Zeta Global Holdings Corp. (ZETA)

Frontier Capital Management Co. LLC reduced its holdings in shares of Zeta Global Holdings Corp. (NYSE: ZETA) by 38.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,346,291 shares of the company's stock after selling 857,088 shares during the

Zeta Global (ZETA) remains a compelling long-term investment, reinforced by successful completion of the Marigold acquisition. Management raised FY2025 and FY2026 guidance, signaling confidence in synergy realization and ongoing business momentum. ZETA continues to deliver strong financial performance and is attractively valued despite recent share price appreciation.

The advertising industry is one of my top industries for investors when considering the duration of growth.

Connecticut-based Manatuck Hill Partners bought 415,000 shares of Zeta Global in the third quarter. The value of the overall stake increased by about $9.5 million during the period.

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced record performance for its platform during the holiday shopping weekend—the pivotal shopping period from Thanksgiving through Cyber Monday. Platform usage surged 153% year-over-year (YoY), Zeta's AI agent activity increased 25x YoY, and uptime remained 100%, as enterprise brands relied on Zeta to power their most critical messages of the year. The gains reflect accelerating adoption of Zeta's agentic AI.

ZETA's Q3 revenue grew 26% year-over-year, beating consensus, while adjusted EBITDA surged 51%, though ARPU growth slowed significantly. Despite ARPU headwinds, ZETA's sustained guidance increases, operational leverage, and expanding customer base support a bullish long-term investment thesis. Management raised 2025 guidance and introduced an initial 2026 outlook, citing product innovation (Athena AI) and the Marigold acquisition as growth drivers.

Advantage Alpha Capital Partners LP lessened its holdings in Zeta Global Holdings Corp. (NYSE: ZETA) by 30.4% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 449,869 shares of the company's stock after selling 196,348 shares during the period. Zeta Global accounts for approximately 1.9%

Envestnet Asset Management Inc. grew its position in shares of Zeta Global Holdings Corp. (NYSE: ZETA) by 23.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 27,091 shares of the company's stock after purchasing an additional 5,107 shares during the quarter.

NEW YORK--(BUSINESS WIRE)--Zeta Global Increases 2025 and 2026 Guidance following the Completion of the Marigold Acquisition.

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced findings from a commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting. The study found that enterprises using the Zeta Marketing Platform achieved a six-time return on ad spend and 295% return on tech investment, generating $21.4 million in net present value over three years. Organizations also realized $3.2 million in annual savings by consolidating technology with the Zeta.

Whetstone sold 416,867 shares of Zeta Global; estimated position change of $6.46 million. The trade represents a 1.8% change in 13F AUM for the quarter.

Athena boosted operational leverage, driving Q3 2025 EBITDA margins to 23.2% and extending Zeta's 19-quarter margin streak. Revenue outlook targets $1.54B in 2026 and over $2.1B in 2028, supporting a 20% CAGR. Shares trade at ~3.2x 2026 P/S and ~2x 2028 P/S, far below comparable high-growth SaaS peers.

Zeta Global is a Strong Buy, driven by rapid growth, strategic acquisitions, and expanding digital advertising capabilities. ZETA's upcoming Athena AI assistant, along with the LiveIntent and Marigold acquisitions, as well as strong data-driven marketing tools, position the firm to continue capturing market share. Financial highlights include robust revenue growth and improving profitability.

Investors with an interest in Technology Services stocks have likely encountered both Gen Digital (GEN) and Zeta Global Holdings (ZETA). But which of these two stocks offers value investors a better bang for their buck right now?

Zeta (ZETA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

David Steinberg, Zeta Global CEO, joins 'Power Lunch' to discuss the chief executive's thoughts on the economy, the variables for Zeta's economic equation and much more.