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

A marketing cloud platform that helps companies target customers using a proprietary database and AI.

62 AI-extracted insights from 7 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 14 scored insights about Zeta Global Holdings Corp..

Strongly bullish
avg +0.55
13 bullish0 neutral1 bearish
Investment Summary
Updated 11 hours ago
Summary of insights about Zeta Global Holdings Corp. in the last 30 days

The Take

Sentiment for Zeta Global Holdings Corp. (ZETA) is overwhelmingly bullish, with 13 of 14 sources favoring the stock as a high-growth AI software play. The central thesis focuses on its massive proprietary data graph and a new strategic partnership with Palantir, positioning it as a primary beneficiary of the "SaaS Summer" rebound.

Bull Case

  • Strategic Partnerships: The collaboration with Palantir to build AI infrastructure is projected to drive over $100 million in annual revenue growth (per amitisinvesting).
  • High Growth & Valuation: The company is reporting 50% revenue growth and is considered undervalued at 3x sales compared to AI infrastructure peers (per amitisinvesting, Beat The Denominator).
  • Proprietary Data Moat: A unique data graph of 300 million people provides a defensive advantage in first-party data and AI marketing (per Beat The Denominator, Amit Kukreja).
  • Technical Momentum: Shares have recently broken through key resistance levels, crossing the $20 mark during a broader software sector recovery (per Amit Kukreja).

Bear Case

  • Sector Volatility: The stock remains sensitive to broader software sector sell-offs linked to macro AI concerns and CPI readings (per Amit Kukreja).

Catalysts & Targets

  • $100 million: Projected annual revenue growth from Palantir partnership
  • $20: Recent key price level surpassed
  • 50%: Reported revenue growth rate
  • 35%: Estimated organic growth rate

AI-generated summary. Not investment advice. Learn more.

Top creators covering Zeta Global Holdings Corp. (ZETA)

The 6 sources with the most insights about Zeta Global Holdings Corp. on Kazuha.

Latest insights about Zeta Global Holdings Corp. (ZETA)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Today

Very Bullish
Target: $100 million in annual revenue from partnership

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

Saturday, June 13, 2026

Very Bullish

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

Wednesday, June 10, 2026

Bearish

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

Monday, June 1, 2026

Very Bullish

Participating in the significant two-day software sector rebound.

Very Bullish
Target: $25.45

Shares rose 11-12% following reports of 50% revenue growth, indicating strong market demand for high-growth software companies

Very Bullish
Target: $24

Technical breakout past key resistance levels during software sector recovery.

Sunday, May 31, 2026

Very Bullish

Identified as a growth asset within the SaaS Summer trend.

Very Bullish

Highlighted for strong performance and potential after a 59% recovery.

Thursday, May 28, 2026

Very Bullish

Rising alongside positive momentum in the AI software sector.

Bullish

Up 4% as part of the software sector recovery.

Bullish

Identified as a positive mover within the software space.

Very Bullish
Target: $20

Crossed $20 mark, benefiting from the narrative shift toward software AI monetization.

Wednesday, May 27, 2026

Bullish

Positioned as a defensive play in the SaaS sector due to its focus on first-party data and AI marketing.

Monday, May 25, 2026

Very Bullish

Undervalued AI play trading at only 3x sales relative to infrastructure peers.

Saturday, May 23, 2026

Very Bullish

Preferred pick due to superior 35% growth, 22% EBITDA margins, and a robust top-down enterprise strategy compared to peers.

Monday, May 18, 2026

Bullish

Identified as a software name attracting interest during a sector rotation.

Very Bullish

Significant price increase linked to institutional buying shown in 13F disclosures.

Wednesday, May 13, 2026

Very Bullish

Benefiting from market demand for high-performance marketing tools with direct, measurable results.

Tuesday, May 12, 2026

Bullish
Target: None

In accumulation mode with support identified between $15.50 and $15.90.

Thursday, May 7, 2026

Very Bullish

Undervalued AI play trading at a low EV/GP/RG of 0.14 with a high Rule of 40 score.

Saturday, May 2, 2026

Very Bullish
Target: $2.3 billion revenue by 2028

Described as 'dirt cheap' with a 'Rule of 67' profile, 19 straight beat-and-raise quarters, and a massive data moat through its Identity Graph and Athena AI agent.

Friday, May 1, 2026

Very Bullish
Target: $25

Viewed as undervalued despite strong 50% revenue growth and profitability.

Thursday, April 30, 2026

Bullish

Stock moved up 4% following positive earnings results.

Friday, April 17, 2026

Bullish

Identified as a SaaS name attempting to recover from recent market drawdowns.

Bullish

Sector bottoming suggests the worst of the SaaS sell-off is over for this AI-related platform.

Thursday, April 16, 2026

Bullish

Software name with deep-dive analysis and price stability near entry levels.

Monday, April 13, 2026

Bullish

Viewed as undervalued following recent market volatility.

Very Bullish

A rare value outlier in the software sector with an EV/GP/RG well below the industry average.

Monday, March 30, 2026

Very Bullish

Potential multi-bagger with 18 consecutive beat and raise quarters and recent GAAP profitability.

Tuesday, March 24, 2026

Very Bearish

Caught in the software sector sell-off, down 8%.

Monday, March 9, 2026

Bullish

Turned green on news of expansion into Canada; recovery trend being watched.

Thursday, February 26, 2026

Very Bullish

Reported 18th consecutive beat and raise with 40% growth guidance and transition to GAAP EBIT profitability; trading at attractive valuation.

Very Bullish
Target: $2.3 billion revenue by 2028

Labeled the 'Palantir of Marketing' with high growth visibility and a very low valuation relative to its Rule of 40 score.

Wednesday, February 25, 2026

Very Bullish

The company 'absolutely crushed' its earnings, achieving GAAP profitability and its 18th consecutive 'beat and raise' quarter. The host believes it is a good deal.

Tuesday, February 24, 2026

Very Bullish
Target: $14

Achieved GAAP profitability, a significant de-risking event. Reported its 18th consecutive 'beat and raise' quarter and is considered undervalued, trading at less than 4 times sales.

Thursday, February 12, 2026

Very Bullish

Described as extremely bullish, the speaker is shocked it's under $15, calling it the 'cheapest of the cheap' in the software sector and deeply undervalued.

Thursday, January 15, 2026

Very Bullish
Target: $20.50

Host expressed interest in buying more if the price drops to '$20.50 or below', stating the valuation does not look expensive until it reaches $30.

Wednesday, January 14, 2026

Very Bullish

The speaker is bullish, citing a compelling valuation (4x sales) and a long history of beating earnings. The stock's recent dip is viewed as a potential buying opportunity.

Monday, January 12, 2026

Very Bullish

Host disclosed a new personal position, is 'getting more and more excited' about the stock, and believes it has the potential to outperform for the rest of the year.

Very Bullish

Presented as a compelling investment with a differentiated AI strategy focused on Generative Engine Optimization (GEO). Speakers believe there is significant upside as Wall Street begins to understand the story.

Sunday, January 11, 2026

Very Bullish

The host is personally bullish on the stock, noting it has a reasonable valuation ('small multiple') with room for growth.

Thursday, January 8, 2026

Very Bullish
Target: $30

The host is personally bullish, holding a position and seeing a path to $30 on good earnings. Noted as having strong valuation support.

Tuesday, January 6, 2026

Very Bullish
Target: $35

Seen as significantly undervalued compared to peers, with a fair value closer to $35. It is considered an attractive long-term investment due to consistent execution, strong growth, and potential for GAAP profitability.

Very Bullish
Target: DA Davidson: $29, RBC: $30

Announced a partnership with OpenAI, causing the stock to jump. The host notes the company has strong fundamentals and is 'cheap', with a key technical level to watch at $22.50.

Monday, January 5, 2026

Very Bullish

Surged nearly 10% to over $21.50, fueled by a rumor of a potential OpenAI partnership that could be announced at CES.

Sunday, January 4, 2026

Very Bullish

Host is bullish, noting its 'really compelling' financials, 'depressed multiple' of 3x Price-to-Sales, and growing attention, despite being held down by a short report and lawsuits.

Tuesday, December 30, 2025

Very Bullish

Included in the author's 2026 portfolio ideas as a potential long-term investment opportunity.

Tuesday, December 23, 2025

Bullish

Consider a small position due to its 17 consecutive beat and raises, reasonable valuation compared to peers, and potential for re-rating if it meets guidance.

Wednesday, December 17, 2025

Very Bullish

A stock the speaker likes which is believed to be 'unfairly sold off' in the 'risk off' environment despite its own fundamentals.

Monday, December 15, 2025

Very Bullish

The speaker is bullish on the company's technology and views its recent stock drop as an example of the market's irrational behavior, creating a potential opportunity in a good company.

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Frequently asked

Are top creators bullish or bearish on Zeta Global Holdings Corp. (ZETA) right now?

Mostly bullish. In the last 30 days, 13 insights were bullish, 1 bearish, and 0 neutral about Zeta Global Holdings Corp. (ZETA) across 7 financial sources indexed on Kazuha.

Which podcasters and creators cover Zeta Global Holdings Corp. (ZETA) the most?

The most active sources covering Zeta Global Holdings Corp. (ZETA) on Kazuha are @amitinvesting, @BeatTheDenominator, amitisinvesting, @notthreadguy, @3minutebreakdowns. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Zeta Global Holdings Corp. (ZETA) are on Kazuha?

Kazuha has indexed 62 AI-extracted insights about Zeta Global Holdings Corp. (ZETA) from 7 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Zeta Global Holdings Corp. (ZETA)?

Creators covering Zeta Global Holdings Corp. (ZETA) most frequently also discuss NVDA, BTC, PLTR, MU, HOOD. See the "Discussed alongside" section above for full asset pages.