Zeta Global (NYSE:ZETA) Hits New 12-Month High Following Analyst Upgrade

Zeta Global Holdings Corp. (NYSE:ZETA)’s share price reached a new 52-week high during trading on Wednesday after Citigroup raised their price target on the stock from $35.00 to $38.00. Citigroup currently has a buy rating on the stock. Zeta Global traded as high as $35.99 and last traded at $36.7650, with a volume of 106,930 shares. The stock had previously closed at $35.07.

ZETA has been the subject of several other research reports. Freedom Capital downgraded Zeta Global from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. Royal Bank Of Canada lifted their price target on Zeta Global from $40.00 to $41.00 and gave the stock an “outperform” rating in a research report on Tuesday. Bank of America upped their price target on Zeta Global from $29.00 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. Craig Hallum set a $38.00 price objective on Zeta Global in a research report on Monday, October 12th. Finally, DA Davidson raised their price objective on shares of Zeta Global from $36.00 to $38.00 and gave the stock a “buy” rating in a research note on Tuesday, October 6th. Twelve equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $37.88.

Key Stories Impacting Zeta Global

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

• Positive Sentiment: Quarterly results topped expectations. Zeta reported third-quarter EPS of $0.38 versus the $0.28 consensus and revenue of $492.66 million versus estimates of $471.08 million. Revenue grew 46.1% year over year, and the company reported positive GAAP net income. Zeta Global tops Q3 earnings and revenue estimates
• Positive Sentiment: Management raised its outlook. Zeta set fourth-quarter revenue guidance at $521–$525 million, above the roughly $510 million consensus, and raised its 2026 revenue outlook to about $1.855 billion, compared with analyst expectations of around $1.8 billion. Three takeaways for long-term investors
• Positive Sentiment: AI adoption and enterprise demand are growth drivers. Coverage highlighted increased use of Zeta’s AI-powered Athena platform and a more than 100% year-over-year increase in third-quarter requests for proposals, suggesting expanding sales opportunities. Q3 call highlights AI growth and higher outlook
• Positive Sentiment: Analysts raised price targets and maintained favorable ratings. B. Riley lifted its target to $39 and Citi to $38, both with Buy ratings; RBC raised its target to $41 and kept an Outperform rating. B. Riley raises Zeta price target
• Neutral Sentiment: Call-option buying was about 31% above its average daily volume. This may reflect bullish positioning, but options activity alone does not establish the direction of future shares. Report on unusually high call-option buying

Institutional Investors Weigh In On Zeta Global

Several institutional investors and hedge funds have recently bought and sold shares of ZETA. Bank of America Corp DE lifted its holdings in shares of Zeta Global by 47.7% during the 1st quarter. Bank of America Corp DE now owns 3,853,723 shares of the company’s stock worth $61,351,000 after acquiring an additional 1,244,057 shares during the period. Dimensional Fund Advisors LP raised its holdings in shares of Zeta Global by 75.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,864,071 shares of the company’s stock worth $45,583,000 after buying an additional 1,234,412 shares in the last quarter. Russell Investments Group Ltd. raised its holdings in shares of Zeta Global by 50.3% in the 3rd quarter. Russell Investments Group Ltd. now owns 925,219 shares of the company’s stock worth $29,209,000 after buying an additional 309,449 shares in the last quarter. Principal Financial Group Inc. raised its holdings in shares of Zeta Global by 7,696.7% in the 1st quarter. Principal Financial Group Inc. now owns 868,239 shares of the company’s stock worth $13,822,000 after buying an additional 857,103 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of Zeta Global by 2.3% during the 1st quarter. Bank of New York Mellon Corp now owns 830,888 shares of the company’s stock worth $13,228,000 after buying an additional 18,550 shares during the period. Institutional investors own 87.75% of the company’s stock.

Zeta Global Price Performance

The company has a 50-day moving average of $31.80 and a 200 day moving average of $22.90. The company has a debt-to-equity ratio of 0.21, a quick ratio of 2.38 and a current ratio of 2.38. The firm has a market cap of $9.44 billion, a P/E ratio of 261.09, a P/E/G ratio of 4.58 and a beta of 1.25.

Zeta Global (NYSE:ZETA) last announced its quarterly earnings results on Monday, November 9th. The company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.10. Zeta Global had a return on equity of 11.27% and a net margin of 2.30%. The firm had revenue of $492.66 million for the quarter, compared to analysts’ expectations of $471.08 million. During the same period in the prior year, the business posted $0.18 earnings per share. The business’s revenue was up 46.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Zeta Global Holdings Corp. will post 0.21 EPS for the current year.

Zeta Global Company Profile

Zeta Global is a marketing technology company that helps businesses use consumer data and artificial intelligence to plan and deliver digital marketing. Its platform combines data, analytics and campaign tools to help organizations identify audiences and engage customers throughout the marketing lifecycle. The company’s products support marketing activities such as customer acquisition, engagement and retention across channels including email, mobile, social media and the web. Zeta’s offerings include its Zeta Marketing Platform and the Zeta Data Cloud, which help clients manage audience insights and coordinate campaigns.