Zeta Global Holdings earnings beat by $0.10, revenue topped estimates

Zeta Global Holdings (ZETA) reported Q3 EPS of $0.38, beating estimates by $0.10, with revenue of $493M, exceeding expectations. The company forecasted FY 2026 revenue of $1.85B-$1.86B, above the consensus. ZETA's stock is up 9.42% in 3 months and 62.95% in 12 months, with 8 positive EPS revisions in the last 90 days.

Original reporting
Published Nov 9, 2026, 9:19 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 9:29 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$ZETA
Bullish
high confidence
Mentioned
$ZETA
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$ZETABullishHigh
01

Why it matters

The earnings beat reinforces the company's growth narrative, potentially attracting growth‑oriented investors.

02

Market read

Earnings beat provides a fresh catalyst for ZETA, likely prompting short‑term buying interest.

03

What to watch

Future revenue guidance still below prior expectations; macro‑economic headwinds could limit growth.

Relevance 8/10Novelty 8/10Timing: after-hours reaction

Background

Zeta Global is a data‑driven marketing platform that recently announced FY 2026 revenue guidance of $1.85‑$1.86B, above consensus.

Company-level read

Ticker impact

$ZETABullishHigh confidence
Context

Zeta Global reported Q3 EPS $0.38, beating the $0.28 estimate by $0.10, and revenue $493M versus $470.86M consensus.

Expected impact

likely upward pressure as investors price in the earnings beat and raised FY revenue guidance.

Evidence & confidence

Both EPS and revenue exceeded expectations and guidance was raised, providing a clear catalyst for buying pressure.

Market effects

Positive earnings may lift other data‑driven marketing technology stocks.

U.S. small‑cap tech sector could see modest gains.

Limited to U.S. equity markets.

Counterpoint

If the beat is already priced in, the stock could face short‑term profit‑taking.

Key entities

  • Zeta Global Holdings

    U.S.-listed data‑marketing firm (NYSE: ZETA).

Related articles

$ZETAMed

KeyBanc reiterates Overweight on Zeta Global stock, $38 target

KeyBanc reiterated an Overweight rating and $38 price target for Zeta Global (ZETA). The company reported 29.7% organic revenue growth and 73% free cash flow increase, raising full-year guidance. ZETA stock rose 89% in six months. Q3 2026 earnings beat expectations with $0.38 EPS on $493M revenue, up 46% YoY. Truist and Needham raised their price targets to $40, citing strong growth.

$ZETAMed

Needham reiterates Buy on Zeta Global stock, cites strong demand

Needham reiterated a Buy rating and $40 price target for Zeta Global (ZETA) after its Q3 2026 results beat expectations. Revenue grew 36% YoY, and management expects 20-21% organic growth for fiscal 2027. ZETA shares fell 3.33% after-hours despite a 4.48% gain during regular trading. The company reported $0.38 adjusted EPS and $493M revenue, up 46% YoY. Management noted 21 consecutive quarters of beating earnings expectations.

$ZETAHighAI 8/10

Zeta Global Holdings Corp (ZETA) Q3 2026 Earnings Call Highlights: Record 46% Revenue

Zeta Global (ZETA) reported Q3 2026 revenue of $493M, up 46% YoY, and raised FY2026 guidance to $1.855B. Adjusted EBITDA grew 55% to $121M, with margins expanding 140bps. Athena adoption accelerated, contributing 70% of revenue. The Palantir partnership is expected to add $100M+ in annual revenue. Challenges include integration risks and competitive pressures. Free cash flow surged 73% to $82M, with conversion reaching 67.3%.