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, /PRNewswire/ -- Zeta Network Group ("Zeta" or the "Company") (Nasdaq: ZNB), today announced that the Company's board of directors approved on July 1, 2026, that the authorised, issued, and outstanding shares of the Company be consolidated on an 8 for 1 ratio with the marketplace effective date of July 27, 2026.
The objective of the share consolidation is to enable the Company to regain compliance with Nasdaq Marketplace Rule 5550(a)(2) and maintain its listing on Nasdaq.
Beginning with the opening of trading on July 27, 2026, the Company's Class A ordinary shares will trade on the Nasdaq Capital Market on a split-adjusted basis, under the same symbol "ZNB" but under a new CUSIP number, G2287A159.
As a result of the share consolidation, each 8 Class A ordinary shares outstanding will automatically combine and convert to one issued and outstanding Class A ordinary share without any action on the part of the shareholders. No fractional shares will be issued to any shareholders in connection with the share consolidation, and each shareholder will be entitled to receive one share of the Company in lieu of the fractional share of that class that would have resulted from the share consolidation.
At the time the share consolidation is effective, the Company's authorized share capital is changed from USD$32,000,000.00 divided into 11,200,000,000 granted Class A Ordinary shares with a nominal or par value of USD$0.0025 and 1,600,000,000 Class B Ordinary shares with a nominal or par value of USD$0.0025 each, to USD$32,000,000.00 divided into 1,400,000,000 Class A Ordinary shares with a nominal or par value of USD$0.02 each and 200,000,000 Class B Ordinary shares with a nominal or par value of USD$0.02 each. The Company's total issued and outstanding Class A ordinary shares will be changed from 7,758,868 Class A ordinary shares with a par value of US$0.0025 per share to approximately 969,859 Class A ordinary shares with a par value of US$0.02 per share. The Company's total issued and outstanding Class B ordinary shares will be changed from 5 Class B ordinary shares with a par value of US$0.0025 per share to 1 Class B ordinary shares with a par value of US$0.02 per share.
About Zeta Network Group (Nasdaq: ZNB)
Zeta Network Group (Nasdaq: ZNB) is a U.S.-listed digital infrastructure and financial technology company pioneering the convergence of traditional finance and the digital asset economy. The Company is developing a Bitcoin-centric institutional finance platform that integrates digital asset treasury management, Bitcoin liquidity aggregation, and sustainable Bitcoin mining operations, all within a regulated Nasdaq framework.
Led by a global team of finance and technology experts, Zeta is redefining institutional digital finance by merging the governance and transparency of a public company with the innovation and scalability of blockchain to create a trusted bridge between capital markets and decentralized finance.
For more information, visit ir.thezetanetwork.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and involve risks and uncertainties that could cause actual results to differ materially from those projected. Forward-looking statements include, among other things, statements regarding anticipated financial performance, strategy, and the potential impact of the transaction described herein. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Zeta Network Group undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
It's not every day that a business can invest $1 into a marketing campaign and turn it into $7. However, it's actually quite common for Zeta Global's (ZETA -5.47%) customers.
Zeta CEO David A. Sternberg touted "an average 600% return on marketing spend for our customers," but the company's stock is only up by 8% this year. While investors shouldn't expect the stock to rise by 600% in a single year, it's hard to imagine that its shareholder returns will stay modest for long if the company continues to execute.
Image source: Getty Images.
Zeta is capitalizing on agentic AI Zeta touts itself as an AI marketing cloud platform that helps businesses run data-driven marketing campaigns. Its AI agents make it easier for marketers to analyze consumer behavior, and more than half of Fortune 500 companies use its platform.
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Athena by Zeta acts as the brains behind the operation. It can analyze results from a company's past marketing campaigns and determine which actions can yield the highest ROI. The Zeta Marketing Platform lets enterprises gather all of their marketing campaign data in the same place, which lets Athena provide more accurate recommendations.
Zeta's progress with agentic AI has attracted Palantir's attention. The two companies announced a strategic partnership that Sternberg anticipates can generate more than $100 million in annual recurring revenue for his company in the future.
Artificial intelligence is revolutionizing many industries, including marketing. According to a forecast by Grand View Research, the marketing technology industry will grow at a compound annual rate of 20.1% through 2033 to a value of $2.38 trillion. If Zeta can get a larger slice of that pie through its AI-powered marketing platform, it could outperform the S&P 500 over an extended period of time.
Growth in super-scaled customers lifts the entire business Although Zeta's stock has posted moderate gains so far this year, its fundamentals continue to grow significantly. In Q1, the company delivered its 19th consecutive "beat and raise" quarter as overall revenue surged by 50% year over year.
Super-scaled customers were a big part of that successful quarter. Zeta defines this group of customers as enterprises that generate more than $1 million in annual recurring revenue for the company. Zeta now has 189 super-scaled customers, up by 19% year over year, with an average revenue per user of $1.7 million. That means the company is bringing in approximately $321.3 million per year from those 189 customers.
Zeta currently anticipates 37% year-over-year revenue growth in 2026, but it's possible that its growth rate will outpace that. After all, the company has beaten estimates and raised guidance every quarter for almost five years.
Many of its super-scaled customers upgrade their plans as their needs evolve. It's also easier for these enterprises to pay for more expensive plans once they see high ROIs from Zeta's platform.
If the company can finally report consistent profits, that could be a major catalyst for the stock. Right now, its net profit margins are in the negative, but not by much. Zeta still has good top-line scaling, and once it becomes profitable, net income could scale up quickly as well. Zeta has already guided for positive GAAP net income for 2026, implying that this will happen sooner rather than later.
Zeta Global Holdings stands out as a true AI-driven software company, effectively monetizing its technology. Q1 2026 results were robust: earnings up 50% YoY, customer count up 19%, EBITDA up 42%, and free cash flow up 48%. The Athena platform launch strengthens ZETA's competitive moat by making its customer-data ecosystem more accessible and actionable for enterprise marketing teams.
Key Takeaways ZETA's buy case is mixed as growth beats and AI adoption meet estimate pressure and margin concerns.Q1 revenues rose 50% to $396.3 million, while management raised 2026 revenue, EBITDA and FCF guidance.The 2026 EPS consensus fell to 98 cents from $1.02, with two downward revisions in four weeks. Zeta Global Holdings Corp. (ZETA - Free Report) gives investors a difficult setup. The business is growing quickly, AI adoption is building and management has continued to raise its outlook.
The stock case is less straightforward. Estimate pressure, margin timing and a sharp share-price recovery leave investors weighing operating momentum against a weaker near-term setup.
Why ZETA Bulls See More UpsideThe bullish argument starts with execution. The first quarter of 2026 marked Zeta’s 19th consecutive beat-and-raise quarter, with management lifting 2026 guidance for revenues, adjusted EBITDA and free cash flow.
Visibility also improved. Remaining performance obligations increased $66 million sequentially from the fourth quarter of 2025 to the first quarter of 2026, helped by enterprise and agency wins with long-term commitments.
Management reiterated expectations for positive GAAP net income in 2026 and said earnings per share were pacing toward the high end of the 2-4 cents range. First-quarter revenues rose 50% year over year to $396.3 million, and the sales pipeline expanded roughly 40%.
Where Zeta’s Stock Case Gets HarderThe caution starts with estimates. The 2026 earnings-per-share consensus has been trimmed to 98 cents from $1.02 over the past 60 days, with two downward revisions in the last four weeks.
Image Source: Zacks Investment Research
Shares have already gained 39.5% in the past three months and 40% over the past year. That recovery can make the stock more sensitive to even modest revisions if investors question the timing of margin expansion or AI monetization.
The debate is not unique to Zeta. The Trade Desk (TTD - Free Report) , an advertising technology platform for advertisers, offers another way to gauge demand for data-driven marketing workflows. LiveRamp Holdings (RAMP - Free Report) , which focuses on data collaboration for marketing, is relevant as enterprises evaluate identity, measurement and interoperability tools.
How ZETA Valuation Looks TodayZETA trades at 19.93X forward 12-month earnings, below the Zacks sub-industry average of 21.79X and the S&P 500’s 21.14X multiple. It is slightly above the Zacks sector average of 17.64X.
Image Source: Zacks Investment Research
That valuation does not settle the buy question. The discount to the sub-industry may cushion some execution risk, but the premium to the sector means investors still need confidence that growth can convert into durable earnings expansion.
The current $23 price target is based on 19X trailing 12-month earnings. With the stock recently at $21.87, the target suggests limited near-term upside unless estimates stabilize or investors assign a higher multiple to Zeta’s AI-enabled platform strategy.
What Could Change the Zeta Debate?Athena is a key swing factor. The product reached general availability for all enterprise customers in the first quarter of 2026, and agentic interactions increased more than sevenfold in the first week.
Guidance assumes minimal Athena revenue contribution in 2026, which leaves room for upside if usage converts into monetization faster than modeled. Better-than-expected Marigold cross-sell could also support operating leverage if integration synergies build as expected.
The risks remain clear. Agency-led social ramps lifted GAAP cost of revenue to 41% in the first quarter and contributed to an adjusted EBITDA margin of 16.7%, down 100 basis points year over year. Discretionary spending exposure, longer agency payment cycles and delayed synergy capture could keep the stock in wait-and-see mode.
How ZETA Signals Shape the CallThe bottom line is mixed. Zeta’s operating story has real momentum, but the stock does not offer a clean buy signal while estimate pressure and margin execution remain active concerns.
ZETA currently carries a Zacks Rank #4 (Sell), which points to unfavorable earnings estimate revision trends over the next one to three months. That argues for caution, even with strong revenue growth and repeated guidance raises.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores are more balanced. ZETA has a Growth Score of A and a VGM Score of B, showing attractive growth characteristics and a solid combined profile. Its Momentum Score of F and Value Score of D are weaker, reinforcing that investors may need more evidence of estimate stability before treating the stock’s growth story as enough to offset near-term risk.
Key Takeaways ZETA is riding AI platform demand, vendor consolidation and agency workflow expansion in 2026.Q1 revenues grew 50% as enterprises used Zeta across email, connected TV, mobile and social.Agency-led social ramps lifted GAAP cost of revenue to 41% and pressured EBITDA margin. Zeta Global Holdings Corp. (ZETA - Free Report) offers a useful lens on how enterprise marketing platforms are changing in 2026.
The company is riding AI-driven customer intelligence, vendor consolidation and agency workflow expansion. The same shift is creating margin and cash-timing friction, complicating the growth narrative.
How ZETA Reflects AI Platform DemandZeta’s recent results point to rising demand for AI-native marketing platforms. First-quarter 2026 revenues grew 50% year over year as enterprises used the Zeta Marketing Platform across email, connected TV, mobile and social channels.
Image Source: ZETA
Athena is central to that trend. The product reached general availability for all enterprise customers in the first quarter, and agentic interactions increased more than sevenfold in the first week.
Those interactions accounted for more than 60% of AI usage. Multi-use-case customers increased more than 50%, while customers using more than three channels rose roughly 40%.
Why Zeta Benefits From Vendor ConsolidationZeta is benefiting as enterprises standardize on fewer platforms that can deliver measurable outcomes. Its sales pipeline expanded roughly 40% year over year in the first quarter, and nine of the top 10 industries grew more than 20%.
Direct platform revenue mix held at 75%, aligning with the company’s 70-75% target. That mix gives Zeta more control than third-party integrated channels.
Cross-sell adds to the theme. Marigold integration is creating opportunities to bundle loyalty with Zeta’s acquire and grow use cases. The Trade Desk (TTD - Free Report) , a demand-side platform used by advertisers and agencies, is tied to automated media buying. LiveRamp Holdings, Inc. (RAMP - Free Report) , with its data collaboration platform, sits in a related area where identity, data access and measurement remain important.
Where ZETA Exposes Agency Model FrictionThe agency opportunity is not immediately margin friendly. New agency wins have often ramped through social channels first, and that mix lifted GAAP cost of revenue to 41% in the first quarter of 2026.
Adjusted EBITDA margin was 16.7%, down 100 basis points year over year, even though adjusted EBITDA increased 42%. Management expects social-led agency activity to become accretive to adjusted EBITDA and free cash flow over time, but early onboarding can dilute margins.
Image Source: ZETA
Cash timing also reflects the agency model. Free cash flow conversion reached 63% in the first quarter, but longer agency payment cycles created a roughly 13-point headwind.
How Zeta Tracks Open Data and Integration NeedsZeta’s recent strategic updates point to another marketing technology trend: enterprises want connected data layers and lower integration friction. Its partnership with Palantir will rearchitect Zeta’s Data Cloud on Palantir Foundry and link operational intelligence, customer intelligence and marketing execution.
Zeta also joined the Snowflake-led Open Semantic Interchange initiative. The effort is designed to support vendor-neutral semantic model standards, helping data and insights work across AI and analytics tools.
These moves fit a market where interoperability can influence adoption. For large enterprises, AI-enabled marketing workflows are more useful when they connect with existing data, analytics and governance systems.
What ZETA Signals Say About the TrendBottom line, Zeta reflects powerful shifts in marketing technology, but the stock still has to prove that growth can translate into cleaner earnings momentum. AI adoption, vendor consolidation and interoperability support the business, while agency mix, discretionary spending exposure and synergy timing keep the setup balanced.
ZETA currently carries a Zacks Rank #4 (Sell), which points to caution over the next one to three months because the Rank is driven by earnings estimate revision trends. That signal matters when a company’s story depends on a second-half margin ramp and steady execution.
The Style Scores are mixed. ZETA has a Growth Score of A, a Momentum Score of F and a VGM Score of B. The Growth and VGM readings suggest the company still screens well on business expansion and balanced style traits, but the weak Momentum Score and Zacks Rank #4 show that thematic strength alone is not enough. The trend looks compelling, but the stock needs cleaner execution to confirm it.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways ZETA's 2026 outlook hinges on AI platform growth and margins pressured by agency-led social activity.Revenues rose 50% in Q1 2026, with nine of its top 10 industries growing more than 20%.Athena usage expanded as agentic interactions rose more than sevenfold in the first week. Zeta Global Holdings Corp. (ZETA - Free Report) is entering the rest of 2026 with a clear growth story and a less settled margin story. Its AI-powered marketing platform is gaining traction as enterprises consolidate vendors.
That matters because usage, revenue and platform depth are improving together. The question is whether Zeta can turn those gains into steadier profitability as agency-led business ramps through higher-cost channels.
What is Driving ZETA Growth Now?Zeta’s growth signals remain broad-based. Revenues increased 50% year over year in the first quarter of 2026, with nine of its top 10 industries growing more than 20%. Its sales pipeline expanded roughly 40%.
Image Source: ZETA
The demand profile points to enterprise consolidation rather than a narrow product cycle. Customers are using Zeta across email, connected TV, mobile and social as they seek fewer vendors, faster execution and clearer performance measurement.
The Trade Desk, Inc. (TTD - Free Report) offers a useful comparison of digital advertising platforms, while LiveRamp Holdings, Inc. (RAMP - Free Report) fits the discussion because data collaboration and identity remain central to marketing technology workflows.
How Zeta is Building Deeper Platform UseAthena is becoming more than a feature layered onto the existing platform. Zeta made Athena generally available to all enterprise customers in the first quarter of 2026, and agentic interactions rose more than sevenfold in the first week.
The usage data suggest customers are expanding within the platform. Super-scaled average revenue per user rose 21% year over year to $1.7 million, while multi-use-case customers increased more than 50% and customers using more than three channels rose roughly 40%.
Image Source: ZETA
That pattern supports the view that platform depth and customer lifetime value may be improving together. If customers automate more workflows across acquire, grow and retain use cases, Athena could help widen deal sizes, although 2026 guidance assumes minimal contribution.
Why ZETA Margins Face Near-Term PressureThe margin debate is the main offset to the growth case. In the first quarter of 2026, GAAP cost of revenue rose to 41% as new agency wins initially ramped through social channels, a mix with less favorable gross economics.
Adjusted earnings before interest, taxes, depreciation and amortization margin was 16.7%, down 100 basis points year over year. That decline came even as adjusted earnings before interest, taxes, depreciation and amortization increased 42%.
Management expects social-led agency activity to become accretive to adjusted earnings before interest, taxes, depreciation and amortization and free cash flow as spending shifts into Zeta-owned channels. If onboarding remains weighted toward social, margins could lag expectations into the early second half of 2026.
What Recent Zeta News Means for InvestorsOn June 23, 2026, Zeta and Palantir announced a partnership to create an AI infrastructure layer connecting operational intelligence, customer intelligence and marketing execution.
Zeta also expanded Athena to agencies on June 18, 2026, with Athena for Insights and Measurement available in beta to agency partners. That could broaden distribution, although conversion into paid deployments remains an execution item.
The company’s participation in Snowflake-led Open Semantic Interchange adds another layer to the strategy. The initiative aims to improve interoperability across AI and analytics tools, which could reduce integration friction for enterprise customers.
How ZETA Signals Fit the ThesisZeta’s business setup looks promising, but the stock still carries execution risk. Growth is broad, Athena usage is rising and recent partnerships may improve distribution and interoperability, yet margins remain a near-term constraint.
ZETA currently carries a Zacks Rank #4 (Sell), reflecting weak earnings estimate revision trends over the next 1 to 3 months. That rank tempers the appeal of operating momentum, especially with the current-year earnings estimate down 1.1% over the past four weeks.
The Style Scores show a split picture. ZETA has a Growth Score of A, reflecting favorable growth characteristics, but a Momentum Score of F, indicating weak timing characteristics. Its Value Score of D limits the valuation argument, while the VGM Score of B supports a better combined profile.
For investors, the signal is not one-sided. The business story supports continued attention, but the Zacks Rank and weaker Momentum Score suggest patience may be warranted until margin execution and estimate revisions improve.
ZETA currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Two accomplished and trailblazing leaders join the board as the company enters a new phase of growth globally
, /PRNewswire/ -- The Only Agency (TOA), the premier talent agency representing the world's most influential stylists, taste makers, culture influencers and creative directors, today announced the appointment of Nate Yohannes and Christy Haubegger to its Board of Directors. The appointments mark a significant milestone as the company enters a new chapter of strategic expansion, deepening its presence across fashion, media & entertainment, music, sports, beauty, the creator economy and international markets.
Mrs. Haubegger and Mr. Yohannes have exceptional experience in media & entertainment, marketing, cutting-edge technology, social media and management at the highest levels of some of the most influential companies in the world. Their contributions will be central to TOA's vision for the future of talent representation, media and cultural influence.
"We are continuing to build on our company's world class services and reach since I founded it in 2014. Our partnership with and the investment from Presidio Investors in late 2024 has enabled the current chapter of our evolution. Nate and Christy are the kinds of leaders who don't just understand this moment; they will help us define it. We couldn't be more excited to welcome them to the TOA family."
— Kent Belden, Founder & CEO, The Only Agency
The new additions are indicative of TOA's broader strategic ambitions. The agency—already home to industry-defining creatives including Law Roach, Dani Michelle, Frederic Aspiras, Nikki Nelms, Etienne Ortega, etc. —is actively expanding across sports, entertainment, bridal, and international markets, including a targeted push into the Gulf Cooperation Council (GCC) region and Saudi Arabia's rapidly growing creative economy.
The strengthened board will provide governance, strategic counsel, and global connectivity as TOA scales its operations, builds new brand partnerships, and deepens its integration with the media and technology sectors that are reshaping the talent, marketing and media & entertainment industries.
"The world is changing at an unprecedented rate and scale, and the work we do is as ambitious as the 300 billion + culture-making impressions we help shape for the brightest stars in the world. Christy and Nate are remarkable leaders that will provide us with sage counsel. On behalf of the company and investors, I welcome them and thank the outgoing directors for their contributions."
— Javier Saade, Chairman of the Board, The Only Agency
About Christy Haubegger
Christy Haubegger is a trusted strategic advisor for a range of talent including Eva Longoria, America Ferrera, and Shakira. Previously, she was EVP of Communications for WarnerMedia and oversaw corporate communications and marketing for WarnerMedia and all of its properties including Warner Bros., HBO and HBO Max, CNN, TBS, and TNT. Before joining WarnerMedia, Haubegger spent 15 years as a leader and agent at leading entertainment and sports agency, Creative Artists Agency (CAA). Before CAA, she was a motion picture producer for Fox's film "Chasing Papi" and Oscar-winner James L. Brooks' "Spanglish," starring Adam Sandler and Paz Vega, from Columbia Pictures. Prior to that, Haubegger founded and served as CEO of Latina magazine and quickly became the leading media platform for U.S. Hispanic women. She holds a B.A. in Philosophy from the University of Texas at Austin and a JD from Stanford Law School where she served as class president. Haubegger served on the board of Reese Witherspoon's Hello Sunshine until its sale to Blackstone in 2021, and previously served on the boards of Hudson Pacific Properties (NYSE: HPP) and Liberty Trip Advisor Holdings (NASDAQ: LTRPA).
"The Only Agency lives up to its name; the artists and creative professionals they represent uniquely shape culture, how the world looks and expresses itself. The vision for this company is bold, the talent is incredible, and I'm proud to support the next phase of the company's growth."
— Christy Haubegger, Board Director, The Only Agency
About Nate Yohannes
Nate Yohannes is the President of AI & Data Innovation at Zeta Global (NYSE: ZETA), the world's leading AI marketing cloud. Before joining Zeta, Nate led a cutting-edge generative AI product at Meta, transforming the company's core advertising recommendation system to drive revenue growth as the product leader of AdsLLaMA. He previously served as Senior AI Product Manager for Creators at Instagram, where he integrated advanced AI technologies to empower content creators. Earlier, as Group Product Manager at Meta AI, he played a key role on the central AI team, focusing on large language models (LLMs) for Reels recommendations on Facebook and Instagram. Prior to Meta, Nate was Director of AI Product & Strategy in Microsoft's Office of the Chief Technology Officer where he spearheaded initiatives in autonomous systems and AI/ML. His earlier Microsoft roles included Director of Corporate Business Development, commercializing AI and IoT technologies. Before Microsoft President Obama appointed Nate to serve as Senior Advisor to the Chief Investment and Innovation Officer at the U.S. Small Business Administration. He led strategy and program management for a $36 billion private equity fund-of-funds and a $4 billion innovation seed fund, and served on the inaugural White House Economic Leadership Fellowship, White House Broadband Opportunity Council, and the White House Business Council. Prior to his government service, Nate was Associate General Counsel at the Money Management Institute, representing the securities industry during the regulatory overhaul following the Great Recession and the enactment of the Dodd-Frank Act. Nate is also a senior advisor to 137 Ventures, a $16 billion investment fund spun out of Founders Fund and an early investor in SpaceX, Anduril, Uber, Palantir, and Airbnb. He holds an MSc in Technology Leadership at Brown University and a JD from University at Buffalo School of Law.
"The Only Agency sits at a rare intersection of culture, commerce, and creativity. I'm honored to join its board at this pivotal moment and look forward to helping the team harness the power of technology to amplify the extraordinary ecosystem in which they play."
— Nate Yohannes, Board Director, The Only Agency
About The Only Agency
The Only Agency is one of the world's most elite creative management firms, serving as the powerhouse behind the biggest 'trendsetters' in fashion, beauty, sports and entertainment. We represent a curated roster of the industry's most sought-after creative talent - from leading fashion & wardrobe stylists, to beauty experts and visual artists. Our talent are visionaries who curate the iconic looks seen on red carpets, in global editorial spreads, and on worldwide stages - working with the world's biggest brands and the largest, most influential culture makers at events like the Oscars, Olympics, New York & Paris Fashion Weeks, Met Gala, Grammys, Golden Globes, and hundreds of other red carpets, music videos, movie premieres, rock concerts, award ceremonies, championship games, art exhibitions, and commerce shoots in between. We work with up-and-coming brands, Fortune 1000 companies, A-list celebrities, style makers and cutting-edge media influencers. We recently acquired Daily Front Row, continue to grow our presence in the Middle East, and launched a sports division, a bridal division and an interior design & architecture division.
MEDIA CONTACT
The Only Agency
[email protected]
www.theonly.agency
Investors choosing between Duolingo (DUOL +5.42%) and Zeta Global (ZETA +7.11%) must weigh high-growth education technology against AI-powered marketing solutions. Both companies are navigating a rapidly evolving software landscape in 2026.
Duolingo uses gamification to maintain user engagement in the language learning market, while Zeta Global focuses on enterprise-level data analytics for digital marketing. They represent two different paths within the software sector, offering investors distinct ways to gain exposure to consumer-facing and business-to-business technology trends.
The case for DuolingoDuolingo provides language education through its flagship mobile app, which uses gamification to keep users returning. The company generates most of its revenue through subscriptions and advertising on its platform. Customer concentration like this adds a layer of risk to the business, as Apple and Alphabet together accounted for roughly 82% of total revenue in 2025.
In FY 2025, revenue reached $1 billion, which represents a growth rate of approximately 38.7% compared to the prior year. The company also reported net income of nearly $414.1 million for the same period. This resulted in a net margin of close to 39.9%, which helps investors assess how efficiently a company converts sales into profit.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 0.1x, which measures total debt against shareholder equity. The current ratio is approximately 2.6x, indicating the company has sufficient assets to cover its short-term debts. Free cash flow for the year was roughly $369.7 million, though stock-based compensation represented roughly 35.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for Zeta GlobalZeta Global provides an AI-powered marketing cloud that helps large enterprises acquire and retain customers through digital channels. The company recently entered a strategic partnership with Palantir Technologies to enhance its infrastructure for enterprise artificial intelligence. Since the top 10 customers account for more than one-third of total revenue, customer concentration like this adds a layer of risk to the business.
For FY 2025, the company reported revenue of close to $1.3 billion, representing growth of approximately 29.7% year over year. Despite this growth, the business reported a net loss of roughly $31.5 million. This resulted in a net margin of about -2.4%, showing that the company has not yet reached full-year profitability on a net basis.
On its December 2025 balance sheet, the debt-to-equity ratio was roughly 0.2x. The company maintains a current ratio of approximately 1.6x, providing a healthy cushion for short-term liabilities. Free cash flow was nearly $185.1 million, but stock-based compensation represented roughly 89.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement for tech stocks like this.
Risk profile comparisonDuolingo faces significant revenue concentration risks because it is highly dependent on the app stores run by Apple and Alphabet. The company also competes in a crowded online learning market where new generative artificial intelligence products could disrupt its pricing power. Additionally, as of April 2026, the company is under investigation by law firms concerning potential federal securities law violations.
Zeta Global is heavily reliant on a small number of large clients, making the loss of any single major relationship a significant threat to financial results. The business must also navigate evolving data privacy laws like GDPR that could limit its ability to collect consumer data. Furthermore, integrating acquisitions and adapting to emerging AI-specific regulations pose ongoing challenges to its operational efficiency.
Valuation comparisonZeta Global trades at a significantly lower multiple than Duolingo, suggesting a more conservative valuation for the AI marketing company relative to future earnings estimates.
MetricDuolingoZeta GlobalSector BenchmarkForward P/E42.9x19.9x36.4xP/S ratio5.5x3.6xN/ASector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Duolingo and Zeta offer very different products, but they appear to be at the same point in their growth journeys. Both sport market caps around $5 billion, both are applying artificial intelligence to power their businesses, and both face customer concentration risks. Duolingo shines in terms of its profitability, but Zeta’s product may make it the more compelling pick in this match-up.
Digital marketing is a big business, and if Zeta’s AI-powered product can differentiate itself in a crowded market, it could prove to be a runaway winner. Its partnership with tech giant Palantir is certainly a step in the right direction. Duolingo was a breakout star and offers a unique product, but online language learning may have more limited adoption, especially as more users become comfortable conversing with AI assistants.
Investing in tech stocks, particularly those that are deep in growth mode, can pay off handsomely for investors, but conservative investors are best served keeping these kinds of investments to smaller allocations within their portfolios, as the soaring highs can be quickly replaced by devastating lows.
Parents are leading the shift as consumers increasingly trust AI with purchases, household spending, and brand discovery, according to new research from Zeta Global
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today unveiled new findings from its latest AI shopping behavior research, highlighting that consumers are increasingly willing to authorize AI agents to shop and buy on their behalf, signaling the early emergence of agentic commerce.
Based on a survey of 2,000 U.S. adults who reported using AI to make a purchase within the past three months, the study marks the second installment in Zeta Global's AI shopping insights series. While fully autonomous shopping remains in its early stages, the findings suggest consumers are becoming more open to delegating portions of the purchase journey to AI-powered agents, with the strongest signals emerging among parents.
"There's no question consumers are increasingly trusting AI with shopping decisions. The more important question now is whether brands are positioned to be discovered, recommended, and ultimately selected by AI," said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. "As consumers increasingly turn to AI to discover and evaluate products, brands need to know how they're showing up. Zeta's GEO solution gives marketers that visibility while helping optimize the context that drives discovery and recommendations. What we're seeing among parents today may be an early indicator of where consumer behavior is heading."
As consumers increasingly rely on AI to guide discovery and decision-making, brands may need to optimize not only for human attention, but also for AI recommendation systems. In an agentic commerce environment, relevance, trust, and first-party data become increasingly important determinants of whether a brand is surfaced, considered, and selected.
Agentic Commerce May Change Discovery Before Transactions
Agentic commerce may reshape how consumers discover and evaluate brands before it reshapes where transactions occur.
While consumers are increasingly comfortable using AI to guide purchase decisions, they still prefer to complete transactions directly with brands. Seventy percent of AI shoppers prefer purchasing directly from a brand's website rather than buying through AI, suggesting AI is taking on a discovery and decision role while purchase still flows through brand-owned channels.
Consumers also expressed a strong appetite for AI experiences built by brands themselves, with 54% of AI shoppers saying they would choose a brand's personalized AI experience over a general-purpose AI tool. Among consumers ages 18-45, that figure rises to 58%.
"When we conducted our first AI shopping study in late 2025, consumers were beginning to invite AI into their purchasing decisions," said Pamela Lord, President of Customer Relationship Management at Zeta Global. "Just a few months later, we're seeing signs that invitation is evolving into authorization. Consumers are becoming more likely to allow AI to take action on their behalf. As AI becomes a more influential layer in the purchase journey, brands need to understand how they show up in AI-driven recommendations and create experiences that are useful enough to earn the next click."
Parents Emerge as Early Leaders in Agentic Commerce
Parents with children under 18 are emerging as some of the earliest and most engaged adopters of AI-powered shopping experiences:
43% would allow AI to make purchases on their behalf within a set budget, versus 27% of non-parents 43% would let AI automatically reorder household essentials, compared with 31% of non-parents 74% say AI helped them discover a new brand they otherwise would not have considered, versus 66% of non-parents 60% would choose a brand’s personalized AI experience over a general-purpose AI tool, compared with 49% of non-parents AI Shopping Is Already Changing Consumer Behavior
The survey also surfaced broader shifts across the full consumer base.
36% of AI shoppers now spend less time researching purchases Only 21% spend more money because of AI 59% say AI has reduced the likelihood they will return a purchase 29% say AI has made them less likely to shop in-store. AI Use Varies Sharply by Category and Demographic
Electronics is the leading category for AI-assisted shopping, with 33% of AI shoppers naming it their top AI category, but 45% among men Among women, beauty products are the most common AI shopping category at 20%, compared with just 4% among men Household items rank second overall at 21% Clothing, jewelry, and accessories rank third at 15% The survey was conducted online in May 2026 among 2,000 U.S. adults who reported using AI to make a purchase within the past three months.
Find more insights from the survey here.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
Forward-Looking Statements
This press release, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Any statements made in this press release that are not statements of historical fact are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning our anticipated future financial performance, our market opportunities and our expectations regarding our business plan and strategies. These statements often include words such as “anticipate,” “believe,” “could,” “estimates,” “expect,” “forecast,” “guidance,” “intend,” “may,” “outlook,” “plan,” “projects,” “should,” “suggests,” “targets,” “will,” “would” and other similar expressions. We base these forward-looking statements on our current expectations, plans and assumptions that we have made in light of our experience in the industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances at such time. Although we believe that these forward-looking statements are based on reasonable assumptions at the time they are made, you should be aware that many factors could affect our business, results of operations and financial condition and could cause actual results to differ materially from those expressed in the forward-looking statements. These statements are not guarantees of future performance or results.
The forward-looking statements are subject to and involve risks, uncertainties and assumptions, and you should not place undue reliance on these forward-looking statements. These cautionary statements should not be construed by you to be exhaustive and the forward-looking statements are made only as of the date of this press release. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.
Powered by Zeta’s proprietary SuperGraph™, Athena gives agencies real-time intelligence so they can move faster, experiment more, and prove impact with precision
CANNES, France--(BUSINESS WIRE)--Ahead of Cannes Lions 2026, Zeta Global (NYSE: ZETA), the AI Marketing Cloud, announced the expansion of Athena by Zeta™ to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients.
As agencies build, buy, and integrate new technologies and partners, turning those investments into real-time intelligence remains a challenge. Built on Zeta's proprietary SuperGraph™, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle.
“The future of marketing will be agentic,” said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. “The winners will be the agencies that can turn data, intelligence, and decisioning into faster action and better outcomes at scale. Athena was built for that future, continuously analyzing signals, identifying what to do next, and helping agencies optimize performance across every client relationship. Extending Athena to agencies is another step toward making AI-powered marketing dramatically simpler and more effective.”
"This is another leap forward for the team at Zeta, enabling Athena directly into the workflows our teams use every day," said Matt Adams, Global CEO of Stagwell Media Platform. "Connecting Athena across our audience, creative, and intelligence layers, and driving intelligence directly into our stack, unlocks huge benefits for our clients. It's clear that the speed of decision-making, performance, and insight is accelerated through Athena for agencies. This approach and investment in partnership with agencies is unparalleled, welcomed, and their ability to develop Athena is now moving faster than the industry as a whole."
Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies:
Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta today, with full availability scheduled to be rolled out throughout the remainder of 2026.
Zeta at Cannes Lions
Zeta Global will spotlight Athena by Zeta™ throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.
To learn more about Athena by Zeta™, visit here.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
Forward-Looking Statements
This press release, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Any statements made in this press release that are not statements of historical fact are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning our anticipated future financial performance, our market opportunities and our expectations regarding our business plan and strategies. These statements often include words such as “anticipate,” “believe,” “could,” “estimates,” “expect,” “forecast,” “guidance,” “intend,” “may,” “outlook,” “plan,” “projects,” “should,” “suggests,” “targets,” “will,” “would” and other similar expressions. We base these forward-looking statements on our current expectations, plans and assumptions that we have made in light of our experience in the industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances at such time. Although we believe that these forward-looking statements are based on reasonable assumptions at the time they are made, you should be aware that many factors could affect our business, results of operations and financial condition and could cause actual results to differ materially from those expressed in the forward-looking statements. These statements are not guarantees of future performance or results.
The forward-looking statements are subject to and involve risks, uncertainties and assumptions, and you should not place undue reliance on these forward-looking statements. These cautionary statements should not be construed by you to be exhaustive and the forward-looking statements are made only as of the date of this press release. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced that it is scheduled to participate in the following investor event:
*Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at investors.zetaglobal.com where it will remain available for 1 year.
About Zeta
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
SummaryZeta delivered its 19th consecutive beat-and-raise quarter while underlying revenue growth accelerated to 29% excluding acquisitions.Athena generated seven times more agent interactions, helping drive 21% ARPU growth and over 50% multi-use-case expansion.Super-scaled customers increased 19% to 189, while the sales pipeline expanded approximately 40% year over year.Despite improving fundamentals and approaching GAAP profitability, Zeta trades at only 2.6x forward revenue and 12x EBITDA. kontekbrothers/iStock via Getty Images
My view on Zeta Global (ZETA) has become more bullish over the last several quarters but not because the stock is cheap or because AI has suddenly become a more attractive narrative. What changed is
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Zeta's Data Cloud will be rearchitected on Palantir's Foundry, making customer intelligence an enterprise asset within the same infrastructure that powers operational decision-making
MIAMI & NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, and Palantir Technologies (NASDAQ: PLTR), a global leader in artificial intelligence and data platforms, today announced a strategic partnership to build the enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution. Together, Palantir and Zeta are combining AI infrastructure with Zeta’s intelligent decisioning and trusted data to bring a new standard of data-driven, agentic marketing to the enterprise.
Marketing is at the front lines of the AI revolution. The enterprises that will lead are the ones whose marketing infrastructure is built to operate in real time, with data they can trust and AI that can act.
The partnership pairs two complementary platforms in a deep technical integration. Palantir Foundry brings the ontology, governance, and operational infrastructure that enterprise data demands. Zeta's Data Cloud will be rearchitected on Foundry, with Athena by Zeta™, Zeta's AI-powered intelligence layer, turning that data into decisions and measurable outcomes at enterprise scale.
“Palantir and Zeta are using Ontology to create a next generation marketing environment, giving Zeta all the advantages of AI while protecting against many of the known dangers,” said Alex Karp, co-founder and CEO of Palantir Technologies. “Bringing together containerized architecture and AI in the context of marketing will transform this industry.”
“Palantir has built the infrastructure the world’s most sophisticated institutions run on, and Zeta has built the intelligence infrastructure that powers how enterprises acquire, grow, and retain customers. Together, we are bringing AI-powered marketing to those same organizations on a platform they already trust,” said David A. Steinberg, Co-Founder, Chairman and CEO of Zeta Global. “The next generation of enterprise value creation will come from connecting operational intelligence with customer intelligence. We believe this partnership can drive more than $100 million in annual revenue to Zeta in the coming years and help define what winning looks like in the agentic era.”
Athena is becoming the operating system for agentic marketing — the intelligence layer where opportunities, decisions, and outcomes converge. With Zeta's Data Cloud rearchitected on Foundry, Athena will be able to draw on richer, more expansive enterprise data and act on it in real time, giving marketers the precision, speed, and accountability the agentic era demands.
For large enterprises where data trust is non-negotiable, both Palantir and Zeta operate to the security, governance, and compliance standards their businesses are built on.
Supporting Zeta’s Go-to-Market Efforts
Palantir will provide the software infrastructure to support Zeta as it brings its marketing intelligence to Foundry’s eligible enterprise customers. With Zeta’s Data Cloud rearchitected on Foundry, customers will have a trusted path from governed enterprise data to real-time decisions and measurable marketing outcomes, powered by Zeta’s data, AI infrastructure, and decision-making intelligence.
Zeta and Palantir at Cannes Lions
Today, Tuesday, June 23, 2026, at 9:15 a.m. Eastern Time, Zeta is scheduled to participate in a Fireside Chat with Citi at the Cannes Lions International Festival of Creativity. Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at investors.zetaglobal.com where it will remain available for 1 year.
Steinberg will also join Elias Davis, Office of the CEO at Palantir, for a conversation at Cannes Lions 2026 on the PLAGE 3CV stage at 11:05 a.m. ET, today, June 23, 2026. Moderated by Michael Kassan, Founder and CEO of 3CV, the session will explore how leading organizations are rethinking marketing's role within the enterprise in the AI era. The conversation will be livestreamed on Zeta Global's X account.
About Palantir Technologies
Foundational software of tomorrow. Delivered today. Additional information is available at palantir.com.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
Forward-Looking Statements
This press release, together with other statements and information publicly disseminated by tZeta Global, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Zeta intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Any statements made in this press release that are not statements of historical fact are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning our anticipated future financial performance, our market opportunities and our expectations regarding our business plan and strategies. These statements often include words such as “anticipate,” “believe,” “could,” “estimates,” “expect,” “forecast,” “guidance,” “intend,” “may,” “outlook,” “plan,” “projects,” “should,” “suggests,” “targets,” “will,” “would” and other similar expressions. We base these forward-looking statements on our current expectations, plans and assumptions that we have made in light of our experience in the industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances at such time. Although we believe that these forward-looking statements are based on reasonable assumptions at the time they are made, you should be aware that many factors could affect our business, results of operations and financial condition and could cause actual results to differ materially from those expressed in the forward-looking statements. These statements are not guarantees of future performance or results.
The forward-looking statements are subject to and involve risks, uncertainties and assumptions, and you should not place undue reliance on these forward-looking statements. These cautionary statements should not be construed by you to be exhaustive and the forward-looking statements are made only as of the date of this press release. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.
, /PRNewswire/ -- ZETA SURGICAL and HOPE Therapeutics, an NRx Pharmaceuticals company (Nasdaq: NRXP), today announced the first patient treatment with the FDA-cleared Zeta TMS Navigation System at a HOPE Therapeutics clinic in Sarasota. HOPE has installed Zeta TMS Navigation Systems at clinics in West Palm Beach and Sarasota, with Zeta-navigated patient treatments beginning at both locations this week.
Zeta Surgical® Navigation System (PRNewsfoto/Zeta Surgical) TMS is a non-invasive therapy used primarily for treatment-resistant depression, which affects approximately one-third of patients with major depressive disorder. TMS is also used in other neuropsychiatric conditions, including obsessive-compulsive disorder and other disorders involving brain circuit dysfunction. Because TMS is intended to modulate specific brain regions and neural circuits, accurate and repeatable targeting of patient-specific treatment sites is an important component of treatment delivery.
The Zeta TMS Navigation System uses proprietary RealTrack™ technology to provide real-time, markerless image guidance for TMS procedures. The system applies artificial intelligence and computer vision to register a patient's MRI or CT imaging to their facial anatomy in under two minutes and continuously track the position of the TMS coil relative to the planned brain target with sub-millimetric accuracy. At HOPE, the system has been incorporated into outpatient TMS workflows for eligible patients, including those receiving treatment for major depressive disorder.
"Beginning patient treatments with the Zeta TMS Navigation System marks a major milestone in bringing surgical-grade accuracy to the TMS clinic," said Raahil Sha, Co-Founder and Chief Technology Officer of ZETA. "We are excited to see our technology now supporting real patients in the treatment of depression, and to support clinicians in expanding access to more personalized, precision-guided TMS across the country."
Dr. Rebecca Cohen, Medical Director of HOPE Therapeutics, comments: "The continued evolution of precision TMS technology is transforming what's possible in psychiatric care. I am inspired by the increased accuracy, reliability and personalized care that these ZETA advancements provide, and honored to offer this cutting-edge treatment to patients across our HOPE Therapeutics clinics, helping improve outcomes and quality of life."
About ZETA SURGICAL
ZETA SURGICAL is redefining the standard of care for image-guided surgery and targeted neuro-therapeutics. Its navigation and robotics platform applies advanced artificial intelligence and computer vision to enable high-accuracy image guidance across virtually any point of care in minutes, unlocking less invasive and more precise targeted therapies. The Zeta Navigation System and Zeta TMS Navigation System are cleared by the FDA and commercially available in the United States.
For more information, please visit www.zetasurgical.com.
Media Contact — [email protected]m
About HOPE Therapeutics
HOPE Therapeutics, a subsidiary of NRx Pharmaceuticals (Nasdaq: NRXP), is a provider of advanced psychiatric and neurological care, specializing in evidence-based treatments for major depressive disorder, anxiety, and other complex neurological conditions. Operating out of state-of-the-art clinics, HOPE Therapeutics focuses on improving patient outcomes through the application of modern medical technologies and clinical practices.
For more information, please visit www.hopetherapeutics.com.
Zeta Global stock price jumped on Tuesday after the company intensified its pivot towards artificial intelligence (AI) by partnering with Palantir Technologies. It jumped to $20.50, and then pared back some of those gains to close at $19.50. So, will this partnership boost ZETA shares in the near future?
Zeta Global is a top company in the adtech industry, where it provides the Zeta Marketing Platform (ZMP) that is used by companies and advertising agencies. ZMP analyzes structured and unstructured data points to predict consumer behavior.
Zeta also offers the Consumer Data Platform (CDP) that ingests, analyzes, and distills data points to generate a single view of a consumer. Some of the top clients include companies like T-Mobile, Renault, Generali, Samsung, and General Mills.
Zeta Global stock jumped after announcing a strategic partnership with Palantir. This deal will help the company build a unified data and AI infrastructure, with Athena by Zeta being at the center.
READ MORE: Zeta Global stock soared after Snowflake OSI entry: what next?
The deal will pair two complementary platforms: Palantir Foundry and Zeta Data Cloud. In this, Zeta Data Cloud will be rearchitected on Foundry, with Athena by Zeta, turning that data into decisions and measurable outcomes. In a statement, Alex Karp, Palantir’s CEO said:
“Palantir and Zeta are using Ontology to create a next-generation marketing environment, giving Zeta all the advantages of AI while protecting against many of the known dangers. Bringing together containerized architecture and AI in the context of marketing will transform this industry.”
The announcement came at a time when its business is continuing its growth trajectory. Its revenue grew by 50% to $396 million, while its cash from operations soared by 43% to $50 million. This growth accelerated as 9 of the ten verticals it focuses on continued growing.
Most notably, the company boosted its revenue and profitability growth. It now expects that its revenue will grow by 37% this year, while its adjusted EBITDA margin moving to 22.3%.
The company’s customers continue to boost their spending, which has helped its average revenue per user (ARPU) gain momentum. Also, the management expects that its organic annual revenue will jump to $2.3 billion in 2028 from the estimated $1.78 billion. Its adjusted EBITDA is expected to move to $573 million that year from this year’s $397 million.
There are also signs that the company is not all that overvalued, especially based on the rule-of-40 multiple. Its annual revenue growth this year is expected to be 37%, while its EBITDA margin is expected to be 6%, giving it a multiple of 42%.
Zeta stock chart | Source: TradingView
The daily chart shows that the Zeta share price formed a double-bottom pattern at $14.48 and a neckline at $19.5. This pattern explains why it jumped to a high of $26 on June 2nd.
Most recently, the stock has pulled back as investors booked profits. It has remained above the 200-day Exponential Moving Average (EMA) and the 61.8% Fibonacci Retracement level.
Therefore, the most likely scenario is where it loses momentum after forming a doji candlestick pattern. If this happens, it may move below the 200-day EMA and then rebound later this year.
I initiate coverage on Zeta Global with a Buy rating, citing compelling fundamentals and strong market outperformance. ZETA trades at a 15% discount to the sector median, with a 21x forward P/E, suggesting undervaluation. Accelerated revenue growth and consistent earnings delivery support a premium valuation and long-term bullish outlook.
Zeta Global is reiterated as a "Strong Buy," with the current price seen as an ideal entry following recent volatility and technical support at $19. ZETA posted Q1 revenue of $396 million (+50% YoY), raised FY guidance, and achieved its 19th consecutive beat-and-raise quarter, signaling robust operational momentum. Proprietary data assets, expanding ARPU, and customer growth underpin ZETA's resilience against AI disruption and cyclical ad spend risks.
*Stock prices used were the afternoon prices of June 11, 2026. The video was published on June 13, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Pre-Market Stock Futures: Futures are trading modestly higher as we hit the midweek mark, and some buyers’ exhaustion likely played a role, as all the major indices finished lower on Tuesday. This comes after both the Nasdaq and the S&P 500 hit all-time highs once again earlier this week. The combination of mixed earnings, some AI chatter on OpenAI results, and the ongoing conflict with Iran all weighed on shares yesterday. The Russell 2000, which has been the leading index year to date, closed down 1.21% at 2,753, while the Nasdaq finished the session down 0.90% at 24,663. The S&P 500 was last seen at 7,138, down 0.49%, and the venerable Dow Jones Industrial closed barely lower, down just 0.05% at 49,141.
Treasury Bonds: Yields were mostly higher across the Treasury curve once again, as sellers who started the week off to the downside in U.S. sovereign debt returned. The usual reasons for selling, such as geopolitical worries, bloated government budgets, the situation in Iran, and basic concerns over the fiscal outlook for the U.S. economy, were front and center Tuesday. The 30-year-long bond closed the day at 4.94%, while the benchmark 10-year note was last seen at 4.35%.
Oil and Gas: The energy complex traded higher on Tuesday after the United Arab Emirates shocked the energy world by announcing it was leaving OPEC immediately, with its departure from the cartel set for May 1st. That, plus some escalation in the fighting with Iran, was all that it took to send prices higher. Brent Crude finished the day at $110.80, up 2.3%, while West Texas Intermediate was last seen at $99.61, up 3.36%. Natural gas closed Tuesday at $2.55, up 0.16%.
Gold: Precious metals have been under pressure for the past week, and the trend continued on Tuesday. The ongoing selling was driven by the familiar combination of geopolitical tensions, inflationary pressures, and a stronger U.S. dollar, which diminishes the appeal of non-yielding precious metals, prompting sellers to act. Gold closed the session at $4,595, down 1.84%, while Silver ended the day at $72.97, down 3.2%.
Crypto: Cryptocurrency prices corrected on Tuesday amid cautious investor sentiment and broader risk-off market dynamics. Bitcoin dipped below $77,000 as it retreated from recent weekly highs, while Ethereum slipped below $2,300 and XRP faced heightened downside pressure. The pullback aligned with caution ahead of key events, such as the Federal Reserve meeting. Reports noted mixed or recent ETF flows for Bitcoin, though some pressure from outflows or rotation contributed to the day’s downside. At 8 AM EDT, Bitcoin was trading at $77,570, while Ethereum was trading at $2,333.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday, April 29, 2026.
Upgrades: Franklin Resources (NYSE: BEN) | BEN Price Prediction was upgraded to Equal Weight from Underweight at Barclays, which lifted the target price for the asset management giant to $31 from $26. Spotify Technology (NYSE: SPOT) was upgraded to Buy from Neutral at Rosenblatt, which slashed the target price for the music streaming giant to $500 from $670. T-Mobile US (NASDAQ: TMUS) was raised to Outperform from Perform at Oppenheimer, with a $260 target price objective. Victoria’s Secret (NYSE: VSCO) was upgraded to Buy from Neutral at Bank of America, which bumped the target price for the shares to $68 from $58. Zeta Global Holdings (NYSE: ZETA) was upgraded to Overweight from Sector Weight at KeyBanc with a $22 target price. Downgrades: Boston Scientific (NYSE: BSX) was downgraded to Neutral from Outperform at Daiwa, which cut the target price for the medical devices giant to $60 from $83. Brown-Forman (NYSE: BF-B) was downgraded to Underweight from Neutral at JPMorgan, which trimmed the target price for the spirits leader to $23 from $27. MercadoLibre (NASDAQ: MELI) was downgraded to Neutral from Buy at UBS, which dropped the target price for the company in a big way, to $2,050 from $2,700. StoneCo (NASDAQ: STNE) was downgraded to Neutral from Buy at Goldman Sachs, which dropped the target price for the shares to $14 from $20. Sysco (NYSE: SYY) was cut to Hold from Buy at Deutsche Bank, which lowered the target price for the stock to $84 from $90. Initiations: Alibaba Group Holding (NYSE: BABA) was initiated with an Outperform rating at BNP Paribas, with a $209 target price.
Charter Communications (NASDAQ: CHTR) was resumed with a Neutral rating at JPMorgan, with a $215 target price for the stock. Legence (NASDAQ: LGN) was started with a Buy rating at Loop Capital, which has a $96 target price for the shares. PicPay (NASDAQ: PICS) was started with a Buy rating at BTG Pactual with a $20 target price. WAVE Life Sciences (NASDAQ: WVE) was assumed with a Buy rating at Truist, which demolished the target price for the stock to $15 from $50.
NEW YORK--(BUSINESS WIRE)--Zeta Global Revenue Growth Accelerates to 50% and “Beats and Raises” for its 19th Consecutive Quarter on the Heels of the Athena by Zeta™ Launch.
Zeta Global Holdings (ZETA - Free Report) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.50%. A quarter ago, it was expected that this cloud-based marketing technology company would post earnings of $0.23 per share when it actually produced earnings of $0.28, delivering a surprise of +21.74%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Zeta, which belongs to the Zacks Technology Services industry, posted revenues of $396.3 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.10%. This compares to year-ago revenues of $264.42 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Zeta shares have lost about 9.5% since the beginning of the year versus the S&P 500's gain of 5.3%.
What's Next for Zeta?While Zeta has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Zeta was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.20 on $418.1 million in revenues for the coming quarter and $0.99 on $1.75 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Symbotic Inc. (SYM - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.
This company is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of +375%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Symbotic Inc.'s revenues are expected to be $660.6 million, up 20.2% from the year-ago quarter.
Zeta Global's Q1 earnings highlight the success of its land-and-expand model after reporting its 4th consecutive quarter of core business growth acceleration driven by ARPU expansion and an NRR above 115%. The rollout of Athena could help Zeta maintain revenue growth acceleration over the coming quarters after driving a 7-time increase in agentic interactions in its first week of GA. Increased adoption of Athena could drive gross margin expansion over the long term as the majority of its queries are done on Zeta's platform thanks to its vast first-party datasets.
NEW YORK--(BUSINESS WIRE)---- $ZETA--Zeta Global Joins Forces with Snowflake to Spearhead Open Semantic Interchange to Establish a Universal Data Standard for AI-Powered Marketing.
Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.
Buy ZETA. The OSI entry is a credible AI-era data standard tailwind, and the fundamentals are already accelerating: 19 straight beat-and-raise quarters, Q1 revenue +50%, ARPU up to $1.7, and strong cash/EBITDA growth. The stock also has a technical setup: reclaiming the 50-day EMA and pushing toward the $19.40 neckline suggests momentum can extend toward ~$25 if the conference narrative stays strong.
Key Risk: Guidance or customer growth stalls—OSI doesn’t translate into measurable bookings/ARPU, and the stock gives back the breakout.
Snowflake ecosystem (SNOW) buy
Buy SNOW as a second-order beneficiary. OSI is Snowflake-led; Zeta joining increases OSI adoption credibility, which should pull more partners and workloads into Snowflake’s data/AI stack. If ZETA’s OSI integration drives customer wins, the market will generalize that OSI is working—supporting SNOW multiple expansion.
Key Risk: OSI adoption disappoints—partners don’t convert into meaningful Snowflake usage/revenue, and SNOW rerates lower despite headlines.
Zeta Global stock price jumped by over 4% on Friday in a high-volume environment after the company joined the Open Semantic Exchange (OSI), an initiative by Snowflake. ZETA jumped to $17.6, its highest point since May 7 as focus shifts to the upcoming JPM Global Technology, Media, and Communications Conference.
Data shows that Zeta Global was in high demand on Friday, as over 6.9 million shares exchanged hands. The three-month daily average volume was about 8 million.
ZETA, a company that provides AI marketing cloud solutions to some of the largest companies, announced that it joined OSI. OSI is a universal specification for all companies to standardize their fragmented data definitions with an open, vendor-neutral semantic model.
The entry will enable the company improve its services, especially now in the artificial intelligence (AI) era. It will help to align on a common foundation for how business metrics are defined and shared.
Zeta Global stock also jumped after the company confirmed that it will participate in a major conference on Monday. Some of the top other companies set to attend are DigitalOcean, Lattice Semiconductor, IMAX, and Outfront Media.
These events are happening after the company published strong financial results. It was its 19th consecutive quarter of a “beat and raise.” Its revenue jumped by 50% in the first quarter to $396 million, a sign that demand is continuing to grow.
Zeta Global’s cash from operations jumped by 43% to $50 million, while the adjusted EBITDA rose by 42% to $66 million. 9 out of the ten verticals it focuses on grew in the last quarter.
Zeta continued to add customers during the quarter. It had six consecutive quarters of sequential super-scaled customeer growth, ending the quarter with 189. Its average revenue per user (ARPU) rose to $1.7.
The company now expects its growth will continue in the coming years. Its guidance is that its revenue will jump to $2.3 billion in 2028, from the estimated $1.78 billion this year. The adjusted EBITDA is expected to move from $397 million this year to $573 million in 2028, while its FCF is expected to jump to $371 million.
Analysts have a bullish outlook of the Zeta stock. The consensus target is $28.33, up by 64% from the current level. Some of the recent upgrades came from companies like B. Riley, Royal Bank of Canada, KeyCorp, and Goldman Sachs.
ZETA stock chart | Source: TradingView
The daily chart shows that the ZETA share price formed a double-bottom pattern at $14.60, its lowest level in February and March this year. Its neckline was at $19.40, its highest point on March 5.
The stock jumped to a high of $20 after its earnings and then pulled back to $15.50. It then jumped last week after its OSI announcement, and is attempting to move above the 50-day Exponential Moving Average (EMA).
ZETA is also attempting to rise above the 50% Fibonacci Retracement level. Therefore, the most likely scenario is where the stock will remain inside the support at $14.60 and the resistance at $19.40 in the near term. A move above the resistance will point to more gains, potentially to $25.
Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just weeks after a blowout Q1 2026 report and signals renewed Wall Street conviction in the AdTech recovery story.
For long-term investors, the call frames Zeta as a credible disruptor in the enterprise marketing cloud replacement cycle. Zeta Global stock has been volatile, but the price target raise puts a clear bullish marker on the board.
Ticker Company Firm Action Old Rating New Rating Old Target New Target ZETA Zeta Global Bank of America Reinstatement N/A Buy N/A $24 The Analyst’s Case Bank of America’s bullish thesis aligns with the AI-driven replacement cycle reshaping enterprise marketing. Zeta’s proprietary data assets, agentic AI capabilities, and personalization tailwinds support a moat narrative that is hard to replicate at scale.
The valuation argument is also part of the story. Zeta trades at an attractive multiple relative to its growth rate, and Bank of America’s $24 target sits below the broader Street consensus of $28.77, leaving room for upward revisions if execution holds.
Company Snapshot Zeta Global is an AI-powered, data-driven marketing cloud platform that helps enterprises acquire, grow, and retain customers across email, social, web, and video. Core products include the Zeta Marketing Platform and the newly launched Athena agentic AI layer.
Zeta carries a market cap of roughly $4.28 billion, with 10 Buy ratings, 2 Strong Buys, and 2 Holds on the Street. CEO David Steinberg has positioned the company as the disruptor in the AI-driven marketing replacement cycle.
Why the Move Matters Now Q1 2026 gave Bank of America plenty to underwrite. Zeta posted $396.3 million in revenue, up 50% year over year (YoY), extending a 19 consecutive quarter beat-and-raise streak.
Management raised full-year 2026 revenue guidance to a midpoint of $1.785 billion and guided to positive GAAP net income for full year 2026. Athena drove 60% of all AI utilization on Zeta’s platform in its first week of general availability, a striking adoption signal.
Steinberg framed the moment plainly, stating, “AI is no longer a feature. It is driving a replacement cycle where enterprises are demanding fewer systems, measurable results and applied intelligence that works today.” ZETA stock closed at $18.82 on May 18, with a 1-year gain of 38%.
What It Means for Your Portfolio The bull case rests on Zeta’s data moat, agentic AI traction, and a recovering AdTech tape. However, prudent investors should weigh the bear case: competitive intensity from Adobe (NASDAQ:ADBE | ADBE Price Prediction), Salesforce (NYSE:CRM), and HubSpot (NYSE:HUBS), super-scaled customer concentration, and ongoing GAAP losses with $53 million in Q1 stock-based compensation.
The Bank of America analyst upgrade signals confidence, yet ZETA stock remains a higher-beta name with a beta of 1.292. Prudent investors may want to consider modest position sizing while monitoring Athena monetization and Marigold integration progress.
For prudent investors, Zeta Global stock offers exposure to one of the clearest AI-native plays in marketing technology, but the path requires patience. Keep an eye on Q2 2026 results, where revenue guidance of $419 million to $422 million sets the next milestone.
Zeta Global (ZETA 5.27%) announced it's launching ads on OpenAI's platform for clients, opening up a huge new funnel for the company. This adds even more value to the marketing tool, which recently launched the Athena AI that allows customers to work with voice commands. In this video, I highlight why OpenAI increases the size of the market and show where the company may go long-term.
*Stock prices used were mid-day prices of May 19, 2026. The video was published on May 19, 2026.
Travis Hoium has positions in Alphabet and Zeta Global. The Motley Fool has positions in and recommends Alphabet and Meta Platforms. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Zeta Global expands its partnership with OpenAI to manage the latter's advertising operations, unlocking a potentially high-volume revenue stream and validating 2026–2028 revenue targets. The exclusive OpenAI deal positions ZETA to capture market share from larger competitors and strengthens customer retention through Athena-driven ARPU growth. Q1 FY26 saw revenue surge 50% YoY, ARPU up 21% for Super-Scaled customers and management raised full-year guidance, reiterating 2028 targets of $2.3B revenue and 25% EBITDA margin.
On May 15, 2026, Granahan Investment Management, LLC disclosed it sold 1,593,143 shares of Zeta Global (ZETA 5.27%) in the first quarter, an estimated $29.50 million trade based on quarterly average pricing.
What happenedAccording to a SEC filing dated May 15, 2026, Granahan Investment Management, LLC reduced its stake in Zeta Global (ZETA 5.27%) by 1,593,143 shares during the first quarter. The estimated transaction value was $29.50 million, based on the average closing price for the period. The fund’s quarter-end position value in Zeta Global declined by $36.96 million, a figure that includes both the impact of the share sale and changes in the stock’s price.
Top holdings after the filing:NYSE: CRS: $94.39 million (4.6% of AUM)NASDAQ: PRCH: $90.88 million (4.4% of AUM)NASDAQ: FTAI: $83.38 million (4.0% of AUM)NYSE: MOD: $81.83 million (4.0% of AUM)NASDAQ: VCTR: $71.20 million (3.4% of AUM)As of Thursday, shares of Zeta Global were priced at $18.05, up 37% over the past year and outperforming the S&P 500, which is up about 27%.Company overviewMetricValueRevenue (TTM)$1.44 billionNet income (TTM)($23.16 million)Price (as of May 14, 2026)$18.05Company snapshotZeta Global provides an omnichannel data-driven cloud platform for consumer intelligence and marketing automation, including the Zeta Marketing Platform and Consumer Data Platform.The firm generates revenue by offering enterprises SaaS-based marketing solutions that use machine learning and large-scale data analytics to optimize customer engagement and campaign performance.It serves enterprise clients in the United States and internationally, targeting organizations seeking advanced marketing automation and consumer data insights.Zeta Global is a technology company specializing in software applications for marketing automation and consumer data analytics. It leverages proprietary machine learning algorithms and a large opted-in data set to deliver actionable insights for enterprise customers. Its scalable cloud platform and integrated product suite position it competitively in the data-driven marketing technology sector.
What this transaction means for investorsZeta's stock has been highly volatile over the past year, and it fell about 22% last quarter, during which Granahan reduced its exposure even while the company's fundamentals remain pointed in the right direction. In fact, Zeta delivered one of its strongest quarters yet. First-quarter revenue surged 50% year over year to $396 million, beating the midpoint of guidance by $26 million, while adjusted EBITDA climbed to $66.1 million. The company also raised full-year revenue guidance by another $30 million to roughly $1.79 billion at the midpoint, marking its 19th consecutive beat-and-raise quarter.
Meanwhile, management has been leaning heavily into AI through its new Athena platform, which accounted for more than 60% of AI platform usage in its first week of general availability and generated more than seven times the level of agent interactions compared with prior tools.
Still, it’s unclear how Zeta squares up against increasingly stringent investor sentiment toward software firms as of late. However, if management continues to execute well, the recent share sale may prove less important than the underlying business momentum.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Modine Manufacturing. The Motley Fool has a disclosure policy.
There's a category of artificial intelligence (AI) investment that nobody argues about at the dinner table. And yes, everyone seems to be arguing about AI these days. It's not chips or cloud computing. It's the AI sitting inside the marketing decisions of the world's largest brands. Marketing and AI don't seem to mix in our human psyche, except for large language models (LLMs) used to help write marketing promos.
Zeta Global (ZETA 5.27%) is not a household name. It doesn't have a charismatic CEO who goes on podcasts, and it doesn't make a product that consumers can download and touch. What it does have is a proprietary database of over 240 million U.S. consumer identities, trillions of behavioral signals, and an AI platform that enterprise marketing teams use to figure out who to reach, when to reach them, and what to say.
Image source: Getty Images.
Here's what Zeta does: Most people think of digital marketing as Alphabet's Google ads and Meta Platform's Facebook posts. The reality inside a Fortune 500 marketing department is far more complicated. You have customer data siloed across a dozen platforms, media budgets spread across a hundred channels, and a pressure to prove return on investment (ROI) on every dollar spent. Zeta built a platform that unifies all of it -- identity, intelligence, and activation -- in one place, powered by AI that gets better as more data flows through it.
In March 2026, Zeta launched Athena by Zeta for general availability. This was a super-intelligent marketing agent built for chief marketing officers (CMOs) and enterprise marketing teams. Athena converts company data into predictive answers, flags opportunities before a human analyst would catch them, and tells marketers where to act. It's not really a content management system (CMS) or customer dashboard. It's closer to an AI employee who never sleeps and has processed more consumer data than any human team could read in a lifetime.
This matters because the Athena launch is not tech stock vaporware. An independent Forrester study found that enterprises using the Zeta Marketing Platform achieved a six-times return on ad spend and a 295% return on technology investment, generating $21.4 million in net present value over three years.
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The partnerships the market is pricing in At CES 2026, Zeta announced a strategic collaboration with OpenAI to power Athena's conversational intelligence and agentic applications. OpenAI models now support Athena's core reasoning layer, meaning when a CMO asks Athena why a campaign underperformed, it's drawing on the same foundational model powering ChatGPT, trained on Zeta's own proprietary consumer data.
In May 2026, Zeta joined forces with Snowflake to co-lead the Open Semantic Interchange initiative -- an open-source effort to create a universal data standard for AI-powered marketing. Zeta's CEO David Steinberg put it plainly: "AI is only as effective as the data it can trust." Zeta processes trillions of signals. Standardizing how that data moves across the industry doesn't just help Zeta's customers -- it positions Zeta as a foundational layer of the entire marketing technology ecosystem.
In the same month, Zeta announced it would launch advertising services on OpenAI's platform for its clients, opening up a new distribution channel inside one of the fastest-growing consumer interfaces in the world.
A Zeta risk you should know Zeta's revenue growth, while real, is not the 50% or 80% figures that get AI companies onto everyone's must-buy list. And the marketing technology space is crowded -- Salesforce, Adobe, and HubSpot all compete for the same CMO attention. If Athena fails to convert interest into sticky, multiyear enterprise contracts, the moat thesis weakens fast.
I think Zeta feels like the kind of stock the smart money accumulates quietly while everyone else is still debating whether the story is real. The OpenAI partnership, the deeper ties with Snowflake, and the Athena rollout create exactly the kind of disconnect institutional investors look for before the broader retail narrative catches up.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe, Alphabet, HubSpot, Meta Platforms, Salesforce, and Snowflake. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
Commissioned by Zeta Global, the study shows most organizations have loyalty programs but struggle to convert loyalty data into actionable insight and measurable business impact
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today published a Forrester Consulting Opportunity Snapshot, “The Underutilized Superpower Hidden in Loyalty Data,” finding that while loyalty is widely adopted, many organizations are not fully leveraging loyalty data to drive customer insight, real-time action, and measurable growth.
The study, based on a survey of more than 300 marketing and customer loyalty decision-makers and high-level practitioners across B2C industries, found that although loyalty data is widely viewed as strategically important, many organizations still struggle to translate it into coordinated, real-time execution. Data quality issues, fragmented systems, and organizational silos continue to limit the impact of loyalty programs and prevent brands from realizing the full value of one of their richest customer data assets.
“Loyalty can be one of the most powerful sources of intelligence in the marketing stack, but for many organizations it remains underutilized,” said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. “This study highlights the gap between the strategic value of loyalty data and most organizations’ ability to act on it. As AI becomes more central to how marketing works, the opportunity is to transform loyalty from a retention tool into a smarter, more measurable engine for growth.”
Findings from the study include:
Execution lags intent: Although loyalty data is seen as critical to long-term customer relationships, 91% of respondents say data-related barriers are holding them back. 37% feel at most somewhat confident in their ability to extract actionable insights from loyalty data, and 39% feel at most somewhat confident in their ability to act on those insights once identified. Loyalty programs are not meeting their full potential: Only 53% of organizations describe loyalty as a primary driver of customer engagement, and just 26% say their programs are very effective at delivering value. Integration gaps limit impact: 68% of respondents reported that loyalty data is only partially integrated with other systems at best, reducing its ability to inform real-time decision-making and cross-channel activation. Investment is accelerating around data and AI: 92% of organizations plan to invest in new technology or processes to better leverage loyalty data, with a focus on centralized data, advanced analytics, AI-driven personalization, and omnichannel activation. Download the full study here.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
Forward-Looking Statements
This press release, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Any statements made in this press release that are not statements of historical fact are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning our anticipated future financial performance, our market opportunities and our expectations regarding our business plan and strategies. These statements often include words such as “anticipate,” “believe,” “could,” “estimates,” “expect,” “forecast,” “guidance,” “intend,” “may,” “outlook,” “plan,” “projects,” “should,” “suggests,” “targets,” “will,” “would” and other similar expressions. We base these forward-looking statements on our current expectations, plans and assumptions that we have made in light of our experience in the industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances at such time. Although we believe that these forward-looking statements are based on reasonable assumptions at the time they are made, you should be aware that many factors could affect our business, results of operations and financial condition and could cause actual results to differ materially from those expressed in the forward-looking statements. These statements are not guarantees of future performance or results.
The forward-looking statements are subject to and involve risks, uncertainties and assumptions, and you should not place undue reliance on these forward-looking statements. These cautionary statements should not be construed by you to be exhaustive and the forward-looking statements are made only as of the date of this press release. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.
Zeta Global Holdings (ZETA) hit a buy point of a deep cup base on Monday. The marketing platform operator has a history of beat-and-raise quarters, making it Monday's choice among IBD 50 Growth Stocks To Watch.
Zeta stock popped around 11% Monday, following Friday's 13.4% jump, and is in a buy zone. Some software and tech names surged Monday after Nvidia (NVDA) introduced a new chip to be used in personal computers.
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Zeta operates a real-time fully integrated marketing and advertising platform. Its platform aids marketers in acquiring, growing, retaining and analyzing customers efficiently. Its artificial-intelligence-based Athena platform analyzes data and gives predictive answers.
The IBD 50 name provides marketing services for email, social, connected television, video, mobile and in-store targeting. It serves clients in the retail, travel and hospitality, finance, publishing and media industries.
In addition, its customer data platform individualizes marketing at scale. Zeta's messaging platform creates personalized emails and mobile experiences for customers.
On May 14, Zeta said it teamed up with Snowflake (SNOW) by joining its Open Semantic Interchange. The OSI strives to standardize fragmented data to provide consistent metrics across dashboards, notebooks and machine-learning models to enhance compatibility.
Zeta stock resides in the Computer Software-Enterprise group, which holds the No. 55 spot out of the 145 industry groups that Investor's Business Daily tracks. The group's Relative Strength Rating has jumped to 72 from 44 one week ago, as investors have cycled back into software names.
Stocks To Buy And Watch: Top IPOs, Big And Small Caps, Growth Stocks
Zeta Stock Breaks Out Zeta stock broke out of a first-stage cup base with a 24.90 buy point in volume about 200% above average. Shares are in the 5% buy zone that extends to 26.15, according to MarketSurge pattern recognition. The stock is on pace for four straight weeks of gains.
Shares have been volatile and can show big swings, as reflected in their average true range of 6.3%. Investor's Business Daily seeks stocks with a maximum ATR of 5%.
Its relative strength line is climbing sharply and its 21-day exponential moving average is trending higher, both positive signs for Zeta stock.
Zeta's IBD Accumulation/Distribution Rating of A+ indicates heavy institutional buying over the last 13 weeks. And its volume spiked on rising days, showing large purchases from big money managers.
Zeta Raises Sales Outlook On April 28, Zeta reported that its first-quarter revenue jumped 50% to $396 million, which topped estimates. Its adjusted earnings per share of 13 cents were up from 9 cents a year ago and ahead of the FactSet consensus estimate of 11 cents. Its net loss of 6 cents per share was narrower than Wall Street's call of 7 cents.
"Nineteen consecutive beat-and-raise quarters is not just consistency – it is evidence of sustained demand in a market consolidating around platforms that can deliver measurable outcomes at scale and meet the needs of customers in an AI-native world," Zeta Chief Financial Officer Chris Greiner said in the earnings release.
Zeta raised its second-quarter sales outlook to a range of $419 million to $422 million. It also boosted its full-year 2026 revenue forecast to $1.779 billion to $1.792 billion, up $30 million at the midpoint from its prior projection of $1.755 billion.
Analysts expects improvement to its bottom line, with its full-year EPS rising 31% to 95 cents followed by $1.18 in 2027.
Zeta stock has a 75 out of 99 possible IBD Composite Rating and a low 20 Earnings Per Share Rating. Both have been pulled down by its recent quarterly and 2022 and 2023 losses.
Follow Kimberley Koenig for more stock market news on X, the platform formerly known as Twitter, @IBD_KKoenig.
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Zeta Global Announces Olympic Gold Medalist, Entrepreneur and Founder Lindsey Vonn as Second Zeta Live 2026 Keynote Speaker Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced that the 6th annual Zeta Live conference will feature Olympic gold medalist, entrepreneur and founder Lindsey Vonn as the second keynote speaker to join this year’s event alongside the previously announced headliner. The company also announced that Zeta Live will take place at the iconic David Geffen Hall, Lincoln Center in New York City on Thursday, October 8, 2026. Zeta Live 2026 arrives at an inflection point, as agentic AI moves from experimentation to enterprise deployment, the conference will serve as the industry’s premier forum for leaders navigating that shift.
“The leaders who will define the next era of marketing are the ones moving fastest from AI experimentation to AI execution,” said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. “Zeta Live is where those people come together, and bringing these conversations to a stage like David Geffen Hall is exactly what this moment demands.”
A New York Times bestselling author and the founder of the Lindsey Vonn Foundation, Vonn will join the Zeta Live stage to share lessons from a career defined by resilience, reinvention, and excellence. As the greatest downhill ski racer of all time, she will inspire marketers in the audience on what it takes to perform at the highest levels, overcome adversity, and continually push beyond limits. In an industry being reshaped by AI, the skills Vonn built—rapid adaptation, data-informed decisions under pressure, constant iteration—are exactly the ones marketers need now.
The move to David Geffen Hall, Lincoln Center reflects an expanded footprint that will allow for larger mainstage programming and immersive breakout experiences featuring executive-level discussions. Now in its sixth year, Zeta Live has evolved into one of the marketing industry’s defining annual gatherings, convening senior executives, technology leaders, and cultural voices shaping the future of intelligence-driven business. As the marketing industry navigates one of its most significant transformations, Zeta Live continues to be where its gamechangers gather.
About Zeta Live
Zeta Live is the industry's leading gathering for senior marketing executives and business leaders navigating the shift from AI experimentation to intelligence embedded across the enterprise. Now in its sixth year and expanding to the iconic David Geffen Hall, Lincoln Center, this year's program will examine how the most advanced organizations are building AI-powered marketing systems that know customers with greater precision, grow with measurable impact, and prove marketing's contribution to revenue with certainty.
Zeta Global will continue unveiling additional speakers, programming, and experiences for Zeta Live 2026 in the months ahead. For more information or to request an invitation, visit here.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com.
Forward-Looking Statements
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Zeta Global (ZETA 5.27%) is building momentum with Athena, enterprise customer growth, and the Marigold acquisition, but the stock already reflects major optimism. The upside thesis depends on whether AI engagement can become real monetization, stronger margins, and deeper customer relationships.
*Stock prices used were the market prices of May 25, 2026. The video was published on June 2, 2026.
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