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Zeta Global delivered a strong Q4 2025, with revenue up 25% y/y to $394.6M and adjusted EBITDA up 22% to $81.3M. Integration of Marigold and robust organic growth prompted an upward revision of the 2026 target price. Large customer concentration increased, with Super-Scaled customers now driving nearly 90% of revenue and NRR hitting a record 120%.
NEW YORK--(BUSINESS WIRE)--Zeta Global to Participate in Upcoming Investor Conference.
The 2026 'SaaS-pocalypse' triggered indiscriminate selloffs, but Intuit, Salesforce, Microsoft, Adobe, and Zeta Global present compelling recovery opportunities. AI disruption fears are overstated; Intuit, Zeta Global Holdings, and Microsoft leverage proprietary data moats, while Salesforce and Adobe adapt with hybrid and agentic models. INTU, CRM, and ZETA reported strong revenue growth, robust user metrics, and strategic AI integration, contradicting the market's pessimism.
Zeta is delivering strong results, raising its 2026 and 2028 outlook, and is priced attractively at 19x forward free cash flow. Management projects organic revenue growth rates above 20% for 2026, with potential for further upward revisions as new products gain traction. I reaffirm a $30 price target by early 2027, citing accelerating growth, robust free cash flow, and a mispriced valuation with an adjusted PEG below 0.9x.
Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI with the aim to transform digital marketing. Steinberg explains how Zeta's platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud.
NEW YORK, March 9, 2026 /PRNewswire/ -- Zeta Network Group ("Zeta" or the "Company") (Nasdaq: ZNB), today announced that the Company's board of directors approved on February 10, 2026, that the authorised, issued, and outstanding shares of the Company be consolidated on a 100 for 1 ratio with the marketplace effective date of March 12, 2026. The objective of the share consolidation is to enable the Company to regain compliance with Nasdaq Marketplace Rule 5550(a)(2) and maintain its listing on Nasdaq.
DNB Asset Management AS purchased a new stake in Zeta Global Holdings Corp. (NYSE: ZETA) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 121,577 shares of the company's stock, valued at approximately $2,416,000. DNB Asset Management AS owned approximately 0.05% of
Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
These companies are each beneficiaries of solid valuations, sky-high growth trajectories, and catalysts tied to the AI and Telehealth trends in place.
PLTR's surging revenues, record deal value, and rising retention outshine ZETA as enterprises ramp up spending on AI-driven data platforms.
Zeta Global reported another great quarter and raised guidance for 2028. The stock responded positively, but is still a compelling value for long-term investors.
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) 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
Here's a look at the details from the report
NEW YORK--(BUSINESS WIRE)--Zeta Global Reports 18th Straight “Beat and Raise” Quarter and Record Full Year 2025 Results.
Granite Investment Partners LLC trimmed its stake in shares of Zeta Global Holdings Corp. (NYSE: ZETA) by 31.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 790,807 shares of the company's stock after selling 357,659 shares during the quarter. Zeta Global
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.
Battery Management exited 455,351 shares of Zeta Global Holdings Corp. in the fourth quarter. The position value declined by $9.05 million over the quarter as a result.
Zeta Global Holdings Corp. is a Strong Buy ahead of Q4 earnings, with shares undervalued after an unjustified selloff. ZETA's hybrid, usage-based monetization model and AI-powered platform differentiate it from traditional SaaS peers facing AI disruption risks. Management's Q4 guidance and historical dual-beat record suggest Wall Street's revenue and EPS forecasts are overly conservative.