Zeta Global Jumps After Q3 Beat-And-Raise and Higher 2026 Outlook

Zeta Global (ZETA) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong third-quarter earnings report that combined faster revenue growth, a return to positive GAAP profitability, and another increase to full-year guidance. Investor sentiment also seems to have been helped by fresh price-target increases after the results, reinforcing the view that demand trends remained strong.

Details:

Zeta posted third-quarter revenue of $493 million, up 46% from a year earlier, and said revenue came in $22 million above the midpoint of its prior guidance.

The company reported positive GAAP net income of $38 million and diluted GAAP earnings per share of $0.14, a notable improvement from a year-earlier loss.

Management raised full-year 2026 guidance for revenue, adjusted EBITDA, free cash flow, and GAAP EPS, extending what it described as its 21st consecutive beat-and-raise quarter.

Customer metrics were also strong, with super-scaled customer count rising to 212 and average revenue per super-scaled customer reaching $2.0 million, while at least one brokerage increased its price target after the report.

Sources:

Zeta Global Investor Relations, SEC, Investing.com

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.

$ZETA Hedge Fund Activity

We have seen 258 institutional investors add shares of $ZETA stock to their portfolio, and 198 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,652,800 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $52,178,896
GOLDMAN SACHS GROUP INC added 1,360,851 shares (+24.8%) to their portfolio in Q2 2026, for an estimated $26,781,547
TRUIST FINANCIAL CORP added 1,336,781 shares (+2345.4%) to their portfolio in Q3 2026, for an estimated $42,202,176

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 3 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

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.