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Upturn AI SWOT - About
Zeta Global Holdings Corp (ZETA)
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Upturn Advisory Summary
06/30/2025: ZETA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
14 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $25.33
1 Year Target Price $25.33
| 8 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.38% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.56B USD | Price to earnings Ratio - | 1Y Target Price 25.33 |
Price to earnings Ratio - | 1Y Target Price 25.33 | ||
Volume (30-day avg) 14 | Beta 1.25 | 52 Weeks Range 10.69 - 38.20 | Updated Date 06/30/2025 |
52 Weeks Range 10.69 - 38.20 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.82% | Operating Margin (TTM) -4.9% |
Management Effectiveness
Return on Assets (TTM) -2.81% | Return on Equity (TTM) -11.93% |
Valuation
Trailing PE - | Forward PE 23.98 | Enterprise Value 3391160848 | Price to Sales(TTM) 3.31 |
Enterprise Value 3391160848 | Price to Sales(TTM) 3.31 | ||
Enterprise Value to Revenue 3.15 | Enterprise Value to EBITDA 369.97 | Shares Outstanding 211448992 | Shares Floating 192093307 |
Shares Outstanding 211448992 | Shares Floating 192093307 | ||
Percent Insiders 8.32 | Percent Institutions 76.78 |
Analyst Ratings
Rating 4 | Target Price 25.33 | Buy 3 | Strong Buy 8 |
Buy 3 | Strong Buy 8 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Zeta Global Holdings Corp
Company Overview
History and Background
Zeta Global Holdings Corp. was founded in 2007. It evolved from an email marketing platform to a data-driven marketing technology company.
Core Business Areas
- Data Cloud: Provides identity resolution, data enrichment, and audience creation tools.
- AI + Software: Offers AI-powered marketing automation and orchestration across channels.
- Customer Data Platform (CDP): A platform for collecting, unifying, and activating customer data.
Leadership and Structure
David A. Steinberg is the Co-Founder, Chairman and CEO. The company has a typical corporate structure with executive leadership across various departments.
Top Products and Market Share
Key Offerings
- Zeta Marketing Platform (ZMP): A cloud-based marketing platform that integrates data, AI, and omnichannel execution. No independent market share data available. Competitors include Adobe Marketing Cloud, Salesforce Marketing Cloud, and Oracle Marketing Cloud.
- Zeta CDP: Collects, unifies, and activates customer data. Competitors include Tealium and Segment. No independent market share data available.
Market Dynamics
Industry Overview
The marketing technology industry is characterized by rapid growth, increasing complexity, and the proliferation of digital channels. The market is growing with companies trying to unify the customer experience across all channels.
Positioning
Zeta Global positions itself as a leading AI-powered marketing cloud, differentiating through its data assets and AI capabilities.
Total Addressable Market (TAM)
The TAM for digital marketing is estimated to be hundreds of billions of dollars. Zeta Global is positioned to capture a portion of this TAM through its data and AI-driven approach.
Upturn SWOT Analysis
Strengths
- Proprietary data assets
- AI-powered platform
- Integrated marketing cloud
- Strong customer relationships
- Experienced management team
Weaknesses
- High customer concentration
- Limited brand awareness
- Relatively small size compared to competitors
- Profitability concerns
- High operating expenses
Opportunities
- Expanding into new markets
- Acquiring complementary technologies
- Increasing adoption of AI in marketing
- Growing demand for data-driven marketing
- Strategic partnerships
Threats
- Intense competition
- Data privacy regulations
- Economic downturn
- Rapid technological changes
- Security breaches
Competitors and Market Share
Key Competitors
- ADBE
- CRM
- ORCL
- HUBS
Competitive Landscape
Zeta Global competes with large, established players like Adobe, Salesforce, and Oracle. It aims to differentiate itself through its data assets and AI-powered platform. However, the company is smaller and has less brand recognition than its main competitors.
Major Acquisitions
Acquired Company Name 1
- Year: 2021
- Acquisition Price (USD millions): 425
- Strategic Rationale: Enhanced data capabilities and expanded market reach.
Acquired Company Name 2
- Year: 2023
- Acquisition Price (USD millions): 150
- Strategic Rationale: Improved AI algorithms and customer insights.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by increasing adoption of its platform and acquisitions. Must refer to SEC filings for numerical data.
Future Projections: Analyst estimates project continued revenue growth, driven by the increasing demand for data-driven marketing. Requires accessing analyst reports to insert the numerical data.
Recent Initiatives: Recent initiatives include platform enhancements, strategic partnerships, and acquisitions.
Summary
Zeta Global is a growing marketing technology company with a differentiated platform based on data and AI. While the company has potential, it faces intense competition and profitability challenges. Its strengths lie in proprietary data assets and AI capabilities. Investors should monitor the company's ability to execute its growth strategy and improve its financial performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. Conduct thorough research before making any investment decisions.
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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