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Added to YB: 2026-01-02

Pitch date: 2025-12-22

ZETA [neutral]

Zeta Global Holdings Corp.

+12.31%

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

$5.1B

Pitch Price

$18.12

Price Target

N/A

Dividend

N/A

EV/EBITDA

84.09

P/E

-189.25

EV/Sales

4.01

Sector

Software

Category

growth

Show full summary:
Portfolio Update - December 2025 & Conclusion for the Stock Market Year 2025 - Added On Position: Zeta Global Holdings Corp.

ZETA (holding update): AI marketing platform w/ 30-40% annual revenue growth, targeting $2.1B revenue/$340M FCF by 2028. Athena product launch + AWS partnership drive adoption. Marigold acquisition ($325M) adds 40+ Fortune 500 clients. 6x higher ROAS vs peers, adj EBITDA margin up to 20%.

Read full article (2 min)