Zeta Global raises 2028 revenue target to $2.3B, remains a strong buy despite sector challenges.

Zeta Global has increased its revenue target under the "Zeta 2028" plan to $2.3 billion for fiscal year 2028, aiming for a 17%-18% compound annual growth rate. This upward revision reflects the positive impact of its recent Marigold acquisition. Despite a 10% year-to-date decline and broader weakness in the software-as-a-service (SaaS) sector, Zeta trades attractively at 2.3 times enterprise value to FY26 revenue and 10.5 times EV to FY26 EBITDA. The company is expected to deliver 21% organic revenue growth in FY26, supported by strong free cash flow and margin expansion, making it a compelling investment opportunity amid negative market sentiment.