Morgan Stanley Issues Positive Forecast for Zeta Global (NYSE:ZETA) Stock Price

Key Points

• Morgan Stanley raised its Zeta Global price target from $25 to $33 but maintained an “equal weight” rating; the target implies 13.12% downside from the stock’s current price.
• Analyst sentiment overall is more positive: the consensus is “Moderate Buy,” with an average price target of $38.25, and 12 of 15 analysts rate the stock a Buy.
• Zeta beat quarterly earnings and revenue estimates, with revenue up 46.1% year over year; management also raised its 2026 revenue outlook to about $1.855 billion.

Zeta Global (NYSE:ZETA - Get Free Report) had its price target hoisted by analysts at Morgan Stanley from $25.00 to $33.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm presently has an "equal weight" rating on the stock. Morgan Stanley's price objective suggests a potential downside of 13.12% from the company's current price.

ZETA has been the topic of several other research reports. New Street Research set a $38.00 price target on shares of Zeta Global in a report on Friday, October 9th. Bank of America raised their price objective on shares of Zeta Global from $29.00 to $34.00 and gave the stock a "buy" rating in a report on Wednesday, August 19th. Needham & Company LLC reiterated a "buy" rating on shares of Zeta Global in a research report on Tuesday. Truist Financial reissued a "buy" rating and issued a $40.00 target price (up from $38.00) on shares of Zeta Global in a research note on Tuesday. Finally, Wall Street Zen raised shares of Zeta Global from a "hold" rating to a "buy" rating in a research report on Sunday, August 9th. Twelve investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $38.25.

Zeta Global Stock Performance

Shares of ZETA stock traded up $2.92 during mid-day trading on Wednesday, reaching $37.98. The stock had a trading volume of 5,441,294 shares, compared to its average volume of 8,152,898. The firm's 50 day simple moving average is $31.80 and its 200 day simple moving average is $22.90. The company has a quick ratio of 2.38, a current ratio of 2.38 and a debt-to-equity ratio of 0.21. Zeta Global has a one year low of $14.36 and a one year high of $38.46. The firm has a market cap of $9.53 billion, a PE ratio of 272.96, a P/E/G ratio of 4.58 and a beta of 1.25.

Zeta Global (NYSE:ZETA - Get Free Report) last released its quarterly earnings data on Monday, November 9th. The company reported $0.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.28 by $0.10. The business had revenue of $492.66 million for the quarter, compared to analysts' expectations of $471.08 million. Zeta Global had a return on equity of 11.27% and a net margin of 2.30%. Zeta Global's quarterly revenue was up 46.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.18 earnings per share. On average, analysts forecast that Zeta Global will post 0.21 EPS for the current year.

Institutional Investors Weigh In On Zeta Global

Several large investors have recently made changes to their positions in the company. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Zeta Global in the second quarter valued at about $2,148,000. Royal Bank of Canada grew its stake in Zeta Global by 69.8% during the first quarter. Royal Bank of Canada now owns 558,179 shares of the company's stock worth $8,887,000 after buying an additional 229,533 shares during the last quarter. Cetera Investment Advisers grew its stake in Zeta Global by 133.5% during the first quarter. Cetera Investment Advisers now owns 79,181 shares of the company's stock worth $1,261,000 after buying an additional 45,264 shares during the last quarter. California State Teachers Retirement System increased its holdings in shares of Zeta Global by 31.7% during the first quarter. California State Teachers Retirement System now owns 227,521 shares of the company's stock worth $3,622,000 after buying an additional 54,703 shares in the last quarter. Finally, WINTON GROUP Ltd acquired a new stake in shares of Zeta Global during the second quarter worth approximately $3,480,000. Institutional investors own 87.75% of the company's stock.

Zeta Global News Roundup

Investors following ZETA have been watching these news items:

• Positive Sentiment: Zeta reported Q3 adjusted EPS of $0.38, beating the $0.28 consensus, while revenue of $492.66 million topped estimates of $471.08 million and grew 46.1% year over year. The company also reported positive GAAP net income and called it its 21st consecutive “beat and raise” quarter. Zeta Global Q3 results
• Positive Sentiment: Management raised its 2026 revenue outlook to about $1.855 billion, above the roughly $1.8 billion consensus, and forecast Q4 revenue of $521 million to $525 million versus estimates of $510.1 million. Long-term investor takeaways
• Neutral Sentiment: One reported FY 2026 EPS outlook was $0.22–$0.24, while the accompanying consensus comparison was substantially higher; the figures may use different earnings definitions, so investors may look for clarification alongside the upbeat revenue outlook. FY 2026 EPS and revenue outlook

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.

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