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Technology · Software - Infrastructure · US

Zeta Global Holdings Corp ZETA

$32.42 · close of Nov 9, 2026
AI score · Solid · analysis Jan 6, 2026
7.8 of 10

Management and Valuation hold this up; Moat is the soft spot.

Moat5.0
Management9.0
Valuation9.0
Risk · 10 = lowest6.0
Business model9.0
Optionality9.0
Fair value
AI fair value
—
Base case
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the single most likely path
Analyst consensus
$38.29
15 analysts · 12-month target
Price
$32.42
The business

Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company operates Zeta Marketing platform, a single platform that enable enterprises to acquire, grow, and retain consumer relationships efficiently and effectively than alternative solutions; and Zeta Messaging, an email service provider, offering end-to-end AI-powered omnichannel messaging capabilities, as well as integrated data management, enterprise-scale delivery and support, and sophisticated omnichannel orchestration. In addition, the company offers Zeta Consumer Data platform (CDP+), a system of record for consumer information, delivers a single, actionable view of customers and prospects that include real-time identifiers and signals, and other key attributes; and Zeta's DSP for customers to maximize the power of paid media to engage the right audiences with precision and efficiency, as well as delivers experiences via desktop, inbox, mobile, CTV and social, and others. Further, it operates Athena by Zeta, an interface to Zeta's AI-native infrastructure layer and intends to power all intelligent decisioning, automation, and user interaction; and Zeta Answers that synthesize trillions of behavioral signals into intent-based scores tied to a unique individual. The company has a strategic partnership with Palantir Technologies Inc. for the development of enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution. Zeta Global Holdings Corp. has a strategic alliance with Fireworks.ai, Inc. to develop the Athena Inference Model (AIM), a collection of specialized open-weight models powering AthenaOS, to help customers generate insights faster, improve efficiency and scale specialized AI across the enterprise. The company was incorporated in 2007 and is headquartered in New York, New York.

Last report Aug 4, 2026 · next Nov 9, 2026

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General investment analysis · not personalized advice · the figures carry their dates