Zeta Global Holdings Corp (ZETA) saw its shares decline by 5% as it crossed below the 20-day SMA, reflecting a challenging trading environment.
Despite the stock's decline, Zeta Global reported a remarkable 26% year-over-year revenue growth in Q3, marking its 17th consecutive quarter of exceeding expectations. The company anticipates maintaining a 20% compound annual growth rate through 2028, projecting sales of $2.1 billion by 2026, which enhances its investment appeal. This strong performance is attributed to its AI-driven marketing platform, which has expanded its customer base significantly, serving over 450 scaled customers, including 180 super scaled customers.
The outlook for Zeta remains positive, with expectations of achieving consistent profitability by 2026. The company's ability to leverage its AI capabilities in customer acquisition and retention positions it well for future growth, despite the current market conditions.
Wall Street analysts forecast ZETA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZETA is 29.00 USD with a low forecast of 23.00 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast ZETA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZETA is 29.00 USD with a low forecast of 23.00 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 20.310
Low
23.00
Averages
29.00
High
44.00
Current: 20.310
Low
23.00
Averages
29.00
High
44.00
Goldman Sachs
Neutral
maintain
$23 -> $26
2026-01-28
New
Reason
Goldman Sachs
Price Target
$23 -> $26
AI Analysis
2026-01-28
New
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Zeta Global to $26 from $23 and keeps a Neutral rating on the shares. Software M&A activity is expected to accelerate in 2026, driven by compressed public valuations and the structural advantages of software businesses, including distribution, domain expertise, data moats, and brand equity, the analyst tells investors in a research note This could enable value creation through cross-portfolio synergies, acquisitions of top private-market technologies, and leveraging SaaS incumbents at more attractive multiples, the firm says.
Morgan Stanley
Equal Weight
maintain
$21 -> $23
2025-11-26
Reason
Morgan Stanley
Price Target
$21 -> $23
2025-11-26
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Zeta Global to $23 from $21 and keeps an Equal Weight rating on the shares to account for the company's updated Q4 and FY26 guidance across revenue and profitability following the closure of the Marigold acquisition.
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DA Davidson
Buy
maintain
$27 -> $29
2025-11-25
Reason
DA Davidson
Price Target
$27 -> $29
2025-11-25
maintain
Buy
Reason
DA Davidson raised the firm's price target on Zeta Global to $29 from $27 and keeps a Buy rating on the shares. The company has announced it completed its acquisition of Marigold's enterprise software business and subsequently raised its guidance for Q4, Q1 of 2026, and FY26 to incorporate contributions from the deal, the analyst tells investors in a research note. The revised guide implies a 2026 total revenue growth rate of 34% or 20% ex- political revenue and Marigold, the firm added.
B. Riley
Buy
maintain
$29 -> $30
2025-11-25
Reason
B. Riley
Price Target
$29 -> $30
2025-11-25
maintain
Buy
Reason
B. Riley raised the firm's price target on Zeta Global to $30 from $29 and keeps a Buy rating on the shares. Zeta completed the acquisition of Marigold's enterprise software business for aggregate consideration of up to $325M, the analyst tells investors in a research note. Zeta's organic business momentum remains strong and continues to outpace 2028 financial targets, as the updated FY26 guidance projects 20%+ organic revenue growth, sustained adjusted EBITDA margin expansion, and improved free cash flow conversion, the firm adds.
About ZETA
Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform, which is engaged in providing enterprises with consumer intelligence and marketing automation software. It enables customers to target, connect and engage consumers through software that delivers personalized marketing across all addressable channels, including email, social media, Web, chat, connected TV (CTV) and video, among others. Its Zeta Marketing Platform (ZMP) is an AI-powered marketing platform with identity data at its core. ZMP analyzes billions of structured and unstructured data signals to predict consumer intent, optimize messaging and drive personalized messaging across all channels. The Company’s Consumer Data Platform (CDP+) integrates LiveIntent’s identity graph, improving identity resolution while maintaining compliance with evolving privacy standards. Its Agile Intelligence suite provides customers with real-time, intent-driven insights.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
