The Hidden Engine Behind Zeta's Surge [Seeking Alpha]
Zeta Global Holdings Corp. Class A (ZETA)
Company Research
Source: Seeking Alpha
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. Athena's automation cuts unit costs, lifting free cash flow margins to 14% with a long-term goal of 70% EBITDA-to-FCF. Zeta's deterministic data cloud spans 242M U.S. and 550M global profiles, enabling precise, compliant personalization competitors struggle to match. J Studios/DigitalVision via Getty Images Zeta Global Holdings ( ZETA ) is quickly finding itself to be one of the most differentiated companies in the enterprise marketing technology stack. Zeta's latest offering, Athena, marks a pivotal point in Zeta's trajectory as a company, but This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ZETA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving
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ZETA
News
- People are not buying what they don't need, says Zeta Global CEO David Steinberg [CNBC]CNBC
- Why Zeta Global (ZETA) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Zeta’s AI Agents Fuel Holiday Records: Platform Usage Up 153% as AI Activity Grows 25x YoYBusiness Wire
- Zeta Global (NYSE:ZETA) had its price target raised by analysts at Morgan Stanley from $21.00 to $23.00. They now have an "equal weight" rating on the stock.MarketBeat
- Zeta Global (NYSE:ZETA) was given a new $29.00 price target on by analysts at UBS Group AG.MarketBeat
ZETA
Earnings
- 5/1/25 - Miss
ZETA
Sec Filings
- 11/25/25 - Form 424B5
- 11/25/25 - Form 424B7
- 11/24/25 - Form 8-K
- ZETA's page on the SEC website