Zeta Global Q4 EPS Beats by 23.5%, Revenue Rises 25% to $394.6 M
Zeta Global reported Q4 adjusted EPS of $0.28, beating estimates by 23.5% and rising from $0.20 a year ago, while revenue increased 25% to $394.6 million, 3.7% above forecasts. Shares have slid 26.4% year-to-date versus the S&P 500’s flat return, highlighting investor caution.
1. Strong Q4 Financial Results
Zeta Global delivered adjusted EPS of $0.28 for Q4, up from $0.20 in the year-ago period and 23.5% above consensus. Revenue surged 25% to $394.6 million, surpassing forecasts by 3.7% and marking the fourth consecutive quarter of revenue outperformance.
2. Year-to-Date Share Performance
Despite robust results, Zeta’s shares have declined 26.4% since the start of 2026, underperforming the S&P 500’s flat return. This pullback reflects investor concerns over margin sustainability and intensified competition in the cloud-based marketing technology industry.
3. Forward Estimates and Outlook
Analysts forecast Q1 EPS of $0.12 on $362.0 million in revenues and full-year EPS of $0.99 on $1.73 billion in sales. Future stock movement will hinge on estimate revisions and any commentary on growth drivers during the upcoming earnings call.