$Zeta Global(ZETA.US) | Citi ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ญ๐ฒ๐๐ฎ ๐๐น๐ผ๐ฏ๐ฎ๐น ๐๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ ๐๐ผ๐ฟ๐ฝ., raises PT to $๐ฏ๐ฑ.๐ฌ๐ฌ from $๐ฎ๐ฒ.๐ฌ๐ฌ
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$Zeta Global(ZETA.US)
Zeta Global (ZETA) is worth considering. Not financial advice of course, purely a sharing. It's this AI-powered marketing platform that's just been crushing it lately. 20 straight quarters of beating expectations, finally turned GAAP-profitable, and revenue's growing like 50% a year. They just partnered with Palantir and locked in a $1B credit line for deals. Wish me all the best, hehe!
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$Zeta Global(ZETA.US) price action is warranted today in my opinion.
Stock was trading at 3x sales growing 40% and just turned profitable with record operating margins after beating/raising the guide for 19 straight quarters.Felt held down due to SaaS narrative and a lack of understanding around their moat but at some point, growth canโt be denied and it is quite obvious that net income, FCF, and operating leverage is only going to go up.Well deserved and once again a lesson that patience can eventually pay and building a position when a company is executing but the price isnโt reflecting it can be a fantastic way to actually generate meaningful returns.Best part of last nightโs call was Zeta said their forward guidance does NOT meaningfully include any growth from their partnership with $Palantir Tech(PLTR.US) Palantir which I also think will be very strong for them long term.Congrats to all shareholders!+12%Source: amit
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๐จ After-market buzz!
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$Zeta Global(ZETA.US) DOWN ON A DOUBLE BEAT ๐ฉธ
Q2 EPS: $0.03 vs $(0.00) estSales: $443.000M vs $420.613M est๐ฅ -10.30% - H
$Zeta Global(ZETA.US) | Zeta Global Holdings Corp., Q2-2026 Earning Report
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$Reddit(RDDT.US) it was coiling up, back to $200 ๐
30% CAGR on EPS until 2030 did not deserve the multiple it was trading at, neither did 70% revenue growththis stock was trading in the $250s for a decent period of time, it's made a pretty large move since the $140s but does not feel like hype, feels like the market is back to rewarding some of the growth from SaaS and ad-tech companies $Zeta Global(ZETA.US) and $Meta Platforms(META.US) in the ad space also up nicelySource: amit
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$Zeta Global(ZETA.US) | Freedom Broker ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ coverage on ๐๐๐ญ๐ ๐๐ฅ๐จ๐๐๐ฅ with a ๐๐ฎ๐ฒ rating and a ๐๐ ๐จ๐ $๐๐.๐๐
Analyst initiates on Zeta, seeing its AI-powered, unified marketing platform as well-positioned to take share from fragmented legacy MarTech systems. - H
$Zeta Global(ZETA.US) | Goldman Sachs assumes coverage on ๐๐๐ญ๐ ๐๐ฅ๐จ๐๐๐ฅ, reiterates ๐๐๐ฎ๐ญ๐ซ๐๐ฅ and sets ๐๐ ๐๐ญ $๐๐
Analyst sees Zeta as a differentiated marketing tech platform, but is balanced on the stock following its relative outperformance versus peers. - N
$Palantir Tech(PLTR.US) Palantir is expanding into marketing through a partnership with Zeta Global, which will rebuild its Data Cloud on Palantir's Foundry platform. Zeta's AI tool, Athena, aims to help companies plan campaigns and manage customer data efficiently while maintaining control over that data. This partnership could provide Palantir with new commercial applications and potentially attract more enterprise customers to Zeta's services. Meanwhile, Palantir has been trending bearishly year to date, with no signs of recovery back to its ATHs. The resistance will soon be tested again, and with the market selling off, this could be a make or break for Palantir. I'm keeping a close eye on the stock. @Bridge Buzz SG
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