Defiance Daily Target 2X Long ZETA ETF

$Zeta Global(ZETA.US) | Zeta Global Q3-2026, Earning Call Summary

Zeta Global Raises 2026 Outlook as Q3 Revenue Surges 46% and Athena Adoption Accelerates

$Zeta Global(ZETA.US) | Goldman Sachs 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗭𝗲𝘁𝗮 𝗚𝗹𝗼𝗯𝗮𝗹 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀 from Neutral to 𝗕𝘂𝘆, PT $𝟰𝟱

Analyst sees enterprise share gains, AI priorities, platform breadth, consumer data, and Palantir supporting larger opportunities.

🏆 TOP 10 WEEKLY UPGRADES:

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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Zeta Global(ZETA.US) Zeta Global Names Lalitha Stables U.K. President, Opens New London Hub

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗭𝗲𝘁𝗮 𝗚𝗹𝗼𝗯𝗮𝗹 appoints 𝗟𝗮𝗹𝗶𝘁𝗵𝗮 𝗦𝘁𝗮𝗯𝗹𝗲𝘀 as President, U.K.

➤ Zeta opens a new 𝗟𝗼𝗻𝗱𝗼𝗻 𝗵𝘂𝗯 supporting its U.K. expansion.

➤ New hub brings together more than 𝟭𝟮𝟬 𝗨.𝗞. 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀.

➤ Stables will oversee U.K. growth, enterprise relationships, and 𝗴𝗼-𝘁𝗼-𝗺𝗮𝗿𝗸𝗲𝘁 operations.

➤ Stables previously held senior roles at 𝗛𝘂𝗯𝗦𝗽𝗼𝘁, 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲, and 𝗚𝗼𝗼𝗴𝗹𝗲.

➤ Zeta is expanding its local 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 team and talent investment.

➤ Expansion focuses on 𝗔𝗜, proprietary data, marketing, and customer activation.

➤ 𝗦𝗶𝗺𝗼𝗻 𝗗𝗮𝘃𝗶𝗲𝘀 continues overseeing Zeta's media business across EMEA.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Deepens Zeta's 𝗨.𝗞. 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲 with dedicated leadership and consolidated operations.

➤ Expands local capabilities for enterprises adopting 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 marketing infrastructure.

➤ Adds experienced enterprise leadership to support Zeta's 𝗨.𝗞. 𝗴𝗿𝗼𝘄𝘁𝗵 strategy.

➤ London hub could strengthen coordination across Zeta's 𝗱𝗮𝘁𝗮, 𝗔𝗜, and media businesses.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝘃𝗶𝗱 𝗔. 𝗦𝘁𝗲𝗶𝗻𝗯𝗲𝗿𝗴, Co-Founder, Chairman and CEO of Zeta Global:

"We’re investing in the leadership, talent and intelligent AI infrastructure to help more U.K. enterprises turn AI’s potential into growth,” said David A. Steinberg, Co-Founder, Chairman and CEO of Zeta Global. “Lalitha brings an exceptional record of building enterprise technology businesses. With Lalitha leading the U.K., Simon overseeing media across EMEA and our new London hub bringing the teams together, we’re strengthening our ability to deliver better outcomes for U.K.-based businesses and accelerate our growth in the market."

𝗟𝗮𝗹𝗶𝘁𝗵𝗮 𝗦𝘁𝗮𝗯𝗹𝗲𝘀, President, U.K., at Zeta Global:

“Enterprise marketers have never had more data and customer signals. The competitive advantage is how quickly they can turn those signals into intelligence, and intelligence into meaningful action,” said Lalitha Stables, President, U.K., at Zeta Global. “Zeta combines an exceptional data asset with AI, activation and solutions to help enterprises act with greater precision and learn from every outcome. Our investment in the U.K. gives customers the local expertise to put those capabilities to work.”

$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 can’t 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 isn’t reflecting it can be a fantastic way to actually generate meaningful returns.

Best part of last night’s 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

🚨 After-market buzz!

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$Zeta Global(ZETA.US) DOWN ON A DOUBLE BEAT 🩸

Q2 EPS: $0.03 vs $(0.00) est

Sales: $443.000M vs $420.613M est

🟥 -10.30%