Added to YB: 2026-08-19
Pitch date: 2026-08-16
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
$7.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.87
P/E
-3.1K
EV/Sales
4.58
Sector
Software
Category
growth
Stay Invested | Portfolio Update: August 2026 - Zeta Global Holdings Corp.
ZETA (holding update): AI marketing SaaS avoided 'Saaspocalypse'; stock ranged $16.50-$22 for a year before breaking out. Q2'26: rev +44% YoY, super-scaled customers & ARPU +17%, FCF +73%, raised guidance. Athena Agentic AI (600% ROI, targeting 1,000%) w/ OpenAI + Palantir Foundry deal (~$100M add'l annual rev). Hold.
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