Zeta Global Holdings Corp. Class A (ZETA)

Zeta Global Holdings Corp.'s stock experienced a significant drop due to a short-seller report alleging deceptive practices, leading to class-action lawsuits. Despite this, the stock showed a 'v-shaped' recovery in 2025. The company has reported strong financial results, often exceeding guidance, with robust revenue growth. However, a recent earnings report indicated diminished profitability, with expenses outweighing gains, leading to continued net losses. The stock has also experienced general volatility.

While no explicit general statement about demand seasonality for all of Zeta Global's products and services was found, there are indications of some seasonal patterns. Political revenue contributed materially in Q3 2024, but Q4 guidance reflected a sequential decline due to seasonality, suggesting that political advertising cycles can introduce seasonality to a portion of their revenue. Additionally, platform usage for Zeta's AI features surged significantly during the 2025 holiday shopping weekend, indicating increased demand for their marketing platform and AI tools during peak retail periods.

Zeta Global Holdings Corp. is a marketing technology company providing an AI-powered, omnichannel data-driven cloud platform. Its core offering, the Zeta Marketing Platform (ZMP), uses AI and machine learning to analyze consumer signals and enable personalized marketing across various channels. Key products include the Consumer Data Platform (CDP+), Zeta Media Engine, Athena by Zeta, and the Agile Intelligence suite. Zeta serves enterprise customers across diverse industries.

Zeta Global Holdings Corp. is headquartered in New York City, with a global presence of 15 offices in 11 countries. Its employees are located across the U.S., EU, UK, and India.

Zeta Global's brand reputation has seen both positive industry recognition and negative scrutiny. The company has been recognized for its AI-powered marketing cloud and capabilities, including being featured in a Forrester report and receiving accolades for its AI maturity. However, its reputation was severely impacted by a short-seller report and subsequent class-action lawsuits alleging deceptive practices, raising concerns about its ethical standing and financial transparency.

Institutional investors hold a significant portion of Zeta Global Holdings Corp.'s stock, with approximately 72.63% to 87.75% institutional ownership. Insider ownership stands at around 7.01% to 23.64%. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Contour Asset Management LLC, Greenvale Capital LLP, Disciplined Growth Investors Inc /mn, Neuberger Berman Group LLC, Capital World Investors, and Goldman Sachs Group Inc.