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Zeta Global Holdings Corp. ZETA · Stock Open Zeta Global Holdings Corp. in new tab

33.98 USD
EPS
-0.01
P/B
9.06
ROE
-0.27
Beta
1.39
Target Price
37.86 USD
Zeta Global Holdings Corp. logo

Zeta Global Holdings Corp.

🧾 Earnings Recap – Q2 2026

Zeta Global’s Q2 2026 results notably outperformed expectations, driving a 20% stock rally as revenue growth accelerated sharply and the company raised guidance. Investors rewarded the better-than-anticipated topline, improving margins, and expanding strategic AI partnerships.

  • Q2 revenue reached $443 million, growing 44% year over year and 28% excluding M&A contributions.
  • Adjusted EBITDA rose 56% year over year to $92 million, with margin expansion of 170 basis points to 20.7%.
  • The company raised the midpoint of its 2026 revenue guidance by $33 million, signaling confidence in ongoing demand.
  • Growth was driven by adoption of Zeta’s AI-powered platform, including significant acceleration in voice-activated Athena users interacting at 500% higher levels.
  • Strategic partnerships with OpenAI, Snowflake (100+ shared customers), and Palantir were highlighted as catalysts expanding Zeta’s AI infrastructure presence beyond marketing.
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Key Metrics
Earnings dateNov. 3, 2026
EPS-0.01
Book Value3.70
Price to Book9.06
Debt/Equity23.77
% Insiders1.853%
Growth
Revenue Growth0.44%
Earnings Growth-0.51%
Estimates
Forward P/E27.84
Forward EPS1.20
Target Mean Price37.86

DCF valuation

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Assumptions
Growth– Capex– Tax– Terminal g– Cost of equity– Cost of debt–
Analyst price targets
14 analysts · consensus Strong buy · mean target 37.86 USD (low 25.00, high 55.00) · as of 22 Oct 2026
Low 25.00
Mean 37.86
High 55.00
Price 33.98
Published broker research as supplied by our market data feed, named by firm and dated; it does not identify individual analysts. Targets carry their last refresh date; rating changes can be a few days behind.

Zeta Global Holdings Corp. Logo Zeta Global Holdings Corp. Analysis (ZETA)

United States Technology Official Website Stock

Is Zeta Global Holdings Corp. a good investment? Zeta Global Holdings Corp. (ZETA) is currently trading at 33.98 USD. Market analysts have a consensus price target of 37.86 USD. This suggests a potential upside from current levels.

Earnings Schedule: Zeta Global Holdings Corp. is expected to release its next earnings report on Nov. 3, 2026. The market consensus estimate for Forward EPS is 1.20.

Investor FAQ

Does Zeta Global Holdings Corp. pay a dividend?

No, it does not currently pay a dividend.

What asset class is Zeta Global Holdings Corp.?

Zeta Global Holdings Corp. is classified as a Stock. You can compare it against its peer in the "Related Symbols" list.

When is the next earnings date?

The next earnings date is projected to be Nov. 3, 2026. The company currently has a trailing EPS of -0.01.

Company Profile

Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company operates Zeta Marketing platform, a single platform that enable enterprises to acquire, grow, and retain consumer relationships efficiently and effectively than alternative solutions; and Zeta Messaging, an email service provider, offering end-to-end AI-powered omnichannel messaging capabilities, as well as integrated data management, enterprise-scale delivery and support, and sophisticated omnichannel orchestration. In addition, the company offers Zeta Consumer Data platform (CDP+), a system of record for consumer information, delivers a single, actionable view of customers and prospects that include real-time identifiers and signals, and other key attributes; and Zeta's DSP for customers to maximize the power of paid media to engage the right audiences with precision and efficiency, as well as delivers experiences via desktop, inbox, mobile, CTV and social, and others. Further, it operates Athena by Zeta, an interface to Zeta's AI-native infrastructure layer and intends to power all intelligent decisioning, automation, and user interaction; and Zeta Answers that synthesize trillions of behavioral signals into intent-based scores tied to a unique individual. The company has a strategic partnership with Palantir Technologies Inc. for the development of enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution. Zeta Global Holdings Corp. has a strategic alliance with Fireworks.ai, Inc. to develop the Athena Inference Model (AIM), a collection of specialized open-weight models powering AthenaOS, to help customers generate insights faster, improve efficiency and scale specialized AI across the enterprise. The company was incorporated in 2007 and is headquartered in New York, New York.

Exchange Ticker
ZETA
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