Added to YB: 2026-05-14
Pitch date: 2026-05-10
ZETA [neutral]
Zeta Global Holdings Corp.
-3.39%
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
$16.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.02
P/E
-152.12
EV/Sales
2.73
Sector
Software
Category
growth
Despite the Recent Volatility, I’ve Held All My Stocks and Added One New - Zeta Global Holdings Corp.
ZETA (holding update): Customer intelligence platform replacing cookies w/ identity-based tracking across devices. Q1 rev $396M (+50% YoY, +29% ex-Marigold). 189 super scaled customers ($1M+ annual rev) = 90% revenue, avg $1.7M/customer (+21% YoY). 19th consecutive beat/raise. Marigold acquisition ($325M) adds Fortune 500 clients + 2.4B identity reach but causes integration losses. Athena Agentic AI (OpenAI partnership) drove major enterprise win (consolidated 4 vendors to 1). Guiding to GAAP profitability 2026.
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