TLDR
- Zeta Global (ZETA) beat Q4 EPS estimates by $0.04, posting $0.28 vs. the $0.24 consensus
- Q4 revenue came in at $394.6M, topping the $378.09M estimate by 3.73%
- Revenue grew year-over-year from $314.67M in Q4 2024
- Q1 2026 and full-year 2026 guidance both came in above analyst consensus
- ZETA stock is down 26.4% year-to-date and carries a Zacks Rank #3 (Hold)
Zeta Global Holdings (ZETA) posted better-than-expected results for Q4 2025, beating on both earnings and revenue.
ZETA GLOBAL $ZETA JUST REPORTED Q4 EARNINGS
Topline Performance
• Revenue: $395M vs $379.2M est 🟢Profitability
• Net Income: $6.5MOutlook
• Q1 Revenue: $369M To $371M
• Q1 Adjusted EBITDA: $61.2M To $61.8M
• FY Revenue: $1.749B To $1.762B
• FY Adjusted EBITDA: $389.9M… pic.twitter.com/WuU4wXO38q— WOLF (@WOLF_Financial) February 24, 2026
The company reported adjusted EPS of $0.28, topping the analyst consensus of $0.24 by $0.04. That’s a 23.51% earnings surprise.
A year ago, ZETA posted EPS of $0.20 for the same quarter. The year-over-year improvement shows steady earnings growth.
Zeta Global Holdings Corp., ZETA
Revenue for the quarter came in at $394.64 million. That beat the consensus estimate of $378.09 million by about 3.73%.
It also marks a strong jump from the $314.67 million ZETA reported in Q4 2024 — a year-over-year revenue increase of roughly 25%.
Over the last four quarters, the company has beaten revenue estimates all four times. It has beaten EPS estimates twice in that same stretch.
Guidance Comes in Above Consensus
For Q1 2026, Zeta guided revenue of $369M–$371M. Analysts had been expecting $362.2M, so the midpoint of guidance clears that bar comfortably.
Full-year 2026 guidance was set at $1.75B–$1.76B, above the analyst consensus of $1.73B.
Those numbers suggest management feels confident heading into the new year.
Stock Still Under Pressure
Despite the beat, ZETA’s stock has been under pressure. It closed at $16.98 before the earnings report.
The stock is down roughly 26.4% year-to-date, a steep drop compared to the S&P 500’s near-flat performance over the same period.
Over the last three months, ZETA is down 6.96%. Over the last 12 months, it’s down 4.45%.
In the last 90 days, the stock saw 4 positive EPS revisions and 7 negative revisions, reflecting mixed sentiment from analysts.
The current Zacks Rank is #3 (Hold), meaning the stock is expected to perform roughly in line with the broader market near-term.
The Technology Services industry that ZETA operates in sits in the bottom 38% of Zacks-ranked industries, which adds some headwind to the stock’s outlook.
The current consensus EPS estimate for Q1 2026 stands at $0.12, on revenue of $362.02 million.
For the full fiscal year 2026, the consensus sits at $0.99 EPS on $1.73 billion in revenue.
InvestingPro rates Zeta Global’s financial health as “good performance.”
The Q4 earnings report was followed by a 13.35% jump in ZETA’s stock price on the day results were published.
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