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Zeta Global Holdings Corp Stock Price, News & Analysis

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Welcome to our dedicated page for Zeta Global Holdings news (Ticker: ZETA), a resource for investors and traders seeking the latest updates and insights on Zeta Global Holdings stock.

Zeta Global Holdings Corp. (NYSE: ZETA) is described as the AI Marketing Cloud, and the news associated with ZETA reflects its focus on AI-powered, data-driven marketing for enterprise customers. Company announcements frequently highlight developments in the Zeta Marketing Platform, the evolution of Athena by Zeta, and the use of advanced artificial intelligence and large-scale consumer data to support marketing outcomes.

News items for ZETA commonly cover product and platform innovations, such as the unveiling of Athena by Zeta, a conversational, superintelligent agent integrated with the Zeta Marketing Platform. These stories describe how Athena and its agentic app suite, including applications like Insights and Advisor, are intended to bring answer-driven intelligence and agentic workflows directly into marketing operations.

Investors and analysts following ZETA will also find financial and corporate updates, including quarterly earnings releases, forward-looking guidance, and details of material events filed on Form 8-K. Recent communications have discussed revenue and profitability guidance, non-GAAP metrics such as adjusted EBITDA, and definitions of key business measures like scaled and super-scaled customers.

Another recurring theme in ZETA news is strategic partnerships and acquisitions. For example, Zeta has announced a strategic collaboration with OpenAI to support Athena’s conversational intelligence and agentic applications, and it has reported the completion of its acquisition of the Marigold enterprise software business, which expands its technologies and customer base.

Coverage also includes event participation and thought leadership, such as Zeta Live, investor days, and programming at CES, where company leaders discuss AI-powered marketing, product roadmaps, and the future of the Zeta Marketing Platform. Readers who monitor ZETA news can track how the company develops its AI Marketing Cloud, communicates with investors, and positions its technology within the enterprise marketing landscape.

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Zeta Global (NYSE: ZETA) will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026.

The company said a live webcast and replay will be available on its investor relations site at investors.zetaglobal.com and will remain accessible for 180 days.

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Zeta (NYSE: ZETA) reported Q4 revenue of $395M (+25% YoY), beating midpoint by $14M, and FY2025 revenue of $1,305M (+30% YoY). Q4 GAAP net income was $6.5M (1.7% margin). FY2025 cash from operations was $199M (+49%) and free cash flow was $165M (+78%). Adjusted EBITDA margins expanded 174 bps and Super-Scaled customers grew to 184 (+24% YoY). Zeta raised Q1 and full-year 2026 guidance and now guides to positive GAAP net income for 2026; 2028 targets increased to reflect Marigold Enterprise Business completion.

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Zeta Global (NYSE: ZETA) will release fourth quarter and full year 2025 financial results after market close on February 24, 2026. A conference call with CEO David A. Steinberg and CFO Chris Greiner will follow at 4:30 p.m. Eastern Time.

A live webcast and replay will be available on Zeta's investor relations website.

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Zeta (NYSE: ZETA) announced it will participate in the 28th Annual Needham Growth Conference on January 13, 2026. The company said a live webcast and replay will be available at investors.zetaglobal.com and will remain accessible for one year.

This is a scheduled investor presentation; no financial results or new guidance were included in the announcement.

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Zeta Global (NYSE: ZETA) announced a strategic collaboration with OpenAI to power Athena by Zeta™, expanding beta access after early demand and introducing two agentic apps, Insights and Advisor, in beta.

Athena uses OpenAI models to deliver conversational, answer-driven marketing intelligence inside workflows, offering instant analytics, audience insights, and goal-driven campaign optimization. Zeta said it will align Athena’s roadmap with OpenAI advances and may gain early access to new models and features. Zeta plans to launch Athena to all customers by end of Q1 2026.

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Zeta Global (NYSE: ZETA) announced exclusive programming at CES 2026 highlighting Athena by Zeta, its conversational AI agent for enterprise marketing. Events include a fireside chat and happy hour on Jan 6, 2026, 4:00–5:30 PM PT at the Athena suite, where Dan Ives, Chairman of Eightco, will join CEO David A. Steinberg to discuss AI-powered marketing and Athena's role in reducing friction between humans and AI.

Additional Zeta appearances: Steinberg on CES C Space on Jan 6 at 2:45 PM PT, an ADWEEK House session with an Athena demo on Jan 7 at 12:30 PM PT, daily demos and client engagements at the Athena suite, and a wellness send-off on Jan 8. The Jan 6 fireside chat will be posted on Dan Ives's X the following morning.

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Zeta (NYSE: ZETA) reported record platform performance over the 2025 holiday shopping weekend (Thanksgiving through Cyber Monday). Platform usage rose 153% YoY, AI agent activity increased 25x YoY, and uptime remained 100%. Enterprises using Zeta's Audience, Campaign, and QA AI Agents realized 87% time savings on repetitive tasks, enabling faster insight-to-activation cycles. The results follow Zeta's completion of its acquisition of Marigold's enterprise software business on November 24, 2025, which the company says adds enterprise momentum.

The announcement frames the holiday performance as evidence of accelerating adoption of Zeta's agentic AI for peak-season marketing and operational efficiency.

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Zeta Global (NYSE: ZETA) said it increased 2025 and 2026 guidance after completing the acquisition of Marigold’s enterprise software business for up to $325 million consideration.

The company raised Q4 and FY 2025 revenue and adjusted EBITDA guidance and lifted 2026 revenue to at least $1,730 million, adjusted EBITDA to $385.4 million, and free cash flow to $224.0 million. Numbers include Marigold contributions (e.g., Q1 2026 Marigold revenue of $47.5M, FY26 at least $190M).

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Zeta Global (NYSE: ZETA) commissioned a Forrester Total Economic Impact study showing the Zeta Marketing Platform delivered measurable ROI and efficiency gains for enterprises.

Key findings: a 6x return on ad spend, 295% return on tech investment, $21.4 million net present value over three years, $3.2 million in annual savings from technology consolidation, and payback in under six months. The study also reported a 50% reduction in campaign setup time for a composite enterprise. Forrester based its analysis on interviews with marketing leaders across retail, travel, and financial services.

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Zeta Global (NYSE: ZETA) reported 3Q25 revenue of $337M, up 26% Y/Y and beating midpoint of guidance by $9M. Net cash provided by operating activities was $58M (+68% Y/Y; 17% margin) and free cash flow was $47M (+83% Y/Y; 14% margin). Super Scaled customers grew to 180. Zeta raised FY25 revenue, adjusted EBITDA, and free cash flow guidance and provided initial 2026 guidance calling for $1.54B revenue (+21% vs. FY25 guidance), $354M adjusted EBITDA, and $209M free cash flow. Board authorized up to $200M repurchase program; $199M remained available as of 9/30/25.

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FAQ

What is the current stock price of Zeta Global Holdings (ZETA)?

The current stock price of Zeta Global Holdings (ZETA) is $18.84 as of March 6, 2026.

What is the market cap of Zeta Global Holdings (ZETA)?

The market cap of Zeta Global Holdings (ZETA) is approximately 4.6B.

ZETA Rankings

ZETA Stock Data

4.62B
215.17M
Software - Infrastructure
Services-prepackaged Software
Link
United States
NEW YORK

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