Zeta's Secret Data Moat Rising
Zeta's proprietary identity graph reaches 245 million U.S. consumers and processes over 1 trillion monthly signals, 75% first-party sourced. Super Scaled customer ARPU increased 23% year-over-year to $1.4 million, proving brands spend more as cohorts mature. Free cash flow conversion improved to 60% last quarter, up from 50% YoY, showing agentic AI workflows drive real operating leverage.
Zeta: Everything You Need To Know About Why Its A Buy
Zeta Global is a high-growth AI-driven MarTech company, consistently beating revenue and margin targets with strong growth in customer LTV and accelerating performance. The company operates in a rapidly expanding market, supported by secular tailwinds and rising enterprise adoption, positioning Zeta for sustained long-term growth. Despite recent volatility and a short report controversy, Zeta trades at a 50% discount to fair value, offering significant upside potential for investors.
Zeta (ZETA) Surges 12.6%: Is This an Indication of Further Gains?
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.
Zeta: The Stock Is Too Cheap Amid M&A Interest
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.
Zeta: Incredibly Cheap Ahead Of Potential M&A Interest
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.
Zeta Global Holdings Corp. (ZETA) Q1 2025 Earnings Call Transcript
Zeta Global Holdings Corp. (NYSE:ZETA ) Q1 2025 Earnings Conference Call May 1, 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 Terry Tillman - Truist Securities Jason Kreyer - Craig-Hallum DJ Hynes - Canaccord Genuity Arjun Bhatia - William Blair Elizabeth Porter - Morgan Stanley Ryan MacDonald - Needham Richard Baldry - ROTH Capital Partners Koji Ikeda - Bank of America Brian Schwartz - Oppenheimer Zach Cummins - B. Riley Securities Gabriela Borges - Goldman Sachs Clark Wright - D.A.
Zeta Global Holdings (ZETA) Lags Q1 Earnings Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.01 per share a year ago.
Zeta Global Holdings (ZETA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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.
Zeta Global Holdings Corp. (ZETA) Q4 2024 Earnings Call Transcript
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 Operator Greetings, and welcome to the Zeta Fourth Quarter 2024 Earnings Conference Call.
Zeta Global Holdings (ZETA) Q4 Earnings Lag Estimates
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.
Contact Levi & Korsinsky by January 21, 2025 Deadline to Join Class Action Against Zeta Global Holdings Corp. (ZETA)
NEW YORK, NY / ACCESSWIRE / January 15, 2025 / If you suffered a loss on your Zeta Global Holdings Corp. (NYSE:ZETA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: Click Here or contact Joseph E. Levi, Esq.
ZETA COURT REMINDER: The January 21 Deadline in the Zeta Global Holdings Class Action is Approaching - Investors are Reminded to Contact BFA Law
NEW YORK, NY / ACCESSWIRE / January 15, 2025 / Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Zeta Global Holdings Corp. (NYSE:ZETA) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Zeta, you are encouraged to obtain additional information by visiting Click Here
