Added to YB: 2026-08-10
Pitch date: 2026-08-07
ZETA [neutral]
Zeta Global Holdings Corp.
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
$6.4B
Pitch Price
N/A
Price Target
33.00 (+24%)
Dividend
N/A
EV/EBITDA
49.60
P/E
-2.8K
EV/Sales
4.00
Sector
Software
Category
growth
Zeta Global ($ZETA) — Q2 2026
ZETA (earnings): Q2 rev $442.8M (+43.5% YoY, 28% organic, 21st straight qtr >20%), beat $420.7M. Adj EBITDA $91.7M (+56%, 20.7% margin). First-ever GAAP profit $8.2M. FCF $58M (+73%). Net cash ~$112M. FY26 guide raised. Concerns: 15.7% dilution (SBC 75% of OCF), gross margin -300bps on social mix, 12.8% short interest, Piotroski 2/9. Unpriced upside from OpenAI/Palantir/Snowflake deals excluded from guidance. ~14.5x FY26 EBITDA. 18mo: bull $32-33, base $23-24, bear $15-16. Fair at ~$25.7. Score 6.5/10.
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