Key Stats for Zeta Global Stock
- Price Change for Zeta Global stock: 6%
- $ZETA Share Price as of Nov. 21: $17.27
- 52-Week High: $27.79
- $ZETA Stock Price Target: $29.08
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What Happened?
Zeta Global (ZETA) stock jumped almost 6% after Citi initiated coverage with a “buy” rating and a $26 price target, implying nearly 60% upside from current levels.
The bullish call comes as the AI-powered marketing technology company continues to gain traction against legacy competitors in the increasingly crowded martech space.
Citi analyst Ygal Arounian highlighted Zeta’s unified platform approach as a key differentiator. The company combines its proprietary data cloud, marketing automation software, and media activation capabilities into a single platform.
This allows marketers to consolidate vendors and streamline their tech stacks, a significant advantage over fragmented legacy solutions from companies like Salesforce, Adobe, and Oracle.
The timing of the upgrade is notable given that Zeta has posted 17 consecutive quarters of beating and raising guidance since going public, demonstrating consistent execution.
In the company’s most recent quarter, revenue grew 28% year over year, excluding contributions from political and LiveIntent.
Adjusted EBITDA surged 46% while free cash flow jumped 83% to represent a 14% margin, the highest in company history.
Zeta’s AI capabilities are resonating with customers facing a major marketing technology replacement cycle.
The company recently unveiled Athena, an AI conversational agent that acts as an intelligent operating system for clients’ marketing operations.
Unlike competitors bolting AI onto legacy platforms, Zeta has built AI natively into its platform since 2017, giving it a significant head start.
The company is also executing on its “OneZeta” strategy, where customers adopting two or more use cases generate over 3x the revenue of single-use case customers.
Over 80% of Zeta’s scaled customers still use just one use case, representing a massive expansion opportunity.
When customers expand from one to two use cases, average revenue per user triples from $1.5 million to $4.5 million.
Management raised full-year 2025 revenue guidance to $1.275 billion, representing 26% growth excluding political revenue.
The company also provided initial 2026 guidance of $1.54 billion in revenue, implying 21% organic growth. This early guidance reflects strong visibility from the record pipeline generated at the company’s Zeta Live customer event.
ZETA stock also got a boost from the pending acquisition of Marigold’s enterprise software business, expected to close by year-end.
The deal adds over 100 enterprise customers, including 20 of the top 100 North American advertisers, all currently on single use cases.
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What the Market Is Telling Us About Zeta Stock
The market’s positive response to Citi’s initiation underscores Zeta’s growing competitive position in AI-powered marketing.
While ZETA stock remains down significantly from its 52-week high amid broader market volatility, the company’s consistent execution and accelerating growth are starting to gain attention.
Investors appear encouraged by several factors.
- First, Zeta’s 17-quarter track record of beating and raising guidance demonstrates predictable execution.
- Second, the massive replacement cycle in marketing technology favors next-generation platforms over legacy systems.
- Third, the company’s data advantage and native AI integration create a durable competitive moat that’s difficult to replicate.
With a clear path to 30% adjusted EBITDA margins by 2030 and 70% free cash flow conversion, ZETA stock looks positioned for a rerating as the company scales.
The combination of high revenue growth, expanding profitability, and strong competitive positioning suggests the Citi price target may be achievable if management continues executing on its vision.
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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!
