Zeta Global Holdings Corp.

NYSE:ZETA 株式レポート

時価総額：US$4.9b

Zeta Global Holdings 将来の成長

Future 基準チェック /56

Zeta Global Holdings利益と収益がそれぞれ年間48.2%と14.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.5% 49.3%なると予測されています。

主要情報

48.2%

収益成長率

49.25%

EPS成長率

Software 収益成長20.0%
収益成長率14.7%
将来の株主資本利益率29.49%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

新しいナラティブ • May 17

ZETA: Orchestrating the AI-Marketing Cloud Pivot to Replace Legacy Stacks during the Great Shift Toward Deterministic Consumer Intelligence

Zeta Global Holdings Corp. (ZETA), a pioneer in AI-powered marketing automation and consumer intelligence, is navigating a powerful structural breakout in 2026.
Seeking Alpha • May 15

Why Zeta's Valuation No Longer Makes Sense

Summary Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year. ZETA trades below 17x forward earnings despite targeting over $2.3 billion in revenue and 25% EBITDA margins by 2028. Read the full article on Seeking Alpha
ナラティブの更新 • May 14

ZETA: Customer Wins And ARPU Expansion Will Support Future Earnings Reacceleration

Narrative 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.
ナラティブの更新 • Apr 28

ZETA: Scaled Customer Expansion And ARPU Deepening Will Drive Future Upside

Analysts 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.
ナラティブの更新 • Apr 14

ZETA: Raised Guidance And Customer Gains Will Reframe Future Earnings Power

Analysts 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 31

ZETA: Scaled Customer Wins And Rising ARPU Will Reshape Revenue Mix

Analysts 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.
ナラティブの更新 • Mar 17

ZETA: Raised Guidance And Customer Expansion Will Reshape Revenue Mix

Analysts 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 03

ZETA: Scaled Customer Wins And ARPU Expansion Will Shape Medium Term Outlook

The 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.
ナラティブの更新 • Feb 17

ZETA: Marigold Deal And Raised Guidance Will Reshape Revenue Mix

The 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.
ナラティブの更新 • Feb 03

ZETA: Marigold Acquisition And Raised Guidance Will Reframe Future Earnings Power

Analysts 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 19

ZETA: Marigold Acquisition Will Reshape Revenue Mix And Free Cash Flow Profile

Analysts 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.
分析記事 • Jan 10

Revenues 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 05

ZETA: Marigold Integration And 20% Organic Ambitions Will Reshape Medium Term Outlook

Analysts 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 14

ZETA: Marigold Acquisition Will Drive Sustained 20% Organic Expansion

Analysts 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 29

ZETA: Acquisitions And Raised Guidance Will Accelerate Market Share Gains

Analysts 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.
ナラティブの更新 • Nov 15

ZETA: Extended Growth Targets Through 2030 Will Drive Stronger Profit Margins

Analysts 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.
ナラティブの更新 • Oct 31

ZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term Upside

The analyst price target for Zeta Global Holdings increased, as analysts highlighted strengthened growth targets and a more optimistic outlook for the company's long-term revenue and profitability. Analyst Commentary Recent analyst reports reflect growing confidence in Zeta Global Holdings' growth trajectory, following updated performance targets and continued execution.
ナラティブの更新 • Oct 17

AI Marketing Automation Will Expand Omnichannel Personalization

Analysts 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.
ナラティブの更新 • Oct 03

AI Marketing Automation Will Expand Omnichannel Personalization

Analysts 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.
ナラティブの更新 • Aug 27

AI Marketing Automation Will Expand Omnichannel Personalization

The 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.
分析記事 • Aug 08

Optimistic Investors Push Zeta Global Holdings Corp. (NYSE:ZETA) Shares Up 31% But Growth Is Lacking

NYSE: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 07

AI Marketing Automation Will Expand Omnichannel Personalization

Despite a sharp rise in future P/E and a notable decline in net profit margin, analysts have raised their price target for Zeta Global Holdings from $25.33 to $26.67. What's in the News Increased Q3 and full-year 2025 revenue guidance, with full-year guidance representing 25% to 26% year-over-year growth.
分析記事 • Jul 18

Health 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...
分析記事 • Jun 24

Zeta Global Holdings Corp.'s (NYSE:ZETA) Shares Leap 28% Yet They're Still Not Telling The Full Story

Zeta Global Holdings Corp. ( NYSE:ZETA ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha • Apr 25

Zeta: Ambitious 2028 Growth Targets Set Against Ultracheap Valuation

Summary 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
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新しいナラティブ • Apr 22

Investments 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.
Seeking Alpha • Mar 14

Zeta Global: A Golden Buying Opportunity After The Sharp Dip

Summary 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 28

Zeta Global Q4: Beaten Down But Not Broken

Summary 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
Seeking Alpha • Feb 17

Zeta Global: A Massive Move Expected After Earnings, I See Upside Ahead

Summary 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
Seeking Alpha • Jan 13

Zeta Global: Thriving At The Intersection Of AI And Marketing

Summary 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
Seeking Alpha • Dec 30

Zeta Global: Cautious Due To Unfavorable Growth Composition And Pricey M&A

Summary 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
Seeking Alpha • Dec 18

Zeta Global: Great Opportunity With Some Business Risks

Summary 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 11

Zeta Global: A Value Play Post Omnicom-Interpublic Merger

Summary 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 05

Zeta Global: Don't Be Fooled By The Market

Summary 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
Seeking Alpha • Nov 24

Unlocking Zeta Global Holdings' Market Potential

Summary 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

業績と収益の成長予測

NYSE:ZETA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,410219N/A4505
12/31/20272,0848728536514
12/31/20261,7861423528711
3/31/20261,437-23178214N/A
12/31/20251,305-32165199N/A
9/30/20251,225-23141178N/A
6/30/20251,156-37119155N/A
3/31/20251,075-52105144N/A
12/31/20241,006-7092134N/A
9/30/2024901-12079117N/A
6/30/2024822-14667106N/A
3/31/2024766-1706095N/A
12/31/2023729-1875591N/A
9/30/2023694-2045087N/A
6/30/2023657-2304683N/A
3/31/2023622-2643977N/A
12/31/2022591-2793978N/A
9/30/2022551-2894076N/A
6/30/2022514-2883467N/A
3/31/2022483-3002760N/A
12/31/2021458-2571844N/A
9/30/2021438-2131642N/A
6/30/2021418-1601339N/A
3/31/2021388-811538N/A
12/31/2020368-731036N/A
12/31/2019306-56N/A31N/A

アナリストによる今後の成長予測

収入対貯蓄率: ZETAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: ZETA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: ZETA今後 3 年以内に収益を上げることが予想されます。

収益対市場: ZETAの収益 ( 14.7% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: ZETAの収益 ( 14.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ZETAの 自己資本利益率 は、3年後には高くなると予測されています ( 29.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/27 05:56
終値2026/05/27 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。21

アナリスト機関
Koji IkedaBofA Global Research
Matthew BullockBofA Global Research
Zachary CumminsB. Riley Securities, Inc.