Zeta Global (NYSE:ZETA) Issues FY 2026 Earnings Guidance

Zeta Global (NYSE:ZETA) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.220-0.240 for the period, compared to the consensus earnings per share estimate of 0.800. The company issued revenue guidance of $1.9 billion, compared to the consensus revenue estimate of $1.8 billion. Zeta Global also updated its Q4 2026 guidance to EPS.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ZETA. Weiss Ratings restated a “sell (d-)” rating on shares of Zeta Global in a report on Thursday, October 15th. DA Davidson upped their price target on shares of Zeta Global from $36.00 to $38.00 and gave the company a “buy” rating in a research note on Tuesday, October 6th. Craig Hallum set a $38.00 target price on Zeta Global in a research report on Monday, October 12th. B. Riley Financial restated a “buy” rating on shares of Zeta Global in a research note on Friday, October 9th. Finally, Citigroup upped their price target on Zeta Global from $26.00 to $35.00 and gave the stock a “buy” rating in a report on Tuesday, August 11th. Twelve analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $37.25.

Zeta Global Stock Down 0.6%

Shares of ZETA opened at $32.21 on Tuesday. The company has a quick ratio of 2.38, a current ratio of 2.38 and a debt-to-equity ratio of 0.21. The business has a fifty day moving average of $31.72 and a 200 day moving average of $22.83. The company has a market cap of $8.09 billion, a PE ratio of -1,636.10, a P/E/G ratio of 4.48 and a beta of 1.25. Zeta Global has a 52-week low of $14.36 and a 52-week high of $35.75.

Zeta Global (NYSE:ZETA) last posted its quarterly earnings data on Monday, November 9th. The company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.10. Zeta Global had a negative net margin of 0.15% and a positive return on equity of 5.32%. The business had revenue of $492.66 million for the quarter, compared to analysts’ expectations of $471.08 million. During the same quarter in the previous year, the business posted $0.18 earnings per share. The business’s revenue was up 46.1% compared to the same quarter last year. On average, sell-side analysts expect that Zeta Global will post 0.21 EPS for the current year.

More Zeta Global News

Here are the key news stories impacting Zeta Global this week:

• Positive Sentiment: Q3 results beat expectations: Zeta reported EPS of $0.38 versus $0.28 expected and revenue of $492.66 million versus $471.08 million expected. Revenue grew 46.1% year over year, and the company said it generated positive GAAP net income in the quarter and year to date. Company earnings release
• Positive Sentiment: Revenue outlook topped estimates: Q4 revenue guidance of $521 million–$525 million is above the $510.1 million consensus. Full-year 2026 revenue guidance is about $1.9 billion, compared with a cited $1.8 billion consensus. Q4 revenue guidance
• Positive Sentiment: RBC raised its price target: Royal Bank of Canada lifted its target from $40 to $41 and maintained an “outperform” rating, implying about 26.7% upside from the cited $32.36 share price. RBC rating information
• Neutral Sentiment: Management highlighted AI adoption and new enterprise opportunities, which could support future growth, though the provided report summary gives no further detail. Q3 management discussion
• Negative Sentiment: EPS guidance could temper optimism: Zeta projected FY2026 GAAP EPS of $0.22–$0.24, below a cited consensus estimate of $0.80. Investors may weigh this against the stronger revenue outlook; the figures may also reflect differing earnings definitions. FY2026 EPS and revenue guidance

Zeta Global Company Profile

Zeta Global is a marketing technology company that helps businesses use consumer data and artificial intelligence to plan and deliver digital marketing. Its platform combines data, analytics and campaign tools to help organizations identify audiences and engage customers throughout the marketing lifecycle.

The company’s products support marketing activities such as customer acquisition, engagement and retention across channels including email, mobile, social media and the web. Zeta’s offerings include its Zeta Marketing Platform and the Zeta Data Cloud, which help clients manage audience insights and coordinate campaigns.

Founded in 2007 and headquartered in New York, Zeta Global serves businesses in multiple markets.