8/108 sources · 3 publishersUpdated Nov 11, 01:04 UTC
Zeta Global beats Q3 expectations and raises 2026 outlook
Zeta Global reported third-quarter 2026 revenue of $492.7M, up 46.1% year over year, with earnings and EBITDA above expectations. The company raised its full-year 2026 revenue guidance to $1,853 million-$1,857 million and its adjusted EBITDA outlook to $414.1 million-$415.2 million. Super-scaled customers increased to 212, while average revenue per user reached $2.0 million.
Why it matters
The revised revenue and adjusted EBITDA ranges give investors higher operating benchmarks for 2026. Truist Securities maintained a Buy rating and raised its price target to $40 from $38, citing the quarter's growth and execution.
Key facts
- 1Zeta reported third-quarter revenue of $493 million, up 46% year over year, and non-GAAP earnings per share of 38 cents. financialcontent.com
- 2Full-year 2026 revenue guidance was raised to between $1,853 million and $1,857 million, while adjusted EBITDA guidance was raised to between $414.1 million and $415.2 million. financialcontent.com
- 3Super-scaled customer count grew 18% to 212, and super-scaled customer ARPU increased 22% to $2.0 million. financialcontent.com
- 4The company expects fourth-quarter revenue of $521M-$525M. finance.yahoo.com
- 5Truist Securities raised its price target to $40 from $38 while maintaining a Buy rating. investing.com
Open questions
- Material 8 cites governance and customer-concentration concerns from an analyst report, but does not identify the analyst or provide independently verifiable details.
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.