Increases Q2 Revenue Guidance to $419M to $422M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 30 2026
0mins
Should l Buy ZETA?
Guides Q2: Increasing revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold's Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $86.2 million to $86.9 million, up $1.7 million at the midpoint from the prior guidance of $84.9 million. The revised guidance represents a year-over-year growth rate of 47% to 48% and an adjusted EBITDA margin of 20.4% to 20.8%.
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Analyst Views on ZETA
Wall Street analysts forecast ZETA stock price to rise
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 17.140
Low
23.00
Averages
29.00
High
44.00
Current: 17.140
Low
23.00
Averages
29.00
High
44.00
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.
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- AI Solution Shows Early Success: The analyst highlighted early success from Zeta's Athena AI solution, which helped secure the company's largest contract, indicating that AI is becoming a critical growth driver for the platform.
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- Company Background: Founded in 2003, ZetaDisplay is a pioneer in digital signage software and solutions, now a leading player in the European digital signage market with over 125,000 active installations across more than 50 countries, showcasing its strong market penetration capabilities.
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- Analyst Rating Maintained: On May 1, Needham analyst Scott Berg maintained a 'Buy' rating on Zeta Global Holdings (NYSE:ZETA) with a price target of $25.00, reflecting confidence in the company's strong Q1 2026 performance.
- Acquisition Performance Exceeds Expectations: The recently acquired Marigold business significantly outperformed expectations, resulting in Zeta's best revenue beat to date, which bolstered market confidence in its acquisition execution capabilities.
- AI Solution Shows Early Success: The analyst highlighted early success from Zeta's Athena AI solution, which helped secure the company's largest contract, indicating that AI is becoming a critical growth driver for the platform.
- Accelerated Customer Revenue Growth: The average revenue per super-scaled customer increased at the fastest pace in over a year, demonstrating Zeta's enhanced ability to expand within its existing customer base.
See More
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- Significant Revenue Growth: Zeta Global reported Q1 revenue of $396.3 million, a 49.9% year-over-year increase that surpassed analyst expectations of $370.5 million, indicating strong market performance and sustained customer demand.
- Optimistic Profit Guidance: The company raised its full-year revenue guidance to $1.79 billion from $1.76 billion, reflecting management's confidence in future performance, particularly driven by the AI platform Athena.
- Accelerated Customer Consolidation: Zeta secured a notable partnership with a global apparel retailer, consolidating four vendors into a single contract, highlighting the increasing market demand for streamlined marketing operations and integrated data solutions, enhancing the company's competitive edge.
- Diverse Application Expansion: The number of super-scaled customers utilizing multiple use cases increased by over 50% year-over-year, driving a 21% growth in average revenue per user (ARPU), indicating a growing reliance on Zeta's products and significant future growth potential.
See More
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New Price Target: The new price target is set at $30, an increase from the previous target of $28.
See More
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- Consecutive Earnings Beat: Zeta Global reported Q1 2026 revenue of $396 million and adjusted EBITDA of $66.1 million, marking the 19th consecutive quarter of exceeding market expectations, showcasing the company's sustained growth in an AI-driven market.
- Guidance Increase: The company raised its 2026 revenue guidance midpoint by $30 million to $1.785 billion, reflecting market share gains and demand for legacy Marketing Cloud replacements, indicating Zeta's advantageous position in industry consolidation.
- Strong Cash Flow Performance: Free cash flow reached $41.7 million in Q1, with a cash flow conversion rate of 63%, surpassing internal targets and demonstrating significant improvements in operational efficiency and capital management.
- AI Product Driving Growth: Zeta's AI platform Athena achieved a 7x increase in agentic interactions in its first week, with 60% of AI usage driven by Athena, indicating rapid adoption among clients and a positive impact on revenue growth.
See More
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Zeta Global Shares Performance: Zeta Global's shares have increased by 6.4% in pre-market trading.
Impact of Corais: The rise in shares follows the announcement of Corais' revenue forecast, which has positively influenced investor sentiment.
See More
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- Annual Report Release: ZetaDisplay AB announced the publication of its 2025 Annual Report on April 30, 2026, available in Swedish and electronically on the Group's Investor Relations website, reflecting the company's commitment to transparency and information disclosure.
- English Yearbook Available: In addition to the full Swedish report, a shorter English version is also provided, catering to the needs of international investors and further expanding its influence in the global market.
- Company Background: Founded in 2003, ZetaDisplay is a pioneer in digital signage software and solutions, now a leading player in the European digital signage market with over 125,000 active installations across more than 50 countries, showcasing its strong market penetration capabilities.
- Financial Overview: With an annual turnover exceeding SEK 650 million and approximately 250 employees, ZetaDisplay demonstrates robust growth and ongoing expansion potential in the digital signage industry.
See More
