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Zeta Global Holdings Corp. Stock Price

NYSE:ZETA Community·US$7.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 356 Fair Values set on narratives written by author

ZETA Share Price Performance

US$29.07
9.37 (47.56%)
US$39.26
Fair Value
US$29.07
9.37 (47.56%)
26.0% undervalued intrinsic discount
US$39.26
Fair Value
Price US$29.07
AnalystHighTarget US$39.26
AnalystConsensusTarget US$31.36
AnalystLowTarget US$25.00

ZETA Community Narratives

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Fair Value US$39.26 26.0% undervalued intrinsic discount

AI Driven Data Security Will Ignite New Market Opportunities

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28users have followed this narrative
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Fair Value US$31.36 7.3% undervalued intrinsic discount

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

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128users have followed this narrative
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Fair Value US$25 16.3% overvalued intrinsic discount

Digital Clutter And Tighter Privacy Rules Will Cripple Ad Targeting

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5users have followed this narrative

Trending Discussion

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Updated Narratives

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ZETA: AI Partnerships And AI Adoption Metrics Will Shape Future Repricing

Fair Value: US$31.36 7.3% undervalued intrinsic discount
128 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: AI Partnerships And ARPU Expansion Will Shape Measured Earnings Reacceleration

Fair Value: US$25 16.3% overvalued intrinsic discount
5 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 26.0% undervalued intrinsic discount
28 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$1.6b

Revenue

US$636.6m

Cost of Revenue

US$934.3m

Gross Profit

US$936.5m

Other Expenses

-US$2.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.0086
59.48%
-0.14%
21.3%
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 has a strategic partnership with Palantir Technologies Inc. for the development of enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution. The company was incorporated in 2007 and is headquartered in New York, New York.

Recent ZETA News & Updates

Narrative Update Aug 20

ZETA: AI Partnerships And AI Adoption Metrics Will Shape Future Repricing

The updated analyst price target for Zeta Global Holdings rises about $3 to roughly $31, with analysts pointing to broader software multiple expansion, steady AI driven platform adoption through Athena, and the Palantir partnership as key supports for this shift. Analyst Commentary Recent research on Zeta Global Holdings points to a mix of enthusiasm around the company’s AI platform Athena, the Palantir partnership, and revenue execution, balanced against questions on valuation and product usability.
Seeking Alpha Aug 19

Zeta Global's AI Story Just Became Measurable (Rating Downgrade)

Summary Athena AI superusers grow four times faster, while comprehensive adopters generate roughly 70% of Zeta’s total revenue. Superscale customers increased 17% to 197, while ARPU rose 17% to $1.8 million as cross-selling accelerated. Adjusted EBITDA grew 56% to $92 million, while free cash flow surged 73% as operating leverage strengthened. Zeta guides for 39% revenue growth and 55% free cash flow growth while trading at 30.2x forward earnings. Read the full article on Seeking Alpha

Recent updates

No updates