Zeta Global reported its 19th consecutive quarter of beating earnings expectations and raising guidance, driven by 29% underlying revenue growth excluding acquisitions. The company’s Athena platform significantly boosted agent interactions and ARPU by 21%, while expanding multi-use cases by over 50%. Zeta also grew its super-scaled customer base by 19% to 189 and increased its sales pipeline by around 40% year over year. Despite these strong fundamentals and nearing GAAP profitability, Zeta’s stock trades at a relatively low valuation of 2.6 times forward revenue and 12 times EBITDA, suggesting potential undervaluation.
Zeta Global has been initiated with a Buy rating due to its strong fundamentals and market outperformance. The company trades at a 15% discount to the sector median with a forward P/E of 21x, indicating it is undervalued. Its accelerated revenue grow...
Zeta Global reported a robust Q1 revenue of $396 million, marking a 50% year-over-year increase, and raised its full-year guidance. This marks the company's 19th consecutive quarter of beating and raising expectations, driven by proprietary data asse...
