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Zeta Global Holdings Corp. Stock Price

NYSE:ZETA Community·US$5.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 313 Fair Values set on narratives written by author

ZETA Share Price Performance

US$19.77
7.17 (56.90%)
US$28.31
Fair Value
US$19.77
7.17 (56.90%)
30.2% undervalued intrinsic discount
US$28.31
Fair Value
Price US$19.77
AnalystConsensusTarget US$28.31
AnalystHighTarget US$39.26
AnalystLowTarget US$22.00

ZETA Community Narratives

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Fair Value US$28.31 30.2% undervalued intrinsic discount

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

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125users have followed this narrative
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Fair Value US$39.26 49.6% undervalued intrinsic discount

AI Driven Data Security Will Ignite New Market Opportunities

2users have liked this narrative
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24users have followed this narrative
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Fair Value US$22 10.1% undervalued intrinsic discount

Digital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting

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6users have followed this narrative
US$28.31
30.2% undervalued intrinsic discount
Profit Margin
9.73%
Future PE
43.37x
Price in 2029
US$36.34

Trending Discussion

Updated Narratives

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ZETA: AI Partnerships And Cash Generation Platform Will Drive Future Upside

Fair Value: US$28.31 30.2% undervalued intrinsic discount
125 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ZETA: Customer Wins And ARPU Expansion Will Support Future Earnings Reacceleration

Fair Value: US$22 10.1% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ZETA: Raised Guidance And Customer Gains Will Reframe Future Earnings Power

Fair Value: US$39.26 49.6% undervalued intrinsic discount
24 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

0 Risks
3 Rewards

Zeta Global Holdings Corp. Key Details

US$1.4b

Revenue

US$572.5m

Cost of Revenue

US$864.0m

Gross Profit

US$887.2m

Other Expenses

-US$23.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.093
60.14%
-1.61%
22.4%
View Full Analysis

About ZETA

Founded
2007
Employees
3300
CEO
David Steinberg
WebsiteView website
www.zetaglobal.com

Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company operates Zeta Marketing platform, a single platform designed to enable enterprises to acquire, grow, and retain consumer relationships more efficiently and effectively than alternative solutions. It also provides Zeta Messaging, an email service provider, offering end-to-end AI-powered omnichannel messaging capabilities, as well as integrated data management, enterprise-scale delivery and support, and sophisticated omnichannel orchestration. In addition, the company offers Zeta Consumer Data platform (CDP+), a system of record for all consumer information, delivers a single, actionable view of customers and prospects that include real-time identifiers and signals, as well as other key attributes; and Zeta’s DSP helps customers to maximize the power of paid media to engage the right audiences with precision and efficiency, as well as delivers experiences via desktop, inbox, mobile, CTV and social, and others. Further, it operates Athena by Zeta, an interface to Zeta’s AI-native infrastructure layer and intends to power all intelligent decisioning, automation, and user interaction; and Zeta Answers that synthesize trillions of behavioral signals into intent-based scores tied to a unique individual. The company was incorporated in 2007 and is headquartered in New York, New York.

Recent ZETA News & Updates

Seeking Alpha 14h

Zeta Global: AI Tailwinds Are Being Proven, Though Market Still Fears SaaSpocalypse

Summary 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

Recent updates

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