Added to YB: 2026-03-09
Pitch date: 2026-03-05
ZETA [neutral]
Zeta Global Holdings Corp.
-2.38%
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
$18.49
Price Target
45.00 (+147%)
Dividend
N/A
EV/EBITDA
765.80
P/E
-57.83
EV/Sales
3.25
Sector
Software
Category
growth
Zeta Global Holdings (ZETA): Updated Thoughts, Valuation & Why It's a 3x Opportunity
ZETA (update): AI marketing cloud co w/ 245M US adult identity graph; Q4 rev $395M (+25% YoY), FY25 $1.305B (+30% YoY CAGR since '22). NRR 120%, 184 $1M+ customers (+24%). FY26 guide $1.755B rev (+35% YoY), $391M EBITDA (+40% YoY), $231M FCF. 2028 targets: $2.3B rev, $573M EBITDA, $371M FCF. Trades <15x EBITDA vs 31% CAGR; 3x upside to ~$45 by 2028 at 23x EBITDA or 35.6x FCF. Long-term $10B rev / $3B op profit goal implies 10x+ upside.
Read full article (8 min)