TLDR
- Zeta Global (ZETA) reports Q3 results Monday after the close.
- Analysts expect revenue to rise 39.7% year on year.
- Last quarter’s revenue hit $442.8 million, up 43.5%.
- The stock trades near $31.51, against an average price target of $38.29.
- AppLovin jumped 31% after its Q3 report, while DoubleVerify was flat.
Zeta Global (ZETA) steps into the earnings spotlight Monday after the closing bell. The stock sits at $31.51, up about 5% in the latest session.
Zeta Global Holdings Corp., ZETA
That price is still 4.8% lower than a month ago. The average analyst target is $38.29, which is roughly 21% above where the stock trades now.
Wall Street wants to see revenue growth of 39.7% year on year. That would be a step up from the 25.7% gain in the same quarter last year.
Analysts have mostly held their estimates steady over the last 30 days. That suggests few of them expect a surprise either way.
Zeta has a habit of beating expectations. Last quarter, revenue came in at $442.8 million, up 43.5% from a year earlier.
That report also topped estimates for billings. Full-year EBITDA guidance came in ahead of forecasts too.
What the Peers Showed
Zeta’s neighbors in sales and marketing software have already shared their Q3 numbers. They give a loose hint at the mood heading into this print.
AppLovin grew revenue 55.5% and beat estimates by 5.4%. Its stock rose 31% after the report.
DoubleVerify’s revenue climbed 9%, topping forecasts by 1.1%. Its stock price did not move.
So a beat does not guarantee a rally. The group has traded calmly, down 1.4% on average over the past month.
Zeta’s own story leans heavily on artificial intelligence. The company has been adding pieces through acquisitions to build an all-in-one AI marketing platform.
Partnerships with OpenAI, Palantir and Snowflake tie its tools and Data Cloud into big corporate data systems. Those ties could mean larger deals and wider use by customers.
What Could Trip It Up
The main worry is cash. Heavy spending, deals and adjusted metrics may not turn into cleaner GAAP profit or free cash flow.
Privacy rules and softer demand for AI marketing tools could also squeeze margins. Simply Wall St notes that one earnings report will not rewrite that bigger picture.
Looking further out, analyst projections point to revenue of $2.6 billion by 2029. Earnings are forecast at $220.9 million, up from a small loss today.
Some of the most upbeat analysts go higher. They model about $2.9 billion in revenue and $258.9 million in earnings by 2029, tied to the Palantir data cloud rebuild.
Zeta is set to report third quarter 2026 results after the close on November 9.
