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

Key Points

• Zeta raised its FY 2026 revenue outlook to about $1.9 billion, versus the $1.8 billion consensus, and guided to EPS of $0.22–$0.24. Its Q4 revenue forecast is $521 million–$525 million.
• Q3 results beat analyst estimates: EPS was $0.38 versus $0.28 expected, while revenue of $492.66 million exceeded the $471.08 million consensus and grew 46.1% year over year. The company also reported positive GAAP net income.
• Analysts’ overall rating is “Moderate Buy,” with an average price target of $37.19; Goldman Sachs upgraded the stock to Buy and raised its target to $45.

Zeta Global (NYSE:ZETA - Get Free Report) 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 EPS 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.

Analysts Set New Price Targets

A number of brokerages recently weighed in on ZETA. Weiss Ratings restated a "sell (d-)" rating on shares of Zeta Global in a research note on Thursday, October 15th. New Street Research set a $38.00 target price on Zeta Global in a research note on Friday, October 9th. The Goldman Sachs Group upgraded Zeta Global from a "neutral" rating to a "buy" rating and lifted their target price for the company from $30.00 to $45.00 in a research note on Friday, October 16th. Canaccord Genuity Group boosted their target price on shares of Zeta Global from $30.00 to $37.00 and gave the stock a "buy" rating in a report on Friday, October 9th. Finally, Craig Hallum set a $38.00 price target on shares of Zeta Global in a research report on Monday, October 12th. Twelve equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Zeta Global has an average rating of "Moderate Buy" and a consensus price target of $37.19.

Zeta Global Price Performance

Shares of NYSE ZETA opened at $32.36 on Tuesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 2.38 and a current ratio of 2.38. The company has a market cap of $8.12 billion, a PE ratio of -1,617.80, a P/E/G ratio of 4.48 and a beta of 1.25. The business has a 50-day simple moving average of $31.72 and a two-hundred day simple moving average of $22.83. Zeta Global has a fifty-two week low of $14.36 and a fifty-two week high of $35.75.

Zeta Global (NYSE:ZETA - Get Free Report) last posted its quarterly earnings data on Monday, November 9th. The company reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $492.66 million for the quarter, compared to the consensus estimate of $471.08 million. During the same quarter in the prior year, the company posted $0.18 earnings per share. The company's revenue for the quarter was up 46.1% compared to the same quarter last year. As a group, equities analysts expect that Zeta Global will post 0.21 EPS for the current fiscal year.

Key Zeta Global News

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

• Positive Sentiment: Q3 results topped expectations: Zeta reported adjusted earnings of $0.38 per share, versus the $0.28 consensus, and revenue of $492.66 million, above estimates of $471.08 million. Revenue grew 46.1% year over year. Zacks Q3 results
• Positive Sentiment: 2026 outlook raised: The company lifted the midpoint of its full-year revenue guidance to $1.855 billion and projected GAAP EPS of $0.23. It expects fourth-quarter revenue of $521 million to $525 million. Higher guidance signals management’s confidence in continued growth. 2026 guidance
• Positive Sentiment: Profitability milestone: Zeta said it generated positive GAAP net income in Q3 and year to date, reinforcing the earnings beat and growth outlook. Company earnings announcement

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.

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