Kingsoft Cloud Holdings Limited vs Zeta Global Holdings Corp — how do they compare? Kingsoft Cloud Holdings Limited trades at $11.72 (market cap $3.53B), while Zeta Global Holdings Corp trades at $28.31 (market cap $7.32B). The key difference: Zeta Global Holdings Corp is far larger — about 2.1× Kingsoft Cloud Holdings Limited's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Kingsoft Cloud Holdings Limited nearer its low. Which is the better fit depends on your goals.
| KC | ZETA | |
|---|---|---|
Market Cap | $3.53B | $7.32B |
Sector | Technology | Technology |
52-Week High | $18.21 | $29.15 |
52-Week Low | $8.58 | $14.55 |
Enterprise Value | $3.84B | $7.20B |
Signals from Pluang's Aura AI — not financial advice
Kingsoft Cloud (KC) trades at $11.75, down 1.76% today, with a bullish technical signal supported by moving averages. The company shows strong revenue growth trends (37% YoY in Q1 2026) and has beaten EPS estimates for three consecutive quarters, though it remains unprofitable with a -9.39% net margin. Recent news highlights AI-driven growth momentum, with AI cloud billing now exceeding half of public cloud revenue.
The outlook is cautiously optimistic with 70% analyst buy ratings, but profitability challenges and significant capital expenditures pose risks. The stock's valuation appears reasonable with P/S of 2.22, though negative ROE and ROA indicate operational inefficiencies that need addressing for sustained growth.
ZETA trades at $28.55, up 3.67% today, near its consensus price target of $30.44. The stock shows bullish technical signals with strong moving average support and resistance at $30. Fundamentally, revenue grew to $1.3B in 2025 with a gross margin of 59.48%, though net income remains negative. Recent Q2 2026 earnings beat estimates with 44% revenue growth, marking the 20th consecutive beat-and-raise quarter, driven by AI adoption and partnerships.
Outlook is positive with analyst consensus at Buy (73%) and a $30.44 target, but risks include rich valuation (P/S 4.35, EV/EBITDA 95.89) and execution challenges in integrating AI growth. Investors face volatility from high RSI levels, yet sustained earnings momentum and institutional accumulation support upside potential.
Trailing returns across standard periods
Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →