Zeta Global Holdings Corp. (ZETA) stock rises on Q1 2026 Earnings

Zeta Global Holdings Corp. (ZETA) reported total revenue of $396.3 million for the first quarter of 2026, up 49.9% year‑over‑year and above the consensus estimate of $377.8 million.

Gross profit improved to $233.6 million, a 45.2% increase from a year earlier, while cost of sales rose to $162.7 million (+57.2% YoY). The company recorded an operating loss of -$18.8 million (an improvement of 16.9% YoY) and net loss attributable to common shareholders of -$13.2 million (down 38.7% YoY). Diluted earnings per share was -$0.06 per share, versus an estimated $0.12 per share.

Cash from operating activities: $49.7 million (+42.9% YoY).

Capital expenditures (purchases of property, plant and equipment): -$3.0 million (+10.1% YoY).

Cash and cash equivalents: $288.8 million (-20.8% YoY).

Total liabilities: $566.9 million (+37.9% YoY).

Market reaction at close showed the stock up 5.66% since market close. Key takeaways:

Top-line growth was strong, with revenue significantly above estimates and nearly 50% year-over-year growth.

Gross profit expanded, but the company remained unprofitable at the operating and net levels in the quarter.

Operating cash flow strengthened, supporting ongoing investments and liquidity.

Cash balances declined year-over-year while liabilities increased, highlighting leverage and liquidity dynamics to monitor.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Zeta Global Holdings Corp. Insider Trading Activity

Zeta Global Holdings Corp. 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.

Zeta Global Holdings Corp. Hedge Fund Activity

We have seen 213 institutional investors add shares of Zeta Global Holdings Corp. stock to their portfolio, and 169 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,024,551 shares (-88.3%) from their portfolio in Q4 2025, for an estimated $285,399,612
CONTOUR ASSET MANAGEMENT LLC added 2,327,907 shares (+26.3%) to their portfolio in Q4 2025, for an estimated $47,372,907
M&T BANK CORP added 2,215,985 shares (+12545.2%) to their portfolio in Q4 2025, for an estimated $45,095,294
PRICE T ROWE ASSOCIATES INC /MD/ removed 2,201,414 shares (-74.3%) from their portfolio in Q4 2025, for an estimated $44,798,774
ANNEX ADVISORY SERVICES, LLC removed 1,896,054 shares (-91.6%) from their portfolio in Q1 2026, for an estimated $30,185,179
UBS GROUP AG removed 1,567,550 shares (-53.0%) from their portfolio in Q4 2025, for an estimated $31,899,642
BARROW HANLEY MEWHINNEY & STRAUSS LLC added 1,527,482 shares (+294.4%) to their portfolio in Q4 2025, for an estimated $31,084,258

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.

Zeta Global Holdings Corp. Analyst Ratings

Wall Street analysts have issued reports on $ZETA in the last several months. We have seen 5 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
Needham issued a "Buy" rating on 11/05/2025

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

Zeta Global Holdings Corp. 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 $26.5.

Here are some recent targets:

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
Ygal Arounian from Citigroup set a target price of $26.0 on 11/21/2025