Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
ZETA's Path to Profitability: Sustainable or a Mere One-Time Event?
Zeta Global posts $6.5M net income, extends beat-and-raise streak and lifts the 2026 outlook, marking a potential turning point in its profitability story.
Zeta Global Holdings (ZETA) Q4 Earnings and Revenues Top Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.2 per share a year ago.
Zeta Global Holdings Corp. (ZETA) Q4 2025 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Q4 2025 Earnings Call Transcript
ZETA Set to Report Q4 Earnings: Here's What Investors Should Know
Zeta Global eyes 20.9% y/y revenue growth and 15% EPS gains in fourth-quarter 2025, driven by AI-powered Athena and OneZeta as investors await Feb. 24 results.
ZETA Loses 22% in a Year: Should You Buy, Sell or Hold the Stock?
Zeta Global Holdings Corp. ZETA stock lost 22% in a year against the industry's marginal rise and the Zacks S&P 500 composite's 18.3% growth.
Zeta: Set To Surprise Investors, Here's Why
Zeta is poised for a strong 2026, driven by its OpenAI partnership and a natural acceleration in revenue growth. ZETA targets 35% y/y revenue growth and $1.7B in sales, with organic growth rates expected to exceed 20% in 2026. Trading at 22x forward free cash flow, ZETA offers compelling risk-reward as fundamentals and narrative improve.
Zeta (ZETA) Moves 9.8% Higher: Will This Strength Last?
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.
Why Is ZETA Stock Surging?
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.
Zeta's Bull Case: Technical Breakout Meets AI Earnings Power (Upgrade)
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.
Zeta: Waiting For The ARPU Growth Reaccelerating
ZETA's Q3 revenue grew 26% year-over-year, beating consensus, while adjusted EBITDA surged 51%, though ARPU growth slowed significantly. Despite ARPU headwinds, ZETA's sustained guidance increases, operational leverage, and expanding customer base support a bullish long-term investment thesis. Management raised 2025 guidance and introduced an initial 2026 outlook, citing product innovation (Athena AI) and the Marigold acquisition as growth drivers.
The Hidden Engine Behind Zeta's Surge
Athena boosted operational leverage, driving Q3 2025 EBITDA margins to 23.2% and extending Zeta's 19-quarter margin streak. 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.
