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

Zeta Global stock price has rebounded in the past few months, moving from a low of $10 in April to $20.7 today. It is hovering at its highest point since February, giving it a market capitalization of over $4.5 billion.

Zeta's Q2 revenue rose 35% year-over-year, with free cash flow up 69% to $34 million. High-margin direct revenue reached 75%, driven by deeper client adoption of multiple modules within the OneZeta platform. Scaled customers grew to 567, while super-scaled accounts hit 168, with ARPU rising 11% and 19%, respectively.

Zeta Global Holdings Corp. (NYSE:ZETA ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:10 PM EDT Company Participants David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Carolyn Valenti - Goldman Sachs Group, Inc., Research...

Zeta Global Holdings Corp. is benefiting from powerful secular trends in AI and digital advertising, with strong financial performance and robust growth prospects. The company's proprietary data model and evolving privacy regulations provide a competitive edge, while upcoming events may act as catalysts. ZETA stock valuation remains compelling, with Wall Street targets far above current prices,...

NEW YORK--(BUSINESS WIRE)--August Zeta Economic Index Shows Households Rebalancing, Not Retreating.

Zeta Global is transitioning from a point solution to a unified AI-powered marketing ecosystem, creating a durable moat and compounding growth opportunity. The OneZeta initiative consolidates customer acquisition, growth, and retention, driving higher ARPU, client stickiness, and predictable revenue expansion. Despite strong growth and improving margins, ZETA trades at conservative multiples, o...

Zeta continues to execute well on its 2028 roadmap, downplaying recent worries about a prolonged slowdown. Zeta's success hinges on expanding its agency channel and landing larger enterprise clients, supporting its multi-year growth ambitions. Valuation remains reasonable at 16.1x forward EBITDA, with potential for multiple expansion as Zeta scales and improves operating leverage.

I see the business generating around $150 million in free cash flow next year, with a good shot at hitting $180 million in 2026. At roughly 26x forward free cash flow, I think the stock is reasonably priced given the growth runway and operating leverage. I like that ZETA is sitting on about $170 million in net cash, which gives me comfort that the balance sheet is solid.