Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Up 90% since first mentioned in May, but still cheap with massive upside.
- +Revenue growth 44% and operating income growth 430% over the past year.
- +Trading at only 5x sales and 22x forward P/E.
- +Goldman upgraded the stock to a $45 price target, viewing Zeta as a differentiated marketing tech platform gaining share from legacy players.
- +Consensus Q3/2027 growth of 15% is likely too low and guidance should meaningfully exceed expectations.
- +The stock barely has a multiple, so it held up during this week's macro drawdown while high-beta names got hit.
- +Buying at these levels isn't scary and selling puts in the $30 range is reasonable.
- +Revenue has grown roughly 5x in about 6 years, from $300 million to $1.57 billion, demonstrating a strong customer value proposition.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Up 90% since first mentioned in May, but still cheap with massive upside. · Revenue growth 44% and operating income growth 430% over the past year. · Trading at only 5x sales and 22x forward P/E.
📹 TESLA CHANGES THE GAME, SEMIS TRY TO RECOVER, YIELDS GO HIGHER | MARKET OPEN
Goldman upgraded the stock to a $45 price target, viewing Zeta as a differentiated marketing tech platform gaining share from legacy players. · Consensus Q3/2027 growth of 15% is likely too low and guidance should meaningfully exceed expectations. · The stock barely has a multiple, so it held up during this week's macro drawdown while high-beta names got hit. · Buying at these levels isn't scary and selling puts in the $30 range is reasonable.
📹 Stocks Fell Again. Here’s the Level I’m Watching Before I Buy More
Fair value of $30 implies about 15% downside from the current $35 price. · Conservative estimate excludes potential reacceleration from recent announcements; bull case shows 37% upside.