Added to YB: 2026-03-04
Pitch date: 2026-03-02
ZETA [neutral]
Zeta Global Holdings Corp.
+7.7%
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
$4.1B
Pitch Price
$16.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.58
P/E
-118.74
EV/Sales
3.09
Sector
Software
Category
growth
ZETA: Q4'25 Earnings Review
ZETA (earnings): Q4 rev $394.6M (+25% YoY), beat by $14M; FY25 rev $1.305B (+30% YoY, 27% organic). 16th straight quarter >20% growth. Adj EBITDA $278.7M (+44% YoY), 21.4% margin (+217bps). FCF $164.7M (+78% YoY), 12.6% margin. Super scaled customers ($1M+) +24% to 184, NRR record 120%. Achieved Q4 GAAP profit $6.5M, guiding full-year GAAP profitability FY26. Athena AI agent launching Q1'26 driving cross-selling. Pricing tied to marketing decisions not seats, insulated from AI job cuts. SBC down to 13.6% of rev from 51% in '22.
Read full article (7 min)