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Zeta Global Holdings Corp(ZETA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ZETA
11/06/2026: ZETA (4-star) is a SELL. SELL for 1 day. Simulated Profits (-5.83%). Updated daily EoD!
Zeta Global Holdings Corp is an AI-powered marketing technology company that provides a unified platform for enterprise brands to improve customer acquisition and retention. The company is known for its proprietary identity data graph, which serves as a significant differentiator against larger software incumbents. While Zeta has a leading position in the mid-market and is expanding its enterprise footprint, it faces stiff competition from major players like Salesforce and Adobe. The primary growth opportunity lies in its ability to leverage first-party data as third-party cookies decline. Investors should monitor customer concentration risks, execution of M&A, and sustained profitability trends, as the stock is best suited for growth-oriented portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Zeta is expanding rapidly in the high-growth MarTech space by displacing legacy systems. |
| Momentum investor | Strong fit while signal remains positive | The stock often exhibits strong price trends corresponding to consistent quarterly growth beats. |
| Value investor | Weak fit | High valuation multiples often reflect growth expectations rather than current earnings yield. |
| Dividend investor | Weak fit | The company does not pay dividends, focusing exclusively on growth. |
| Low-risk investor | Weak fit | High volatility associated with small-to-mid-cap growth tech makes it unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Growth stocks in the tech sector frequently experience sharp price fluctuations. |
| Valuation risk | Medium / high | Investors pay a premium for growth, which can lead to rapid corrections if growth targets are missed. |
| Competition risk (AI competition) | High | Large incumbents like Adobe and Salesforce are aggressively deploying AI features. |
| Business quality | Medium | While the platform has sticky enterprise clients, the business is still refining its path to sustained high profitability. |
| Dividend income | Low / none | There is no current income component to the investment. |
| Execution risk | Medium | Scaling the business successfully requires consistent integration of acquisitions and R&D. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 68.08% | Avg. Invested days 34 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.73B USD | Price to earnings Ratio - | 1Y Target Price 38.29 |
Price to earnings Ratio - | 1Y Target Price 38.29 | ||
Volume (30-day avg) 5.5M shares | Beta 1.25 | 52 Weeks Range 14.37 - 35.75 | Updated Date 11/08/2026 |
52 Weeks Range 14.37 - 35.75 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.01 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Zeta Marketing Platform (ZMP) | Subscription-based software licenses and service fees for the AI-driven marketing suite. | This is the core software revenue that provides recurring income. |
| Data and Intelligence Services | Fees derived from data licensing and insights-led marketing campaigns. | This provides additional scale and data-driven upsell opportunities. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-09 | When After Market | Estimate 0.08 | Actual - |
Profitability
Profit Margin -0.14% | Operating Margin (TTM) 3.82% |
Management Effectiveness
Return on Assets (TTM) 2.6% | Return on Equity (TTM) -0.27% |
Valuation
Trailing PE - | Forward PE 25.45 | Enterprise Value 7.68B | Price to Sales(TTM) 4.96 |
Enterprise Value 7.68B | Price to Sales(TTM) 4.96 | ||
Enterprise Value to Revenue 4.89 | Enterprise Value to EBITDA 102.17 | Shares Outstanding 225.62M | Shares Floating 222.76M |
Shares Outstanding 225.62M | Shares Floating 222.76M | ||
Percent Insiders 1.85 | Percent Institutions 87.92 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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