ZETA — Zeta Global Holdings Corp. Stock Price, Chart & AI Report

Neutral Sep 30, 2026 • 14:33 UTC Zacks Investment Research • Na

UiPath vs. Zeta Global: Which AI Stock Is the Better Buy?

UiPath and Zeta Global are compared as enterprise AI software companies with different growth trajectories. While Zeta Global projects stronger growth (39.4% sales, 34.3% EPS), UiPath is favored as the better buy due to its expanding agentic AI capabilities, workflow orchestration platform, and more attractive valuation at 16.13X forward P/E versus Zeta's 24.68X. UiPath holds a Zacks Rank #2 (Buy) while Zeta Global has Rank #3 (Hold).

PATH ZETA enterprise AI robotic process automation agentic AI workflow orchestration AI-powered marketing customer intelligence

Sentiment note

While Zeta Global shows strong growth prospects (39.4% sales, 34.3% EPS growth) and expanding AI integration through Athena, it is rated as less favorable than UiPath. Its higher valuation (24.68X forward P/E, though below 62.49X median) and Zacks Rank #3 (Hold) rating reflect a more cautious outlook despite compelling AI opportunities.

Positive Sep 25, 2026 • 19:15 UTC The Motley Fool • Neil Rozenbaum

Prediction: You'll Wish You Bought These 4 Stocks Sooner

An investment analyst highlights four stocks—AMD, Palantir Technologies, Shopify, and Zeta Global—that he believes investors may regret not purchasing earlier. The video presentation suggests these companies represent potential wealth-building opportunities in the current market.

AMD PLTR SHOP ZETA stock recommendations investment opportunity Palantir Technologies Shopify

Sentiment note

Selected as one of four stocks the analyst believes investors should have bought sooner, indicating confidence in its growth potential.

Positive Sep 3, 2026 • 15:30 UTC Zacks Investment Research • Na

Why Is Zeta (ZETA) Up 12.5% Since Last Earnings Report?

Zeta Global Holdings (ZETA) reported Q2 2026 earnings that beat estimates with EPS of 21 cents vs. 20 cents expected and revenues of $442.8 million, up 43.5% YoY. The company raised full-year 2026 guidance to $1.811-$1.824 billion in revenues and increased adjusted EBITDA guidance. Strong AI adoption, customer expansion, and margin improvements drove results, with super-scaled customers reaching 197 and AI-intensive users growing four times faster than early-stage adopters. However, the stock received a Zacks Rank #3 (Hold) rating with expectations for in-line returns.

ZETA earnings beat AI adoption revenue growth guidance raised customer expansion margin expansion free cash flow

Sentiment note

Company delivered strong Q2 earnings beat with 5% EPS upside and 5.4% revenue upside. Revenues surged 43.5% YoY with broad-based growth across industries. Management raised full-year guidance significantly, super-scaled customers grew to 197, and AI adoption metrics exceeded expectations with AI-intensive users growing 4x faster. Adjusted EBITDA margin expanded 170 bps and free cash flow advanced 73%. Stock gained 12.5% in the month following earnings.

Negative Sep 1, 2026 • 15:40 UTC Zacks Investment Research • Na

GEN or ZETA: Which Is the Better Value Stock Right Now?

A comparison of Gen Digital (GEN) and Zeta Global Holdings (ZETA) as value investment opportunities. Gen Digital emerges as the superior value option with a Zacks Rank of #2 (Buy) versus ZETA's #3 (Hold), a lower forward P/E ratio of 10.65 compared to ZETA's 31.67, and a stronger Value grade of B versus ZETA's D grade.

GEN GENVR ZETA value investing stock comparison P/E ratio Zacks Rank valuation metrics

Sentiment note

ZETA has a lower Zacks Rank (#3 Hold), significantly higher forward P/E ratio (31.67), weaker Value grade (D), and higher P/B ratio (8.39 vs 6.99), indicating it is less attractive as a value investment compared to GEN.

Positive Aug 31, 2026 • 13:31 UTC Zacks Investment Research • Na

Digital Turbine's Improving Cash Flow Supports Financial Flexibility

Digital Turbine (APPS) demonstrated significant financial improvement in Q1 fiscal 2027, with operating cash flow more than doubling to $17.9M and revenues rising 27% to $166M. Adjusted EBITDA climbed 69% to $42.5M with margins expanding to 25.6%. The company also reduced debt by over $8M and maintained $42.9M in cash. APPS stock has surged 170.5% over six months and trades at a favorable valuation of 2.23X price-to-sales, earning a Zacks Rank #2 (Buy) rating.

APPS ZETA APP operating cash flow revenue growth EBITDA expansion debt reduction financial performance

Sentiment note

Generated $69.2M operating cash flow and $58M free cash flow in Q2 2026 with 13.1% free-cash-flow margin, demonstrating strong cash conversion and solid liquidity position.

Neutral Aug 27, 2026 • 18:23 UTC Zacks Investment Research • Na

Here's Why You Should Retain ZETA Stock in Your Portfolio Now

Zeta Global (ZETA) reported Q2 2026 revenues of $442.8 million, up 43.5% year-over-year with 28% organic growth. The company raised 2026 guidance to $1.82 billion in revenue and $405 million in adjusted EBITDA, marking its 20th consecutive beat-and-raise quarter. However, rising cost of revenues (41% of sales, up 300 basis points) due to higher-cost social channel adoption and agency exposure present margin pressures. The stock holds a Zacks Rank #3 (Hold) rating.

ZETA BFAM CBZ Q2 2026 earnings revenue growth AI adoption Marigold acquisition margin pressure

Sentiment note

Strong revenue growth (43.5% YoY), consistent beat-and-raise record, and AI-driven adoption support positive momentum. However, rising cost of revenues (up 300 bps), agency exposure with longer payment cycles, and discretionary industry concentration create near-term headwinds. The Hold rating reflects balanced risk-reward with execution dependency on second-half performance and margin progression.

Positive Jul 22, 2026 • 17:35 UTC The Motley Fool • Marc Guberti

This Tiny AI Stock Produces a 600% Return on Marketing Spend for Customers

Zeta Global, an AI marketing cloud platform, delivers an average 600% return on marketing spend for its customers. Despite strong fundamentals including 50% YoY revenue growth, 19 consecutive beat-and-raise quarters, and 189 super-scaled customers generating $321.3M annually, the stock is only up 8% this year. The company is expected to achieve GAAP profitability in 2026 and has a strategic partnership with Palantir that could generate over $100M in annual recurring revenue.

ZETA PLTR AI marketing platform marketing ROI enterprise software recurring revenue profitability catalyst customer growth

Sentiment note

Strong operational metrics including 50% YoY revenue growth, 19 consecutive beat-and-raise quarters, high customer ROI (600%), growing super-scaled customer base, and expected path to GAAP profitability in 2026. Stock valuation appears conservative relative to growth trajectory.

Positive Jul 9, 2026 • 12:08 UTC The Motley Fool • Neil Rozenbaum

Nobody Is Talking About These Mispriced Stocks. That's the Opportunity

The article highlights four stocks that appear significantly undervalued and are receiving minimal market attention, presenting potential investment opportunities. The featured companies include Amazon, MercadoLibre, Zeta Global, and Nu Holdings, which the author believes are mispriced despite their fundamentals.

AMZN MELI ZETA NU mispriced stocks undervalued companies investment opportunity market inefficiency

Sentiment note

Identified as one of four mispriced stocks with significant upside potential due to lack of market attention

Positive Jul 1, 2026 • 15:44 UTC Investing.com • Chris Markoch

Palantir’s Valuation Problem Just Met 2 New Growth Catalysts

Palantir Technologies stock has declined nearly 40% in 2026 amid valuation concerns, but two recent announcements suggest a buying opportunity. The company announced a seven-year strategic partnership with Zeta Global worth $100M+ in annual run-rate revenue, and secured a foundational role in the Army's Next Generation Command and Control (NGC2) initiative under a $20 billion ceiling contract. Technical indicators suggest the sell-off may be driven by weak hands rather than fundamental deterioration, with earnings expected August 3, 2026.

PLTR ZETA Palantir Technologies valuation growth catalysts Zeta Global partnership NGC2 Army contract agentic AI

Sentiment note

Zeta Global announced a seven-year strategic partnership with Palantir to rearchitect its Data Cloud on Palantir's Foundry infrastructure. The partnership validates Zeta's enterprise AI capabilities and provides access to Palantir's customer base, with shares climbing 5% following the announcement.

Neutral Jun 25, 2026 • 17:12 UTC The Motley Fool • Rich Smith

Why Palantir Stock Just Set a 52-Week Low

Palantir Technologies stock dropped 5.2% and hit a 52-week low of $106.39 despite announcing new contracts with the U.S. Army and Zeta Global. The deals are not expected to significantly impact revenue, with the Zeta partnership generating only $100 million for Zeta over multiple years. However, the analyst notes the stock's valuation is becoming more attractive, approaching defensible levels with a price-to-FCF-to-growth ratio under 2.0.

PLTR ZETA Palantir Technologies 52-week low defense technology NGC2 contract Zeta Global partnership stock valuation

Sentiment note

Announced partnership with Palantir to use AI infrastructure, which is a positive development for the company's capabilities, though the article focuses primarily on Palantir's perspective.

Positive Jun 23, 2026 • 19:13 UTC The Motley Fool • Travis Hoium

Why This Zeta + Palantir Deal is Bigger Than It Looks

Zeta Global and Palantir Technologies announced a 7-year partnership that integrates Zeta's application into Palantir's platform. The deal is expected to drive growth for Zeta through expanded customer access and increased spending per customer, while management indicated operating expenses won't increase as a result.

ZETA PLTR partnership integration customer expansion margin expansion growth strategy

Sentiment note

The partnership provides multiple growth vectors through deep integration with Palantir's customer base, enabling new customer acquisition and higher spending per customer without proportional expense increases. Stock price rose 5.25% on the announcement.

Neutral Jun 13, 2026 • 19:17 UTC The Motley Fool • Parkev Tatevosian, Cfa

Should You Buy Zeta Global Stock on the Dip?

Zeta Global's stock has declined 18% over five days, prompting investors to consider whether this represents a buying opportunity or a warning sign to avoid. The article examines whether the recent dip in the AI marketing stock is worth investing in at current levels.

ZETA Zeta Global stock dip buying opportunity AI stock investment decision

Sentiment note

The stock has experienced a significant 18% decline over five days, which could indicate either a buying opportunity or a warning sign. The article poses the question without providing a clear recommendation, suggesting investors should carefully evaluate whether this is a temporary dip or a deeper problem with the company's fundamentals.