moneyheap
ZETA +6.86% on Nov 11 · Analysis updated Nov 11, 2026, 10:37 AM ET
Why is Zeta Global Holdings Corp. (ZETA) stock up?
Zeta reported third-quarter revenue of $492.7 million on Monday, up 46% (30% excluding an acquisition and election-campaign revenue), with adjusted earnings of $0.38 a share versus about $0.28 expected and a profit under standard accounting of $38.3 million. Free cash flow rose 73% to $82 million. It raised its 2026 revenue forecast by $37 million to $1.855 billion and set a preliminary 2027 base of 20-21% growth. At about 10:30 AM ET the stock was $37.475, up 6.9%, after touching a 52-week high of $37.87; it is up about 27% from last Thursday's close.
News behind the analysis
- Zeta Global Reports 21st Consecutive 'Beat and Raise' Quarter, Generates Positive GAAP Net Income in 3Q'26 & YTD, and Achieves the Rule of 71Revenue $493 million (+46%); GAAP net income $38 million; free cash flow $82 million (+73%); 2026 revenue guidance raised to $1.855 billion.
- Zeta Global (NYSE:ZETA) reports bullish Q3 2026, full-year outlook exceeds expectationsQ4 revenue guidance $523 million versus about $510.6 million consensus.
- Zeta's AI Platform, Customer Demand Support Growth Outlook, Truist SaysTruist cites growing customer adoption of Zeta's AI platform and early demand for Athena.
- Zeta Global (ZETA) Stock Jumps On Q3 Earnings And Profit TurnQuarterly revenue of about $493 million versus $337 million a year earlier; net income moved from a loss to a $38.3 million profit.
About Zeta Global Holdings Corp.
Zeta Global is a New York-based software company whose data cloud and AI tools help large companies find, engage and keep customers. It now calls itself an "intelligent AI infrastructure company". What sets it apart is a large proprietary database of consumer identity and behaviour signals, plus its Athena AI agent and AthenaOS platform built on that data.
How it makes money
Zeta sells its Zeta Marketing Platform and Data Cloud to enterprise brands. It earns money through platform subscriptions and usage-based fees tied to marketing campaigns run across email, digital ads, loyalty and other channels. Revenue was about $1.3 billion in 2025, up about 30%. The company raised its 2026 revenue outlook to about $1.8 billion and turned a GAAP profit in Q2 2026. Acquisitions such as Marigold's enterprise business (closed late 2025) add subscription revenue.
What usually moves ZETA
- Quarterly results and guidance changes
- Enterprise marketing and advertising budgets
- Adoption of its Athena AI products
- Acquisitions and integration
- Data privacy regulation
Similar companies
In the Daily Standout
- November 11, 2026: on the shortlist +6.86%
- November 10, 2026: on the shortlist +6.89%