Needham & Company LLC Issues Positive Forecast for Zeta Global (NYSE:ZETA) Stock Price

Zeta Global (NYSE:ZETA) had its price objective hoisted by research analysts at Needham & Company LLC from $25.00 to $30.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s price target suggests a potential upside of 23.57% from the company’s previous close.

A number of other research analysts have also recently weighed in on the stock. KeyCorp restated an “overweight” rating on shares of Zeta Global in a research note on Wednesday. Wall Street Zen cut shares of Zeta Global from a “buy” rating to a “hold” rating in a research report on Saturday. DA Davidson reissued a “buy” rating and set a $30.00 price objective on shares of Zeta Global in a report on Wednesday, June 24th. Freedom Capital raised Zeta Global to a “strong-buy” rating in a research note on Monday, June 29th. Finally, Royal Bank Of Canada raised their price target on Zeta Global from $27.00 to $29.00 and gave the company an “outperform” rating in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $28.75.

Zeta Global Trading Up 7.6%

Shares of NYSE:ZETA opened at $24.28 on Wednesday. The stock has a 50 day moving average of $21.01 and a 200 day moving average of $18.75. The company has a market cap of $6.05 billion, a PE ratio of -220.71, a price-to-earnings-growth ratio of 3.34 and a beta of 1.39. Zeta Global has a 12-month low of $14.36 and a 12-month high of $25.95. The company has a current ratio of 2.07, a quick ratio of 2.07 and a debt-to-equity ratio of 0.22.

Zeta Global (NYSE:ZETA) last released its earnings results on Tuesday, August 4th. The company reported $0.03 EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.17). Zeta Global had a positive return on equity of 2.91% and a negative net margin of 1.62%.The firm had revenue of $442.77 million for the quarter, compared to the consensus estimate of $420.61 million. During the same quarter in the previous year, the business posted ($0.10) EPS. Zeta Global’s revenue was up 43.6% on a year-over-year basis. As a group, equities research analysts expect that Zeta Global will post 0.22 EPS for the current year.

Insider Buying and Selling at Zeta Global

In related news, Director Jeanine Silberblatt sold 7,500 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $19.89, for a total value of $149,175.00. Following the completion of the sale, the director directly owned 50,350 shares in the company, valued at $1,001,461.50. This trade represents a 12.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 10.74% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of ZETA. Vanguard Group Inc. grew its position in Zeta Global by 6.1% in the 4th quarter. Vanguard Group Inc. now owns 23,051,314 shares of the company’s stock valued at $469,094,000 after acquiring an additional 1,325,717 shares during the last quarter. Annex Advisory Services LLC bought a new stake in Zeta Global during the 4th quarter valued at $42,136,000. Fiduciary Alliance LLC grew its holdings in Zeta Global by 56.4% during the 4th quarter. Fiduciary Alliance LLC now owns 196,121 shares of the company’s stock worth $3,991,000 after acquiring an additional 70,696 shares in the last quarter. Caprock Group LLC purchased a new position in Zeta Global during the fourth quarter valued at approximately $2,876,000. Finally, Strs Ohio lifted its stake in shares of Zeta Global by 1,102.2% during the 1st quarter. Strs Ohio now owns 54,100 shares of the company’s stock worth $861,000 after purchasing an additional 49,600 shares during the last quarter. Hedge funds and other institutional investors own 87.75% of the company’s stock.

Key Stories Impacting Zeta Global

Here are the key news stories impacting Zeta Global this week:

• Positive Sentiment: Zeta reported its 20th consecutive “beat-and-raise” quarter, generated positive GAAP net income, and achieved the company’s “Rule of 64,” reflecting a combination of growth and profitability. Zeta Global Q2 2026 earnings release
• Positive Sentiment: Management projected approximately $1.818 billion in 2026 revenue and raised its GAAP EPS outlook to $0.10, citing increasing adoption of its Athena artificial-intelligence platform. Zeta 2026 guidance and Athena adoption
• Positive Sentiment: Third-quarter revenue guidance of $469 million to $472 million exceeded the roughly $460.8 million analyst consensus, signaling continued momentum into the second half of the year.
• Neutral Sentiment: Call-option activity was unusually high, with traders purchasing 39,905 calls, 44% above typical volume. This indicates bullish speculative interest but does not change the company’s fundamentals.
• Negative Sentiment: Quarterly results fell short of consensus expectations on the key metrics investors were watching. Adjusted EPS was reported at approximately $0.18 versus the $0.20 estimate, while GAAP EPS was cited at $0.03 and revenue was $395 million versus an estimated $420.6 million. Zeta Global Q2 earnings miss
• Negative Sentiment: The results created concern that Zeta’s rapid growth—revenue increased 43.6% year over year—may not be enough to justify the stock’s premium valuation unless the company consistently converts that growth into stronger earnings and revenue execution.

About Zeta Global

Zeta Global, founded in 2007 and headquartered in New York City, is a leading data-driven marketing technology company. The firm’s mission centers on helping brands acquire, grow and retain customers through a unified customer lifecycle management platform. Over the years, Zeta Global has built a reputation for leveraging big data and predictive analytics to power digital marketing programs across multiple channels.

At the core of Zeta’s offering is the Zeta Marketing Platform, which combines identity resolution, audience insights and real-time engagement capabilities.