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Zeta Global Holdings Corp. Stock Price

NYSE:ZETA Community·US$5.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 307 Fair Values set on narratives written by author

ZETA Share Price Performance

US$0
-12.93 (-100.00%)
US$28.92
Fair Value
US$0
-12.93 (-100.00%)
Price US$0

ZETA Community Narratives

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Fair Value US$28.92 12.8% undervalued intrinsic discount

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

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122users have followed this narrative
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Fair Value US$39.26 35.8% undervalued intrinsic discount

AI Driven Data Security Will Ignite New Market Opportunities

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24users have followed this narrative
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Fair Value US$22 14.6% overvalued intrinsic discount

Digital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting

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6users have followed this narrative
US$28.92
12.8% undervalued intrinsic discount
Profit Margin
9.58%
Future PE
44.87x
Price in 2029
US$36.92

Trending Discussion

Updated Narratives

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

Fair Value: US$22 14.6% overvalued 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: Scaled Customer Expansion And ARPU Deepening Will Drive Future Upside

Fair Value: US$28.92 12.8% undervalued intrinsic discount
122 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 35.8% undervalued intrinsic discount
24 users have set this as their fair value
0 users have commented on this narrative
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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 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
Narrative Update 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.

Recent updates

No updates