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ZETA reflects fast-changing marketing tech trends as AI adoption, vendor consolidation and agency expansion collide with margin and cash-timing friction.

ZETA's rapid growth, AI adoption and raised 2026 outlook face a tougher buy case as estimated pressure, margins and limited upside cloud the setup.

ZETA's AI platform is gaining enterprise traction, but 2026 margin pressure from agency-led social channels keeps the stock outlook less settled.

With a 5-year EPS growth forecasted at 25.08%, Zeta Global Holdings Corp. (NYSE:ZETA) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 24, BofA raised its price target on Zeta Global Holdings Corp. (NYSE:ZETA) to $28 from $24 while maintaining a Buy rating after the company announced a seven-year […]

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the top 10 AI stocks that will skyrocket. On June 30, Saken Ismailov from Freedom Broker initiated coverage of Zeta Global Holdings Corp. (NYSE:ZETA) with a target price of $28.50, implying upside potential of over 45%. The analyst assigned a Buy rating to the stock, based on […]

CEO David Steinberg announced the company is evolving into an intelligent AI infrastructure company from core marketing.

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the top 10 hidden AI stocks to buy. On June 18, Zeta Global announced the expansion of Athena by Zeta to advertising agencies, positioning its superintelligent agent at the core of marketing decision-making. Powered by the company’s proprietary SuperGraph, the platform continuously analyzes consumer signals to help […]

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the Best AI and Technology Stocks to Buy Now. On June 24, Needham maintained a “Buy” rating on the company’s stock and maintained a price objective of $25. According to the firm, the company’s new partnership with AI software firm Palantir remains strategically positive. The agreement focuses on […]

Zeta Global Holdings (NYSE:ZETA) has entered into a partnership with Palantir Technologies to build an enterprise AI infrastructure layer for data driven, agentic marketing. The collaboration includes rearchitecting Zeta's Data Cloud on Palantir Foundry and upgrading Athena, Zeta's AI powered decisioning system, for real time and secure marketing at scale. The partnership targets large enterprises that place a high priority on data security, governance, and effective marketing...

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

During his eight years at Wedbush, Dan Ives became one of the most familiar faces on Wall Street and took a consistently bullish view on tech.

Duolingo posts robust profits and growth, while Zeta Global leverages AI for enterprise marketing, but each faces distinct risks and valuation profiles.

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 4.8% in the afternoon session after the company announced strategic partnerships with Snowflake and Palantir Technologies to bolster its enterprise AI capabilities.

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers. On June 23, Zeta Global Holdings Corp. (NYSE:ZETA) revealed that the company has formed a strategic alliance with Palantir Technologies (NASDAQ:PLTR). The aim is to develop an AI infrastructure layer that integrates customer and operational […]

Palantir’s partnerships with Zeta Global and the U.S. Army highlight growing commercial and government demand despite PLTR's sharp 2026 sell-off.

Zeta's Athena and Data Cloud will make use of Palantir's Foundry.

I never wanted to own Palantir stock before, but the valuation is finally getting attractive.

Palantir Stock Explodes Into AI Spotlight as Wedbush Calls for Massive 100% Upside

Zeta Global recently announced a partnership with Palantir Technologies to rebuild its Data Cloud on Palantir’s Foundry platform, using Athena by Zeta as the AI layer to connect operational data, customer insights, and marketing execution for large enterprises. This agreement positions Athena as an “operating system” for agentic marketing, potentially making Zeta’s platform more embedded in enterprise workflows where data security and governance are critical. We’ll now examine how this deep...

Investing.com -- Goldman Sachs initiated or assumed coverage of four customer experience software stocks in a note on Wednesday, assigning Buy ratings to Twilio, Braze and Klaviyo while rating Zeta Global at Neutral, arguing that artificial intelligence is reshaping competitive dynamics across the sector.

If you are trying to figure out whether Zeta Global Holdings at around US$19.51 offers good value today, you will want to see how its current price stacks up against several valuation checks. The stock is down 1.1% over the last week, up 3.8% over the past month, slightly down 2.0% year to date and up 21.0% over the past year, while the return over three years is 138.8%. Recent coverage of Zeta Global Holdings has focused on how the business is positioning itself in the software sector and...

The latest update on Zeta Global Holdings centers on price targets in the low to mid US$20s, with several analysts clustering around roughly US$24 as they refresh their models. These targets are being framed through a narrative that treats Zeta Global as a marketing platform focused on recurring budgets and cash generation, rather than a purely cyclical digital advertising stock. As you read on, you will see how this evolving analyst storyline could shape the way you track new research,...

Zeta Global Holdings (NYSE:ZETA) has entered into a new partnership with Palantir Technologies to build an integrated enterprise AI infrastructure for marketing. The collaboration includes rearchitecting Zeta’s Data Cloud on Palantir’s Foundry platform to connect operational intelligence, customer data, and marketing execution. Zeta is also expanding its Athena AI platform to agency partners, giving them access to advanced AI tools for more measurable marketing performance. Zeta Global...

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the 10 Resilient Stocks Beating Market Slump. Zeta Global saw its share prices jump by 5.63 percent on Tuesday to finish at $19.51 apiece following news that it partnered with Palantir Technologies for the development of an AI infrastructure layer that connects operational intelligence, customer intelligence, and […]

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 6.5% in the morning session after the company announced a strategic partnership with Palantir Technologies to build a unified data and AI infrastructure for enterprise marketing.

Zeta, Palantir Join Forces in Bold Push to Build Unified AI Marketing Engine

CEO David Steinberg said the collaboration could generate more than $100 million in annual revenue for Zeta over the coming years.

Shares Advance on Strategic Collaboration AnnouncementZeta Global (NYSE:ZETA) shares climbed 5% on Tuesday after the company unveiled a strategic partnership with Palantir Technologies (NASDAQ:PLTR) aimed at creating a unified data and artificial intelligence infrastructure for enterprise marketing. The collaboration is designed to combine Zeta’s marketing intelligence capabilities with Palantir’s data integration and operational software platform, helping businesses make faster and more informe

Investing.com - U.S. stock index futures fell sharply on Tuesday, with technology shares once again leading losses amid a broader sell-off in artificial intelligence and semiconductor stocks.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.