Overview
- Seeking Alpha upgraded Zeta Global to Buy, pointing to an approximately 40% share-price decline despite continued growth.
- A new analysis frames the latest pullback as a buying opportunity, citing roughly 3.5x forward sales, a sub‑1 PEG, and a sharp decline in projected stock-based compensation as a share of revenue by 2025.
- Zeta posted its 17th straight beat‑and‑raise quarter with record revenue of $337 million, up 26% year over year, adjusted EBITDA up 46% to a 23% margin, and free cash flow up 83%.
- Management raised full‑year guidance and issued initial 2026 targets described as conservative, excluding contributions from the pending Marigold acquisition.
- Bullish theses highlight upcoming Athena commercialization, momentum from Zeta Live and the OneZeta model, a net cash position, and an expanded share buyback program.