Zeta Global Holdings Corp. Class A (ZETA)

Over the past six months, Zeta Global's share price has underperformed the S&P500 Index. Key events impacting the stock price include the Q4 2025 earnings release where the company beat estimates, the acquisition of Marigold's Enterprise Software Business which boosted guidance, the OpenAI Partnership, the Q1 2026 earnings release where Zeta Global reported strong results, raised full-year 2026 guidance, and the launch of Athena by Zeta.

Zeta Global's products and services are exposed to some seasonal cyclicality. The company typically experiences stronger activity in the fourth quarter (Q4) and a slowdown in activity during the first quarter (Q1). This seasonality is evident in the surge of platform usage and AI agent activity observed during the pivotal holiday shopping weekend in Q4 2025.

Zeta Global helps companies acquire, grow, and retain customers through personalized marketing across various channels. Its major products and platforms include the Zeta Marketing Platform (ZMP), an omnichannel marketing platform; Zeta Messaging, an email service provider; Zeta Consumer Data Platform (CDP+), a system of record; Zeta's DSP (Demand-Side Platform); Athena by Zeta, an AI-native infrastructure layer; and Zeta Answers, which synthesizes behavioral signals into intent-based scores. The company's platform utilizes a vast data ecosystem, including the Zeta SuperGraph, which spans over 245 million U.S. individuals and more than 535 million globally for online tracking.

Zeta Global Holdings Corp. is headquartered in New York City, New York, United States. The company has a global presence with 15 offices worldwide across 11 countries, including key locations like Silicon Valley, London, Chennai, and Hyderabad in India. It generates revenue both in the U.S. and internationally.

Zeta Global has demonstrated a strong brand reputation through its focus on AI-powered marketing and customer success. The company's Net Promoter Score (NPS) has increased, indicating strong customer satisfaction. A Forrester study showed that Zeta returns an average of 600% on marketing spend for its customers. The launch of "Athena by Zeta" has been well-received, contributing to enterprise-wide adoption. The acquisition of Marigold's Enterprise Business has added enterprise momentum and contributed to positive performance. Analysts generally have a "Buy" consensus rating for Zeta Global. There was a mention of a "short report controversy" in October 2025, though the company's fundamentals were noted as remaining strong.

The ownership structure of Zeta Global Holdings Corp. is a mix of institutional, insider, and retail investors. Approximately 69.71% to 72.08% of the company's stock is held by institutional shareholders, with major holders including Vanguard Group Inc. and BlackRock, Inc. Insiders own approximately 2.28% to 22.81% of the stock, with Robert H. Niehaus being the largest individual shareholder. Public companies and individual/retail investors hold approximately 16.39% to 54.42% of the stock.