What top creators are saying about Zeta Global Holdings Corp.(ZETA)

A speaker described it as a successful holding and said he would be more interested in buying around $32–$34; this was a personal view, not a consensus target.

The chart has shown relative strength and possible bullish divergence; holding $28 supports the longer-term bullish view, while a move above $34–$35 could prompt a test of prior highs.

Mentioned among stocks affected by the sell-off or earnings watchlist, without a specific company-level view.

Management cited strong historical revenue, EBITDA, and free-cash-flow growth, along with repeated guidance beats. The investment case depends on continued execution and successful expansion into enterprise intelligence; the CEO expects its valuation discount to peers to narrow.

A guest expected a strong upcoming earnings report, but the discussion provided no supporting figures or company guidance.

The speaker expects growth to exceed longer-term Street expectations and sees potential in government work, but its government-cloud offering is not yet certified and future federal revenue is speculative.

The longer-term chart was described as bullish, with a pullback toward $26.50–$27 potentially forming a higher low.

Bank of America raised its price target from $35 to $40; the stock was around $33.45 during the broadcast.

Zeta Global was mentioned in comparisons of earnings growth, with no specific investment recommendation.

Management's comparison of Zeta's growth and cash flow with Braze signaled confidence, but the stock had already risen substantially and the next earnings report is the key test.

Its valuation may draw a comparison from the Salesforce-Braze acquisition, but the outlook depends on exceeding growth expectations; merely meeting them could disappoint investors.

A guest was positive on advertising and data-related companies, arguing that AI platforms may use advertising to monetize large user bases; the opportunity depends on adoption and revenue conversion.

The host sees potential for growth above consensus and market-share gains, supported by Zeta's platform and Palantir partnership. He viewed buying near the then-current price as reasonable and selling puts around $30 as a possibility.

Zeta was mentioned in connection with its daily price move; no detailed investment case was provided.

Briefly mentioned among software and technology names, without specific company-level analysis.

The host argued that market expectations for next-year growth were too low and that partnerships could support stronger growth; this was the host's view, not confirmed company guidance.

The host views Zeta positively and believes it could guide to 30%–40% growth next year versus the Street's roughly 15% expectation, potentially prompting a valuation re-rating.

The host views the stock as bullish above $28 but expects consolidation and does not anticipate an immediate move to new highs.

Analyst expectations of about $2.1 billion in 2027 revenue and roughly 15% growth may be conservative. Its Palantir partnership could help win customers, but the case depends on sustained growth and evidence in upcoming earnings and guidance.

A host expressed strong interest and described a company event as positive, but the favorable comments focused on investor engagement rather than financial results or valuation.

Athena OS and its Palantir partnership could support growth and operating leverage, but the thesis depends on customer adoption and stronger cash generation.

Mentioned in passing without specific investment analysis or a price target.

RBC raised its price target to $40 from $31 and reiterated an Outperform rating.

The bullish thesis cites proprietary data, growth, profitability, and potential brand discovery in AI-generated responses. Acquisition details, partnership terms, stock-based compensation, and acquisition-driven growth require scrutiny.

An RBC upgrade cited strategic partnerships and Athena traction. The host noted potential growth but warned that the rally, event expectations, organic growth, and stock-based compensation create risks.

Mentioned among names with positive moves, but no detailed investment case was provided.

The stock was discussed ahead of a company event where investors were expected to assess upcoming announcements; no specific outlook or target was given.

Mentioned mainly in connection with daily share-price movements or broad sector performance; no specific recommendation or price target was provided.

The company was described as growing about 50% and trading at roughly 4.7 times sales. Its event may be a catalyst, but the announcements and their durability are unknown.

Its seven-year go-to-market partnership with Palantir and Foundry integration could support customer wins and broader business-intelligence adoption, but revenue growth and management-reported claims require verification.

The stock fell about 2%–3% as software stocks weakened; the technical discussion identified $25 as possible support.

A new London hub and local leadership may support U.K. expansion, though expected revenue and profitability contributions were not quantified.

Closed three major enterprise deals directly sourced through its Palantir partnership and experiencing strong institutional fund engagement.

Strong fundamental data moat, but recent multiple expansion and 80% price run leave it susceptible to short-term pullbacks.

Confirmed higher support at $27.69–$28.00 and is targeting overhead resistance at $32.00–$32.30.

Crossed $30 establishing a firm trading base, supported by solid fundamentals ($7B market cap on $2B revenue) and consistent growth.

Strong quarterly performance was penalized solely by broad market rotation, making it a potential candidate for long-term compounding.

Highlighted with a price target move from 18 to 29.

Up +12.53% trading at $27.30 following a profitable quarter with 40% growth, record operating margins, and 19 consecutive quarters of beating and raising guidance.

Compelling medium-term growth opportunity due to its unique tracking moat, strong enterprise partnerships, and attractive valuation metrics.

Experienced artificial downward pressure due to brokerage reporting errors, presenting an aggressive short-term dip-buying opportunity for fundamentally sound growth.

Benefiting from the current market trend favoring software assets.

Market ignored a blockbuster partnership with Palantir; stock price drop is seen as disconnected from strong fundamentals.

Viewed as the 'Palantir of marketing' with a strong proprietary data moat and high Rule of 40 score; currently seen as undervalued after a 20% pullback.

Entered into a strategic partnership with Palantir.

Up over 8% on news of a partnership with Palantir expected to drive $100M+ in revenue.

Integrating Data Cloud with Palantir Foundry to enable agentic marketing; projects over $100 million in annual revenue growth from the collaboration.

Growing at 35% with a proprietary data graph of 300 million people; considered undervalued relative to peers on an EV/GP/RG basis.

Under pressure as part of the broader software sector sell-off linked to AI concerns.

Participating in the significant two-day software sector rebound.