Added to YB: 2026-01-21
Pitch date: 2026-01-19
ZETA [bullish]
Zeta Global Holdings Corp.
-19.34%
current return
Author Info
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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
$3.6B
Pitch Price
$19.60
Price Target
42.00 (+166%)
Dividend
N/A
EV/EBITDA
765.80
P/E
-57.83
EV/Sales
3.25
Sector
Software
Category
growth
The AI Application Layer: The Disruptors - Zeta Global Holdings Corp.
ZETA (new position): Dominates peers w/ fastest revenue/EBITDA growth, targeting 34% rev growth & 39% EBITDA growth to 2026. $190M Marigold acquisition could push rev to $1.8B (40% growth). Trades <3x sales vs peers at 5-6x. Only 5% mkt share vs ADBE/CRM 20%+. $42 price target (100% upside) by 2026.
Read full article (2 min)