Contract-Driven Cloud Momentum Might Change The Case For Investing In Zeta Global Holdings (ZETA)

• Zeta Global Holdings recently reported strong momentum in its data-driven marketing cloud business, as ongoing contract wins built on average billings growth of 36.4% over the last year and underpin expectations for revenue to increase 31.6% in the coming 12 months.
• This combination of larger customer commitments and projected market share gains suggests Zeta Global’s platform is becoming increasingly embedded in clients’ marketing operations, reinforcing the company’s competitive position in data-rich, privacy-compliant personalization.
• We’ll now examine how this contract-driven growth outlook, underpinned by robust billings momentum, could influence Zeta Global’s broader investment narrative.

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Zeta Global Holdings Investment Narrative Recap

To own Zeta Global, you need to believe its data-driven marketing cloud can keep winning share while moving closer to consistent profitability. The latest billings and revenue growth outlook supports the near term catalyst of continued top line expansion, but it does not materially change the key risk that ongoing GAAP net losses could weigh on investor confidence if spending stays high.

The recent decision to raise 2025 and 2026 revenue guidance ties directly into this growth story, reinforcing that management expects the contract momentum and higher billings to convert into higher reported sales. At the same time, the updated guidance still embeds losses, so investors watching this announcement may focus on whether Zeta can eventually translate its expanding revenue base into durable earnings.

Yet behind this growth narrative, investors should be aware that persistent GAAP net losses could still...

Read the full narrative on Zeta Global Holdings (it's free!)

Zeta Global Holdings' narrative projects $1.9 billion revenue and $106.5 million earnings by 2028. This requires 18.3% yearly revenue growth and a $143.1 million earnings increase from $-36.6 million today.

Uncover how Zeta Global Holdings' forecasts yield a $29.67 fair value, a 62% upside to its current price.

Exploring Other Perspectives

Thirty Simply Wall St Community fair value estimates for Zeta range from US$14.28 to US$41.34, highlighting very different views on upside. You will want to weigh these against the risk that ongoing net losses and high spend could pressure sentiment and delay any rerating in the share price.

Explore 30 other fair value estimates on Zeta Global Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own Zeta Global Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Zeta Global Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Zeta Global Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zeta Global Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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