ZETA Stock Forecast & Price Target

Zeta Global Holdings Corp has raised its 2026 total revenue growth projection to 34%, reflecting an increasing momentum in new business initiatives and ongoing success in expanding existing customer relationships. The company's significant organic growth profile, bolstered by competitive displacements of legacy marketing platforms and a projected $100 million incremental revenue opportunity, further supports this optimistic outlook. Additionally, the positive guidance revisions for EBITDA in upcoming quarters indicate a robust financial trajectory fueled by effective marketing solutions and increased wallet share among existing clients.

Zeta Global Holdings faces a negative outlook due to several key financial challenges, including a projected 70 basis point headwind to EBITDA margins, resulting in a margin of 22.3%. The company's reliance on usage-based revenue leads to increased volatility in quarterly earnings, coupled with heightened competitive pressures that may jeopardize its market share within the marketing industry. Additionally, Zeta remains unprofitable on a GAAP basis and may struggle to achieve scalability, further complicating its financial recovery and growth prospects.