Zeta Global Holdings Corp.

NYSE:ZETA Stock Report

Market Cap: US$4.6b

Zeta Global Holdings Future Growth

Future criteria checks 5/6

Zeta Global Holdings is forecast to grow earnings and revenue by 48.7% and 14.5% per annum respectively. EPS is expected to grow by 49.5% per annum. Return on equity is forecast to be 30.1% in 3 years.

Key information

48.7%

Earnings growth rate

49.53%

EPS growth rate

Software earnings growth18.9%
Revenue growth rate14.5%
Future return on equity30.10%
Analyst coverage

Good

Last updated01 May 2026

Recent future growth updates

Recent updates

ZETA: Scaled Customer Expansion And ARPU Deepening Will Drive Future Upside

Analysts nudged their price targets for Zeta Global to $30, citing steady progress in scaled customer growth, average revenue per user expansion, and ongoing sectorwide reassessments that influenced their updated fair value and P/E assumptions. Analyst Commentary Recent research updates around Zeta Global center on how its customer metrics, product pipeline, and sector-wide re-rating are feeding into revised price targets and P/E assumptions.

Zeta Global: A Senseless Dip That Can Be Bought Confidently

Apr 16

ZETA: Raised Guidance And Customer Gains Will Reframe Future Earnings Power

Analysts have revised the price target on Zeta Global Holdings to $30. The change reflects updated assumptions on fair value, profitability, and growth, supported by recent research highlighting scaled customer gains, higher ARPU, and ongoing product cycle potential, despite mixed sector sentiment.

ZETA: Scaled Customer Wins And Rising ARPU Will Reshape Revenue Mix

Analysts have raised their price targets on Zeta Global to $30, citing stronger growth among scaled customers, higher average revenue per user, and ongoing product cycle potential, while also noting some caution related to broader sector valuation resets. Analyst Commentary Recent research coverage on Zeta Global highlights a mix of optimism around product potential and customer trends, paired with more cautious views on valuation and what is actually reflected in current guidance.

ZETA: Raised Guidance And Customer Expansion Will Reshape Revenue Mix

Analysts have modestly trimmed their fair value estimate for Zeta Global Holdings to $23.00, reflecting slightly lower modeled revenue growth and a higher discount rate. They are still highlighting customer and ARPU trends, recent price target moves to $30.00, and potential from Athena AI agents as key parts of the long term story.

ZETA: Scaled Customer Wins And ARPU Expansion Will Shape Medium Term Outlook

The analyst price target for Zeta Global Holdings has moved to $29.08 from $29.67 as analysts factor in updated views on revenue growth, margin potential, and future P/E assumptions following recent research updates that cluster around a $30 target. Analyst Commentary Recent research updates cluster around a US$30 price target for Zeta Global Holdings, with most analysts focusing on the durability of growth in larger customers, the impact of new AI products, and how sector-wide valuation shifts influence where the stock should trade.

ZETA: Marigold Deal And Raised Guidance Will Reshape Revenue Mix

The analyst fair value estimate for Zeta Global has been raised from $23.00 to $25.00. This reflects updated views on higher revenue growth assumptions, a richer future P/E multiple, and recent Street research pointing to benefits from the Marigold acquisition and revised FY26 guidance.

ZETA: Marigold Acquisition And Raised Guidance Will Reframe Future Earnings Power

Analysts have trimmed their fair value estimate for Zeta Global to about $40.22 per share from roughly $41.34, while still backing higher price targets. These targets are based on expectations for stronger revenue growth following the Marigold acquisition and updated guidance, partially offset by a lower profit margin outlook and a higher assumed future P/E multiple.

ZETA: Marigold Acquisition Will Reshape Revenue Mix And Free Cash Flow Profile

Analysts have lifted their fair value estimate for Zeta Global Holdings from US$18.00 to US$23.00, citing higher projected revenue growth, slightly improved profit margins, and updated Street research that reflects contributions from the Marigold acquisition and refreshed long term guidance. Analyst Commentary Recent Street research on Zeta Global has been broadly constructive, with several firms lifting price targets after the Marigold enterprise software acquisition and the company’s updated long term guidance.

Revenues Not Telling The Story For Zeta Global Holdings Corp. (NYSE:ZETA) After Shares Rise 25%

Jan 10
Revenues Not Telling The Story For Zeta Global Holdings Corp. (NYSE:ZETA) After Shares Rise 25%

ZETA: Marigold Integration And 20% Organic Ambitions Will Reshape Medium Term Outlook

Analysts nudged their average price target for Zeta Global modestly higher, clustering around the recent US$29 to US$36 range as they point to the Marigold enterprise software acquisition, raised FY26 guidance with 20%+ organic revenue growth and EBITDA margin expansion targets, and Citi's view that current prices do not fully reflect the potential to compound growth at 20%. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Marigold enterprise software acquisition, with up to US$325M in consideration, as a key building block for Zeta Global's growth in marketing technology and digital media spend.

ZETA: Marigold Acquisition Will Drive Sustained 20% Organic Expansion

Analysts nudged their average price target for Zeta Global Holdings modestly higher to approximately $30, citing the accretive Marigold acquisition, reinforced expectations for 20% plus organic revenue growth and margin expansion through 2026 and beyond, and increased confidence that the company can outperform its long term growth and free cash flow objectives. Analyst Commentary Analyst commentary on Zeta Global remains overwhelmingly positive, with recent research updates highlighting both the strategic impact of the Marigold acquisition and the company’s ability to deliver sustained, high growth at attractive margins.

ZETA: Acquisitions And Raised Guidance Will Accelerate Market Share Gains

Analysts have raised their price target for Zeta Global Holdings from $29.36 to $29.67, citing stronger anticipated revenue growth and a positive outlook following recent acquisitions and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight Zeta Global's strong revenue outlook, anticipating approximately 20% organic growth.

ZETA: Extended Growth Targets Through 2030 Will Drive Stronger Profit Margins

Analysts have raised their fair value estimate for Zeta Global Holdings from $28.27 to $29.36 per share, citing growing confidence in the company's accelerated revenue growth, significantly improved profit margins, and extended long-term targets that support a higher price outlook. Analyst Commentary Bullish analysts remain optimistic about Zeta Global Holdings, highlighting several factors driving a more favorable outlook for the company.

ZETA: Sustained Over 20% Growth Through 2030 Will Drive Long-Term Upside

The analyst price target for Zeta Global Holdings increased, as analysts highlighted strengthened growth targets and a more optimistic outlook for the company's long-term revenue and profitability. Analyst Commentary Recent analyst reports reflect growing confidence in Zeta Global Holdings' growth trajectory, following updated performance targets and continued execution.

AI Marketing Automation Will Expand Omnichannel Personalization

Analysts have raised their fair value estimate for Zeta Global Holdings from $26.50 to $28.27 per share. They cite stronger confidence in the company's long-term growth prospects and enhanced revenue expectations following recent updates and investor communications.

AI Marketing Automation Will Expand Omnichannel Personalization

Analysts have adjusted their price target for Zeta Global Holdings down slightly, from $27.27 to $26.50. This reflects updated expectations around fair value, despite continued optimism about the firm's growth potential and expanding agency relationships.

AI Marketing Automation Will Expand Omnichannel Personalization

The upward revision in Zeta Global Holdings’ price target likely reflects improved profitability, as evidenced by a higher net profit margin and a significantly lower future P/E ratio, with fair value increasing modestly to $27.27. What's in the News Raised Q3 and full-year 2025 revenue guidance, reflecting 22%-23% and 25%-26% year-over-year growth, respectively.

Optimistic Investors Push Zeta Global Holdings Corp. (NYSE:ZETA) Shares Up 31% But Growth Is Lacking

Aug 08
Optimistic Investors Push Zeta Global Holdings Corp. (NYSE:ZETA) Shares Up 31% But Growth Is Lacking

AI Marketing Automation Will Expand Omnichannel Personalization

Despite a sharp rise in future P/E and a notable decline in net profit margin, analysts have raised their price target for Zeta Global Holdings from $25.33 to $26.67. What's in the News Increased Q3 and full-year 2025 revenue guidance, with full-year guidance representing 25% to 26% year-over-year growth.

Health Check: How Prudently Does Zeta Global Holdings (NYSE:ZETA) Use Debt?

Jul 18
Health Check: How Prudently Does Zeta Global Holdings (NYSE:ZETA) Use Debt?

Zeta Global Holdings Corp.'s (NYSE:ZETA) Shares Leap 28% Yet They're Still Not Telling The Full Story

Jun 24
Zeta Global Holdings Corp.'s (NYSE:ZETA) Shares Leap 28% Yet They're Still Not Telling The Full Story

Zeta: Ambitious 2028 Growth Targets Set Against Ultracheap Valuation

Apr 25
User avatar

Investments In AI, LiveIntent, And Data Will Unlock New Opportunities

Early AI investments and first-party data strategies are expected to significantly boost market share and revenue growth, aiming for over $2 billion by 2028.

Zeta Global Holdings Corp. (NYSE:ZETA) Shares Could Be 40% Below Their Intrinsic Value Estimate

Apr 16
Zeta Global Holdings Corp. (NYSE:ZETA) Shares Could Be 40% Below Their Intrinsic Value Estimate

Slammed 30% Zeta Global Holdings Corp. (NYSE:ZETA) Screens Well Here But There Might Be A Catch

Mar 27
Slammed 30% Zeta Global Holdings Corp. (NYSE:ZETA) Screens Well Here But There Might Be A Catch

Zeta Global: A Golden Buying Opportunity After The Sharp Dip

Mar 14

Zeta Global Q4: Beaten Down But Not Broken

Feb 28

Zeta Global: A Massive Move Expected After Earnings, I See Upside Ahead

Feb 17

Is Zeta Global Holdings (NYSE:ZETA) Using Too Much Debt?

Feb 04
Is Zeta Global Holdings (NYSE:ZETA) Using Too Much Debt?

Zeta Global: Thriving At The Intersection Of AI And Marketing

Jan 13

Calculating The Fair Value Of Zeta Global Holdings Corp. (NYSE:ZETA)

Jan 03
Calculating The Fair Value Of Zeta Global Holdings Corp. (NYSE:ZETA)

Zeta Global: Cautious Due To Unfavorable Growth Composition And Pricey M&A

Dec 30

What Is Zeta Global Holdings Corp.'s (NYSE:ZETA) Share Price Doing?

Dec 18
What Is Zeta Global Holdings Corp.'s (NYSE:ZETA) Share Price Doing?

Zeta Global: Great Opportunity With Some Business Risks

Dec 18

Zeta Global: A Value Play Post Omnicom-Interpublic Merger

Dec 11

Zeta Global: Don't Be Fooled By The Market

Dec 05

The Price Is Right For Zeta Global Holdings Corp. (NYSE:ZETA) Even After Diving 25%

Nov 27
The Price Is Right For Zeta Global Holdings Corp. (NYSE:ZETA) Even After Diving 25%

Unlocking Zeta Global Holdings' Market Potential

Nov 24

Zeta Q3 Earnings: 2025 Guidance Points To Revenue Growth Rate Deceleration, Still A Buy

Nov 12

Earnings and Revenue Growth Forecasts

NYSE:ZETA - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,393219N/A4505
12/31/20272,0768728536514
12/31/20261,7871323528712
3/31/20261,437-23178214N/A
12/31/20251,305-32165199N/A
9/30/20251,225-23141178N/A
6/30/20251,156-37119155N/A
3/31/20251,075-52105144N/A
12/31/20241,006-7092134N/A
9/30/2024901-12079117N/A
6/30/2024822-14667106N/A
3/31/2024766-1706095N/A
12/31/2023729-1875591N/A
9/30/2023694-2045087N/A
6/30/2023657-2304683N/A
3/31/2023622-2643977N/A
12/31/2022591-2793978N/A
9/30/2022551-2894076N/A
6/30/2022514-2883467N/A
3/31/2022483-3002760N/A
12/31/2021458-2571844N/A
9/30/2021438-2131642N/A
6/30/2021418-1601339N/A
3/31/2021388-811538N/A
12/31/2020368-731036N/A
12/31/2019306-56N/A31N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ZETA is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.4%).

Earnings vs Market: ZETA is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: ZETA is expected to become profitable in the next 3 years.

Revenue vs Market: ZETA's revenue (14.5% per year) is forecast to grow faster than the US market (11.2% per year).

High Growth Revenue: ZETA's revenue (14.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ZETA's Return on Equity is forecast to be high in 3 years time (30.1%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 11:15
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Zeta Global Holdings Corp. is covered by 20 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Koji IkedaBofA Global Research
Zachary CumminsB. Riley Securities, Inc.
Osni CarfiBTG Pactual