Zeta posts 20th straight beat, 44% revenue growth, and first GAAP profit, trading at attractive valuation.

Zeta (ZETA) reported its 20th consecutive quarter of beating expectations, with revenue growing 44% including acquisitions, and achieving its first GAAP profitability. The company trades at a reasonable valuation of about 3.3 times enterprise value to sales, supported by strong customer retention and expanding margins driven by proprietary data and AI models. Management shows confidence through share buybacks and available credit, signaling robust future growth. This performance highlights Zeta's solid execution and promising outlook for investors.