Zeta Global eyes 20.9% y/y revenue growth and 15% EPS gains in fourth-quarter 2025, driven by AI-powered Athena and OneZeta as investors await Feb. 24 results.

Battery Management exited 455,351 shares of Zeta Global Holdings Corp. in the fourth quarter. The position value declined by $9.05 million over the quarter as a result.

Zeta Global Holdings Corp. is a Strong Buy ahead of Q4 earnings, with shares undervalued after an unjustified selloff. ZETA's hybrid, usage-based monetization model and AI-powered platform differentiate it from traditional SaaS peers facing AI disruption risks. Management's Q4 guidance and historical dual-beat record suggest Wall Street's revenue and EPS forecasts are overly conservative.

NEW YORK--(BUSINESS WIRE)--Zeta Global to Announce Fourth Quarter and Full Year 2025 Results on February 24, 2026.

Zeta Global Holdings Corp. ZETA stock lost 22% in a year against the industry's marginal rise and the Zacks S&P 500 composite's 18.3% growth.

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Zeta continues to grow organically in the high-20% range, while expanding margins through multiple market cycles and acquisition integrations. Zeta's core metrics continue improving, despite macro noise, acquisition complexity, and a market that has repeatedly re-rated growth stocks. The company has executed consistently through political advertising cycles and major integrations without sacrificing growth, margins, or cash flow discipline.

Zeta Global Holdings Corp. is upgraded to a Buy as its valuation now appears attractive following a 40% stock decline despite 26% revenue growth. ZETA aims to be the 'Palantir of marketing,' leveraging proprietary AI and extensive data aggregation to drive customer retention and operational efficiency. Profitability remains just out of reach, but gross margins are strong at 55%, and dilution risk is moderating as the company nears breakeven.

MIAMI, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced the launch of the  Defiance Daily Target 2X Long ZETA ETF (ZETX) , expanding its lineup of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative growth companies. ZETX is designed for traders seeking magnified, short-term bullish exposure to Zeta Global Holdings Corp. (NYSE: ZETA), a software company focused on AI-powered marketing and customer intelligence solutions.