Zeta Global to Run OpenAI Advertising as Shares Extend Rally

Overview

• Zeta Global, following Monday's confirmation at JPMorgan's tech conference, said it has executed an agreement to manage OpenAI's advertising operations.
• The stock jumped 11.63% Monday to close at $19.19, then rose another 3.4% in Tuesday premarket trading to $19.85, with more than 17 million shares changing hands Monday.
• Strong results set the stage as Q1 revenue reached $396 million, up 50% year over year, and the company raised its 2026 revenue outlook to a $1.785 billion midpoint while lifting adjusted EBITDA guidance.
• Bank of America reinstated coverage Tuesday with a Buy rating and a $24 price target, adding to fresh analyst interest after the earnings beat and the OpenAI deal.
• Zeta also joined Snowflake’s Open Semantic Interchange, an open project that standardizes how companies define business data so AI and analytics tools interpret it the same way, and it continues to build Athena, its OpenAI‑powered marketing agent now in early enterprise beta.