Zeta Global Holdings Corp. (ZETA)
This AI Software Stock Is Growing Fast. Is It Still a Buy?
Zeta Global (ZETA +0.14%) is building momentum with Athena, enterprise customer growth, and the Marigold acquisition, but the stock already reflects major optimism. The upside thesis depends on whether AI engagement can become real monetization, stronger margins, and deeper customer relationships.
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Why Zeta's Valuation No Longer Makes Sense
Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.
Zeta Global Holdings (ZETA) Tops Q1 Earnings and Revenue Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago.
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
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.
