ZETA's AI Momentum is Strong, but Can Execution Keep Up?
Zeta Global's AI momentum is strong, but margin pressure, integration risks and softer earnings estimates suggest investors may want to stay cautious.
Zacks Investment Research7/17/2026Neutral
ZETA
Zeta Global Holdings CorpNYSETECHNOLOGYSOFTWARE - INFRASTRUCTURE
Key Statistics
Market Cap
$5.59B
P/E Ratio
—
EPS
$-0.10
Beta
1.37
52W High
$25.95
52W Low
$14.37
50-Day MA
$19.89
200-Day MA
$18.77
Dividend Yield
—
Profit Margin
-1.61%
Forward P/E
23.20
PEG Ratio
0.77
About Zeta Global Holdings Corp
Zeta Global Holdings Corp. (Ticker: ZETA) is a U.S. technology company that operates an AI-powered, data-driven marketing cloud platform designed to help enterprises understand, acquire, grow, and retain customers. Its software combines consumer intelligence with marketing automation tools—using advanced analytics and machine learning to deliver personalized campaigns across channels like email, social media, web, video, and more. Founded in 2007 and headquartered in New York, it serves clients across various industries and is traded on the New York Stock Exchange under the ticker ZETA.
Fundamentals
| Revenue (TTM) | $1.44B |
| Gross Profit (TTM) | $864.01M |
| EBITDA | $88.66M |
| Operating Margin | -2.63% |
| Return on Equity | -2.97% |
| Return on Assets | 1.55% |
| Revenue/Share (TTM) | $6.32 |
| Book Value | $3.29 |
| Price-to-Book | 6.38 |
| Price-to-Sales (TTM) | 3.89 |
| EV/Revenue | 3.845 |
| EV/EBITDA | 111.09 |
| Quarterly Earnings Growth (YoY) | -51.10% |
| Quarterly Revenue Growth (YoY) | 49.90% |
| Shares Outstanding | $225.62M |
| Float | $220.20M |
| % Insiders | 1.88% |
| % Institutions | 83.77% |
Historical Volatility
HV 10-Day
43.41%
HV 20-Day
59.74%
HV 30-Day
59.26%
HV 60-Day
65.40%
HV Rank
25.0%
Volatility is currently contracting
Analyst Ratings
Consensus ($28.68 target)
2
Strong Buy10
Buy2
HoldLatest News
Zeta Global Eyes AI Infrastructure Shift as Palantir Integration Nears
Zeta Global NYSE: ZETA executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake.
MarketBeat7/13/2026Neutral
ZETA Rides AI and Agency Shifts as Marketing Platforms Evolve Fast
ZETA reflects fast-changing marketing tech trends as AI adoption, vendor consolidation and agency expansion collide with margin and cash-timing friction.
Zacks Investment Research7/8/2026Positive
Is ZETA Stock a Buy as Growth Beats Meet Estimate Pressure in 2026?
ZETA's rapid growth, AI adoption and raised 2026 outlook face a tougher buy case as estimated pressure, margins and limited upside cloud the setup.
Zacks Investment Research7/8/2026Negative
ZETA Stock Outlook Hinges on AI Growth and Margin Trade-Offs in 2026
ZETA's AI platform is gaining enterprise traction, but 2026 margin pressure from agency-led social channels keeps the stock outlook less settled.
Zacks Investment Research7/8/2026Neutral
Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript
Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript
Seeking Alpha7/7/2026Neutral
Zeta Global to Participate in Upcoming Investor Event to Unveil Evolving AI Strategy
NEW YORK--(BUSINESS WIRE)---- $zeta--Zeta Global to Participate in Upcoming Investor Event to Unveil Evolving AI Strategy.
Business Wire7/1/2026Neutral
New Zeta Global Research Signals the Rise of Agentic Commerce
NEW YORK--(BUSINESS WIRE)---- $ZETA--New Zeta Global Research Signals the Rise of Agentic Commerce.
Business Wire6/30/2026Neutral
Zeta Global stock soared after the Palantir deal: Is it a good buy today?
Zeta Global stock price jumped on Tuesday after the company intensified its pivot towards artificial intelligence (AI) by partnering with Palantir Technologies. It jumped to $20.50, and then pared back some of those gains to close at $19.50.
Invezz6/24/2026Positive
Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure Transcript
Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure Transcript
Seeking Alpha6/23/2026Positive
Turn research into an automated options-selling system
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on ZETA and any ticker you trade — then tracks every position and per-strategy win rate.
More TECHNOLOGY Stocks
Data last updated: 7/17/2026