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Zeta Global Holdings Corp.

ZETA · NYSE

Market closed$21.68$0.280000 (+1.31%)After hours $21.67 · -0.05%

Key statistics

Previous close$21.40
Open$20.72
Day high$22.49
Day low$20.60
52-week high$25.95
52-week low$14.37
Market cap5.42B
Volume9.41M
Average volume9.24M
P/E ratio27.79
Forward P/E—
EPS0.78
Dividend yield0.00%

Market context

Why it moved

ZETA shares edged higher as investor optimism builds ahead of the company's upcoming earnings report, with the market closely watching whether Zeta Global's AI-driven growth story can deliver on expectations.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Zeta Global closed modestly higher despite a turbulent session — shares swung from a low of $20.60 to a high of $22.49 — as investors weighed the company's AI-driven marketing platform story against a bruising sector backdrop. IBM's preliminary Q2 warning, which cited customer spending shifting away from software toward data-center hardware, triggered a broad software selloff earlier in the week, pressuring peers like ServiceNow and Salesforce. Bullish analysts continue to argue ZETA is differentiated, pointing to its raised FY26 guidance of $1.785B revenue (+37% y/y), Athena AI agency expansion, and Marigold acquisition integration ahead of plan, with the stock seen as trading at a significant discount to 20%+ growth SaaS peers.

1.3084

July 16, 2026Zeta Global closed modestly lower, slipping alongside a broad software sector selloff triggered by IBM's historic earnings warning. IBM tumbled 25% after revealing clients were shifting capex from software to AI hardware and memory, sparking fears of an industry-wide budget rotation that weighed heavily on peers including ServiceNow, Workday, and Salesforce. While the sector pressure is meaningful, Zeta's differentiated AI marketing platform narrative—including its Athena AI agency expansion, raised FY26 guidance of $1.785B in revenue (+37% y/y), and the Marigold integration tracking ahead of plan—may partially insulate it. Adding to concerns, a federal judge recently ruled Zeta must face a securities fraud lawsuit over its data opt-in practices, keeping legal overhang in focus.

-0.5326

July 15, 2026Zeta Global shares rose roughly 3% on Tuesday, outperforming a broadly mixed software sector that was rattled by IBM's historic 25% single-day plunge after the tech giant pre-announced a Q2 shortfall tied to clients reprioritizing capex toward hardware over software. Zeta's resilience came despite a significant legal overhang: a federal judge on July 8 denied the company's motion to dismiss a securities fraud class action alleging it misrepresented the scope of its 240 million 'opted-in' data set, allowing the case to proceed to discovery. Investor focus remains on Zeta's AI-driven growth narrative—including the Athena AI agency expansion and Marigold acquisition integration—with bulls pointing to raised FY26 guidance of $1.785B revenue (+37% y/y) and an attractively discounted 2.8x EV/revenue multiple, while the advancing lawsuit and broader software sector spending concerns tied to AI budget concentration weigh on sentiment.

3.0178

July 14, 2026Zeta Global rose nearly 2% as investors digested a federal court ruling that forces the company to face a securities fraud lawsuit alleging it misrepresented the scope of its "opted-in" consumer data set. A judge denied Zeta's motion to dismiss on July 8, allowing the case to proceed into discovery. The gain came despite elevated short interest of 16.4% of float—up 21% from the prior period—and a broader market pullback driven by renewed U.S.-Iran hostilities and chip sector weakness. Positive sentiment from Zeta's July 6 AI strategy investor event, a Palantir partnership, and 50% Q1 revenue growth appear to be supporting the stock's recovery from prior-year lows.

1.7683

July 11, 2026Zeta Global closed lower as the broader software sector faced pressure from macro headwinds and geopolitical tensions, with the S&P 500 finishing modestly higher but tech software names lagging. The pullback follows a strong run for ZETA earlier in the week, when shares surged on enthusiasm around the company's July 6 investor event highlighting its Athena AI strategy and a newly announced Palantir partnership to build a unified AI infrastructure layer for enterprise marketing. With the stock well below the median analyst price target of ~$28, investors continue to weigh ZETA's compelling AI narrative—including 50% year-over-year Q1 revenue growth and raised FY26 guidance—against a software sector still navigating the "SaaSpocalypse" overhang and geopolitically driven risk-off sentiment.

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July 10, 2026Zeta Global closed modestly higher, consolidating recent gains after a strong run driven by its strategic repositioning as an AI infrastructure company. CEO commentary at a July 6 investor event — where management framed Zeta as evolving from a marketing platform to an AI infrastructure firm anchored by its Athena intelligence layer — continues to resonate with investors. The company's late-June Palantir partnership to build a unified data and AI infrastructure layer for enterprise marketing, combined with Q1 2026 results showing 50% revenue growth year-over-year and a raised full-year outlook, underpin bullish sentiment. Analysts carry a median price target of $28, implying meaningful upside, with Wall Street maintaining Strong Buy ratings even as broader software names remain under pressure from AI disruption fears.

1.1773

July 9, 2026Zeta Global closed modestly lower, giving back some gains after surging over 5% on Monday following CEO comments signaling a strategic pivot from marketing technology to AI infrastructure. The pullback came amid a broader market risk-off session driven by collapsing U.S.-Iran ceasefire talks, which sent oil prices sharply higher and weighed on tech stocks. Investor focus remains on Zeta's July 6 investor event, its Palantir AI partnership, and Q1 results showing 50% revenue growth with raised full-year guidance — with analyst median price targets around $28.

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July 8, 2026Zeta Global closed roughly flat after a volatile session, as investors digested CEO David Steinberg's high-profile July 6 investor event, where he declared the company is evolving from a marketing platform into an AI infrastructure company, adding Business Intelligence as a fourth core use case via the new Zeta Business Intelligence (ZBI) Engine. The session's wide intraday range reflected profit-taking following Monday's 5.4% surge, which was driven by the AI repositioning narrative, a 7-year Palantir partnership to rebuild its Data Cloud on Palantir Foundry, and Q1 results showing 50% year-over-year revenue growth with raised full-year guidance. Freedom Broker also initiated coverage with a Buy rating and $28.50 target, while Bank of America reiterated Buy with a $28 target, as most of 14 analysts remain bullish on the stock.

0.2291

Seeking Alpha · July 18, 2026Zeta Global Stock: One Of A Small Number Of AI Stocks Actually Delivering (NYSE:ZETA)Pluang · July 18, 2026Zeta Global reports strong Q1 2026 with 50% ear...Business Wire · July 1, 2026Zeta Global to Participate in Upcoming Investor Event to Unveil Evolving AI StrategyTradingView · June 26, 2026Zeta Global Holdings Corp. Stock 12‑Month Price Target Raised to $28.69, Implies 47% UpsideInvesting.com · June 24, 2026Needham reiterates Zeta Global stock rating on Palantir dealInvesting.com · June 23, 2026Zeta Global stock rises on Palantir partnership announcementInvestor's Business Daily · June 1, 2026Zeta Stock Breaks Out. Shares Look To Extend A Win Streak.Investing.com · April 30, 2026Earnings call transcript: Zeta Global Q1 2026 beats revenue expectations
Benzinga · June 30, 2026If You Invested $1000 In Zeta Global Holdings Stock 5 Years Ago, You Would Have This Much Today
Benzinga · June 24, 2026B of A Securities Maintains Buy on Zeta Global Holdings, Raises Price Target to $28
Mt Newswire · June 23, 2026Palantir, Zeta Partnership Validates Enterprise AI Opportunity, Wedbush Says
Benzinga · June 23, 2026Zeta Stock Jumps After Palantir Partnership — Deal Could Drive $100 Million in Annual Revenue
Mt Newswire · June 23, 2026Palantir, Zeta Partner to Develop AI Infrastructure
Benzinga · June 23, 2026Zeta Partners With Palantir To Build An Enterprise AI Infrastructure Layer To Connect Operational Intelligence, Customer Intelligence And Marketing Execution
Mt Newswire · June 3, 2026William O'Neil Initiates Zeta Global at Buy
Benzinga · May 20, 2026Zeta Global Momentum Score Surges As It Joins Snowflake-Led OSI Push To Standardize Enterprise AI Data

Peers

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