Zeta Global Holdings Corp. (ZETA)
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- symbol ZETA
- Rev/Share 5.0585
- Book/Share 3.1831
- PB 4.7186
- Debt/Equity 0.0
- CurrentRatio 3.3289
- ROIC -0.0494
- MktCap 3519412712.0
- FreeCF/Share 0.5695
- PFCF 29.0728
- PE -61.6277
- Debt/Assets 0.0
- DivYield 0
- ROE -0.1013
- Rating C
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 4
- P/B Score 2
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Resumed | ZETA | Needham | -- | Buy | -- | $20 | June 10, 2025 |
| Initiation | ZETA | Goldman | -- | Neutral | -- | $30 | Dec. 11, 2024 |
| Initiation | ZETA | KeyBanc Capital Markets | -- | Overweight | -- | $40 | Oct. 22, 2024 |
| Downgrade | ZETA | Barclays | Overweight | Equal Weight | -- | $28 | Oct. 18, 2024 |
News
Zeta Global's Silent Climb To Platform Power
Published: June 25, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Zeta Global: Bullish Narrative Unfolding In Real-Time
Published: June 24, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Zeta (ZETA) Surges 12.6%: Is This an Indication of Further Gains?
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Positive
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.
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Zeta: The Stock Is Too Cheap Amid M&A Interest
Published: June 23, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Zeta Global: Finding Opportunity In Risk
Published: May 29, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Zeta: Incredibly Cheap Ahead Of Potential M&A Interest
Published: May 28, 2025 by: Seeking Alpha
Sentiment: Neutral
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.
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Zeta Global: Reality Hit Very Hard, But The Growth Story's Not Finished
Published: April 26, 2025 by: Seeking Alpha
Sentiment: Neutral
ZETA stock has plummeted about 70% from last year's highs, hammering the bulls really hard. Revenue concentration risks and its usage-based pricing model stand out as some of its most significant risks, which could have spooked investors. Yet, Zeta isn't a company with zero or weak earnings. Its AI marketing platform has the potential to chart new growth and gains in a massive market.
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Zeta: Ambitious 2028 Growth Targets Set Against Ultracheap Valuation
Published: April 25, 2025 by: Seeking Alpha
Sentiment: Negative
Zeta Global sharply undervalued after this year's slide, with the stock trading at just 2x forward revenue. The company's “Zeta 2028” plan aims for $2.1 billion in revenue by 2028, implying a 20% growth CAGR and tripling FCF from 2025-2028. Though we expect macroeconomic headwinds to drive near-term downward estimates revisions, the company's cheap multiples already more than compensate for any near-term risks.
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Zeta Global's Selloff Opens A Prime Opportunity
Published: March 14, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global has declined 22%, despite maintaining a 20%+ organic topline CAGR and remaining on track to reach $2.1 billion in revenue by CY28. Q4 CY24 revenue surged 50% YoY to $315 million, surpassing expectations, while full-year topline hit $1 billion (+38% YoY) with CY25 guidance at $1.24 billion (+23%). The total scaled client count increased 17% YoY to 527, while super-scaled clients spending $1M+ annually grew 13% YoY to 148, with net revenue retention (NRR) improving to 114%.
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Zeta Global: A Golden Buying Opportunity After The Sharp Dip
Published: March 14, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain my 'Strong Buy' rating for Zeta Global despite recent market volatility, viewing the current dip as a prime buying opportunity. Zeta's fundamentals are robust, with impressive revenue and EPS growth, a strong cash position, and ambitious long-term financial goals under the 'Zeta 2028' plan. The stock is massively oversold, presenting a bullish technical setup, and my DCF analysis indicates a fair share price of $28.13, suggesting significant upside.
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Bronstein, Gewirtz & Grossman, LLC Is Investigating Zeta Global Holdings Corp. (ZETA) And Encourages Shareholders to Connect
Published: March 05, 2025 by: Accesswire
Sentiment: Neutral
NEW YORK CITY, NY / ACCESS Newswire / March 5, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
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Zeta Global Q4: Beaten Down But Not Broken
Published: February 28, 2025 by: Seeking Alpha
Sentiment: Positive
I acknowledge that my initial bullish call on Zeta Global Holdings Corp. didn't age well, but I see an opportunity for a strong rebound. I believe Zeta's AI-powered marketing tech gives it an edge over traditional players like Salesforce and HubSpot. The company's guidance provides rare long-term visibility, which I see as a major advantage in today's market.
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Zeta Global Holdings Corp. (ZETA) Q4 2024 Earnings Call Transcript
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Neutral
Zeta Global Holdings Corp. (NYSE:ZETA ) Q4 2024 Earnings Conference Call February 26, 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 DJ Hynes - Canaccord Genuity Jason Kreyer - Craig-Hallum Ryan MacDonald - Needham Terry Tillman - Truist Securities Arjun Bhatia - William Blair Katie Keyser - Morgan Stanley Jack Nichols - KeyBanc Koji Ikeda - Bank of America Brian Schwartz - Oppenheimer Zach Cummins - B. Riley Securities Richard Baldry - ROTH Capital Partners Eamon Coughlin - Barclays …
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Zeta Global Holdings (ZETA) Q4 Earnings Lag Estimates
Published: February 25, 2025 by: Zacks Investment Research
Sentiment: Negative
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.20 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.17 per share a year ago.
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Zeta Global Stock Before Q4 Earnings: Smart Buy or Risky Move?
Published: February 20, 2025 by: Zacks Investment Research
Sentiment: Neutral
ZETA's top line in the fourth quarter of 2024 is expected to grow on the back of AI-driven innovations, enhancing customer experience.
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SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Zeta Global Holdings Corp. (NYSE: ZETA)
Published: February 20, 2025 by: PRNewsWire
Sentiment: Neutral
NEW YORK , Feb. 20, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Zeta Global Holdings Corp. (NYSE: ZETA) on behalf of the company's shareholders. The investigation seeks to determine whether Zeta's directors breached their fiduciary duties in connection with recent corporate actions.
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Zeta Global: The Smart Choice For Bold Investors Seeking Growth
Published: February 19, 2025 by: Seeking Alpha
Sentiment: Negative
Some may consider Zeta Global stock overvalued based on its P/S ratio. Zeta lacks GAAP profitability and has a negative trailing 12-month return on equity, which may concern some risk-averse investors. The company invested aggressively in AI around seven years ago, well before ChatGPT popularized AI.
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Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Zeta Global Holdings Corp. (ZETA) and Encourages Investors to Learn More About the Investigation
Published: February 19, 2025 by: Accesswire
Sentiment: Neutral
NEW YORK CITY, NY / ACCESS Newswire / February 19, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
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Zeta Global: A Massive Move Expected After Earnings, I See Upside Ahead
Published: February 17, 2025 by: Seeking Alpha
Sentiment: Positive
AI remains a hot topic, with major firms investing heavily, but small caps like Zeta Global face valuation challenges and competition. Despite past controversies, I maintain a buy rating on ZETA, driven by strong revenue growth, political ad spending, and positive free cash flow. ZETA's Q4 earnings report is expected to be volatile, with significant market movement anticipated; investors should position size appropriately.
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Bronstein, Gewirtz & Grossman, LLC Is Investigating Zeta Global Holdings Corp. (ZETA) And Encourages Investors to Connect
Published: February 12, 2025 by: Accesswire
Sentiment: Neutral
NEW YORK CITY, NY / ACCESS Newswire / February 12, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
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About Zeta Global Holdings Corp. (ZETA)
- IPO Date 2021-06-10
- Website https://www.zetaglobal.com
- Industry Software - Application
- CEO David A. Steinberg
- Employees 2191