Brokerages Set Zeta Global Holdings Corp. (NYSE:ZETA) Target Price at $28.33

Shares of Zeta Global Holdings Corp. (NYSE:ZETA) have received a consensus rating of “Moderate Buy” from the fifteen analysts that are presently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, ten have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year price objective among analysts that have issued a report on the stock in the last year is $29.6667.

ZETA has been the subject of several recent research reports. Wall Street Zen cut Zeta Global from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. The Goldman Sachs Group set a $28.00 target price on Zeta Global and gave the company a “neutral” rating in a report on Wednesday, June 24th. Royal Bank Of Canada raised their target price on Zeta Global from $29.00 to $31.00 and gave the stock an “outperform” rating in a research note on Wednesday. KeyCorp boosted their price target on shares of Zeta Global from $22.00 to $27.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, DA Davidson upped their price objective on shares of Zeta Global from $30.00 to $32.00 and gave the company a “buy” rating in a report on Wednesday.

Zeta Global News Roundup

Here are the key news stories impacting Zeta Global this week:

• Positive Sentiment: Zeta reported revised second-quarter earnings of $0.21 per share, above the $0.20 consensus estimate and up from $0.14 a year earlier. Revenue increased approximately 44% year over year to about $443 million, exceeding expectations. Zeta Global Holdings Q2 Earnings Beats Estimates
• Positive Sentiment: Management raised its 2026 outlook, projecting approximately $1.818 billion in revenue and higher GAAP earnings. Third-quarter revenue guidance of $469 million to $472 million also exceeds the roughly $461 million analyst consensus. Zeta Projects 2026 Revenue and Raises EPS Guidance
• Positive Sentiment: The earnings call highlighted accelerating adoption of Athena, Zeta’s AI platform, improving AI-led revenue quality and stronger partner selling. The company said its partnership with Palantir is already contributing to growth and pipeline momentum. Zeta Global Q2 Earnings Call Centers on AI Adoption
• Positive Sentiment: Needham raised its price target from $25 to $30 and maintained a Buy rating, providing additional analyst support. Needham Raises Zeta Global Price Target
• Neutral Sentiment: Unusually heavy call-option activity, with traders buying nearly 40,000 calls, indicates heightened bullish speculation but may also increase short-term volatility.
• Negative Sentiment: Some initial syndicated reports showed a lower $0.18 or $0.03 EPS figure and described profit-taking after the earnings release. The conflicting figures could create temporary uncertainty, although the revised earnings report and company release characterize the quarter as another beat-and-raise result. Zeta Global Stock Slips After Earnings

Zeta Global Stock Performance

NYSE:ZETA opened at $27.25 on Friday. The company has a market cap of $6.79 billion, a P/E ratio of -1,362.55, a P/E/G ratio of 3.59 and a beta of 1.39. Zeta Global has a twelve month low of $14.36 and a twelve month high of $28.50. The company’s 50-day moving average price is $21.16 and its 200-day moving average price is $18.79. The company has a current ratio of 2.07, a quick ratio of 2.07 and a debt-to-equity ratio of 0.22.

Zeta Global (NYSE:ZETA) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $0.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.20 by ($0.17). Zeta Global had a negative net margin of 0.15% and a positive return on equity of 4.73%. The business had revenue of $442.77 million for the quarter, compared to analysts’ expectations of $420.61 million. During the same period in the prior year, the company posted ($0.10) EPS. The firm’s revenue was up 43.6% on a year-over-year basis. On average, sell-side analysts forecast that Zeta Global will post 0.22 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Jeanine Silberblatt sold 7,500 shares of Zeta Global stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $19.89, for a total transaction of $149,175.00. Following the sale, the director owned 50,350 shares of the company’s stock, valued at approximately $1,001,461.50. The trade was a 12.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 10.74% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Zeta Global

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Disciplined Growth Investors Inc. MN purchased a new stake in Zeta Global in the 3rd quarter valued at about $121,502,000. Contour Asset Management LLC boosted its stake in Zeta Global by 26.3% during the fourth quarter. Contour Asset Management LLC now owns 11,162,626 shares of the company’s stock worth $227,159,000 after buying an additional 2,327,907 shares during the period. Norges Bank purchased a new position in Zeta Global during the fourth quarter worth about $46,975,000. M&T Bank Corp increased its position in shares of Zeta Global by 12,545.2% during the fourth quarter. M&T Bank Corp now owns 2,233,649 shares of the company’s stock valued at $45,455,000 after acquiring an additional 2,215,985 shares during the last quarter. Finally, Annex Advisory Services LLC purchased a new stake in shares of Zeta Global in the 4th quarter valued at approximately $42,136,000. Institutional investors and hedge funds own 87.75% of the company’s stock.

About Zeta Global

Zeta Global, founded in 2007 and headquartered in New York City, is a leading data-driven marketing technology company. The firm’s mission centers on helping brands acquire, grow and retain customers through a unified customer lifecycle management platform. Over the years, Zeta Global has built a reputation for leveraging big data and predictive analytics to power digital marketing programs across multiple channels.

At the core of Zeta’s offering is the Zeta Marketing Platform, which combines identity resolution, audience insights and real-time engagement capabilities.