Zeta Global Sees Path to $60+ Share Price on Raised Guidance
Zeta Global has shifted from marketing technology to AI infrastructure, using its Data Cloud and conversational AI layer, Athena. Q2 FY26 revenue grew 43.5% YoY, with positive GAAP operating profitability at a 3.82% margin. Management raised full-year revenue growth guidance to 39% and projects a 25.9% adjusted EBITDA margin in Q4, with free cash flow margin guidance up to 63%.