ZETAZETATechnology · Software - Infrastructure

ZETA Stock Forecast: Zeta Global Holdings Corp. Price Predictions for 2026-2027

Last close, 12 Nov 2026
$37
−1.19% on the day

The 15 Wall Street analysts covering Zeta Global Holdings Corp. hold a median 12-month price target of $40 — +5.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 12 Nov 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$9.4B
Ticker Nerd rank
74/ 100
Median analyst target
$40
Analysts covering
15
Revenue$442.8M+43.5% y/y
Operating income$16.9M
Net income$8.2M
Free cash flow$57.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+26.5%
1M
+11.3%
YTD
+83.2%
1Y
+82.2%
From 52W high
−1.2%
From 52W low
+156.3%
$15
$38
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ZETA stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Zeta Global Holdings Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Nov 2026
74/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
98
Revisions
96
Quality
87
Accruals
66
Growth
61
Value
46
Volatility
28
Issuance
19
Size
16

Momentum (98): The shares have been drifting up relative to others.

Issuance (19): The company has been issuing shares or taking on financing, diluting existing holders.

Size (16): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

ZETA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ZETA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$20$30$40$50$60Jan 26Apr 26Jul 26Oct 26ZETAHigh $55Median $40Low $29

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says15 analysts
13 Buy2 Hold0 Sell
Low $29Median $40High $55

The green dot is the last close — the median target sits +5.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 15 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
11 Nov 2026Morgan StanleyMaintainsEqual-Weight$25 → $33
10 Nov 2026B. Riley SecuritiesMaintainsBuy$38 → $39
10 Nov 2026CitigroupMaintainsBuy$35 → $38
10 Nov 2026RBC CapitalMaintainsOutperform$40 → $41
10 Nov 2026Truist SecuritiesReiteratesBuy$38 → $40
16 Oct 2026Goldman SachsUpgradeBuy$30 → $45
12 Oct 2026Roth CapitalReiteratesBuy$44 → $55
9 Oct 2026Canaccord GenuityMaintainsBuy$30 → $37
9 Oct 2026KeybancMaintainsOverweight$27 → $38
9 Oct 2026NeedhamMaintainsBuy$30 → $40
9 Oct 2026RBC CapitalReiteratesOutperform$40
9 Oct 2026Truist SecuritiesMaintainsBuy$30 → $38
6 Oct 2026DA DavidsonMaintainsBuy$36 → $38
6 Oct 2026DA DavidsonMaintainsBuy—
5 Oct 2026RBC CapitalMaintainsOutperform$31 → $40
5 Oct 2026RBC CapitalMaintainsOutperform—
19 Aug 2026B of A SecuritiesMaintainsBuy$29 → $34
19 Aug 2026B of A SecuritiesMaintainsBuy—
11 Aug 2026CitigroupMaintainsBuy$26 → $35
11 Aug 2026CitigroupMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

ZETA appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track on one page, with the model's Top picks in all four parts.

Free. Unsubscribe any time. Privacy

The AI build-out map
PDF
  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and servers

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

ZETA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 12 Nov 2026, Zeta Global Holdings Corp. returned +82.2% against +12.0% for the S&P 500, dividends included.

ZETA vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120140160180200Jan 26Apr 26Jul 26Oct 26ZETAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ZETA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
−1.0%
Analysts raising
10
Analysts cutting
2
Fundamentals

Zeta Global Holdings Corp. (ZETA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
235.9×

Cheaper than 3% of US stocks

Price / sales
5.6×

Cheaper than 21% of US stocks

Price / book
9.5×

Cheaper than 9% of US stocks

EV / EBITDA
61.9×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
46.1%

Higher than 84% of US stocks

Earnings growth (YoY)
43.5%

Higher than 73% of US stocks

Gross margin
59.1%

Higher than 72% of US stocks

Operating margin
5.1%

Higher than 56% of US stocks

Net margin
2.3%

Higher than 52% of US stocks

Returns & dividend
Return on equity
4.7%

Higher than 52% of US stocks

Return on assets
4.0%

Higher than 71% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Zeta Global Holdings Corp. (ZETA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Zeta Global Holdings Corp. has a market value of $9.4B and an enterprise value of $9.6B.

  • Revenue in the twelve months to 30 June 2026: $1.6B. The latest quarter grew 46.1% year on year.

  • Net income over the same four quarters: −$2.2M, a −0.1% net margin.

  • Diluted earnings per share, trailing twelve months: −$0.01.

  • Free cash flow in the twelve months to 30 June 2026: $202.0M, after $16.6M of capital spending.

  • Zeta Global Holdings Corp. spent $118.7M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 250.4M.

  • Trailing P/E: 235.9×; forward P/E: 28.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Zeta Global Holdings Corp. employs 3,300 people — $476K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 12 Nov 2026

Data provided by Twelve Data

Peers

ZETA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
ZETAZeta Global Holdings Corp.$9.4B74
NTSKNetskope, Inc.$8.8B35
DOCNDigitalOcean Holdings, Inc.$10.5B56
GTLBGitLab, Inc.$8.0B73
SSentinelOne, Inc.$7.6B60
SAILSailPoint, Inc.$11.6B43
DBXDropbox, Inc.$7.3B86

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Zeta Global Holdings Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest ZETA news & analysis

Zeta Q3: Just Let Your Winners Run

Seeking Alpha · 12 Nov 2026positive

The Seeking Alpha author reaffirmed Zeta Global as a top small-cap software pick, raised the price target to $70 per share, and reiterated a Buy rating. The excerpt cites Q3 FY26 revenue growth, expanding margins, higher full-year guidance, and increased focus on AI infrastructure through Athena and upcoming AthenaOS.

Why it matters — The reported results and AI-related adoption claims may be relevant to watchers tracking Zeta’s growth, margins, and enterprise strategy.

Is ZETA a Buy as Growth Surges While Its Valuation Stays Expensive?

Zacks Investment Research · 12 Nov 2026neutral

Zeta Global’s accelerating revenue growth, rising Athena AI adoption and strong cash flow support its growth case, while its premium valuation raises the stakes.

Why it matters — ZETA watchers may weigh the company’s growth and cash-flow strengths against the concerns associated with its expensive valuation.

ZETA Gains 17% in the Past Month as AI Growth & Margins Accelerate

Zacks Investment Research · 12 Nov 2026positive

Zeta Global shares rose 17% over four weeks, alongside reported gains in organic growth, Athena AI adoption, and cash flow. The item notes that the company’s premium valuation raises execution risks.

Why it matters — ZETA watchers may weigh the reported operating momentum against the execution risks associated with its premium valuation.

Zeta: The Palantir Playbook Enters Phase Two

Seeking Alpha · 12 Nov 2026positive

Zeta Global reported strong Q3 results, including GAAP profitability, 30% organic growth and a 55% year-over-year increase in adjusted EBITDA. The excerpt attributes growth to AI-driven customer adoption, including Athena usage, and describes the Q4 outlook as seemingly soft while citing the company’s history of underpromising and overdelivering.

Why it matters — ZETA watchers may note the reported growth, profitability and AI adoption alongside the cautious Q4 guidance and stated 2027 growth targets.

ZETA Q3 Earnings & Revenues Beat Estimates, Shares Barely Move

Zacks Investment Research · 11 Nov 2026positive

Zeta Global’s Q3 2026 earnings and revenues beat estimates, with AI adoption, customer growth and increased platform usage contributing to revenue growth. The company also raised its full-year outlook.

Why it matters — ZETA watchers may note the results and outlook update alongside the limited share movement indicated in the headline.

FAQ

Frequently asked questions about ZETA stock

What is the ZETA stock price forecast for 2026-2027?

The 15 Wall Street analysts covering Zeta Global Holdings Corp. have a median 12-month price target of $40, with estimates ranging from $29 to $55. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ZETA stock a buy right now?

Of the 15 analysts covering Zeta Global Holdings Corp., 13 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Zeta Global Holdings Corp. 74 out of 100 across roughly 4,600 US stocks as at 12 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ZETA?

As at 12 Nov 2026, Zeta Global Holdings Corp. ranks 74 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (98 of 100).

Will ZETA stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +5.9% from the last close, and Ticker Nerd's factor model ranks Zeta Global Holdings Corp. 74 out of 100 as at 12 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ZETA stock forecast for 2030?

No analyst covering Zeta Global Holdings Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ZETA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $29 to $55 over the next 12 months.

How has ZETA stock performed over the past year?

Zeta Global Holdings Corp. returned +82.2% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Zeta Global Holdings Corp. do?

Zeta Global Holdings Corp. Class A Common Stock is the equity security of Zeta Global Holdings Corp., a marketing technology company focused on helping enterprises use data and software to better understand and engage customers.

What is the latest news on ZETA?

The most recent item we track (Seeking Alpha, 12 Nov 2026): "Zeta Q3: Just Let Your Winners Run". The Seeking Alpha author reaffirmed Zeta Global as a top small-cap software pick, raised the price target to $70 per share, and reiterated a Buy rating. The excerpt cites Q3 FY26 revenue growth, expanding margins, higher full-year guidance, and increased focus on AI infrastructure through Athena and upcoming AthenaOS.

Company

About Zeta Global Holdings Corp.

Zeta Global Holdings Corp. Class A Common Stock is the equity security of Zeta Global Holdings Corp., a marketing technology company focused on helping enterprises use data and software to better understand and engage customers. The company provides an omnichannel cloud platform built around consumer intelligence, marketing automation, and audience management tools that support customer acquisition, retention, and growth. Its product set includes software for data-driven marketing across channels such as email, web, social media, and connected TV, making it relevant to brands and agencies that manage large-scale digital engagement. Zeta Global serves customers in industries that rely on personalized marketing and customer lifecycle management, positioning the company within the broader enterprise software and advertising technology markets. Founded in 2007 and headquartered in New York, Zeta Global Holdings Corp. combines data, AI, and software into a platform used by businesses seeking to coordinate more targeted consumer interactions.

CEO Mr. David A. Steinberg · 3,300 employees · United States · https://www.zetaglobal.com