Zeta Global Stock Advances 6% On Partnership With Palantir to Rebuild Data Infrastructure

Aditya Raghunath4 minute read
Reviewed by: Thomas Richmond
Last updated Jun 24, 2026

Key Stats for Zeta Global Stock

  • Price change for Zeta Global stock: 6%
  • $ZETA Stock Price as of Jun. 23: $20
  • 52-Week High: $26
  • $ZETA Stock Price Target: $28

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What Happened?

Zeta Global (ZETA) stock jumped 6% after the company announced a major strategic partnership with Palantir Technologies. The deal involves rebuilding Zeta’s entire Data Cloud on Palantir’s Foundry platform.

The goal is to create a unified AI infrastructure that connects operational data with marketing execution at enterprise scale.

The announcement came the same day Zeta CEO David Steinberg said the partnership could drive more than $100 million in annual revenue to Zeta in the coming years. That’s a number investors clearly paid attention to.

ZETA Stock Revenue, EBIT and Free Cash Flow Estimates in Billion USD (TIKR)

The news also landed on the back of a strong Q1 earnings report.

  • Revenue came in at $396 million, up 50% year-over-year.
  • Adjusted EBITDA hit $66 million, up 42% year-over-year.
  • The company raised its full-year revenue guidance midpoint by $30 million to $1.785 billion.
  • This marks Zeta’s 19th consecutive beat-and-raise quarter.

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What the Market Is Telling Us About Zeta Global Stock

The Palantir deal gives Zeta Global stock a clear catalyst at a time when AI-driven marketing is becoming a boardroom priority.

  • Palantir’s Foundry is trusted by some of the world’s largest institutions for data governance and security.
  • Plugging Zeta’s Data Cloud into that infrastructure could open doors to enterprise clients that previously wouldn’t consider the platform.
  • At the center of all this is Athena, Zeta’s AI layer that turns data into marketing decisions in real time.
  • The company reported a 7x increase in agentic interactions on the platform within the first week of Athena’s general availability.
  • Super-scaled customer ARPU hit $1.7 million, up 21% year-over-year.
  • Customers using multiple use cases jumped over 50% year-over-year.

The sales pipeline is also up 40% year-over-year, with even stronger growth in discretionary industries like retail, travel, and restaurants.

ZETA Stock Valuation Model (TIKR)

For investors watching Zeta Global stock, this week combined a strong earnings print with a high-profile partnership announcement.

Both point in the same direction. The company is winning deals, growing fast, and now has Palantir’s infrastructure backing its next phase.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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