ZETA Stock Forecast & Price Target

Zeta Global Holdings Corp is demonstrating strong financial momentum, with an upward revision of its 2026 total revenue growth projection to 34%, reflecting a robust expansion in customer spending and effective problem-solving for brands. The company's organic growth profile is supported by positive new business trends and increasing market share, with a notable $100 million incremental revenue opportunity stemming from ZetaLive alone, contributing to improved EBITDA targets for 2026. Furthermore, a net revenue retention rate (NRR) of 115% coupled with a total revenue growth of 26% in the third quarter of 2025 highlights Zeta's ability to attract and retain customers, suggesting a strong outlook for sustained revenue generation.

Zeta Global Holdings faces a negative outlook primarily due to a projected EBITDA margin decline to 22.3%, exacerbated by a 70 basis point headwind, which indicates potential challenges in maintaining profitability. Additionally, the company operates with a significant portion of usage-based revenue, resulting in increased quarterly volatility, alongside strong competitive pressures that threaten to erode its market share. Furthermore, Zeta remains unprofitable on a GAAP basis, raising concerns about its ability to effectively scale operations despite a small uptick in free cash flow guidance.