Zeta Global

ZETA

Market cap $4.49B

ZETA's Q3 revenue grew 26% year-over-year, beating consensus, while adjusted EBITDA surged 51%, though ARPU growth slowed significantly. Despite ARPU headwinds, ZETA's sustained guidance increases, operational leverage, and expanding customer base support a bullish long-term investment thesis. Management raised 2025 guidance and introduced an initial 2026 outlook, citing product innovation (Athena AI) and the Marigold acquisition as growth drivers.

NEW YORK--(BUSINESS WIRE)--Zeta Global Increases 2025 and 2026 Guidance following the Completion of the Marigold Acquisition.

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced findings from a commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting. The study found that enterprises using the Zeta Marketing Platform achieved a six-time return on ad spend and 295% return on tech investment, generating $21.4 million in net present value over three years. Organizations also realized $3.2 million in annual savings by consolidating technology with the Zeta.

Whetstone sold 416,867 shares of Zeta Global; estimated position change of $6.46 million. The trade represents a 1.8% change in 13F AUM for the quarter.

Athena boosted operational leverage, driving Q3 2025 EBITDA margins to 23.2% and extending Zeta's 19-quarter margin streak. Revenue outlook targets $1.54B in 2026 and over $2.1B in 2028, supporting a 20% CAGR. Shares trade at ~3.2x 2026 P/S and ~2x 2028 P/S, far below comparable high-growth SaaS peers.

Zeta Global is a Strong Buy, driven by rapid growth, strategic acquisitions, and expanding digital advertising capabilities. ZETA's upcoming Athena AI assistant, along with the LiveIntent and Marigold acquisitions, as well as strong data-driven marketing tools, position the firm to continue capturing market share. Financial highlights include robust revenue growth and improving profitability.

Investors with an interest in Technology Services stocks have likely encountered both Gen Digital (GEN) and Zeta Global Holdings (ZETA). But which of these two stocks offers value investors a better bang for their buck right now?

Zeta (ZETA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

David Steinberg, Zeta Global CEO, joins 'Power Lunch' to discuss the chief executive's thoughts on the economy, the variables for Zeta's economic equation and much more.

Zeta Global infuses artificial intelligence (AI) into the marketing technology and customer data platform industries. The company knocked third-quarter earnings out of the park again, and the market responded positively.