Zeta Global (NYSE:ZETA) Releases FY 2026 Earnings Guidance

Zeta Global (NYSE:ZETA) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.220-0.240 for the period, compared to the consensus EPS estimate of 0.800. The company issued revenue guidance of $1.9 billion, compared to the consensus revenue estimate of $1.8 billion. Zeta Global also updated its Q4 2026 guidance to EPS.

Analysts Set New Price Targets

Several research firms have weighed in on ZETA. Needham & Company LLC reiterated a “buy” rating on shares of Zeta Global in a research note on Tuesday. Craig Hallum set a $38.00 price objective on Zeta Global in a research note on Monday, October 12th. Freedom Capital cut Zeta Global from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Zeta Global in a report on Thursday, October 15th. Finally, William Blair set a $29.00 target price on Zeta Global in a research report on Thursday, August 6th. Twelve research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $37.19.

Zeta Global Stock Up 4.3%

NYSE:ZETA opened at $32.36 on Tuesday. The firm has a market capitalization of $8.12 billion, a P/E ratio of -1,617.80, a PEG ratio of 4.48 and a beta of 1.25. Zeta Global has a 1-year low of $14.36 and a 1-year high of $35.75. The company’s fifty day moving average price is $31.72 and its 200-day moving average price is $22.83. The company has a debt-to-equity ratio of 0.21, a current ratio of 2.38 and a quick ratio of 2.38.

Zeta Global (NYSE:ZETA) last issued its earnings results on Monday, November 9th. The company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.10. The firm had revenue of $492.66 million during the quarter, compared to analysts’ expectations of $471.08 million. Zeta Global had a negative net margin of 0.15% and a positive return on equity of 5.32%. The firm’s revenue was up 46.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.18 earnings per share. As a group, equities research analysts anticipate that Zeta Global will post 0.21 EPS for the current year.

Key Stories Impacting Zeta Global

Here are the key news stories impacting Zeta Global this week:

• Positive Sentiment: Q3 results topped expectations: Zeta reported adjusted earnings of $0.38 per share, versus the $0.28 consensus, and revenue of $492.66 million, above estimates of $471.08 million. Revenue grew 46.1% year over year. Zacks Q3 results
• Positive Sentiment: 2026 outlook raised: The company lifted the midpoint of its full-year revenue guidance to $1.855 billion and projected GAAP EPS of $0.23. It expects fourth-quarter revenue of $521 million to $525 million. Higher guidance signals management’s confidence in continued growth. 2026 guidance
• Positive Sentiment: Profitability milestone: Zeta said it generated positive GAAP net income in Q3 and year to date, reinforcing the earnings beat and growth outlook. Company earnings announcement

About Zeta Global

Zeta Global is a marketing technology company that helps businesses use consumer data and artificial intelligence to plan and deliver digital marketing. Its platform combines data, analytics and campaign tools to help organizations identify audiences and engage customers throughout the marketing lifecycle.

The company’s products support marketing activities such as customer acquisition, engagement and retention across channels including email, mobile, social media and the web. Zeta’s offerings include its Zeta Marketing Platform and the Zeta Data Cloud, which help clients manage audience insights and coordinate campaigns.

Founded in 2007 and headquartered in New York, Zeta Global serves businesses in multiple markets.