Zeta Global Holdings Corp - Ordinary Shares - Class A Stock News

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced findings from a commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting. The study found that enterprises using the Zeta Marketing Platform achieved a six-time return on ad spend and 295% return on tech investment, generating $21.4 million in net present value over three years....

Whetstone sold 416,867 shares of Zeta Global; estimated position change of $6.46 million. The trade represents a 1.8% change in 13F AUM for the quarter.

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.

Zeta Global is a Strong Buy, driven by rapid growth, strategic acquisitions, and expanding digital advertising capabilities. ZETA's upcoming Athena AI assistant, along with the LiveIntent and Marigold acquisitions, as well as strong data-driven marketing tools, position the firm to continue capturing market share. Financial highlights include robust revenue growth and improving profitability.

Zeta Global infuses artificial intelligence (AI) into the marketing technology and customer data platform industries. The company knocked third-quarter earnings out of the park again, and the market responded positively.

Zeta Global (ZETA) is rated a Strong Buy, with my DCF model indicating the stock is substantially undervalued and offers 61% upside potential. ZETA's Q3 earnings were stellar, showing 26% YoY revenue growth, robust operating leverage, and impressive gains in cash from operations and adjusted EBITDA. Management's growth initiatives, including the Athena AI agent and Marigold acquisition, support...

Revenue rose 26% year over year to $337 million, or 28% excluding political and LiveIntent revenue, showcasing accelerating AI-driven growth. Direct platform revenue reached 75% of total sales, up from 70% last year, reflecting higher-margin enterprise adoption of ZMP. 2026 guidance targets $1.54 billion in revenue (+21%), $354 million in EBITDA (23% margin), and $209 million in free cash flow.

Zeta Global Holdings Corp. ( ZETA ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Matt Pfau David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair & Company L.L.C., Research Division Elizabeth Elliott - Morgan Stanley, Research Division Matthew Swanson - RBC Capit...