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Zeta Global Holdings Corp. (ZETA) Stock Analysis

Recovery setup

HoldModerate Confidence

Technology · Software - Infrastructure

Hold if already holding. Not a fresh buy at $18.82, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak.

Zeta Global operates the ZMP, an AI-powered omnichannel marketing platform with a proprietary data set covering 245M U.S. individuals. Revenue is primarily usage-based from enterprise marketers; the top 10 customers exceeded one-third of 2025 total revenue.

$18.82+32.9% A.UpsideScore 5.8/10#33 of 80 Software - Infrastructure
Stop $17.28Target $24.69(analyst − 13%)A.R:R 2.2:1
Analyst target$28.38+50.8%13 analysts
$24.69our TP
$18.82price
$28.38mean
$44

Hold if already holding. Not a fresh buy at $18.82, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: Death cross but MACD improving, RSI 73. Mixed signals. Hold existing position. Score 5.8/10, moderate confidence.

Passes 7/7 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost earnings 0.80, earnings proximity no date, semi cycle peak clear). Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Analyst upside: 33%
Risks
No bear case signals

Key Metrics

P/E (TTM)
P/E (Fwd)15.9
Mkt Cap$4.6B
EV/EBITDA54.7
Profit Mgn-2.4%
ROE-4.3%
Rev Growth25.4%
Beta1.28
DividendNone
Rating analysts20

Quality Signals

Piotroski F8/9

Options Flow

P/C0.27bullish
IV84%elevated
Max Pain$8-57.5% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomertop ten customers
    10-K Item 1A: 'our top ten customers accounted for more than one-third of our total revenue'
  • LOWCustomerone customer
    10-K Item 1A: 'one customer accounted for more than 10% of our total revenue'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
1.8
Support Resistance
2.4
Gap
4.0
52w Position
4.9

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.7
Value Rank
5.5
Growth Rank
6.8
GatesMomentum 6.7>=5.5A.R:R 2.2 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS BOOST EARNINGS 0.80EARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
73 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $14.51Resistance $19.88

Price Targets

$17
$25
A.Upside+31.2%
A.R:R2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Analyst Consensus

Analysts20
Consensus4.0/5
Avg Target$28

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-04-30 (nulld)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ZETA stock a buy right now?

Hold if already holding. Not a fresh buy at $18.82, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: Death cross but MACD improving, RSI 73. Mixed signals. Hold existing position. Target $24.69 (+31.2%), stop $17.28 (−8.9%), A.R:R 2.2:1. Score 5.8/10, moderate confidence.

What is the ZETA stock price target?

Take-profit target: $24.69 (+32.9% upside). Target $24.69 (+31.2%), stop $17.28 (−8.9%), A.R:R 2.2:1. Stop-loss: $17.28.

Is ZETA overvalued or undervalued?

Zeta Global Holdings Corp. trades at a P/E of N/A (forward 15.9). TrendMatrix value score: 8.2/10. Verdict: Hold.

What do analysts say about ZETA?

20 analysts cover ZETA with a consensus score of 4.0/5. Average price target: $28.

What does Zeta Global Holdings Corp. do?Zeta Global operates the ZMP, an AI-powered omnichannel marketing platform with a proprietary data set covering 245M...

Zeta Global operates the ZMP, an AI-powered omnichannel marketing platform with a proprietary data set covering 245M U.S. individuals. Revenue is primarily usage-based from enterprise marketers; the top 10 customers exceeded one-third of 2025 total revenue.

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