Zeta Global (NYSE:ZETA) Issues Earnings Results

Zeta Global (NYSE:ZETA) issued its earnings results on Monday. The company reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.10, FiscalAI reports. The company had revenue of $492.66 million during the quarter, compared to analysts’ expectations of $471.08 million. Zeta Global had a return on equity of 11.27% and a net margin of 2.30%. The firm’s quarterly revenue was up 46.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.18 EPS.

Here are the key takeaways from Zeta Global’s conference call:

• Q3 revenue rose 46% to $493 million, or 30% excluding Marigold and political candidate revenue, while adjusted EBITDA increased 55% and free cash flow rose 73%. Zeta also reported $0.14 in diluted GAAP EPS, versus a loss a year earlier.
• Zeta raised its 2026 revenue outlook by $37 million to $1.855 billion, representing 42% total growth and 27% excluding Marigold and political revenue. It also increased full-year adjusted EBITDA, free cash flow, and GAAP EPS guidance.
• Athena adoption is associated with higher customer spend: more than half of Super-Scaled Customers were monthly active Athena users, and Athena adopters accounted for over 70% of revenue. The company said the top 25 Athena users grew revenue more than 70% and adopters’ net retention exceeded its overall rate.
• Commercial indicators strengthened, with RFP activity up more than 100% year over year, Super-Scaled Customers reaching 212, and pipeline creation per seller rising 32%. Zeta also reported more than $100 million in pipeline generated after Zeta Live and 23 signed deals from the event.
• Management expects Q4 revenue growth of 23% excluding Marigold and political candidate revenue, below Q3’s 30% underlying growth. AthenaOS is still in alpha, with beta access planned for select customers this year and general availability expected in Q1 2027; management’s greater-than-$100-million annual revenue expectation for the Palantir partnership is a longer-term opportunity, not a material part of current guidance.

Zeta Global Trading Up 8.5%

NYSE ZETA opened at $35.17 on Wednesday. The company has a quick ratio of 2.38, a current ratio of 2.38 and a debt-to-equity ratio of 0.21. Zeta Global has a 52 week low of $14.36 and a 52 week high of $35.75. The stock has a market capitalization of $8.83 billion, a PE ratio of 251.21, a price-to-earnings-growth ratio of 4.58 and a beta of 1.25. The firm has a 50 day moving average of $31.80 and a two-hundred day moving average of $22.90.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on ZETA shares. Bank of America increased their price target on Zeta Global from $29.00 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. William Blair set a $29.00 price objective on shares of Zeta Global in a report on Thursday, August 6th. Citigroup upped their target price on shares of Zeta Global from $35.00 to $38.00 and gave the company a “buy” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Zeta Global in a research note on Thursday, October 15th. Finally, Freedom Capital lowered shares of Zeta Global from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. Twelve analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $37.88.

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

Zeta Global Company Profile

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.