Zeta Global (ZETA) jumps as investors focus on Snowflake data-standard initiative and recent beat-and-raise results

Zeta Global (ZETA) is up 9.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed optimism around Zeta’s AI marketing platform after the company highlighted a new industry data-standard effort with Snowflake, alongside still-fresh momentum from its latest “beat-and-raise” quarter. This kind of interoperability/newsflow can also draw incremental investor attention into a conference-heavy week.

Details:

Zeta said it joined Snowflake’s Open Semantic Interchange (OSI), an open-source effort aimed at standardizing semantic data definitions for AI-powered use cases, which could make marketing data easier to share and activate across tools.

In its most recent quarterly update (quarter ended March 31, 2026), Zeta reported sharp revenue growth and raised its outlook again, extending its long-running pattern of outperforming prior guidance.

The company also reiterated expectations for full-year 2026 profitability on a GAAP basis, which can matter for sentiment in software/AI-adjacent names.

Separately, Zeta has been on the investor-conference circuit, and event-driven positioning can amplify short-term moves when paired with positive announcements.

Sources:

Zeta Global Investor Relations, Zeta Global (Press Release), Morningstar

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ZETA Insider Trading Activity

$ZETA insiders have traded $ZETA stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ZETA stock by insiders over the last 6 months:

JEANINE SILBERBLATT sold 12,990 shares for an estimated $251,185

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ZETA Hedge Fund Activity

We have seen 242 institutional investors add shares of $ZETA stock to their portfolio, and 193 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CONTOUR ASSET MANAGEMENT LLC removed 6,100,271 shares (-54.6%) from their portfolio in Q1 2026, for an estimated $97,116,314
FULLER & THALER ASSET MANAGEMENT, INC. removed 4,027,355 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $64,115,491
UBS GROUP AG added 3,432,300 shares (+247.0%) to their portfolio in Q1 2026, for an estimated $54,642,216
GREENVALE CAPITAL LLP added 3,377,334 shares (+48.1%) to their portfolio in Q1 2026, for an estimated $53,767,157
JANE STREET GROUP, LLC added 3,325,618 shares (+201.3%) to their portfolio in Q1 2026, for an estimated $52,943,838
CAPITAL WORLD INVESTORS added 3,044,860 shares (+60.7%) to their portfolio in Q1 2026, for an estimated $48,474,171
M&T BANK CORP added 2,215,985 shares (+12545.2%) to their portfolio in Q4 2025, for an estimated $45,095,294

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ZETA Analyst Ratings

Wall Street analysts have issued reports on $ZETA in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

DA Davidson issued a "Buy" rating on 11/26/2025
B of A Securities issued a "Buy" rating on 11/25/2025
B. Riley Securities issued a "Buy" rating on 11/25/2025
Citigroup issued a "Buy" rating on 11/21/2025

To track analyst ratings and price targets for $ZETA, check out Quiver Quantitative's $ZETA forecast page.

$ZETA Price Targets

Multiple analysts have issued price targets for $ZETA recently. We have seen 8 analysts offer price targets for $ZETA in the last 6 months, with a median target of $28.0.

Here are some recent targets:

Matthew Swanson from RBC Capital set a target price of $29.0 on 05/01/2026
Jackson Ader from Keybanc set a target price of $22.0 on 04/29/2026
Clark Wright from DA Davidson set a target price of $30.0 on 02/26/2026
Gabriela Borges from Goldman Sachs set a target price of $26.0 on 01/28/2026
Elizabeth Porter from Morgan Stanley set a target price of $27.0 on 01/15/2026
Koji Ikeda from B of A Securities set a target price of $30.0 on 11/25/2025
Zach Cummins from B. Riley Securities set a target price of $30.0 on 11/25/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.