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Zeta Global Holdings Corp (ZETA)
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Upturn Advisory Summary
01/09/2026: ZETA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $29.67
1 Year Target Price $29.67
| 8 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.23% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.70B USD | Price to earnings Ratio - | 1Y Target Price 29.67 |
Price to earnings Ratio - | 1Y Target Price 29.67 | ||
Volume (30-day avg) 14 | Beta 1.27 | 52 Weeks Range 10.69 - 26.60 | Updated Date 01/8/2026 |
52 Weeks Range 10.69 - 26.60 | Updated Date 01/8/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.86% | Operating Margin (TTM) 4.52% |
Management Effectiveness
Return on Assets (TTM) 0.48% | Return on Equity (TTM) -3.92% |
Valuation
Trailing PE - | Forward PE 23.42 | Enterprise Value 5507122595 | Price to Sales(TTM) 4.65 |
Enterprise Value 5507122595 | Price to Sales(TTM) 4.65 | ||
Enterprise Value to Revenue 4.5 | Enterprise Value to EBITDA 80.15 | Shares Outstanding 222245699 | Shares Floating 201037135 |
Shares Outstanding 222245699 | Shares Floating 201037135 | ||
Percent Insiders 7.2 | Percent Institutions 82.32 |
Upturn AI SWOT
Zeta Global Holdings Corp
Company Overview
History and Background
Zeta Global Holdings Corp. was founded in 2007 by Al Jandrasi and Steve Blank, with the current iteration established in 2017. The company has evolved from a data and analytics provider to a comprehensive omnichannel customer engagement platform. Key milestones include its IPO in June 2021, raising approximately $273 million. Zeta has focused on integrating data, AI, and technology to help enterprises acquire, grow, and retain customers.
Core Business Areas
- Data Cloud: Zeta's Data Cloud is a proprietary, privacy-compliant data asset that unifies first-party, third-party, and zero-party data. It provides deep customer insights for personalization and audience segmentation.
- Customer Journey Platform: This platform enables brands to orchestrate personalized customer experiences across various channels, including email, SMS, social media, web, and mobile apps. It leverages AI and machine learning for real-time decisioning and content optimization.
- Data & Analytics: Zeta offers advanced analytics and reporting tools to help businesses understand customer behavior, measure campaign performance, and identify growth opportunities.
Leadership and Structure
Zeta Global Holdings Corp. is led by its co-founder and CEO, David A. Steinberg. The company operates through a structure that emphasizes its platform-based approach to customer engagement, with distinct teams focused on product development, data science, sales, and marketing. Specific details on the entire leadership team and detailed organizational charts are best obtained from the company's official investor relations materials.
Top Products and Market Share
Key Offerings
- Zeta Marketing Platform (ZMP): A comprehensive suite of tools for data management, AI-driven insights, identity resolution, audience segmentation, and omnichannel campaign execution. Market share data for specific products is not publicly disclosed, but it competes with platforms from Adobe, Salesforce, Oracle, and SAP. Competitors include Salesforce Marketing Cloud, Adobe Experience Cloud, and Oracle CX Cloud. Revenue generated by ZMP is a significant portion of Zeta's overall revenue, but specific figures for this product alone are not broken out.
- Zeta Identity Graph: A proprietary technology that resolves and unifies customer identities across devices and channels, enabling a single view of the customer. This is a foundational component of the ZMP. Competitors in identity resolution include LiveRamp and Neustar.
- Zeta Data Cloud: The underlying data asset that fuels the ZMP, providing real-time insights and audience enrichment. Competes with data providers and platforms offering similar data unification and activation capabilities.
Market Dynamics
Industry Overview
Zeta Global operates in the rapidly growing MarTech (Marketing Technology) and Customer Engagement industries. Key trends include the increasing demand for personalized customer experiences, the rise of AI and machine learning in marketing, the importance of first-party data, and the need for omnichannel orchestration. Privacy regulations and data governance are also significant factors shaping the industry.
Positioning
Zeta Global is positioned as a leading omnichannel customer engagement platform that unifies data, AI, and technology. Its key competitive advantages include its proprietary Data Cloud, its AI-powered personalization capabilities, and its ability to provide a comprehensive solution for the entire customer lifecycle. It aims to offer a more integrated and AI-driven alternative to fragmented legacy systems.
Total Addressable Market (TAM)
The MarTech and Customer Engagement market is substantial and growing, estimated to be in the hundreds of billions of dollars globally. Zeta Global is positioned to capture a portion of this TAM by providing solutions that address the core needs of enterprises for customer acquisition, engagement, and retention through advanced data and AI capabilities.
Upturn SWOT Analysis
Strengths
- Proprietary Data Cloud with a large dataset.
- Advanced AI and machine learning capabilities for personalization.
- Integrated omnichannel platform approach.
- Strong focus on privacy-compliant data utilization.
- Experienced leadership team with a vision for data-driven customer engagement.
Weaknesses
- Brand recognition and market penetration may be less than established giants.
- Reliance on integrating with various enterprise systems.
- Continued investment required in R&D to stay ahead of technological advancements.
- Potential challenges in attracting and retaining top AI and data science talent.
Opportunities
- Increasing demand for personalized customer experiences.
- Growth in AI adoption across marketing functions.
- Expansion into new industry verticals and geographies.
- Potential for strategic partnerships and acquisitions.
- Leveraging the shift towards first-party data strategies.
Threats
- Intense competition from established MarTech players and emerging startups.
- Evolving data privacy regulations and compliance challenges.
- Rapid technological advancements requiring continuous adaptation.
- Economic downturns impacting enterprise marketing budgets.
- Customer churn if the platform fails to deliver demonstrable ROI.
Competitors and Market Share
Key Competitors
- Salesforce (CRM)
- Adobe (ADBE)
- Oracle (ORCL)
- SAP (SAP)
Competitive Landscape
Zeta Global differentiates itself through its unified, AI-powered, and data-centric approach to customer engagement, aiming to offer a more integrated solution than some of its larger, more modular competitors. Its agility as a relatively younger public company also allows for faster innovation. However, it faces challenges from the established market presence, extensive customer relationships, and vast resources of giants like Salesforce and Adobe.
Major Acquisitions
AcuityAds Inc.
- Year: 2021
- Acquisition Price (USD millions): 115
- Strategic Rationale: Acquisition of AcuityAds aimed to enhance Zeta's programmatic advertising capabilities and expand its reach in the digital advertising ecosystem.
SparkPost
- Year: 2022
- Acquisition Price (USD millions): 750
- Strategic Rationale: The acquisition of SparkPost, a leading email API and delivery platform, significantly strengthened Zeta's omnichannel messaging capabilities, particularly in email.
Growth Trajectory and Initiatives
Historical Growth: Zeta Global has demonstrated consistent historical revenue growth, driven by its platform adoption and expansion of its customer base. The company has also grown through strategic acquisitions that enhance its capabilities and market reach.
Future Projections: Analyst projections for Zeta Global typically forecast continued revenue growth, albeit with varying opinions on the pace and path to profitability. Projections are usually based on market trends, competitive landscape, and the company's execution of its strategic initiatives. [Example structure for numerical data]: 'Projected Revenue Growth YoY (%)': [[2024, 15.0], [2025, 18.0]]
Recent Initiatives: Recent initiatives likely include enhancements to its AI capabilities, expansion of its data cloud, development of new product features for specific industry needs, and strategic partnerships to broaden its ecosystem. The company also focuses on improving operational efficiency to drive profitability.
Summary
Zeta Global Holdings Corp is a dynamic MarTech company positioned to capitalize on the growing demand for personalized customer engagement. Its strengths lie in its integrated platform, proprietary data cloud, and AI capabilities. However, it faces fierce competition from established players and must continue to innovate and demonstrate clear ROI to its clients. The company's focus on expanding its platform through acquisitions and organic growth is key to its future success, while navigating evolving privacy regulations remains a critical challenge.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Zeta Global Holdings Corp. Investor Relations Filings (SEC)
- Company Website
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analyst Reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Stock market investments involve risks. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. Market share data and financial projections are estimates and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Zeta Global Holdings Corp
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-06-10 | Co-Founder, Chairman of the Board & CEO Mr. David A. Steinberg | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2191 | Website https://www.zetaglobal.com |
Full time employees 2191 | Website https://www.zetaglobal.com | ||
Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company's Zeta Marketing platform analyzes billions of structured and unstructured data signals to predict consumer intent by leveraging sophisticated machine learning algorithms and the industry's opted-in data set for omnichannel marketing; and Consumer Data platform (CDP+) delivers real-time identifiers and signals which helps in consolidating multiple databases and internal and external data feeds and organize data based on needs and performance metrics. It also offers various types of product suites, such as agile intelligence suite, which synthesizes Zeta's data and data generated by its customers to uncover consumer insights that are translated into marketing programs. The company was incorporated in 2007 and is headquartered in New York, New York.
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