Royal Bank Of Canada Issues Positive Forecast for Zeta Global (NYSE:ZETA) Stock Price

Key Points

• Royal Bank of Canada raised its target on Zeta Global from $27 to $29 and kept an outperform rating, implying roughly a 55% upside from the prior close.
• Q1 beat: Zeta reported EPS of $0.28 (above $0.23 consensus) and revenue of about $395 million—up ~25% year‑over‑year—with management issuing guidance that helped lift the shares.
• The analyst picture is broadly positive: 10 Buys, 3 Holds and 1 Sell give a consensus rating of Moderate Buy and a consensus target price of $28.33.

Zeta Global (NYSE:ZETA - Get Free Report) had its target price lifted by stock analysts at Royal Bank Of Canada from $27.00 to $29.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an "outperform" rating on the stock. Royal Bank Of Canada's target price indicates a potential upside of 54.67% from the company's previous close.

ZETA has been the subject of a number of other research reports. Wall Street Zen raised Zeta Global from a "hold" rating to a "buy" rating in a report on Saturday, April 11th. Weiss Ratings reiterated a "sell (d-)" rating on shares of Zeta Global in a research note on Monday, April 20th. DA Davidson raised their target price on Zeta Global from $29.00 to $30.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Morgan Stanley boosted their price objective on Zeta Global from $23.00 to $27.00 and gave the stock an "equal weight" rating in a research report on Thursday, January 15th. Finally, KeyCorp upgraded shares of Zeta Global from a "sector weight" rating to an "overweight" rating and set a $22.00 target price for the company in a research report on Tuesday. Ten investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $28.33.

Zeta Global Trading Up 1.8%

Shares of NYSE:ZETA traded up $0.33 during trading on Friday, reaching $18.75. 16,047,221 shares of the stock were exchanged, compared to its average volume of 8,575,991. The firm's 50-day moving average price is $17.07 and its 200 day moving average price is $18.27. The firm has a market cap of $4.58 billion, a price-to-earnings ratio of -124.90, a price-to-earnings-growth ratio of 1.84 and a beta of 1.28. Zeta Global has a 12-month low of $12.10 and a 12-month high of $24.90. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.60 and a current ratio of 1.60.

Zeta Global (NYSE:ZETA - Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.28 EPS for the quarter, beating the consensus estimate of $0.23 by $0.05. Zeta Global had a negative net margin of 2.42% and a positive return on equity of 1.35%. The firm had revenue of $394.64 million for the quarter, compared to analyst estimates of $378.09 million. During the same quarter last year, the firm posted $0.06 earnings per share. Zeta Global's revenue for the quarter was up 25.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Zeta Global will post 0.3 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Zeta Global

Several large investors have recently made changes to their positions in ZETA. Cornerstone Planning Group LLC grew its position in Zeta Global by 3,150.0% in the fourth quarter. Cornerstone Planning Group LLC now owns 1,300 shares of the company's stock worth $26,000 after acquiring an additional 1,260 shares in the last quarter. DV Equities LLC acquired a new stake in shares of Zeta Global in the fourth quarter valued at about $29,000. United Community Bank bought a new position in Zeta Global in the 4th quarter worth approximately $31,000. Binnacle Investments Inc bought a new position in Zeta Global during the third quarter worth $30,000. Finally, National Bank of Canada FI raised its position in shares of Zeta Global by 223.1% during the third quarter. National Bank of Canada FI now owns 1,835 shares of the company's stock valued at $36,000 after buying an additional 1,267 shares during the last quarter. Institutional investors own 87.75% of the company's stock.

Zeta Global News Summary

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

• Positive Sentiment: Zeta reported a Q1 beat with revenue of $396.3M (above consensus ~ $370M), said revenue growth accelerated ~50%, and described the quarter as its 19th consecutive "beats and raises." Management released its press materials and noted revenue guidance for Q2 and FY2026. This topline beat and guidance lift are the main drivers pushing the stock higher. BusinessWire: Zeta Revenue Growth Accelerates
• Positive Sentiment: KeyCorp reiterated an Overweight rating and set a $22 price target on ZETA, publishing quarterly and multi-year EPS projections that imply meaningful earnings growth into FY2027 (KeyCorp FY2027 EPS est. $0.44), supporting a higher valuation versus the current share price. MarketBeat: ZETA profile / KeyCorp notes
• Neutral Sentiment: Management's full Q1 presentation and the earnings call transcript are available for detail review (useful for investors who want management commentary on Athena by Zeta, customer traction, margins, and cadence of expected margin improvement). Seeking Alpha: Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the revenue strength, KeyCorp's near-term EPS estimates are modest: Q1 est. ($0.06), Q2 est. $0.00 and FY2026 est. $0.16 — below the street consensus (consensus FY current-year ~ $0.30). Those lower near-term EPS figures could temper upside if investors focus on profit conversion and margin recovery timing. MarketBeat: ZETA profile / KeyCorp notes

Zeta Global Company Profile

Zeta Global, founded in 2007 and headquartered in New York City, is a leading data-driven marketing technology company. The firm's mission centers on helping brands acquire, grow and retain customers through a unified customer lifecycle management platform. Over the years, Zeta Global has built a reputation for leveraging big data and predictive analytics to power digital marketing programs across multiple channels.

At the core of Zeta's offering is the Zeta Marketing Platform, which combines identity resolution, audience insights and real-time engagement capabilities.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.