KeyBanc Upgrades Zeta Global to Overweight, Sees Q1 Revenue at $370M
KeyBanc upgraded Zeta Global to Overweight ahead of its Q1 2026 earnings report, citing forecasts of nearly 40% revenue growth to $370 million and EPS rising 85.7% to $0.13. The rating reflects strong AI investments, a recurring sales model, positive EBITDA, expanding ROIC and growing large-scale client demand.
1. Analyst Upgrade to Overweight
KeyBanc raised its rating on Zeta Global to Overweight on April 28, 2026, projecting that the stock will outperform peer returns. This upgrade reflects confidence in the company’s AI-driven marketing platform and its expanding enterprise customer base.
2. Q1 2026 Financial Projections
Zeta Global forecasts Q1 revenue of $370 million, a nearly 40% year-over-year increase, with earnings per share expected to climb 85.7% to $0.13. These projections set the stage for the company’s upcoming first-quarter earnings release.
3. Growth Drivers and Operational Metrics
The anticipated surge is underpinned by long-term investments in artificial intelligence, a recurring sales model and rising demand from large-scale clients. Zeta Global also maintains positive EBITDA, expanding ROIC, consistent revenue growth above 20% and gross margins exceeding 60%, further strengthened by the Marigold acquisition.