Zeta Global (ZETA)
Unifies enterprise data, AI decisioning, messaging, and paid-media activation for marketers.
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Provides enterprises with a data-and-AI platform for identity resolution, customer messaging, paid-media activation, analytics, and attribution. Subscription, usage, and service fees fund a single operating segment whose revenue comes mostly from direct use of its own platform and primarily from U.S. customers.
Combines proprietary consumer data, identity resolution, artificial intelligence, and marketing automation in the Zeta Marketing Platform. The Zeta Data Cloud and CDP+ unify customer and prospect information; Messaging and the DSP orchestrate owned and paid channels; Zeta Answers supplies analytics and attribution.
Athena by Zeta provides a natural-language interface and agentic orchestration layer across data, decisioning, and activation. Revenue comes from subscriptions, platform usage, and professional services, with most revenue generated directly through its own platform. Serves mainly U.S. enterprises while operating with a global workforce.
Execution depends on access to proprietary and partner data, third-party media and technology integrations, email-delivery standards, consumer consent, and compliance with evolving privacy, data-security, and AI rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | William Blair | Target | Target: — | Target: $29 |
| Aug 5, 2026 | DA Davidson | Reiterate | Rating: —Target: $30 | Target: $32 |
| Aug 5, 2026 | RBC Capital | Reiterate | Rating: —Target: $30 | Target: $31 |
| Aug 5, 2026 | KeyBanc | Reiterate | Rating: —Target: $22 | Target: $27 |
| Jun 24, 2026 | DA Davidson | Reiterate | Rating: —Target: $29 | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $310.0M · Total debt $197.5M · Total assets $1.47B · Shareholders' equity $926.5M
- Revenue
- $442.8M
- Operating income
- $16.9M
- Net income
- $8.2M
No dividends on record.
| Institutions | 75.56% | 379.31M shares | |
|---|---|---|---|
| 454 holders · as of Jun 30, 2026 | |||
| Insiders | 6.98% | 35.02M shares | |
| 11 holders · as of Aug 14, 2026 | |||
| Other | 17.46% | 87.70M shares | |
| remainder | |||
502.03M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (502.03M in the company's Sep 22, 2026 report, 225.62M elsewhere); stakes use the report.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.90% | 19.82M A · 19.82M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.91% | 14.83M A · 14.83M A | as of Jun 30, 2026 |
David Steinberg1Insiderdirector, 10 percent owner, officer: Chief Executive Officer | 4.48% | 24.48M A | filed Aug 14, 2026 |
Vanguard Capital Management LLCInstitution | 4.10% | 10.29M A · 10.29M A | as of Jun 30, 2026 |
Greenvale Capital LLPInstitution | 3.69% | 9.26M A · 9.26M A | as of Jun 30, 2026 |
- David Steinberg's transaction reports restate only vehicles that traded; the 2025 ownership statement (24.48M) less the 2.00M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Jeanine Silberblatt | director | −7,500 | $19.89 |
| Dec 12, 2025 | Jeanine Silberblatt | director | −12,990 | $19.34 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zeta Global | $30.14 | −0.03% | $7.79B | — | 27.5 | 5.0 | +43.6% |
| Salesforce | $233.40 | +0.07% | $193.63B | 21.6 | 15.9 | 4.4 | +10.8% |
| Adobe | $238.72 | +0.20% | $99.18B | 13.9 | 8.9 | 3.8 | +12.9% |
| Oracle | $149.25 | +0.07% | $427.95B | 23.3 | 17.5 | 6.0 | +29.6% |
| Braze | $25.52 | 0.00% | $2.86B | — | 31.9 | 3.4 | +26.2% |
| Klaviyo | $16.00 | +0.82% | $4.73B | 749.8 | 16.8 | 3.4 | +26.4% |
| HubSpot | $217.88 | −0.04% | $10.95B | 75.6 | 14.4 | 3.2 | +19.8% |
| The Trade Desk | $13.21 | +0.27% | $6.53B | 16.3 | 109.0 | 2.2 | +3.0% |
| LiveRamp | $37.55 | −0.09% | $2.29B | 15.6 | 12.2 | 2.7 | +9.8% |
| Median | 21.6 | 16.4 | 3.4 | +16.4% |