Zeta Global Sees 26% Q3 Revenue Growth and 46% EBITDA Surge, Strong Buy Upgrade
Zeta Global delivered 26% year-over-year revenue growth and 46% adjusted EBITDA growth in Q3, prompting an upgrade to Strong Buy with raised full-year revenue and EBITDA guidance. Management now forecasts 21% revenue growth and a 23% EBITDA margin for 2026, with EPS reaching $1.00 and a $32 price target.
1. Six-Day Winning Streak Drives Market Capitalization Higher
Zeta Global has extended its rally to six consecutive trading sessions, delivering a cumulative gain of 19% over this period. This surge has translated into approximately $736 million in additional market value, lifting Zeta’s market capitalization to around $4.6 billion. Trading volumes have been elevated, with average daily turnover rising by nearly 30% compared to the prior month, underscoring growing investor interest in the company’s AI-driven marketing platform.
2. Strong Q3 Results and Upgraded Analyst Rating
In the third quarter, Zeta Global posted 26% year-over-year revenue growth and a 46% increase in adjusted EBITDA, surpassing consensus expectations. Management raised both full-year revenue and EBITDA guidance, reflecting confidence in sustained operational momentum. Looking ahead to fiscal 2026, the company projects 21% revenue growth and a 23% adjusted EBITDA margin, with earnings per share potentially reaching $1.00. Following these developments, a leading independent research firm upgraded Zeta to “Strong Buy” and set a refreshed price target of $32, citing robust technical indicators and the company’s deepening AI capabilities as key catalysts.