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Zeta Global posts first positive GAAP net income, raises 2026 guidance with strong growth and global expansion plans

Company Fundamentals
10 Oct 2026
Seeking Alpha
View Source
Bullish
Zeta Global posts first positive GAAP net income, raises 2026 guidance with strong growth and global expansion plans

Zeta Global reported its 20th consecutive quarter of beating expectations, achieving its first-ever positive GAAP net income. The company accelerated growth in revenue, margins, and free cash flow, prompting an upward revision of its full-year 2026 guidance across key financial metrics. Strategic moves including hires from Salesforce, international expansion, and acquisitions in AI and data infrastructure position Zeta for continued global growth and innovation. With a long-term goal of $10 billion revenue and a 30% operating margin, Zeta shares have doubled since spring lows, with upcoming Q3 earnings expected to be a key catalyst.

Zeta Global shares trade at USD 33.09 on Pluang as of Oct 10, 2026, 20:11 WIB, near their 52-week high of USD 33.74. The stock shows a modest 1-day gain of 0.18%, with a market cap of $8.31 billion. Pluang investors hold the stock for an average of 19 days, with current order activity fully on the buy side.

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