Added to YB: 2026-09-10
Pitch date: 2026-09-07
ZETA [neutral]
Zeta Global Holdings Corp.
-2.12%
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
$7.9B
Pitch Price
$31.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
61.42
P/E
-3.4K
EV/Sales
4.95
Sector
Software
Category
growth
Portfolio Update - August 2026 - Zeta Global Holdings Corp.
ZETA (earnings): Zeta delivered another solid quarter and is already generating GAAP profit: Q2 revenue rose 44% to $443 million, comfortably above guidance, adjusted EBITDA margin expanded to 20.7%, and net income reached $8.2 million versus a year-ago loss. This marked its 20th consecutive beat-and-raise quarter. The open question is whether its Palantir partnership can support a credible repositioning from AI marketing platform to “AI infrastructure layer.”
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