Added to YB: 2026-08-18
Pitch date: 2026-08-15
ZETA [neutral]
Zeta Global Holdings Corp.
-0.09%
current return
Author Info
Asymmetric Investing analyzes stocks that have an asymmetric return potential of 10x (or more) over the next decade. Sign up for the newsletter.
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
$7.3B
Pitch Price
$28.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.87
P/E
-3.1K
EV/Sales
4.58
Sector
Software
Category
growth
Zeta Global Is On Fire
ZETA (holding update): AI marketing platform +69% in 3 months. Rev growth 30%+ for 4 straight quarters, FY guide 39-40%, above peers. Mgmt sees $2.3B rev/$371M FCF by 2028. Growth drivers: agency expansion, Palantir deal ($1B+ marketing pipeline), BI pivot. Premium P/S justified vs CRM/TTD/HUBS on growth. 2nd largest position at 7.3%.
Read full article (5 min)