Zeta Global stock jumps as investors reward another beat-and-raise quarter

Zeta Global Holdings (ZETA) is up 16.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a strong second-quarter report that appears to have reassured investors after an initial post-earnings wobble. Buyers seem to be focusing on another beat-and-raise quarter, positive GAAP net income, and continued confidence in near-term revenue growth, even though some market chatter questioned the pace of organic growth excluding acquisitions and political revenue.

Details:

Zeta described its latest report as its 20th consecutive beat-and-raise quarter and highlighted positive GAAP net income for the second quarter.

Investor discussion around the release pointed to quarterly revenue above expectations, which helped shift attention back to execution rather than the after-hours sell-off.

Management also raised forward revenue expectations, with discussion around third-quarter guidance in the high-$400 million range, reinforcing the view that demand remains solid.

The company has also been building momentum around its AI positioning through Athena and its recently announced strategic partnership with Palantir, which may be supporting sentiment.

Sources:

SEC, Zeta Global, Yahoo Finance

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 217 institutional investors add shares of $ZETA stock to their portfolio, and 174 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
FMR LLC removed 1,592,289 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $25,349,240

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.