Zeta Global (NYSE:ZETA) Reaches New 12-Month High on Analyst Upgrade

Posted by Francis Steltz on Aug 5th, 2026

Zeta Global Holdings Corp. (NYSE:ZETA – Get Free Report) hit a new 52-week high on Wednesday after Needham & Company LLC raised their price target on the stock from $25.00 to $30.00. Needham & Company LLC currently has a buy rating on the stock. Zeta Global traded as high as $28.33 and last traded at $27.78, with a volume of 10765683 shares traded. The stock had previously closed at $24.26.

Several other research firms have also issued reports on ZETA. Bank of America raised their price objective on Zeta Global from $24.00 to $28.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. DA Davidson restated a “buy” rating and set a $30.00 price target on shares of Zeta Global in a report on Wednesday, June 24th. Weiss Ratings restated a “sell (d-)” rating on shares of Zeta Global in a research report on Friday, July 17th. The Goldman Sachs Group set a $28.00 price objective on shares of Zeta Global and gave the stock a “neutral” rating in a research note on Wednesday, June 24th. Finally, Royal Bank Of Canada increased their target price on shares of Zeta Global from $27.00 to $29.00 and gave the company an “outperform” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $29.17.

Get Our Latest Stock Analysis on ZETA

Insider Activity at Zeta Global

In other news, Director Jeanine Silberblatt sold 7,500 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $19.89, for a total value of $149,175.00. Following the sale, the director directly owned 50,350 shares in the company, valued at approximately $1,001,461.50. This represents a 12.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 10.74% of the company’s stock.

Zeta Global News Roundup

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

Positive Sentiment: Strong revenue growth and raised outlook: Zeta reported second-quarter revenue of $442.8 million, up 43.6% year over year and above the $420.6 million analyst consensus. Management guided third-quarter revenue to $469 million-$472 million, ahead of the $460.8 million consensus, and projected approximately $1.818 billion in 2026 revenue while raising its GAAP EPS outlook to $0.10. Zeta projects 2026 revenue and raises GAAP EPS guidance
Positive Sentiment: AI and Palantir partnership support the growth narrative: Zeta and Palantir Technologies are launching an AI-driven marketing platform. Reports indicate the partnership is already contributing to customer adoption and supports expectations for broader platform expansion, including Zeta’s Athena AI capabilities. Zeta Global and Palantir launch AI-driven marketing platform
Positive Sentiment: Analyst becomes more bullish: Needham raised its Zeta price target from $25 to $30 and maintained a Buy rating, citing the company’s growth and improving profitability outlook. Needham raises Zeta price target
Neutral Sentiment: Positive operating milestones: Zeta said it delivered its 20th consecutive “beat and raise” quarter, achieved the Rule of 64, and generated positive GAAP net income in the second quarter. Zeta reports second-quarter results
Negative Sentiment: Earnings miss and profit-taking: Reported EPS was below expectations—approximately $0.18 on an adjusted basis, or $0.03 under another reported measure, versus the $0.20 consensus. Investors subsequently booked profits, causing the stock to retreat from its weekly high near $24.45 toward $23 despite the revenue beat. Zeta stock retreats after earnings

Institutional Trading of Zeta Global

Several institutional investors and hedge funds have recently made changes to their positions in ZETA. Cornerstone Planning Group LLC increased its position in shares of Zeta Global by 3,150.0% during the fourth quarter. Cornerstone Planning Group LLC now owns 1,300 shares of the company’s stock worth $26,000 after acquiring an additional 1,260 shares during the period. DV Equities LLC purchased a new stake in shares of Zeta Global in the fourth quarter valued at approximately $29,000. Binnacle Investments Inc purchased a new stake in shares of Zeta Global in the third quarter valued at approximately $30,000. United Community Bank bought a new position in Zeta Global in the fourth quarter worth approximately $31,000. Finally, EverSource Wealth Advisors LLC increased its holdings in Zeta Global by 204.1% during the 1st quarter. EverSource Wealth Advisors LLC now owns 2,095 shares of the company’s stock worth $33,000 after purchasing an additional 1,406 shares during the period. 87.75% of the stock is currently owned by institutional investors.

Zeta Global Price Performance

The company has a debt-to-equity ratio of 0.22, a quick ratio of 2.07 and a current ratio of 2.07. The firm has a fifty day simple moving average of $21.01 and a 200 day simple moving average of $18.75. The company has a market capitalization of $6.88 billion, a PE ratio of -251.00, a P/E/G ratio of 3.34 and a beta of 1.39.

Zeta Global (NYSE:ZETA – Get Free Report) last issued its earnings results on Tuesday, August 4th. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.17). The firm had revenue of $442.77 million during the quarter, compared to analysts’ expectations of $420.61 million. Zeta Global had a positive return on equity of 2.91% and a negative net margin of 1.62%.Zeta Global’s quarterly revenue was up 43.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted ($0.10) earnings per share. Equities analysts anticipate that Zeta Global Holdings Corp. will post 0.22 EPS for the current year.

About Zeta Global

(Get Free Report)

Zeta Global, founded in 2007 and headquartered in New York City, is a leading data-driven marketing technology company. The firm’s mission centers on helping brands acquire, grow and retain customers through a unified customer lifecycle management platform. Over the years, Zeta Global has built a reputation for leveraging big data and predictive analytics to power digital marketing programs across multiple channels.

At the core of Zeta’s offering is the Zeta Marketing Platform, which combines identity resolution, audience insights and real-time engagement capabilities.