
Bank of America reinstated coverage of Zeta Global with a Buy rating and a $24 price target following a strong Q1 2026 report showing 50% revenue growth and positive GAAP net income guidance. The upgrade reflects confidence in Zeta's AI-driven marketing platform, especially its Athena AI layer, which quickly gained adoption. While Zeta faces competition and some risks, the bullish call highlights its potential as a disruptor in marketing technology. Investors should watch upcoming Q2 results and progress on AI monetization.