Zeta Global

ZETA

Market cap $6.29B

Zeta stock soars and hits a buy point, with the marketing leader recently raising its revenue outlook in its Q1 earnings release.

NEW YORK--(BUSINESS WIRE)---- $ZETA--New Study Finds Loyalty Data Remains One of Marketing's Most Underutilized Assets.

Zeta Global expands its partnership with OpenAI to manage the latter's advertising operations, unlocking a potentially high-volume revenue stream and validating 2026–2028 revenue targets. The exclusive OpenAI deal positions ZETA to capture market share from larger competitors and strengthens customer retention through Athena-driven ARPU growth. Q1 FY26 saw revenue surge 50% YoY, ARPU up 21% for Super-Scaled customers and management raised full-year guidance, reiterating 2028 targets of $2.3B revenue and 25% EBITDA margin.

Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform.

Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Zeta Global stock price jumped by over 4% on Friday in a high-volume environment after the company joined the Open Semantic Exchange (OSI), an initiative by Snowflake. ZETA jumped to $17.6, its highest point since May 7 as focus shifts to the upcoming JPM Global Technology, Media, and Communications Conference.

Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.

NEW YORK--(BUSINESS WIRE)---- $ZETA--Zeta Global Joins Forces with Snowflake to Spearhead Open Semantic Interchange to Establish a Universal Data Standard for AI-Powered Marketing.

NEW YORK--(BUSINESS WIRE)---- $ZETA--Zeta Global to Participate in Upcoming Investor Conference.

Zeta Global's Q1 earnings highlight the success of its land-and-expand model after reporting its 4th consecutive quarter of core business growth acceleration driven by ARPU expansion and an NRR above 115%. The rollout of Athena could help Zeta maintain revenue growth acceleration over the coming quarters after driving a 7-time increase in agentic interactions in its first week of GA. Increased adoption of Athena could drive gross margin expansion over the long term as the majority of its queries are done on Zeta's platform thanks to its vast first-party datasets.