
ZETA reflects fast-changing marketing tech trends as AI adoption, vendor consolidation and agency expansion collide with margin and cash-timing friction.
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.
| 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 | 5.86 |
| Price-to-Sales (TTM) | 3.79 |
| EV/Revenue | 3.528 |
| EV/EBITDA | 101.92 |
| Quarterly Earnings Growth (YoY) | -51.10% |
| Quarterly Revenue Growth (YoY) | 49.90% |
| Shares Outstanding | $225.62M |
| Float | $220.20M |
| % Insiders | 1.88% |
| % Institutions | 83.83% |
Volatility is currently contracting

ZETA reflects fast-changing marketing tech trends as AI adoption, vendor consolidation and agency expansion collide with margin and cash-timing friction.

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.

ZETA's AI platform is gaining enterprise traction, but 2026 margin pressure from agency-led social channels keeps the stock outlook less settled.

Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript

NEW YORK--(BUSINESS WIRE)---- $zeta--Zeta Global to Participate in Upcoming Investor Event to Unveil Evolving AI Strategy.

NEW YORK--(BUSINESS WIRE)---- $ZETA--New Zeta Global Research Signals the Rise of Agentic Commerce.

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.

Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure Transcript

Palantir Technologies Inc (NYSE:PLTR) has entered into a partnership with Zeta Global aimed at developing a unified data and artificial intelligence infrastructure for marketing applications, a move Wedbush analysts described as another validation point for enterprise AI adoption. The partnership combines Palantir's Foundry platform with Zeta's Data Cloud and Athena intelligence layer to support data-driven marketing decisions and operational execution.

SARASOTA, Fla, and BOSTON, June 23, 2026 /PRNewswire/ -- ZETA SURGICAL and HOPE Therapeutics, an NRx Pharmaceuticals company (Nasdaq: NRXP), today announced the first patient treatment with the FDA-cleared Zeta TMS Navigation System at a HOPE Therapeutics clinic in Sarasota. HOPE has installed Zeta TMS Navigation Systems at clinics in West Palm Beach and Sarasota, with Zeta-navigated patient treatments beginning at both locations this week.