ZETA

Zeta Global beat Q1 estimates with $396M in revenue and raised FY26 guidance to $1.785B, but the stock’s 2.8x EV/revenue multiple and Marigold integration risks leave re-rating dependent on execution.

Zeta Global heads into Q4 earnings with Wall Street expecting 21% revenue growth, a fresh Morgan Stanley price target hike, and DCF models suggesting the stock trades below intrinsic value.

Data & AI Infrastructure Neutral ZETA TL;DR Zeta Global joined Snowflake-led Open Semantic Interchange, a vendor-neutral data standards initiative. ZETA

Ad Tech Bullish Catalyst ZETA TL;DR Zeta Global clients can now run ads directly on OpenAI’s platform via ZETA’s stack.

Earnings Bullish ZETA TL;DR ZETA Q1 2026 revenue hit $396M, up 50% YoY — 19th consecutive beat-and-raise quarter. Snowflake OSI

Earnings Analysis Bullish ZETA TL;DR Needham reiterates Buy with $25 price target after ZETA’s largest-ever revenue beat in Q1 2026.

Earnings Neutral ZETA TL;DR ZETA posted Q1 2026 revenue of $396.3M, a 7% beat on 49.9% YoY growth. Full-year revenue

Earnings Bullish ZETA TL;DR Q1 revenue hit $396.3M, a 7% beat on 49.9% year-over-year growth. Full-year 2026 revenue guidance raised

Earnings Bullish ZETA TL;DR ZETA posted $396.3M in Q1 2026 revenue, a 49.9% YoY beat of 7% versus consensus. Full-year

Earnings Neutral ZETA TL;DR ZETA beat Q4 EPS estimates by $0.05 and posted 25.4% YoY revenue growth to $394.64M. Stock