Should Investors Buy Zeta Global Stock Before 2026?

The advertising industry is one of my top industries for investors when considering the duration of growth.

The Motley Fool • Dec 11, 2025

Zeta Global: Bullish Catalysts Brewing

Zeta Global (ZETA) remains a compelling long-term investment, reinforced by successful completion of the Marigold acquisition. Management raised FY2025 and FY2026 guidance, signaling confidence in synergy realization and ongoing business momentum. ZETA continues to deliver strong financial performance and is attractively valued despite recent share price appreciation.

Seeking Alpha • Dec 11, 2025

Why One Fund Added 415,000 Shares of a Software Stock Down 26% This Past Year

Connecticut-based Manatuck Hill Partners bought 415,000 shares of Zeta Global in the third quarter. The value of the overall stake increased by about $9.5 million during the period.

The Motley Fool • Dec 8, 2025

Zeta's AI Agents Fuel Holiday Records: Platform Usage Up 153% as AI Activity Grows 25x YoY

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced record performance for its platform during the holiday shopping weekend—the pivotal shopping period from Thanksgiving through Cyber Monday. Platform usage surged 153% year-over-year (YoY), Zeta's AI agent activity increased 25x YoY, and uptime remained 100%, as enterprise brands relied on Zeta to power their most critical messages of the year. The gains reflect accelerating adoption of Zeta's agentic AI.

Business Wire • Dec 3, 2025

Zeta: Waiting For The ARPU Growth Reaccelerating

ZETA's Q3 revenue grew 26% year-over-year, beating consensus, while adjusted EBITDA surged 51%, though ARPU growth slowed significantly. Despite ARPU headwinds, ZETA's sustained guidance increases, operational leverage, and expanding customer base support a bullish long-term investment thesis. Management raised 2025 guidance and introduced an initial 2026 outlook, citing product innovation (Athena AI) and the Marigold acquisition as growth drivers.

Seeking Alpha • Nov 29, 2025

Zeta Global Increases 2025 and 2026 Guidance following the Completion of the Marigold Acquisition

NEW YORK--(BUSINESS WIRE)--Zeta Global Increases 2025 and 2026 Guidance following the Completion of the Marigold Acquisition.

Business Wire • Nov 24, 2025

Total Economic Impact Study Finds Zeta Marketing Platform Delivered 6x Return on Ad Spend Driven by AI-Powered Marketing

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced findings from a commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting. The study found that enterprises using the Zeta Marketing Platform achieved a six-time return on ad spend and 295% return on tech investment, generating $21.4 million in net present value over three years. Organizations also realized $3.2 million in annual savings by consolidating technology with the Zeta.

Business Wire • Nov 18, 2025

Whetstone Sells out of $7 Million Zeta Global Position: Is This a Red Flag for Investors?

Whetstone sold 416,867 shares of Zeta Global; estimated position change of $6.46 million. The trade represents a 1.8% change in 13F AUM for the quarter.

The Motley Fool • Nov 17, 2025

The Hidden Engine Behind Zeta's Surge

Athena boosted operational leverage, driving Q3 2025 EBITDA margins to 23.2% and extending Zeta's 19-quarter margin streak. Revenue outlook targets $1.54B in 2026 and over $2.1B in 2028, supporting a 20% CAGR. Shares trade at ~3.2x 2026 P/S and ~2x 2028 P/S, far below comparable high-growth SaaS peers.

Seeking Alpha • Nov 15, 2025

Zeta Global: AI Integration And Acquisitions Set The Stage For Explosive Growth

Zeta Global is a Strong Buy, driven by rapid growth, strategic acquisitions, and expanding digital advertising capabilities. ZETA's upcoming Athena AI assistant, along with the LiveIntent and Marigold acquisitions, as well as strong data-driven marketing tools, position the firm to continue capturing market share. Financial highlights include robust revenue growth and improving profitability.

Seeking Alpha • Nov 12, 2025