
ZETA Stock Forecast & Price Target
ZETA Analyst Ratings
Bulls say
Zeta Global Holdings demonstrated robust financial performance in the fourth quarter, with total revenue increasing by 49.6% year-over-year, highlighting broad-based growth once excluding the contributions from LiveIntent and political revenue, which resulted in a more stable 31% growth. The company's scaled customer average revenue per user (ARPU) grew by 27% year-over-year to approximately $577,000, driven by significant revenue expansion among super-scaled customers and channel additions, indicating strong demand for its services. Additionally, Zeta's direct platform revenue mix shifted to 74%, reflecting a focus on higher-margin offerings, while adjusted EBITDA margins expanded for the 16th consecutive quarter, underscoring sustained operational efficiency and profitability growth.
Bears say
Zeta Global Holdings's gross margin of 60.0% fell short of expectations due to a stronger contribution from agency customers and is expected to encounter a significant revenue headwind of $44 million in 2025 from the decline of political and advocacy revenues. Despite issuing initial FY25 guidance that exceeds consensus and showing potential upside for adjusted EBITDA, the company has identified a material weakness in internal controls over financial reporting, raising concerns about its operational integrity. Furthermore, the potential exit of notable shareholders and intensified competition in the data-driven marketing space could pose additional risks to Zeta's future performance and stock value.
This aggregate rating is based on analysts' research of Zeta Global Holdings Corp and is not a guaranteed prediction by Public.com or investment advice.
ZETA Analyst Forecast & Price Prediction
Start investing in ZETA
Order type
Buy in
Order amount
Est. shares
0 shares