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Zeta Global (ZETA)

History · Pro

Creator sentiment

84/100
● Bullish 67%● Neutral 33%● Bearish 0%

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

Tom Nash BullishOct 19

📹 This Market Dip is a GIFT (7 Stocks to Buy NOW)

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.

Watch 16:02 →
Amit Kukreja BullishOct 16Target $45

📹 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.

Watch 9:23 →
Couch Investor NeutralOct 16Target $30

📹 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.

Watch 15:14 →
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