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Home/News Feed/Zeta Global expands OpenAI ad partnership, boosting revenue and raising 2028 targets.
ZETA
$18.27
-$0.03 -0.16%

Zeta Global expands OpenAI ad partnership, boosting revenue and raising 2028 targets.

Market News
20 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Zeta Global has expanded its exclusive partnership with OpenAI to manage OpenAI's advertising operations, unlocking a significant revenue stream and supporting its ambitious 2026–2028 revenue goals. In Q1 FY26, Zeta reported a 50% year-over-year revenue increase and a 21% rise in average revenue per user for its largest customers. The company also raised its full-year guidance while reaffirming its 2028 targets of $2.3 billion in revenue and a 25% EBITDA margin. Despite some short-term volatility and margin pressures, the partnership strengthens Zeta's market position and growth prospects, leading to a positive buy rating from analysts.

More News (ZETA)

Bank of America upgrades Zeta Global to Buy with $24 target after strong Q1 and AI growth.

Bank of America upgrades Zeta Global to Buy with $24 target after strong Q1 and AI growth.

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 market...

Analyst Insights
Bullish
1 day ago
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