Added to YB: 2026-09-03
Pitch date: 2026-08-31
ZETA [bullish]
Zeta Global Holdings Corp.
+0.13%
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
$7.8B
Pitch Price
$30.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
60.67
P/E
-3.3K
EV/Sales
4.89
Sector
Software
Category
growth
Zeta Global ($ZETA): The Beat and Raise Machine
ZETA (earnings): Zeta reached its key inflection point with its first GAAP-profitable quarter and 20th consecutive beat and raise: Q2 revenue rose 44% to $443M, GAAP net income was $8M and FCF grew 73% to $58M. FY2026 guidance calls for 39% revenue growth, including 25% organic growth. Valuation is reasonable rather than cheap, while gross-margin compression and 5.8% share dilution warrant monitoring.
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