Zeta Global beats Q2 revenue estimates on AI infrastructure demand; hikes forecast
ZETA•Key details and analyst coverage
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $443 million | $420.61 million (14 analysts) |
| Q2 EPS | $0.03 | ||
| Q2 Net Income | $8.2 million | ||
| Q2 Free Cash Flow | $58 million |
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell".
- The average consensus recommendation for the software peer group is "buy".
- Wall Street's median 12-month price target for Zeta Global Holdings Corp is $28.50, about 26.3% above its Aug. 3 closing price of $22.56.
- The stock recently traded at 21 times the next 12-month earnings versus a P/E of 18 three months ago.
Outlook raised for Q3 and full-year 2026
Zeta Global raised its revenue outlook for both the third quarter and full year 2026.
- Q3 2026 revenue guidance was raised to $469 million-$472 million.
- Full-year 2026 revenue guidance was lifted to $1,811 million-$1,824 million.
- Full-year 2026 GAAP EPS guidance was boosted to $0.09-$0.11.
Customer growth and partnerships support results
The company said several factors drove the stronger results.
