Zeta GlobalZETA
ZETA
About: Zeta Global Holdings Corp is an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software. It serves enterprise customers across multiple industries, including financial services, insurance, telecommunications, automotive, travel and hospitality, and retail. Its Zeta Marketing Platform, or ZMP, is an omnichannel marketing platform with identity data at its core. The ZMP can analyze billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated machine learning algorithms and the industry's opted-in data set for omnichannel marketing.
Employees: 2,191
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
36% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 84
21% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 76
3% more funds holding
Funds holding: 295 [Q3] → 305 (+10) [Q4]
8% less call options, than puts
Call options by funds: $69.9M | Put options by funds: $75.9M
7.08% less ownership
Funds ownership: 74.57% [Q3] → 67.49% (-7.08%) [Q4]
43% less capital invested
Capital invested by funds: $4.5B [Q3] → $2.58B (-$1.92B) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 18 [Q3] → 9 (-9) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
31%
upside
Avg. target
$29
155%
upside
High target
$44
284%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Morgan Stanley Elizabeth Porter 44% 1-year accuracy 4 / 9 met price target | 31%upside $15 | Equal-Weight Maintained | 16 Apr 2025 |
Truist Securities Terry Tillman 41% 1-year accuracy 21 / 51 met price target | 197%upside $34 | Buy Maintained | 16 Apr 2025 |
DA Davidson Clark Wright 0% 1-year accuracy 0 / 11 met price target | 118%upside $25 | Buy Maintained | 14 Apr 2025 |
Goldman Sachs Gabriela Borges 31% 1-year accuracy 9 / 29 met price target | 136%upside $27 | Neutral Maintained | 4 Mar 2025 |
Barclays Ryan Macwilliams 27% 1-year accuracy 6 / 22 met price target | 57%upside $18 | Equal-Weight Maintained | 27 Feb 2025 |
Financial journalist opinion
Based on 4 articles about ZETA published over the past 30 days
Neutral
Business Wire
1 week ago
Zeta Global to Announce First Quarter 2025 Results on May 1, 2025
NEW YORK--(BUSINESS WIRE)--Zeta Global to Announce First Quarter 2025 Results on May 1, 2025.
Positive
Seeking Alpha
1 week ago
Zeta Global: A Contender For Leadership In The Growing MarTech Market
Zeta Global offers a comprehensive marketing platform with AI-driven tools for personalized messaging, data management, and targeted advertising across multiple channels. The company is poised for growth with a projected 20%+ revenue CAGR through 2021-2025, driven by increasing MarTech budgets and AI adoption. Zeta's unique all-in-one marketing solution outpaces competitors, with a rising ARPU and expanding customer base, particularly among high-paying advertising agencies.
Neutral
Business Wire
2 weeks ago
March's Zeta Economic Index (ZEI) Indicates Economic Cooling as Consumer Confidence Wanes
NEW YORK--(BUSINESS WIRE)--March's Zeta Economic Index (ZEI) Indicates Economic Cooling as Consumer Confidence Wanes.
Neutral
Business Wire
3 weeks ago
Zeta Global Launches AI Agent Studio with Agentic Workflows, Pioneering the Next Frontier of AI-Powered Marketing
NEW YORK--(BUSINESS WIRE)--Zeta Launches AI Agent Studio with Agentic Workflows, Pioneering the Next Frontier of AI-Powered Marketing.
Positive
Seeking Alpha
1 month ago
Zeta Global's Selloff Opens A Prime Opportunity
Zeta Global has declined 22%, despite maintaining a 20%+ organic topline CAGR and remaining on track to reach $2.1 billion in revenue by CY28. Q4 CY24 revenue surged 50% YoY to $315 million, surpassing expectations, while full-year topline hit $1 billion (+38% YoY) with CY25 guidance at $1.24 billion (+23%). The total scaled client count increased 17% YoY to 527, while super-scaled clients spending $1M+ annually grew 13% YoY to 148, with net revenue retention (NRR) improving to 114%.
Positive
Seeking Alpha
1 month ago
Zeta Global: A Golden Buying Opportunity After The Sharp Dip
I maintain my 'Strong Buy' rating for Zeta Global despite recent market volatility, viewing the current dip as a prime buying opportunity. Zeta's fundamentals are robust, with impressive revenue and EPS growth, a strong cash position, and ambitious long-term financial goals under the 'Zeta 2028' plan. The stock is massively oversold, presenting a bullish technical setup, and my DCF analysis indicates a fair share price of $28.13, suggesting significant upside.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Encourages Zeta Global Holdings Corp. (ZETA) Shareholders to Inquire about Securities Investigation
NEW YORK CITY, NY / ACCESS Newswire / March 9, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Is Investigating Zeta Global Holdings Corp. (ZETA) And Encourages Shareholders to Connect
NEW YORK CITY, NY / ACCESS Newswire / March 5, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Zeta Global Holdings Corp. (ZETA) And Encourages Shareholders to Reach Out
NEW YORK CITY, NY / ACCESS Newswire / March 2, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Zeta Global Holdings Corp. ("Zeta" or "the Company") (NYSE:ZETA). Investors who purchased Zeta securities prior to February 27, 2024, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ZETA.
Positive
Seeking Alpha
1 month ago
Zeta Global Q4: Beaten Down But Not Broken
I acknowledge that my initial bullish call on Zeta Global Holdings Corp. didn't age well, but I see an opportunity for a strong rebound. I believe Zeta's AI-powered marketing tech gives it an edge over traditional players like Salesforce and HubSpot. The company's guidance provides rare long-term visibility, which I see as a major advantage in today's market.
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