Zeta Global Holdings Forecasts 21% Revenue Growth by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: NASDAQ.COM
- Consistent Outperformance: Zeta Global has delivered 17 consecutive quarters of beating expectations, with a 26% year-over-year revenue growth in Q3, showcasing the strength of its AI marketing platform in customer acquisition and retention, further solidifying its market position.
- Customer Base Expansion: Zeta currently serves over 450 scaled customers spending more than $100,000 annually, and added 12 super scaled customers in the last quarter, bringing the total to 180, indicating its growing competitiveness in the large customer market.
- Profitability on the Horizon: Although Zeta's net margins remain negative, it reported positive net operating income in Q3, indicating improving profitability, with a realistic chance of achieving consistent profits by the end of 2026.
- Strong Growth Outlook: Zeta anticipates maintaining a 20% compound annual growth rate through 2028, projecting sales of $2.1 billion in 2026, which suggests significant investment value given its current $6 billion market cap.
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Analyst Views on ZETA
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
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
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.
Zeta Global (ZETA) Partners with OpenAI to Enhance AI Marketing Platform
- Price Target Increase: Morgan Stanley raised Zeta Global's price target from $23 to $27, reflecting confidence in the company's growth potential despite the lack of widespread enterprise spending recovery.
- AI Collaboration Upgrade: On January 5, Zeta Global announced a partnership with OpenAI to integrate OpenAI models into its Athena marketing platform, aiming to enhance conversational intelligence and agentic applications for enterprise marketing, thereby strengthening its market competitiveness.
- Product Feature Expansion: This collaboration marks the expansion of beta access for Athena's two agentic applications—Insights and Advisor, with Insights providing immediate access to trends and user dashboards, while Advisor optimizes marketing campaigns based on specific objectives to enhance operational efficiency.
- Optimistic Market Outlook: Despite SaaS application stocks lagging in 2025, easing concerns over AI threats are expected to foster a more positive market outlook for the sector in 2026, positioning Zeta Global to capitalize on selectively opportunistic growth opportunities.
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Zeta Global (ZETA) Forecasts 21% Revenue Growth by 2026 with $5.5B Market Cap
- Sustained Revenue Growth: Zeta Global achieved a 26% year-over-year growth in Q3, marking its 17th consecutive quarter of beating expectations, showcasing the strength of its AI-driven marketing platform in customer acquisition and retention.
- Expanding Customer Base: Zeta serves over 450 'scaled customers', including 180 'super scaled customers' spending at least $1 million annually, indicating the sustainability and growth potential of its revenue model.
- Profitability on the Horizon: Although Zeta reported negative net margins in the first two quarters, these have narrowed sequentially, and the company posted positive net operating income in Q3, with expectations of achieving consistent profitability by 2026, enhancing its investment appeal.
- Strong Long-Term Outlook: Zeta anticipates maintaining a 20% compound annual growth rate through 2028, projecting sales of $2.1 billion, while its current market cap of $5.5 billion suggests significant investment value given its growth history.
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