Zeta Global Holdings stock | 2026 rating, price & analyst opinions

Zeta Global Holdings

NYSE:ZETA

$ 19,11

+ $0,76 (4,14%)

19,11 $

+$0,76 (4,14%)

End-of-day quote: 12/24/2025

Zeta Global Holdings Stock Value

The current analyst recommendation for NYSE:ZETA is: Outperform.

Outperform

Zeta Global Holdings Company Info

EPS Growth 5Y

35,75%

Market Cap

$4,70 B

Long-Term Debt

$0,20 B

Short Interest

2,99%

Annual earnings

02/25/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

2007

Industry

Information Technology

Country

United States

ISIN Number

US98956A1051

Website

http://www.zetaglobal.com

Analyst Price Target

$30,00

56.99%

Last Update: 12/25/2025

Analysts: 12

Highest Price Target $44,00

Average Price Target $30,00

Lowest Price Target $23,00

In the last five quarters, Zeta Global Holdings’s Price Target has risen from $14,24 to $20,96 - a 47,19% increase. Thridteen analysts predict that Zeta Global Holdings’s share price will increase in the coming year, reaching $30,00. This would represent an increase of 56,99%.

Top growth stocks in the information technology sector (5Y.)

What does Zeta Global Holdings do?

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 empowers its customers to target, connect, and engage consumers through software that delivers personalized marketing across all addressable channels, including email, social media, web, chat, Connected TV (‘CTV’), and video, among others. The company’s Generative AI (GenAI)-dri...

The company empowers its customers to target, connect, and engage consumers through software that delivers personalized marketing across all addressable channels, including email, social media, web, chat, Connected TV (‘CTV’), and video, among others. The company’s Generative AI (GenAI)-driven marketing solutions enable brands to personalize experiences at scale, measure impact with precision, and optimize marketing spend to increase return on investment (‘ROI’). With the integration of LiveIntent’s identity graph and publisher network, the company has strengthened its Data Cloud assets and its ability to deliver authenticated, people-based marketing across addressable channels.

The company’s Zeta Marketing Platform, or ZMP, is an AI-powered marketing platform with identity data at its core. Leveraging GenAI and machine learning, the ZMP processes billions of structured and unstructured data signals to predict consumer intent, optimize messaging, and drive personalized messaging across all channels. The integration of LiveIntent’s identity graph expands Zeta’s first-party data foundation, strengthening authenticated identity resolution and deterministic targeting. The ZMP enables brands to connect with consumers through native integration of marketing channels and API integration with third parties. The ZMP’s data-driven algorithms and processes learn and optimize each customer’s marketing program in real time, producing a ‘flywheel effect’ that enables its customers to test, learn, and improve their marketing programs in real time.

The ZMP enhances the company’s customers’ ability to personalize consumer experiences at scale across multiple touchpoints. The company’s Consumer Data Platform (‘CDP+’) now integrates LiveIntent’s identity graph, improving identity resolution while maintaining compliance with evolving privacy standards. The company’s Agile Intelligence suite synthesizes Zeta’s proprietary data and data generated by its customers to uncover consumer insights that are translated into marketing programs designed for highly targeted audiences across digital channels, including email, SMS, websites, applications, social media, CTV, and chat.

The company designed the ZMP using a flexible, service-oriented architecture to support evolving AI-powered marketing use cases, facilitate rapid development of new solutions, and meet the growing complexity of marketing requirements. The ZMP is hosted in the Zeta Hybrid Cloud, which is a unique pairing of a public cloud (AWS/Google/Azure) deployment and self-hosted private cloud (VMware/Docker/Kubernetes) resources designed to facilitate workload management in a cost-effective, performant, and efficient manner.

The company has dedicated significant resources to building customer trust by strengthening data privacy, security, and AI governance within its platform. The company’s investments include enhanced identity security protocols, AI-driven compliance monitoring, and expanded data protection capabilities. These initiatives are supported by engineers, analysts, lawyers, policy experts, and security specialists, leveraging hardware and software from leading vendors. The company’s platform provides advanced consent management capabilities, enabling precise application of opt-in and opt-out preferences across data sources, products, and customer engagements.

The ZMP is built on the following four pillars:

Zeta’s Data Set

The company’s data set, which contains more than 245 million individuals in the U.S. and more than 535 million individuals globally, is a comprehensive mix of proprietary, partner, and publicly available data, now strengthened by LiveIntent’s authenticated identity graph, providing enhanced first-party resolution. This data set includes an average of more than 2,500 attributes per individual, which may be demographic, behavioral, psychographic, transactional, or indicative of preference.

On average, the company ingests more than one trillion content consumption signals per month on a global basis and synthesizes this information into hundreds of intent-based audiences, which can then be used to create marketing programs. All this data is managed through a proprietary database structure that has patented flexibility, speed, and scalability.

AI Engine

The company’s proprietary data is key to its AI engine. It analyzes this data through extensive application of AI technologies, including GenAI, machine learning, natural language processing, and predictive AI. The company leverages its AI technologies and proprietary data within the ZMP to:

Seamlessly collect and ingest structured and unstructured data into the ZMP;

Detect PII and apply data governance in accordance with business, state, and federal rules and regulations;

Quickly and reliably analyze key consumer attributes and signals;

Identify consumer intent by running sophisticated algorithms to analyze data;

Cluster related concepts and prioritize actionable insights to create intent-based graphs;

Create audiences consisting of individuals or affinity-driven clusters scored based on intent;

Forecast experience-based outcomes at an individual and audience level;

Personalize content to make experiences more relevant for the consumer and profitable for the enterprises;

Create channel and content recommendations to optimize marketing performance;

Enable ZMP users to create GenAI agents and workflows, which chain discrete tasks together for automations;

Determine the intent of a ZMP user using GenAI and recommend next actions; and

Leverage GenAI for the creation of campaigns, creative, audiences, experiences, data onboarding processes, and analysis of analytics.

Omnichannel Engagement

The company’s platform provides integrated access to a wide range of omnichannel inventory and data sources, as well as third-party services and platforms. The ZMP integrates these third-party sources and services to enable its customers to deploy their targeted marketing programs through a wider range of channels, devices, and formats, all within a single platform. This enables the company’s customers to improve how they identify and engage the modern consumer who is using multiple devices and platforms (e.g., mobile, website, applications, social media, CTV, and email).

Performance Optimization

Zeta’s platform provides AI-powered real-time analytics to its customers through a graphical dashboard and makes recommendations for improvement through the same graphical interface. The company’s AI engineers continuously update the predictive AI models and machine learning algorithms to improve the ROI for its customers.

Platform and Products

The ZMP is a single platform designed to enable enterprises to acquire, grow, and retain consumer relationships more efficiently and effectively than alternative solutions available in the market. The platform consists of three core products (ESP, CDP+, and DSP) with modules that can be activated to meet its customers’ specific business needs. The integration of LiveIntent strengthens the company’s CDP+ offering by improving identity resolution technology, expanding the size and scope of the Data Cloud, and enhancing first-party data activation. Artificial intelligence is native to the ZMP, unlocking new capabilities for identity-based personalization, automated optimization, and AI-powered forecasting. The company also offers various technical upgrades, consulting services, additional integrations, and access to ad-hoc data sources, services, and channels. As a result, the company’s customers are incentivized to allocate an increasing percentage of their marketing budgets to its platform and to enter long-term contractual commitments.

Messaging – ESP

Zeta Messaging, the company’s ESP offering, provides its customers with end-to-end AI-powered omnichannel messaging capabilities. From segmentation to automation of campaigns, the company delivers rich, individualized experiences that drive engagement through email, mobile, social, and other digital channels. Using access to the company’s intelligence tools, its ESP customers can expand their knowledge of their customers with past purchase behavior, channel preferences, real-time interests, and predictive intent. The company’s built-in artificial intelligence not only selects audiences and automates campaigns, but it can also optimize content and recommendations dynamically, based on its intelligence-driven understanding of customer needs, interests, and forecasted behavior. As a component of the ZMP, Zeta Messaging offers integrated data management, enterprise-scale delivery and support, and sophisticated omnichannel orchestration. The company’s customers benefit from an account team committed to their success and backed by experts in strategy, content creation, data, and analytics.

Data Management – CDP+

The company’s customers can use Zeta CDP+ as their system of record for all consumer information. Now enhanced with LiveIntent’s identity graph, Zeta CDP+ delivers a single, actionable view of customers and prospects that includes real-time identifiers and signals as well as other key attributes. By leveraging AI-driven identity resolution, Zeta CDP+ enables customers to better recognize and engage anonymous website visitors, activating individualized experiences across multiple channels. The integration of LiveIntent expands the company’s ability to unify deterministic and probabilistic identity matching, improving accuracy in audience creation, targeting, and measurement. Zeta CDP+ maintains extensive technical flexibility, adapting to custom data schemas with limited or no pre-configuration required.

Activation – DSP

Zeta’s DSP helps its customers to maximize the power of paid media to engage the right audiences with precision and efficiency. Now incorporating LiveIntent’s publisher network as a source of curated audiences, Zeta’s DSP delivers highly personalized, targeted experiences via desktop, inbox, mobile, CTV, and social, among other addressable channels. It operates on one of the industry’s most durable and persistent identity graphs, anchored by people-based identifiers with minimal reliance on third-party cookies. In turn, Zeta’s DSP provides enhanced AI-driven attribution and real-time media optimization, reducing data loss across channels, while intelligently adjusting media spend for better ROI. Through the company’s single-platform approach, it can integrate paid media and multichannel campaigns to deliver true cross-channel marketing across desktop, mobile, display, and video, CTV, search, email, and web, among other channels. With the addition of LiveIntent’s first-party data, its proprietary data has become even more powerful, providing customers with richer, real-time insights to drive campaign performance.

Intelligence – Agile

Actionable intelligence is the foundation of the ZMP and the company’s products. Powered by AI and strengthened by LiveIntent’s first-party data, its Agile Intelligence suite synthesizes trillions of behavioral signals into intent-based scores tied to a unique individual through its Agile Intelligence product suite. By incorporating LiveIntent’s deterministic identity resolution, the company’s intelligence offerings further enhance audience insights, improving targeting precision across channels. Based on the company’s proprietary data and uniquely modeled intender scores, Agile Intelligence presents immediate and actionable opportunities within the ZMP that its customers can leverage to drive growth. A closed-loop cycle from insight to activation enables the company’s AI engine to quickly learn from available data, identify the most impactful signals, and continuously refine the Zeta Identity Graphs. The Agile Intelligence suite is seamlessly integrated into the fabric of the ZMP and is accessible through five product modules, providing market intelligence, customer intelligence, prospect intelligence, competitor intelligence, and location intelligence. Examples of the intelligence tools that its product modules provide include:

MarketPulse provides marketers with real-time notifications and longitudinal visualizations representing changes in consumer sentiment and interest.

CustomerPulse provides marketers with real-time, actionable insights across acquisition, retention, and growth opportunities derived by enriching a customer’s data with Zeta data.

DMAPulse provides marketers with real-time, actionable insights on designated market areas that should receive increased or decreased investments to optimize market share and customer acquisition efficiency.

AudiencePulse provides marketers with real-time, actionable insights on more than 900 Zeta audiences predicting consumer intent and interest.

CompetitorPulse provides marketers with actionable insights on the business’s competitive set and opportunities to capture market share and prevent customer attrition.

The company’s customers can use all five of the modules or choose any individual module to obtain data-cloud based insights on their existing consumers and prospects. The company offers the Agile Intelligence suite for a licensing fee and/or an incremental fee based on customers’ utilization of the ZMP. The terms of the company’s subscription agreements are typically quarterly or annual.

Growth Strategies

The company’s data and AI-powered platform enables its customers to transform their digital marketing strategy, accelerate their revenue growth, and enhance business returns. In turn, the company’s customers’ success motivates them to increase their use of its platform, thereby accelerating its revenue and growth.

The key elements of the company’s long-term growth strategy are to further penetrate its existing customer base; acquire new scaled customers; continue to innovate and develop new products; continue to strengthen its partnership ecosystem and expand sales capacity; and expand into international markets.

Customers

The company works with some of the largest and most well-known enterprises across a wide spectrum of industry verticals, including consumer & retail, insurance, telecommunications, financial services, and business services, which contributed 22%, 10%, 9%, 8%, and 7% of its revenues for the year ended December 31, 2024, respectively. 98% of the company’s revenue for the year ended December 31, 2024, was derived from scaled customers, which the company defines as customers from which it has generated trailing-12-month revenue. As a subset of scaled customers, the company defines super-scaled customers as customers from which it has generated trailing-12-month revenue. The company had 1,793 total customers, and 527 scaled customers, including 148 super-scaled customers, as of December 31, 2024.

Data Privacy & Security Laws

Outside the U.S., the General Data Protection Regulation (‘GDPR’) (and the UK equivalent, the United Kingdom GDPR (‘UK GDPR’)) remain in force in Europe, and, overlaid with country-level laws implementing the ePrivacy Directive, continue to raise questions about the application of these laws to third-party marketing technology companies, such as Zeta.

Intellectual Property

The company has a patent portfolio of more than 130 U.S. and international patents and applications, which include 29 granted patents and 34 pending patent applications covering machine learning and artificial intelligence (AI). The company’s AI patents focus on integrating predictive personalization, outcome forecasting, and GenAI holistically throughout its products to increase efficiency, enhance user experience, and deliver better customer outcomes. The company also currently owns trademark registrations and applications for the ZETA and DISQUS names and variants thereof, as well as other product-related marks in the United States and certain foreign countries.

History

Zeta Global Holdings Corp. was founded in 2007. The company was incorporated in 2007.

Zeta Global Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by industries: Technology and Software: 40% Retail and E-Commerce: 30% Financial Services: 20% Other industries: 10% TOP 3 markets and their percentage shares: USA: 60% Europe: 25% Asia-Pacific: 10% Zeta Global Holdings Corp. generates the majority of its revenue from the te...

At which locations are the company’s products manufactured?

Production Sites: Mainly in the USA and other international locations (estimated 2023) Zeta Global Holdings Corp. is primarily a provider of marketing technology and solutions based on software and services. The company does not produce physical products in the traditional sense, but develops softwa...

What strategy does Zeta Global Holdings pursue for future growth?

Revenue Growth: 18% (2024) Profit Growth: 14% (2024) Zeta Global Holdings Corp. pursues a growth strategy that heavily relies on technological innovations and expanding its platform capabilities. The company continuously invests in the development of its AI-powered marketing platform to offer its cu...

Which raw materials are imported and from which countries?

Sorry, but I do not have specific information about which raw materials or materials Zeta Global Holdings Corp. imports and from which countries. Zeta Global is a company specializing in marketing technology and data analysis, and it is unlikely to import physical raw materials on a large scale, as...

How strong is the company’s competitive advantage?

Market share: 5.2% (2024, estimated) Revenue growth: 18.5% (2024) EBITDA margin: 23% (2024) Zeta Global Holdings Corp. has established a solid competitive advantage in the marketing technology industry. The company benefits from its comprehensive database and advanced AI-driven analytical capabili...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical data) Insider Purchases/Sales: No specific data available for 2025 The institutional investor share in Zeta Global Holdings Corp. traditionally stands at around 70%, indicating a strong trust from investment fund...

What percentage market share does Zeta Global Holdings have?

Market share of Zeta Global Holdings Corp.: Estimate 5% (2025) Top competitors and their market shares: Salesforce (NYSE:CRM) - 20% Adobe (NASDAQ:ADBE) - 15% Oracle (NYSE:ORCL) - 12% HubSpot (NYSE:HUBS) - 8% SAP (NYSE:SAP) - 7% Zeta Global Holdings Corp. (NYSE:ZETA) - 5% Twilio (NYSE:TWLO) - 4% Act...

Is Zeta Global Holdings stock currently a good investment?

Revenue Growth: 18% (2024) EBITDA Growth: 20% (2024) Market Share in Marketing Technology: 5% (2024) Zeta Global Holdings Corp. recorded strong revenue growth of 18% in 2024, driven by increasing demand for its marketing technology solutions. The company has strengthened its market position through...

Does Zeta Global Holdings pay a dividend – and how reliable is the payout?

Dividend: No payout (2025) Zeta Global Holdings Corp. currently does not pay a dividend. The company has focused in the past on investing its resources in the growth and expansion of its business activities rather than distributing profits to shareholders. The reliability of the dividend policy can...

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Zeta Global Holdings Stock Value

Zeta Global Holdings Company Info

Analyst Price Target

Top growth stocks in the information technology sector (5Y.)

What does Zeta Global Holdings do?

Zeta Global Holdings Questions and Answers

Offer & Services

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