US · Technology · Software - Infrastructure
EPS came in at 0.06 against a street estimate of 0.01 — a beat of 500.0%.
Analysts rate Zeta Global Holdings Corp a buy (11 buy, 3 hold, 0 sell out of 14) with an average price target of $31.36.
CONFIDENT Zeta delivered 44% YoY revenue growth to $443M, 20 consecutive beat-and-raise quarters, and raised FY2026 guidance by $33M. Platform expansion beyond marketing via Athena AI, Palantir, and OpenAI partnerships driving accelerating ARPU and customer adoption. Q2 2026 No geographic breakout provided in call. Analysts pressed on Athena adoption curve (vs. industry norms), ZBI productization sequencing, and partnership revenue visibility. Management emphasized ROI differentiation, real-time decisioning, and conservative guidance assumptions excluding most partner upside. 2026-08-04…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.16% |
| Vanguard Portfolio Management, LLC | 5.13% |
| Greenvale Capital LLP | 3.69% |
| Vanguard Capital Management, LLC | 3.58% |
| Capital World Investors | 3.26% |
| Disciplined Growth Investors Inc | 2.69% |
| Neuberger Berman Group LLC | 2.34% |
| The Goldman Sachs Group Inc | 2.19% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ZETA GLOBAL HOLDINGS CORP. - 10-Q SUMMARY FOR QUARTERLY PERIOD ENDED JUNE 30, 2026 --- HEADLINE NUMBERS • Total revenues (6 months): $839,070 thous | 2026-08-05 |
| Results announced · Q3 2026 ZETA GLOBAL EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $443 million, up 44% year-over-year, beating guidance midpoint by $23 million (5%) | 2026-08-04 |
| Material agreement · Q3 2026 ZETA GLOBAL HOLDINGS CORP. - 8-K SUMMARY HEADLINE NUMBERS • New credit facility: $1.0 billion total size (five-year term) • Term Loan component: $25 | 2026-07-27 |
| Shareholder vote results · Q2 2026 ZETA GLOBAL HOLDINGS CORP. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 16, 2026 with quorum present • Three proposals voted on by stoc | 2026-06-16 |
| Quarterly report · Q1 2026 ZETA GLOBAL HOLDINGS CORP. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue (Q1 2026): $396,304 thousand ($396.3 million), up 50% from $264,41 | 2026-05-01 |
| Results announced · Q2 2026 ZETA GLOBAL Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenue: $396 million, up 50% year-over-year, beating guidance midpoint by $26 milli | 2026-04-30 |
| Proxy statement · Q2 2026 ZETA GLOBAL HOLDINGS CORP. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Three Class II Directors — Vote to elect W | 2026-04-24 |
| Annual report FY2025 ZETA GLOBAL HOLDINGS CORP. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): approximately $3.2 bi | 2026-02-25 |
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| Announcement | Date |
|---|---|
| FY2026 revenue guidance raised to $1,818 million midpoint Zeta Global reported strong Q2 2026 results, beating expectations across all major metrics. Revenue hit $443 million, up 44% year-over-year and $23 million above guidance midpoint. The compa | 2026-08-04 |
| Q1 revenue beat, full year 2026 guidance raised by $30M Zeta Global, an AI marketing platform company, delivered strong Q1 2026 results that exceeded expectations. The company reported $396 million in revenue, a 50% year-over-year increase that b | 2026-04-30 |
| Raised full year 2026 revenue, EBITDA, and free cash flow guidance Zeta Global, an AI marketing software company, reported strong fourth-quarter 2025 results and raised full-year 2026 guidance. Key highlights: Q4 revenue reached $395M (25% year-over-year gr | 2026-02-24 |
| FY25 and initial FY26 guidance raised; sixth consecutive year of 20%+ revenue growth Zeta Global, an AI marketing software company, reported strong third-quarter 2025 results, marking their 17th consecutive quarter of beating and raising guidance. The company delivered $337M | 2025-11-04 |
| Acquires Marigold's enterprise software business including loyalty and engagement platforms Zeta Global announced it will acquire Marigold's enterprise software business for up to $325 million ($100M cash + $100M stock at closing, plus up to $125M seller note within 3 months). The | 2025-09-30 |
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Google PlayApp StoreData updated 2026-09-18.