ZETA Stock Forecast & Price Target

Zeta Global Holdings Corp has updated its 2026 total revenue growth projection to 34%, reflecting a strong increase in consumer spending and continued expansion of existing customers' budgets, supported by a robust organic growth profile. The company is experiencing significant momentum from new business opportunities, evidenced by a projected $100 million incremental revenue opportunity from ZetaLive alone, which enhances its competitive position against legacy marketing clouds. Furthermore, an impressive net revenue retention rate of 115% in the latest quarter indicates effective customer engagement and the capacity to capture additional marketing spend, contributing to a positive long-term growth outlook.

The financial outlook for Zeta Global Holdings Corp reflects several fundamental challenges contributing to a negative perspective. Key issues include a projected EBITDA margin decline to 22.3%, a reliance on usage-based revenue resulting in heightened quarterly volatility, and the company's ongoing lack of profitability on a GAAP basis, which raises concerns about its ability to scale effectively. Additionally, competitive pressures and the need to adapt to evolving technology and regulatory standards pose risks that could further hinder Zeta's market share and overall financial performance.