AI-Powered Marketing Cloud | NYSE: ZETA
Zeta Global (ZETA) is a high-growth AI-driven marketing technology company delivering consistent 30%+ revenue growth through its unified Zeta Marketing Platform, supported by a Strong Buy analyst consensus with significant upside potential, though it remains unprofitable on a GAAP basis with execution risks tied to acquisitions and AI adoption.
Data as of early August 2026. Sources include company IR, Yahoo Finance, analyst reports.
Interpretation: The platform's integrated approach differentiates it in a fragmented martech space. Uncertainty: Long-term success depends on AI execution and integration of acquisitions.
Note: Q2 2026 results announced around Aug 4–5, 2026 (strong EBITDA growth reported in secondary sources). Data limitation: Full Q2 details emerging post-earnings.
| Metric | Details |
|---|---|
| All-Time High | $36.74 (November 11, 2024) |
| 52-Week High | $25.95 |
| 52-Week Low | $14.37 |
| 5-Year Performance | Strong upward trajectory since IPO (2021); volatile with AI/mar tech sector trends |
| Recent Trends (as of early Aug 2026) | Positive momentum in 2026; multiple analyst upgrades following Palantir partnership and earnings beats |
Yahoo Finance Historical Data → | Macrotrends 5-Year Chart → | TradingView Chart →
| Metric | 2025 | 2024 | Q1 2026 | TTM (to Mar 2026) |
|---|---|---|---|---|
| Revenue | $1.305B (+30% YoY) | $1.006B (+38% YoY) | $396.3M (+50% YoY) | $1.437B (+33.6% YoY) |
| Free Cash Flow | $164.7M | — | — | Growing strongly |
| Adjusted EBITDA | Strong growth | — | Significant YoY increase | Positive & expanding |
| Scaled Customers (>$100k TTM) | 450+ | — | — | — |
| Super-Scaled Customers | 184–189 | — | 189 (+19% YoY) | — |
Interpretation: Consistent revenue acceleration and operating leverage evident from EBITDA/FCF growth. Uncertainty / Limitation: GAAP profitability still negative (net losses narrowing); guidance assumes continued AI-driven growth and successful acquisition integration. Future forecasts carry execution risk.
Yahoo Finance Financials → | Company IR → | Revenue History →
| Consensus | Details |
|---|---|
| Overall Rating | Strong Buy / Moderate Buy |
| Buy Ratings | 11–12 |
| Hold Ratings | 1–3 |
| Sell Ratings | 0 |
| Average Price Target | $28.50 – $29.61 |
| Price Target Range | $22.00 – $44.00 |
Interpretation: Broad bullish sentiment driven by AI platform momentum and growth trajectory. Uncertainty: Targets reflect assumptions about sustained 30%+ growth and margin expansion; market volatility can shift sentiment quickly.
Fact: 450+ scaled enterprise customers (≥$100k TTM revenue) across diversified verticals including retail, financial services, automotive, entertainment, and consumer brands.
Super-scaled customers ($1M+ ARPU) contribute majority of revenue; ARPU growing 10–21% YoY.
Interpretation: High customer retention and expansion (long-tenured customers generate ~3x revenue). Limitation: Specific revenue concentration not fully disclosed publicly.
Fact: Operates in competitive martech / marketing automation space with ~198 competitors identified.
| Category | Key Competitors |
|---|---|
| Direct / Similar Platforms | Klaviyo, Braze, Appier |
| Large Enterprise Suites | Salesforce (Marketing Cloud), Adobe, Oracle |
| Others | HubSpot, Attentive, AppLovin, SAP, Monday.com |
Interpretation: Zeta differentiates via integrated identity/AI/data moat vs. point solutions. Uncertainty: Market share data varies; competition intense in personalization and CDP segments.
Disclaimer & Data Limitations: All information compiled from public web sources as of August 5, 2026. Financial figures are reported or estimated from company releases and third-party aggregators. Analyst targets and ratings are consensus aggregates and subject to change. This is not investment advice. Stock prices fluctuate; past performance does not guarantee future results. Verify latest data directly from sources.
Additional resources: Investor Relations | Yahoo Finance