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 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) 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.
30 Jul 2025 (In 1 week) Date | | 0.13 Cons. EPS | - EPS |
26 Feb 2025 Date | | 0.22 Cons. EPS | 0.25 EPS |
12 Nov 2024 Date | | 0.17 Cons. EPS | 0.16 EPS |
31 Jul 2024 Date | | 0.1 Cons. EPS | 0.13 EPS |
6 May 2024 Date | | 0.08 Cons. EPS | 0.07 EPS |
30 Jul 2025 (In 1 week) Date | | 0.13 Cons. EPS | - EPS |
26 Feb 2025 Date | | 0.22 Cons. EPS | 0.25 EPS |
12 Nov 2024 Date | | 0.17 Cons. EPS | 0.16 EPS |
31 Jul 2024 Date | | 0.1 Cons. EPS | 0.13 EPS |
6 May 2024 Date | | 0.08 Cons. EPS | 0.07 EPS |
Software - Application Industry | Technology Sector | David A. Steinberg CEO | NYSE Exchange | 98956A105 Cusip |
US Country | 2,191 Employees | - Last Dividend | - Last Split | 10 Jun 2021 IPO Date |