta 2028' plan. The stock is massively oversold, presenting a bullish technical setup, and my DCF analysis indicates a fair share price of $28.13, suggesting significant upside. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28Zeta Global Q4: Beaten Down But Not BrokenSummary I acknowledge that my initial bullish call on Zeta Global Holdings Corp. didn’t age well, but I see an opportunity for a strong rebound. I believe Zeta’s AI-powered marketing tech gives it an edge over traditional players like Salesforce and HubSpot. The company’s guidance provides rare long-term visibility, which I see as a major advantage in today’s market. At 22x forward free cash flow, I think ZETA stock is fairly priced, making this a risk-reward setup I’m comfortable with. Read the full article on Seeking Alpha
Breakeven Date Change • Feb 26Forecast breakeven date pushed back to 2026The 14 analysts covering Zeta Global Holdings previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2025. The company is expected to make a profit of US$74.9m in 2026. Average annual earnings growth of 140% is required to achieve expected profit on schedule.
お知らせ • Feb 26Zeta Global Holdings Corp. Provides Financial Guidance for the First Quarter of Fiscal 2025, Full Year 2025 and Year 2028Zeta Global Holdings Corp. provided financial guidance for the first quarter of fiscal 2025, full year 2025 and year 2028. For the first quarter of fiscal 2025, the company expects revenue of $253 million to $255 million, representing a year-over-year increase of 30% to 31%. For the full year 2025, the company expects revenue of $1,235 million to $1,245 million, representing a year-over-year increase of 23% to 24%. For the year 2028, the company expects revenue Of at least $2.1 billion; implied 20% organic CAGR.
Seeking Alpha • Feb 17Zeta Global: A Massive Move Expected After Earnings, I See Upside AheadSummary AI remains a hot topic, with major firms investing heavily, but small caps like Zeta Global face valuation challenges and competition. Despite past controversies, I maintain a buy rating on ZETA, driven by strong revenue growth, political ad spending, and positive free cash flow. ZETA's Q4 earnings report is expected to be volatile, with significant market movement anticipated; investors should position size appropriately. Technical analysis shows mixed signals, but the long-term trend is bullish, with potential resistance at $26-$28 and support near $16. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Feb 13Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to US$23.39. The fair value is estimated to be US$18.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.
分析記事 • Feb 04Is Zeta Global Holdings (NYSE:ZETA) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 30Zeta Global Holdings Corp. to Report Q4, 2024 Results on Feb 26, 2025Zeta Global Holdings Corp. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
お知らせ • Jan 23Zeta Global Announces Management ChangesZeta Global announced the appointment of Ed See as Chief Growth Officer, effective February 10. Bringing over 30 years of experience in working with CMOs –the lasteight years of which were as a Partner at McKinsey & Company’s Marketing and Sales practice – Ed See has guided some of the world’s most iconic brands in developing cutting-edge marketing, digital and analytics capabilities. His appointment reflects Zeta’s commitment to scaling its AI-driven marketing solutions for transformative impact. As Chief Growth Officer, Ed See will report to Zeta’s President, Steven Gerber, and will lead the charge in accelerating the company’s growth strategy. His priorities include deepening CMO and c-suite engagement, demonstrating the transformative potential of Zeta’s AI-driven solutions, and helping businesses achieve measurable, high-impact marketing outcomes. Ed See succeeds Will Margiloff, previous Chief Growth Officer, who will transition to Vice Chairman. Bringing deep marketing expertise to Zeta, Ed was most recently a Partner in McKinsey & Company’s Growth Marketing & Sales practice, focused on helping companies drive growth through modern marketing. While at McKinsey, he worked with large companies to identify growth opportunities and increase the value of their relationships with customers and consumers. His expertise includes digital strategy, digital marketing, growth and marketing analytics, segmentation, and advertising and marketing technology. Over the course of his career, Ed has advised some of the world’s major brands on how to apply new capabilities, analytics, and technology to improve their marketing and sales performance. Prior to joining McKinsey, Ed was a partner at Deloitte and held leadership roles at several other companies.
Seeking Alpha • Jan 13Zeta Global: Thriving At The Intersection Of AI And MarketingSummary Zeta operates in a thriving MarTech industry, offering a flexible Zeta Marketing Platform (ZMP) that serves diverse industries, including almost half of Fortune 100 companies. Management's holistic expansion strategy, including R&D and partnerships, boosts Zeta's growth potential and aims to build sustainable shareholder value. Using a DCF model with an 8.41% discount rate, Zeta's intrinsic value is $26.54, suggesting a 44% upside from the current share price. Read the full article on Seeking Alpha
お知らせ • Jan 07Zeta Global Announces Executive ChangesZeta Global announced that Pamela Lord has been appointed as its President of Customer Relationship Management (CRM). Lord, a proven leader in marketing technology, brings 25+ years of experience leading businesses at the intersection of data, technology and customer-centric solutions. Most recently, she served as Group Vice President (GVP) and General Manager at Oracle, where she was responsible for their B2B and B2C marketing cloud customers. Reporting directly to Zeta’s President, Steven Gerber, Lord will oversee the go-to-market strategy and customer development efforts across Zeta's CDP, ESP and mobile solutions, with a focus on driving growth and retention use cases for the world’s most sophisticated enterprises. Lord succeeds Matthew Mobley as President of CRM, who will transition to Zeta’s Chief Operating Officer. Mobley will remain focused on operational excellence and strategic initiatives to accelerate Zeta’s growth and continue to report to Steven Gerber, Zeta’s President. Pam joins Zeta from Oracle, where she was GVP and General Manager, responsible for their B2B and B2C marketing cloud customers. Prior to Oracle, Pamela was SVP of Digital Solutions at Epsilon (a Publicis company) and oversaw their global digital messaging business. Pam drove strong growth and high customer satisfaction during her tenure. She also served as a strategic advisor and executive sponsor to Epsilon’s largest customers.
分析記事 • Jan 03Calculating The Fair Value Of Zeta Global Holdings Corp. (NYSE:ZETA)Key Insights Using the 2 Stage Free Cash Flow to Equity, Zeta Global Holdings fair value estimate is US$19.60 With...
Seeking Alpha • Dec 30Zeta Global: Cautious Due To Unfavorable Growth Composition And Pricey M&ASummary Growth is undoubtedly strong, but it is driven more by ARPU-mining of existing clients. New accounts growth trends are seeing a deceleration. There is ample scope for margin expansion at the GAAP-EBIT, driven by operating leverage effects. This is evident from the 37% YoY incremental EBIT margins. Zeta paid a consideration of 5.8x EV/Revenues for LiveIntent, significantly above the 2024 SaaS median EV/Revenue transaction multiple of 2.8x, and within the highest 4th quartile of transaction comps too. Valuations are close to fair value levels when looking at ZETA's typical discount 13.9% vs peers as a baseline. Technically, vs SPX 500, bearish momentum fights a key support level. Declining RPOs, which are a leading indicator of revenues, are a demand risk monitorable. There is a potential silver lining here that RPOs may increase following good conversions of an impressive 60% QoQ growth in requests for proposals. Read the full article on Seeking Alpha
分析記事 • Dec 18What Is Zeta Global Holdings Corp.'s (NYSE:ZETA) Share Price Doing?While Zeta Global Holdings Corp. ( NYSE:ZETA ) might not have the largest market cap around , it saw a double-digit...
Seeking Alpha • Dec 18Zeta Global: Great Opportunity With Some Business RisksSummary Zeta Global shows strong growth with a 42% revenue increase and positive cash flow. The company's AI-driven, personalized marketing platform has significant potential, with high customer retention. Key risks include allegations of artificially boosting revenue and deceptive data collection practices. Valuation model estimates Zeta's share price at $47, over 100% above its current price, supported by a B+ Quant Valuation score on Seeking Alpha. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11Zeta Global: A Value Play Post Omnicom-Interpublic MergerSummary Zeta Global’s recent selloff on the Omnicom-Interpublic merger was an overreaction, in my opinion, and could be an opportunity to add more shares of the stock. Zeta has existing relationships with both Omnicom and Interpublic which can help boost its growth post-merger due to the value offered by its platform and the merged company’s financial strength. Zeta’s latest acquisition of LiveIntent further improves the quality of its offering thanks to its more than 235 million hashed email addresses per month, which can enhance targeting and marketing. I’m reiterating my buy rating for ZETA stock. Read the full article on Seeking Alpha
Seeking Alpha • Dec 05Zeta Global: Don't Be Fooled By The MarketSummary Zeta Global Holdings investors have faced significant volatility due to allegedly uncorroborated short-report allegations. Management's swift rebuttal against the reportedly uncorroborated allegations has brought a sense of calm to the market. Zeta has several growth optionalities as it penetrates the direct channel further to drive ARPU growth and expand industry verticals. ZETA's PEG ratio is more than 40% under its tech sector median, suggesting too much pessimism is priced in. I argue why investors mustn't be fooled by the market in the recent selloff, as buying sentiments on ZETA remain highly robust. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Dec 02Now 21% overvaluedOver the last 90 days, the stock has fallen 6.1% to US$24.01. The fair value is estimated to be US$19.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.
分析記事 • Nov 27The Price Is Right For Zeta Global Holdings Corp. (NYSE:ZETA) Even After Diving 25%Zeta Global Holdings Corp. ( NYSE:ZETA ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha • Nov 24Unlocking Zeta Global Holdings' Market PotentialSummary Zeta Global Holdings achieved 42% YoY revenue growth in Q3 2024, excluding political revenue, a robust 31% increase. Scaled client ARPU rose 33% YoY to $557K, highlighting strong upselling and cross-selling within accounts. Adjusted EBITDA grew 59% YoY to $54 million, with margins expanding 2.1 percentage points to 20%. 2024 revenue guidance increased by $61 million to a $986 million midpoint, reflecting 35% YoY growth. Direct revenue now makes up 70% of total revenue, up from 67%, improving gross margins and client control. Read the full article on Seeking Alpha
お知らせ • Nov 24Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against Zeta Global Holdings CorpGlancy Prongay & Murray LLP announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Davoodi v. Zeta Global Holdings Corp., et al., Case No. 24-cv-8961, on behalf of persons and entities that purchased or otherwise acquired Zeta Global Holdings Corp. securities between February 27, 2024 and November 13, 2024, inclusive (the "Class Period"). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the "Exchange Act"). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. On November 13, 2024, Culper Research published a report alleging that the “integrity of the Company’s data collection and reported financials” is severely undermined by two factors. First, the report alleged that “Zeta has formed ‘two-way’ contracts with third party consent farms wherein the Company simultaneously acts as both a supplier and a buyer of consumer data,” allowing the Company to “flatter reported revenue growth” and indicating possible “round-tripping” of revenue. Second, the report alleged that Zeta collects the majority of its customer data from a network of “sham websites that hoodwink millions of consumers each month into handing their data over to Zeta under false pretenses.” For example, the report alleged the Company and its subsidiaries operate a number of fake job boards which are designed to trick individuals into submitting personal data under the pretense of job applications. The report further alleged that the Company’s “most valuable data” comes from these predatory websites, dubbed consent farms, which are “responsible for almost the entirety of the Company’s growth.” On this news, the Company’s stock price fell $10.46, or 37.07%, to close at $17.76 per share on November 13, 2024, on unusually heavy trading volume. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that Zeta used two-way contracts to artificially inflate financial results; (2) that Zeta engaged in round trip transactions to artificially inflate financial results; (3) that Zeta utilized predatory consent farms to collect user data; (4) that these consent farms have driven almost the entirety of Zeta’s growth; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.