Zeta GlobalZETA
ZETA
About: Zeta Global Holdings Corp is an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software. It serves enterprise customers across multiple industries, including financial services, insurance, telecommunications, automotive, travel and hospitality, and retail. Its Zeta Marketing Platform, or ZMP, is an omnichannel marketing platform with identity data at its core. The ZMP can analyze billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated machine learning algorithms and the industry's opted-in data set for omnichannel marketing.
Employees: 2,191
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
23% more call options, than puts
Call options by funds: $45.5M | Put options by funds: $37.1M
1.65% more ownership
Funds ownership: 67.49% [Q4 2024] → 69.14% (+1.65%) [Q1 2025]
4% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 68
0% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 106
1% less funds holding
Funds holding: 306 [Q4 2024] → 304 (-2) [Q1 2025]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 8 (-1) [Q1 2025]
22% less capital invested
Capital invested by funds: $2.58B [Q4 2024] → $2B (-$578M) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
7%
upside
Avg. target
$24
71%
upside
High target
$34
143%
upside
9 analyst ratings
7 positive
78%
2 neutral
22%
0 negative
0%
Needham Scott Berg | 43%upside $20 | Buy Maintained | 10 Jun 2025 |
Goldman Sachs Gabriela Borges | 14%upside $16 | Neutral Maintained | 5 May 2025 |
RBC Capital Matthew Swanson | 79%upside $25 | Outperform Maintained | 2 May 2025 |
Canaccord Genuity David Hynes | 86%upside $26 | Buy Maintained | 2 May 2025 |
Needham Ryan MacDonald | 79%upside $25 | Buy Maintained | 2 May 2025 |
Financial journalist opinion
Based on 9 articles about ZETA published over the past 30 days
Positive
Seeking Alpha
1 week ago
Zeta: The AI Play Wall Street Misses
Zeta Global aims for $2 billion in revenue by FY28, fueled by sustained 40%+ AI-powered topline growth annually. AI Agent Studio launch empowers marketers with agentic workflows, driving faster execution and stronger omnichannel campaign ROI. Large clients achieved up to 53% lower customer acquisition costs, doubling or increasing long-term spending commitments significantly.
Neutral
Business Wire
1 week ago
June's Zeta Economic Index Highlights Consumer Recalibration as Retail Cools
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today released the Zeta Economic Index (ZEI) for June 2025, which reveals U.S. consumers in a holding pattern as macro risks mount. With the trade war pause nearing its end, the headline Economic Index Score slipped to 68.0, a 1.3% month-over-month (MoM) decline – even as the Economic Stability Index held at 65.8, underscoring that households are staying financially steady amid rising geopolitical uncertainty. Powered.
Positive
Seeking Alpha
2 weeks ago
Zeta: Everything You Need To Know About Why Its A Buy
Zeta Global is a high-growth AI-driven MarTech company, consistently beating revenue and margin targets with strong growth in customer LTV and accelerating performance. The company operates in a rapidly expanding market, supported by secular tailwinds and rising enterprise adoption, positioning Zeta for sustained long-term growth. Despite recent volatility and a short report controversy, Zeta trades at a 50% discount to fair value, offering significant upside potential for investors.
Positive
Seeking Alpha
2 weeks ago
Zeta Global's Silent Climb To Platform Power
Zeta's Q1 2025 revenue grew 36% YoY to $264M, with adjusted EBITDA up 53% to $46.7M, reaching 17.7% margin. Platform-direct revenue hit 73%, up from 67% a year prior, driving higher gross margins and increased ownership of outcomes. Scaled Customer ARPU rose 12% YoY, while Super-Scaled ARPU surged 23% to $1.38M, reflecting strong cross-sell momentum.
Positive
Seeking Alpha
2 weeks ago
Zeta Global: Bullish Narrative Unfolding In Real-Time
M&A speculation is fueling excitement for Zeta, but I caution against basing investment decisions solely on acquisition rumors. Zeta's fundamentals remain strong, with solid topline growth, improving profitability, and a scalable AI-driven platform that delivers real value to customers. Despite intense competition from tech giants, Zeta's valuation is now in line with sector peers, and its long-term targets and momentum support a bullish outlook.
Positive
Zacks Investment Research
2 weeks ago
Zeta (ZETA) Surges 12.6%: Is This an Indication of Further Gains?
Zeta (ZETA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Positive
Seeking Alpha
2 weeks ago
Zeta: The Stock Is Too Cheap Amid M&A Interest
I rate Zeta Global Holdings a 'Strong Buy' due to its rare combination of rapid growth, improving margins, and attractive valuation. ZETA's 36% YoY revenue growth, strong gross margins, and recurring revenue model set it apart from peers, with significant upside potential in both buyout and standalone scenarios. Compared to industry peers, the Company trades at a much lower multiple despite faster growth, offering 50–100% upside over the next 24 months based on my estimates.
Positive
The Motley Fool
3 weeks ago
1 Growth Stock That Could 5X Your Money in 5 Years
In this video, I will cover Zeta Global (ZETA 16.28%) and why I find this a compelling investment opportunity. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Neutral
Business Wire
3 weeks ago
New Independent Study Finds Marketing's AI Ambitions Outpacing Execution
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI marketing cloud, today published a Forrester Consulting Opportunity Snapshot, “It's Time to Get Serious About AI's Business Value.” This study finds that while many marketing organizations have begun implementing AI, most are still in the early stages of building the data, skills and systems required to scale it effectively and realize its full enterprise potential. Business leaders are enthusiastic about AI's potential and are taking.
Neutral
Business Wire
1 month ago
Zeta Global Honors Co-founder and Visionary Board Member, John Sculley, on His Retirement
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI marketing cloud, today announced the retirement of John Sculley, Co-founder, Vice Chairman, and Board member, effective immediately. Mr. Sculley's retirement marks the culmination of a remarkable 17-year journey, helping shape Zeta into one of the most innovative companies at the intersection of marketing and technology. Mr. Sculley shared his decision to retire at the Board meeting following today's annual meeting of stockholders. Whi.
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