Zeta Global AI Partnership Spurs 5.7% Rally, Goldman Targets $28 Neutral Rating
ZETA•
ZETA•Goldman Sachs assigned Zeta a Neutral rating with a $28 price target, implying 43.5% upside from its $19.51 share price. A new seven-year AI marketing infrastructure partnership with Palantir drove a 5.7% stock gain and is expected to boost long-term growth.
Goldman Sachs assumed coverage of Zeta Global, assigning a Neutral rating and a $28 price target, representing 43.5% upside from its current $19.51 share price. The firm highlighted that Zeta's M&A-driven strategy may offer superior return on investment compared to peers as AI reshapes customer experience platforms.
Zeta Global struck a seven-year deal with Palantir Technologies to integrate its Data Cloud with Palantir’s Foundry platform for AI-driven marketing infrastructure. The collaboration lifted Zeta shares 5.7% and is expected to expand enterprise customer access, drive revenue growth and improve long-term profit margins.