Zeta Global (NYSE:ZETA) Issues FY 2026 Earnings Guidance

Zeta Global (NYSE:ZETA) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.220-0.240 for the period, compared to the consensus EPS estimate of 0.800. The company issued revenue guidance of $1.9 billion, compared to the consensus revenue estimate of $1.8 billion. Zeta Global also updated its Q4 2026 guidance to EPS.

Analysts Set New Price Targets

A number of brokerages have commented on ZETA. Roth Capital restated a “buy” rating and set a $55.00 price target (up from $44.00) on shares of Zeta Global in a research note on Monday, October 12th. Truist Financial reaffirmed a “buy” rating and issued a $40.00 price objective (up from $38.00) on shares of Zeta Global in a research note on Tuesday. Needham & Company LLC reiterated a “buy” rating on shares of Zeta Global in a report on Tuesday. Craig Hallum set a $38.00 target price on shares of Zeta Global in a research report on Monday, October 12th. Finally, The Goldman Sachs Group upgraded shares of Zeta Global from a “neutral” rating to a “buy” rating and upped their target price for the stock from $30.00 to $45.00 in a report on Friday, October 16th. Twelve equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $37.88.

Zeta Global Stock Performance

Shares of ZETA stock opened at $35.17 on Wednesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 2.38 and a current ratio of 2.38. The firm has a market cap of $8.83 billion, a price-to-earnings ratio of 251.21, a P/E/G ratio of 4.58 and a beta of 1.25. Zeta Global has a 52 week low of $14.36 and a 52 week high of $35.75. The firm’s 50-day simple moving average is $31.80 and its two-hundred day simple moving average is $22.90.

Zeta Global (NYSE:ZETA) last issued its quarterly earnings results on Monday, November 9th. The company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.10. Zeta Global had a net margin of 2.30% and a return on equity of 11.27%. The company had revenue of $492.66 million during the quarter, compared to analyst estimates of $471.08 million. During the same quarter last year, the business posted $0.18 EPS. Zeta Global’s quarterly revenue was up 46.1% compared to the same quarter last year. As a group, equities analysts forecast that Zeta Global will post 0.21 earnings per share for the current year.

Key Stories Impacting Zeta Global

Here are the key news stories impacting Zeta Global this week:

• Positive Sentiment: Zeta reported Q3 adjusted earnings of $0.38 per share, above the $0.28 consensus, and revenue of $492.66 million, ahead of estimates and up 46.1% year over year. The company also reported positive GAAP net income for the quarter. Zacks earnings report
• Positive Sentiment: Management raised its 2026 revenue outlook to about $1.855 billion, above the prior consensus of roughly $1.8 billion. Q4 revenue guidance of $521 million–$525 million also topped estimates. Full-year outlook and investor takeaways
• Positive Sentiment: Company commentary pointed to growing adoption of its AI-powered Athena platform and enterprise opportunities; third-quarter requests for proposals more than doubled year over year, suggesting demand momentum. AI growth and outlook
• Positive Sentiment: Analyst targets moved higher: RBC raised its target to $41, while Citigroup set $38 and B. Riley raised its target to $39; the firms maintained positive ratings. B. Riley price-target update
• Neutral Sentiment: Call-option volume was 31% above its daily average, indicating increased speculative interest but not confirming how the shares will perform. Options trading report

About Zeta Global

Zeta Global is a marketing technology company that helps businesses use consumer data and artificial intelligence to plan and deliver digital marketing. Its platform combines data, analytics and campaign tools to help organizations identify audiences and engage customers throughout the marketing lifecycle. The company’s products support marketing activities such as customer acquisition, engagement and retention across channels including email, mobile, social media and the web. Zeta’s offerings include its Zeta Marketing Platform and the Zeta Data Cloud, which help clients manage audience insights and coordinate campaigns.