Citigroup Maintains Buy on Zeta Global Holdings, Raises Price Target to $35

Why Is Zeta (ZETA) Up 12.5% Since Last Earnings Report?

Zeta Global Holdings (ZETA) reported Q2 2026 earnings that beat estimates with EPS of 21 cents vs. 20 cents expected and revenues of $442.8 million, up 43.5% YoY. The company raised full-year 2026 guidance to $1.811-$1.824 billion in revenues and increased adjusted EBITDA guidance. Strong AI adoption, customer expansion, and margin improvements drove results, with super-scaled customers reaching 197 and AI-intensive users growing four times faster than early-stage adopters. However, the stock received a Zacks Rank #3 (Hold) rating with expectations for in-line returns.

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Here's Why You Should Retain ZETA Stock in Your Portfolio Now

Zeta Global (ZETA) reported Q2 2026 revenues of $442.8 million, up 43.5% year-over-year with 28% organic growth. The company raised 2026 guidance to $1.82 billion in revenue and $405 million in adjusted EBITDA, marking its 20th consecutive beat-and-raise quarter. However, rising cost of revenues (41% of sales, up 300 basis points) due to higher-cost social channel adoption and agency exposure present margin pressures. The stock holds a Zacks Rank #3 (Hold) rating.

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