Zeta Global
Unifies enterprise data, AI decisioning, messaging, and paid-media activation for marketers.
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Profile
Provides enterprises with a data-and-AI platform for identity resolution, customer messaging, paid-media activation, analytics, and attribution. Subscription, usage, and service fees fund a single operating segment whose revenue comes mostly from direct use of its own platform and primarily from U.S. customers.
Combines proprietary consumer data, identity resolution, artificial intelligence, and marketing automation in the Zeta Marketing Platform. The Zeta Data Cloud and CDP+ unify customer and prospect information; Messaging and the DSP orchestrate owned and paid channels; Zeta Answers supplies analytics and attribution.
Athena by Zeta provides a natural-language interface and agentic orchestration layer across data, decisioning, and activation. Revenue comes from subscriptions, platform usage, and professional services, with most revenue generated directly through its own platform. Serves mainly U.S. enterprises while operating with a global workforce.
Execution depends on access to proprietary and partner data, third-party media and technology integrations, email-delivery standards, consumer consent, and compliance with evolving privacy, data-security, and AI rules.
Company facts
Categories
Key statistics
Year to date +53.4% · Average volume (30d) 8.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | William Blair | Target | $29 | |||
| Aug 5, 2026 | DA Davidson | Reiterate | Buy | $30 | $32 | |
| Aug 5, 2026 | RBC Capital | Reiterate | Outperform | $30 | $31 | |
| Aug 5, 2026 | KeyBanc | Reiterate | Overweight | $22 | $27 | |
| Jun 24, 2026 | DA Davidson | Reiterate | Buy | $29 | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.20 | $0.21 | +5.3% | $420.6M | $442.8M | +5.3% | +11.58% |
| Apr 30, 2026Q1 FY26 | $0.13 | $0.14 | +7.7% | $370.4M | $396.3M | +7.0% | +0.98% |
| Feb 24, 2026Q4 FY25 | $0.23 | $0.28 | +21.7% | $379.3M | $394.6M | +4.1% | +5.12% |
| Nov 4, 2025Q3 FY25 | $0.18 | $0.22 | +19.6% | $327.7M | $337.2M | +2.9% | +19.40% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $264.4M | $308.4M | $337.2M | $394.6M | $396.3M | $442.8M | |
| Gross profit | $160.9M | $191.5M | $203.9M | $287.0M | $210.3M | $261.8M | |
| Operating income | −$13.0M | −$5.1M | $15.2M | $8.2M | −$10.4M | $16.9M | |
| Net income | −$21.6M | −$12.8M | −$3.6M | $6.5M | −$13.2M | $8.2M | |
| Diluted EPS | −$0.10 | −$0.05 | −$0.02 | $0.03 | −$0.06 | $0.04 | |
| Gross margin | 60.9% | 62.1% | 60.5% | 72.7% | 53.1% | 59.1% | |
| Operating margin | -4.9% | -1.7% | 4.5% | 2.1% | -2.6% | 3.8% |
Fiscal years (4-quarter sums)FY21 $458.3M · FY22 $591.0M · FY23 $728.7M · FY24 $1.01B · FY25 $1.30B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $310.0M · Total debt $197.5M · Total assets $1.47B · Shareholders' equity $926.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 225.62M · Float 220.45M · 97.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 19.82M | 8.79% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 14.83M | 6.57% | 13F | Aug 13, 2026 |
| Vanguard Capital Management | 11.91M | 5.27% | 13G | Jul 31, 2026 |
| Jeffrey L. Feinberg | 10.92M | 5.10% | 13G | Feb 27, 2025 |
| David Steinberg · director, 10 percent owner, officer: Chief Executive Officer | 9.91M | 4.39% | Form 4 | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Jeanine Silberblatt | director | −7,500 | $19.89 |
| Dec 12, 2025 | Jeanine Silberblatt | director | −12,990 | $19.34 |
Peers
- Salesforce
Enterprise marketing cloud tied to CRM, data, AI, and agents
- Adobe
Experience Cloud rival in CDP, journeys, analytics, and automation
- Oracle
Enterprise CX and marketing suite for data-driven campaigns
- Braze
Customer engagement specialist for real-time cross-channel journeys
- Klaviyo
B2C CRM for email, SMS, WhatsApp, data, and AI campaigns
- HubSpot
Customer platform competitor in CRM-backed marketing automation
- The Trade Desk
Open-internet DSP competing in audience activation and CTV
- LiveRamp
Identity and data-collaboration peer for audience activation
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zeta Global | $30.40 | −0.44% | $7.64B | — | 27.8 | 4.9 | +43.6% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Braze | $34.53 | 0.00% | $3.89B | — | 48.1 | 4.9 | +30.2% |
| Klaviyo | $20.00 | −0.79% | $6.03B | 955.0 | 21.4 | 4.3 | +26.4% |
| HubSpot | $260.15 | −0.21% | $13.36B | 92.1 | 17.3 | 3.9 | +19.8% |
| The Trade Desk | $13.60 | +0.18% | $6.38B | 16.0 | 123.2 | 2.1 | +3.0% |
| LiveRamp | $37.74 | +0.03% | $2.29B | 15.7 | 12.6 | 2.8 | +9.8% |
| Median | 23.4 | 18.1 | 4.5 | +16.3% |