Zeta Global Holdings Corp.
Digital Turbine (APPS) said its AGP revenues rose 55.9% year over year to $56.6M in Q1 FY2027, and advertising exchange revenues increased $14.3M from new publishers and demand partners, especially in APAC and China. Management raised FY2027 guidance to $650-$670M revenue and $145-$155M adjusted EBITDA. The article also discusses ZETA and APP AI initiatives.
Simply Wall St reports Zeta Global Holdings (ZETA) posted Q2 2026 sales of $442.77M and returned to profitability, then raised Q3 and full-year 2026 revenue and earnings guidance. The article cites a fair value of $28.31 versus a $29.05 close and discusses valuation narratives, including a P/S of 4.6x.
Airbnb (ABNB), Target (TGT), and Zeta Global (ZETA) hit 52-week highs as analysts raised price targets ahead of or after quarterly updates. ABNB was up ~0.15% on a stronger 2026 outlook. TGT rose ~0.18% ahead of Q2 results. ZETA gained ~6% after Citi lifted its target post Q2 results, with revenue up 44% to $443M.
Over the past 7 days, alphai's AI scored 7 news stories mentioning ZETA (Zeta Global Holdings Corp.). Coverage has skewed bullish: 4 bullish, 3 neutral, and 0 bearish.
Recent ZETA coverage spans earnings, market movers and financial news.
In the last 30 days, ZETA insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($632K). The most active reporter was LANDMAN WILLIAM with 1 filing.
The piece is promotional/strategic rather than a new catalyst, so any trading impact is likely limited.
The article frames ZETA as slightly overvalued versus a central fair-value estimate, but highlights guidance-driven upside and privacy-first-party data tailwinds.
Clear post-results re-rating catalyst with guidance lift, favoring continued upside if execution stays on track.
This is an insider transaction with limited fundamental signal, but it can slightly affect near-term sentiment and positioning around ZETA.
This is an executive hire, not a financial disclosure, so it is more sentiment than fundamentals.
alphai scores every news story that mentions ZETA with an AI model for sentiment and relevance, and aggregates insider trades from Zeta Global Holdings Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Digital Turbine (APPS) said its AGP revenues rose 55.9% year over year to $56.6M in Q1 FY2027, and advertising exchange revenues increased $14.3M from new publishers and demand partners, especially in APAC and China. Management raised FY2027 guidance to $650-$670M revenue and $145-$155M adjusted EBITDA. The article also discusses ZETA and APP AI initiatives.
6 min readSimply Wall St reports Zeta Global Holdings (ZETA) posted Q2 2026 sales of $442.77M and returned to profitability, then raised Q3 and full-year 2026 revenue and earnings guidance. The article cites a fair value of $28.31 versus a $29.05 close and discusses valuation narratives, including a P/S of 4.6x.
5 min readAirbnb (ABNB), Target (TGT), and Zeta Global (ZETA) hit 52-week highs as analysts raised price targets ahead of or after quarterly updates. ABNB was up ~0.15% on a stronger 2026 outlook. TGT rose ~0.18% ahead of Q2 results. ZETA gained ~6% after Citi lifted its target post Q2 results, with revenue up 44% to $443M.
4 min readLANDMAN WILLIAM sold (to issuer) 22,153 shares of Zeta Global Holdings Corp. (ZETA) at $28.55 ($0.63M total) on 2026-08-12.
1 min readOn CNBC’s “Mad Money Lightning Round,” Jim Cramer recommended buying Carpenter Technology (CRS) after it announced a $1 billion buyback and a 20 cents per share quarterly dividend. He called DXC Technology (DXC) a “value trap” after mixed Q2 results. He also commented on several other stocks including SENS, Ubiquiti (UI), Hess Midstream (HESM), Zeta Global, UL Solutions, and Coupang.
2 min readZeta Global (ZETA) shares rose more than 7% on Tuesday after it announced a partnership with Palantir Technologies (PLTR). The companies plan to build an enterprise AI infrastructure layer integrating operational and customer intelligence, with Zeta’s Data Cloud redesigned on Palantir Foundry. Zeta’s CEO said the deal could drive over $100 million in annual revenue in coming years.
3 min readZeta Global (ZETA) reported Q2 2026 revenue of $442.8 million, up 43.5% year over year, and positive GAAP net income of $8.2 million. Adjusted EBITDA rose to $91.7 million, with adjusted EBITDA margin at 20.7%. The company raised full-year 2026 guidance to about $1.818-$1.824 billion revenue and $405 million adjusted EBITDA, citing organic growth and AI product adoption.
6 min readZettabyte said it has launched general availability of Model-as-a-Service on its zCLOUD GPU cloud. The service hosts open-weight and open-source models (including Kimi, Llama, Gemma, Qwen) via a single API on NVIDIA H100, H200, B200 and B300 GPUs. Pricing for H100 starts at $1.99 per GPU-hour, with a 99.5% uptime SLA target.
2 min readZeta Global (NYSE:ZETA) said 40% of its ~200 “super scaled” customers were monthly active users about 140 to 150 days after Athena became available, with 83% of interactions conversational. Zeta cited AI adoption for faster customer growth and higher net revenue retention, and discussed a Palantir partnership targeting joint revenue goals. It raised Q3 organic growth outlook to ~23.5% and increased full-year revenue by $33M and free-cash-flow by $20M.
4 min readZeta Global (ZETA) reported Q2 revenue of $442.8M, above analysts’ $420.7M estimate, and adjusted EPS of $0.27 vs $0.19. Adjusted EBITDA was $91.7M. The company lifted full-year revenue guidance to $1.82B and EBITDA guidance to $405.2M at the midpoint. Management cited AI platform Athena and partnerships with OpenAI, Palantir, and Snowflake.
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