Zeta Global
ZETA
Market cap $4.69B

19.69 USD

-0.01

0.05%

Updated Aug 26, 11:55 AM EDT

1 day

-0.05%

5 days

5.24%

1 month

22.68%

3 months

45.10%

6 months

10.80%

Year to date

5.07%

1 year

-21.52%

5 years

121.48%

10 years

121.48%

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

Technology Software - Infrastructure

0

Funds holding %

of 7,431 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 10 (+2) [Q2]

23% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 96

21% more capital invested

Capital invested by funds: $2B [Q1] → $2.43B (+$422M) [Q2]

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

4.92% more ownership

Funds ownership: 69.16% [Q1] → 74.08% (+4.92%) [Q2]

1% more funds holding

Funds holding: 305 [Q1] → 307 (+2) [Q2]

23% less call options, than puts

Call options by funds: $69.7M | Put options by funds: $90M

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$18

9%

downside

Avg. target

$22

12%

upside

High target

$28

42%

upside

5 analyst ratings

3 positive

60%

2 neutral

40%

0 negative

0%

Goldman Sachs Gabriela Borges	9%downside $18	Neutral Maintained	7 Aug 2025
Canaccord Genuity David Hynes	42%upside $28	Buy Maintained	6 Aug 2025
Morgan Stanley Elizabeth Porter	2%upside $20	Equal-Weight Maintained	6 Aug 2025
B of A Securities Koji Ikeda	22%upside $24	Buy Maintained	6 Aug 2025
Needham Scott Berg	2%upside $20	Buy Maintained	10 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 13 articles about ZETA published over the past 30 days

Zeta: Undervalued In A Crowded Market

I see the business generating around $150 million in free cash flow next year, with a good shot at hitting $180 million in 2026. At roughly 26x forward free cash flow, I think the stock is reasonably priced given the growth runway and operating leverage. I like that ZETA is sitting on about $170 million in net cash, which gives me comfort that the balance sheet is solid.

Zeta: Undervalued In A Crowded Market

Zeta Global Is Still A Bargain At This Price

Zeta Global delivered strong Q2 results, with 35% revenue growth and raised 2025 guidance, supporting our continued BUY rating despite a bit too hot valuation. The company's AI innovation, Zeta Answers, and growing adoption by independent agencies reinforce its competitive edge and platform momentum. While ARPU growth and net revenue retention were slightly below my previous expectations, robust customer growth offsets these concerns.

Zeta Global Is Still A Bargain At This Price

Zeta's Silent AI Surge Continues

Zeta's Q2 revenue grew 35% YoY to $308 million, beating guidance by $11 million and showing strong top-line momentum. Adjusted EBITDA rose 52% to $59 million, with margin expansion to 19.1%, while free cash flow increased 69% to $33.6 million. Direct platform revenue reached 75%, up from 67% last year, driven by agency flywheel and multi-channel adoption across scaled clients.

Zeta's Silent AI Surge Continues

ZETA ALERT: Bragar Eagel & Squire, P.C. is Investigating Zeta Global Holdings Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Zeta To Contact Him Directly To Discuss Their Options

ZETA ALERT: Bragar Eagel & Squire, P.C. is Investigating Zeta Global Holdings Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

The Motley Fool

3 Innovation Stocks With Parabolic Upside Potential

Innovation unlocks value -- but it doesn't come without risk. From breakthrough drugs and artificial intelligence (AI)-powered marketing to flying taxis, these three companies are attacking massive markets with transformative technology.

3 Innovation Stocks With Parabolic Upside Potential

Zeta Global Holdings: Blowout Q2 Earnings Reinforce Bullish Case

Zeta Global's Q2 earnings were stellar, with 35% revenue growth and 52% adjusted EBITDA growth, reinforcing bullish case. Management projects sustained high-quality growth, targeting 20%+ EBITDA margins and 20% revenue CAGR by 2028, with expanding free cash flow. Valuation remains extremely attractive, with a long-term forward P/E below 14 and a P/S ratio under 3, making ZETA look very cheap for its growth profile.

Zeta Global Holdings: Blowout Q2 Earnings Reinforce Bullish Case

Zeta Global Holdings Corp. (ZETA) Q2 2025 Earnings Call Transcript

Zeta Global Holdings Corp. (NYSE:ZETA ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Christopher E. Greiner - Chief Financial Officer David A.

Zeta Global Holdings Corp. (ZETA) Q2 2025 Earnings Call Transcript

The Motley Fool

Zeta Global (ZETA) Q2 Revenue Jumps 35%

Zeta Global (ZETA 0.44%), a provider of artificial intelligence (AI)-driven marketing technology, announced its Q2 2025 earnings results on August 5, 2025. The quarter was headlined by GAAP revenue of $308.4 million, which beat analyst forecasts of $296.7 million (GAAP) and exceeded the company's own guidance.

Zeta Global (ZETA) Q2 Revenue Jumps 35%

Zacks Investment Research

Zeta Global Holdings (ZETA) Matches Q2 Earnings Estimates

Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago.

Zeta Global Holdings (ZETA) Matches Q2 Earnings Estimates

Zeta Global Reports 16th Straight “Beat and Raise” Quarter

NEW YORK--(BUSINESS WIRE)--Zeta Global Reports 16th Straight “Beat and Raise” Quarter.

Zeta Global Reports 16th Straight “Beat and Raise” Quarter

See News Rankings

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