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Zeta Global stock jumps after Goldman Sachs upgrade and strong Q2 results with positive GAAP net income.

Analyst Insights
16 Oct 2026
Alex Lavoie
View Source
Bullish
Zeta Global stock jumps after Goldman Sachs upgrade and strong Q2 results with positive GAAP net income.

Zeta Global's stock surged following Goldman Sachs' upgrade to Buy, driven by the company's accelerated growth and first positive GAAP net income. The marketing tech firm reported $443 million in Q2 revenue with a 20.7% EBITDA margin and has beaten earnings expectations for 20 consecutive quarters. It raised its full-year 2026 forecasts for revenue, adjusted EBITDA, free cash flow, and GAAP EPS, reflecting confidence in continued growth fueled by customer expansion, international markets, and AI-related acquisitions. The stock is up 62% year-to-date, highlighting strong investor optimism.

Zeta Global trades at USD 33.03 on Pluang, down 1.61% as of Oct 16, 2026 21:31 WIB, near its 52-week high of USD 33.80. Despite strong news, Pluang order activity shows 98% selling interest. Goldman Sachs shares are up 1.16% at USD 901.63, reflecting a more balanced buy-sell ratio of 42% buy orders.

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