Zeta Global Holdings Corp. (ZETA)
Automate Your Wheel Strategy on ZETA
With Tiblio's Option Bot, you can configure your own wheel strategy including ZETA - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowKey Metrics & Ratings
- symbol ZETA
- Rev/Share 5.5057
- Book/Share 3.0984
- PB 7.8751
- Debt/Equity 0.2857
- CurrentRatio 3.0115
- ROIC 0.0075
- MktCap 6010819513.0
- FreeCF/Share 0.6999
- PFCF 38.6069
- PE -237.9255
- Debt/Assets 0.1711
- DivYield 0
- ROE -0.0336
- Rating C
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 3
- P/B Score 2
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | ZETA | Citigroup | -- | Buy | -- | $26 | Nov. 21, 2025 |
| 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 (ZETA) Moves 9.8% Higher: Will This Strength Last?
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Positive
Zeta (ZETA) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Read More
Zeta Global: My 2026 Top Small-Cap Software Pick
Published: December 31, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global Holdings Corp. remains deeply mispriced, with a reiterated 'buy' rating and a price target of $44.5, implying 115%+ upside. Consensus estimates now align with ZETA's FY28 targets, projecting $2.1B+ revenue and 25% Adjusted EBITDA margin, following strong Q3 results and raised FY26 guidance. Despite 11%+ stock gains, ZETA's forward P/E has declined by 10%, amid accelerating earnings growth and robust margin expansion.
Read More
Why Is ZETA Stock Surging?
Published: December 30, 2025 by: Forbes
Sentiment: Positive
Zeta Global (ZETA) stock reached a 6-day winning streak, accumulating a total increase of 19% during this timeframe. The company's market capitalization has grown by approximately $736 million in the past 6 days and now totals $4.6 billion.
Read More
Zeta Global: Perfect SMID Cap Play For Rotation
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global offers a compelling opportunity as an underappreciated marketing intelligence software company with accelerating organic revenue growth and improving valuation multiples. ZETA's aggressive FY28 framework targets a 20% revenue CAGR and 28% adjusted EBITDA CAGR, supported by AI-driven product differentiation and strong Fortune 100 customer penetration. With FY25 guidance raised to $1.275 billion in revenue (+27% y/y) and $273.7 million in adjusted EBITDA, ZETA trades at just 17.8x FY25 and 13.8x FY26 EV/EBITDA.
Read More
Zeta's Bull Case: Technical Breakout Meets AI Earnings Power (Upgrade)
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global is upgraded to "Strong Buy," driven by robust Q3 results, guidance hikes, and bullish technical signals. ZETA delivered 26% revenue growth, 46% adjusted EBITDA growth, and raised both revenue and EBITDA guidance, signaling operational momentum. Management projects 21% revenue growth and a 23% margin for 2026, with EPS potentially reaching $1.00 and a refreshed $32 price target.
Read More
Zeta Global: Bullish Catalysts Brewing
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global (ZETA) remains a compelling long-term investment, reinforced by successful completion of the Marigold acquisition. Management raised FY2025 and FY2026 guidance, signaling confidence in synergy realization and ongoing business momentum. ZETA continues to deliver strong financial performance and is attractively valued despite recent share price appreciation.
Read More
Total Economic Impact Study Finds Zeta Marketing Platform Delivered 6x Return on Ad Spend Driven by AI-Powered Marketing
Published: November 18, 2025 by: Business Wire
Sentiment: Neutral
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.
Read More
GEN or ZETA: Which Is the Better Value Stock Right Now?
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Neutral
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?
Read More
Zeta (ZETA) Upgraded to Buy: Here's What You Should Know
Published: November 07, 2025 by: Zacks Investment Research
Sentiment: Positive
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.
Read More
Zeta index shows economy is in a very healthy place, says Zeta Global CEO David Steinberg
Published: November 05, 2025 by: CNBC Television
Sentiment: Positive
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.
Read More
Zeta Global: Dirt Cheap, Blowout Q3 Earnings
Published: November 05, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global (ZETA) is rated a Strong Buy, with my DCF model indicating the stock is substantially undervalued and offers 61% upside potential. ZETA's Q3 earnings were stellar, showing 26% YoY revenue growth, robust operating leverage, and impressive gains in cash from operations and adjusted EBITDA. Management's growth initiatives, including the Athena AI agent and Marigold acquisition, support continued aggressive revenue and profitability growth into FY2026.
Read More
Undercovered Dozen: NANO Nuclear Energy, Zeta Global, Blue Owl And More
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Neutral
The Undercovered Dozen series spotlights 12 lesser-known stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between October 10 and October 16, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.
Read More
Zeta Global: Bullish Investor Day Underscores My $30 Target, Where To Buy
Published: October 13, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Holdings remains a "Buy," with intrinsic value near $30 despite recent volatility from U.S.-China trade tensions impacting AI stocks. ZETA delivered strong Q2 results, raising guidance and demonstrating robust free cash flow, with management targeting 20% annual revenue growth through 2028. Technical analysis suggests a favorable risk/reward for buying ZETA between $16 and $17, ahead of the upcoming Q3 earnings report.
Read More
Zeta Global: Tracking Well Against Long-Term Plan, Trading At Great Valuation
Published: October 09, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global offers a compelling value opportunity as it executes well against ambitious FY28 revenue and EBITDA targets. ZETA's growth in scaled customers and sales reps is outpacing its three-year plan, signaling strong operational momentum and potential M&A appeal. Despite robust performance, ZETA trades at a discount to peers, with multiple paths for share appreciation through standalone execution or acquisition.
Read More
Zeta Global Announces Grammy-Award Winning Duo The Chainsmokers to Join Zeta Live 2025 for On Stage Conversation on AI, Music, and Culture
Published: October 03, 2025 by: Business Wire
Sentiment: Neutral
NEW YORK--(BUSINESS WIRE)--Zeta Global Announces Grammy-Award Winning Duo The Chainsmokers to Join Zeta Live 2025 for On Stage Conversation on AI, Music, and Culture.
Read More
The wealthy are spending more and everyone else is not, says Zeta Global CEO David Steinberg
Published: October 01, 2025 by: CNBC Television
Sentiment: Neutral
David Steinberg, Zeta Global CEO, joins 'Power Lunch' to discuss what Steinberg is seeing from the economy, how much people are spending on the things they don't need to survive and much more.
Read More
Zeta Global: The Real Upside Isn't In The Earnings
Published: September 11, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta's Q2 revenue rose 35% year-over-year, with free cash flow up 69% to $34 million. High-margin direct revenue reached 75%, driven by deeper client adoption of multiple modules within the OneZeta platform. Scaled customers grew to 567, while super-scaled accounts hit 168, with ARPU rising 11% and 19%, respectively.
Read More
Zeta Global Holdings Corp. (ZETA) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Published: September 10, 2025 by: Seeking Alpha
Sentiment: Neutral
Zeta Global Holdings Corp. (NYSE:ZETA ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:10 PM EDT Company Participants David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Carolyn Valenti - Goldman Sachs Group, Inc., Research Division Presentation Unknown Analyst I think we are ready to kick off. Thanks so much for joining us, Day 3 Goldman Sachs Communacopia and Technology Conference.
Read More
Zeta Global: Converging Secular Tailwinds
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global Holdings Corp. is benefiting from powerful secular trends in AI and digital advertising, with strong financial performance and robust growth prospects. The company's proprietary data model and evolving privacy regulations provide a competitive edge, while upcoming events may act as catalysts. ZETA stock valuation remains compelling, with Wall Street targets far above current prices, low debt, and conservative P/S and P/E ratios supporting upside.
Read More
FUTU or ZETA: Which Is the Better Value Stock Right Now?
Published: September 03, 2025 by: Zacks Investment Research
Sentiment: Neutral
Investors interested in Technology Services stocks are likely familiar with Futu Holdings Limited Sponsored ADR (FUTU) and Zeta Global Holdings (ZETA). But which of these two stocks offers value investors a better bang for their buck right now?
Read More
Zeta Global: A Breakout Move Higher Is Already Underway
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta continues to execute well on its 2028 roadmap, downplaying recent worries about a prolonged slowdown. Zeta's success hinges on expanding its agency channel and landing larger enterprise clients, supporting its multi-year growth ambitions. Valuation remains reasonable at 16.1x forward EBITDA, with potential for multiple expansion as Zeta scales and improves operating leverage.
Read More
ZETA Stock Before Q2 Earnings Release: To Buy or Not to Buy?
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Neutral
Zeta Global ZETA will report second-quarter 2025 results on Aug. 5, after market close.
Read More
Zeta Global Holdings (ZETA) Earnings Expected to Grow: Should You Buy?
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Neutral
Zeta (ZETA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read More
Zeta Global Holdings' Data Machine Is Gaining Power
Published: July 23, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta posted 36% YoY revenue growth in Q1 to $264 million, marking its 15th straight beat-and-raise quarter. Super-scaled customer ARPU rose 23%, while scaled ARPU increased 12%, confirming deeper cross-sell and enterprise adoption. Free cash flow rose 87% YoY to $28 million, with a strong 60% conversion rate, showing real operating leverage.
Read More
Zeta (ZETA) Moves 6.2% Higher: Will This Strength Last?
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive
Zeta (ZETA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Read More
Zeta: The AI Play Wall Street Misses
Published: July 04, 2025 by: Seeking Alpha
Sentiment: Positive
Zeta Global aims for $2 billion in revenue by FY28, fueled by sustained 40%+ AI-powered topline growth annually. AI Agent Studio launch empowers marketers with agentic workflows, driving faster execution and stronger omnichannel campaign ROI. Large clients achieved up to 53% lower customer acquisition costs, doubling or increasing long-term spending commitments significantly.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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