Zeta Global Holdings Corp. (ZETA)
ZETA Stock Before Q2 Earnings Release: To Buy or Not to Buy?
Zeta Global ZETA will report second-quarter 2025 results on Aug. 5, after market close.
Zeta Global Holdings (ZETA) Earnings Expected to Grow: Should You Buy?
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 (ZETA) Moves 6.2% Higher: Will This Strength Last?
Zeta (ZETA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
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.
