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 7,296 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
23%
upside
Avg. target
$24
96%
upside
High target
$34
180%
upside
9 analyst ratings
7 positive
78%
2 neutral
22%
0 negative
0%
Needham Scott Berg | 64%upside $20 | Buy Maintained | 10 Jun 2025 |
Goldman Sachs Gabriela Borges | 32%upside $16 | Neutral Maintained | 5 May 2025 |
RBC Capital Matthew Swanson | 106%upside $25 | Outperform Maintained | 2 May 2025 |
Canaccord Genuity David Hynes | 114%upside $26 | Buy Maintained | 2 May 2025 |
Needham Ryan MacDonald | 106%upside $25 | Buy Maintained | 2 May 2025 |
Financial journalist opinion
Based on 6 articles about ZETA published over the past 30 days
Neutral
Business Wire
5 days 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.
Neutral
Business Wire
1 week ago
Zeta Global Unveils ‘Zeta Answers,' Ushering in the Next Era of Agentic Marketing
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI marketing cloud, today unveiled ‘Zeta Answers,' an AI-powered intelligence framework that automates complex tasks by turning marketing insights into answers, answers into actions, and actions into outcomes. Through Zeta's suite of agentic AI tools, Zeta Answers enables multi-agent workflows to provide marketers a direct path to action, with continuous optimization, and greatly reduces time spent between insight and execution. Zeta Answ.
Neutral
Business Wire
1 week ago
Zeta Economic Index (ZEI) Shows Consumers in Holding Pattern as Stability Rises and Activity Cools
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today released its May 2025 Zeta Economic Index (ZEI), revealing the consumer economy is in a steady, but cautious, holding pattern. While overall activity has cooled from Q1, financial stability continues to build. The ZEI's headline score held firm at 68.9, reflecting a modest 0.3% month-over-month dip, while the Economic Stability Index rose 1.3% quarter-over-quarter, suggesting households are on solid footing, even.
Positive
Seeking Alpha
2 weeks ago
Zeta Global: The Case For Outperformance By Delivering What Marketers Truly Want
Despite robust growth and impressive financial performance, Zeta continues to be punished by the refuted short report released last November. I expect Zeta to exceed the guidance it issued in Q1, thanks to its platform meeting marketers' demands for high-ROI marketing and AI. Increasing AI adoption from Zeta's customers bodes well for future topline growth and NRR expansion, especially after the launch of AI Agent Studio.
Positive
Seeking Alpha
2 weeks ago
Zeta Global: Finding Opportunity In Risk
Zeta Global offers strong revenue growth, expanding AI-driven platform adoption, and trades at a valuation discount, supporting a positive long-term outlook. Legal risks from past financial and data privacy allegations remain a key overhang, warranting smaller position sizes and cautious entry. Healthy gross margins, improving operating leverage, and robust customer retention offset concerns over slowing growth and competitive threats.
Neutral
Seeking Alpha
2 weeks ago
Zeta: Incredibly Cheap Ahead Of Potential M&A Interest
Shares of Zeta have dropped ~25% this year despite strong fundamental performance that defies macro trends. The company grew at a 36% y/y pace in Q1, meaningfully outpacing Street expectations, while also adding a raft of new “super scaled” large customers. Zeta's CEO also let slip that he has been fielding inbound interest from potential acquirers.
Neutral
The Motley Fool
1 month ago
Is Zeta Global 1 Beaten-Down Growth Stock Investors Should Buy?
Zeta Global (ZETA -2.21%) stock is down significantly since I last reviewed the company.
Positive
Seeking Alpha
1 month ago
Zeta Global: Pivot To A Bullish Stance (Upgrade)
ZETA's stock is now a 'Strong Buy' at $15 due to stellar Q1 earnings and significant undervaluation, showcasing robust operating leverage and revenue growth. Q1 results revealed a 35.4% YoY revenue growth, with impressive cash from operations and adjusted EBITDA, indicating strong operational leverage and shareholder value. Management upgraded guidance to 23% revenue growth and 34% adjusted EBITDA growth for the year, supported by a strong balance sheet and financial flexibility.
Neutral
Seeking Alpha
1 month ago
Zeta Global Holdings Corp. (ZETA) Q1 2025 Earnings Call Transcript
Zeta Global Holdings Corp. (NYSE:ZETA ) Q1 2025 Earnings Conference Call May 1, 2025 4:30 PM ET Company Participants Matt Pfau - Senior Vice President of Investor Relations David Steinberg - Co-Founder, Chairman and CEO Chris Greiner - CFO Conference Call Participants Terry Tillman - Truist Securities Jason Kreyer - Craig-Hallum DJ Hynes - Canaccord Genuity Arjun Bhatia - William Blair Elizabeth Porter - Morgan Stanley Ryan MacDonald - Needham Richard Baldry - ROTH Capital Partners Koji Ikeda - Bank of America Brian Schwartz - Oppenheimer Zach Cummins - B. Riley Securities Gabriela Borges - Goldman Sachs Clark Wright - D.A.
Negative
Zacks Investment Research
1 month ago
Zeta Global Holdings (ZETA) Lags Q1 Earnings Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.01 per share a year ago.
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