Zeta Global Holdings climbs as investors keep rewarding its beat-and-raise quarter

Zeta Global Holdings (ZETA) is up 6.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be follow-through buying after Zeta delivered a strong second-quarter beat, raised full-year guidance, and showed improving profitability and cash generation. Continued enthusiasm around its AI strategy, including a major data-and-AI partnership and a fresh round of investor outreach, likely added support.

Details:

Zeta reported second-quarter revenue of $443 million, up 44% year over year, and said the result exceeded the midpoint of its guidance by $23 million.

The company posted positive GAAP net income of $8 million, generated $69 million of operating cash flow, and produced $58 million of free cash flow, suggesting stronger operating leverage.

Management lifted 2026 guidance, including revenue, adjusted EBITDA, free cash flow, and GAAP EPS, extending its streak of beat-and-raise quarters.

Zeta also highlighted AI adoption across its platform and previously announced a strategic partnership to integrate its Data Cloud with Palantir Foundry, while recent analyst target increases and upcoming September investor conferences may be helping sentiment.

Sources:

Zeta Global Investor Relations, SEC, TipRanks

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 7,500 shares for an estimated $149,175

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.

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$ZETA Hedge Fund Activity

We have seen 242 institutional investors add shares of $ZETA stock to their portfolio, and 213 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. removed 4,027,355 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $64,115,491
JANE STREET GROUP, LLC removed 3,576,789 shares (-71.9%) from their portfolio in Q2 2026, for an estimated $70,391,207
UBS GROUP AG removed 3,352,841 shares (-69.5%) from their portfolio in Q2 2026, for an estimated $65,983,910
BLACKROCK, INC. added 1,838,000 shares (+10.2%) to their portfolio in Q2 2026, for an estimated $36,171,840
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,775,046 shares (+inf%) to their portfolio in Q2 2026, for an estimated $34,932,905
CITADEL ADVISORS LLC removed 1,439,881 shares (-86.3%) from their portfolio in Q2 2026, for an estimated $28,336,858
GOLDMAN SACHS GROUP INC added 1,360,851 shares (+24.8%) to their portfolio in Q2 2026, for an estimated $26,781,547

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 Price Targets

Multiple analysts have issued price targets for $ZETA recently. We have seen 5 analysts offer price targets for $ZETA in the last 6 months, with a median target of $28.5.

Here are some recent targets:

Saken Ismailov from Freedom Broker set a target price of $28.5 on 06/30/2026
Clark Wright from DA Davidson set a target price of $30.0 on 06/24/2026
Matt Bullock from B of A Securities set a target price of $28.0 on 06/24/2026
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

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.