Added to YB: 2026-02-25
Pitch date: 2026-02-22
ZETA [bullish]
Zeta Global Holdings Corp.
+6.99%
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
$4.0B
Pitch Price
$15.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
65.62
P/E
-149.12
EV/Sales
3.13
Sector
Software
Category
turnaround
I Need to Say This About Zeta Global
ZETA: AI marketing platform w/ 245M US identities (90% adults), 1T signals/month. OpenAI partnership for agentic AI. Marigold deal adds $190M rev 2026, 40+ Fortune 500 clients, 2.4B global reach. Rev +26% YoY, profitable 2026, $385M cash, $200M buybacks. Trades 3.3x P/S post-53% crash on false short report (CEO bought $1M). 70-75% recurring rev, ARPU $1.63M for $1M+ clients
Read full article (8 min)