Added to YB: 2025-12-29
Pitch date: 2025-12-24
ZETA [bullish]
Zeta Global Holdings Corp.
+8.32%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$4.7B
Pitch Price
$19.11
Price Target
79.00 (+282%)
Dividend
N/A
EV/EBITDA
77.40
P/E
-174.72
EV/Sales
3.69
Sector
Software
Category
growth
ZETA: The MarTech Play That Keeps Beating & Raising
ZETA: 17th consecutive beat/raise w/ 26% revenue growth, 23% EBITDA margins, 83% FCF growth. AI Marketing Cloud replacing fragmented martech stacks using proprietary 2.4B identity profiles. 180 super-scaled customers ($1M+ each) up 25% YOY. Trades 3.5x revenue vs peers at 6-20x despite similar growth/margins. Bull case: $32 target (77% upside) on 20%+ growth, margin expansion to 25%, operating leverage.
Read full article (18 min)