B of A Securities Maintains Buy on Zeta Global Holdings, Raises Price Target to $34

Zeta Global Holdings Offers Up To $25M In Class A Common Stock

ZETA GLOBAL HOLDINGS CORP. Up to $25,000,000 of Shares of Class A Common Stock We are offering pursuant to this prospectus supplement and the accompanying prospectus up to $25,000,000 of shares (the "Shares") of

Nvidia, FAA Join Palantir’s AI Expansion as Cyber Push Takes Off

Palantir expands its AI footprint via new enterprise deployments, a free cybersecurity initiative, and an upgraded sovereign AI partnership with Fujitsu.

Why Is Zeta (ZETA) Up 12.5% Since Last Earnings Report?

Zeta Global Holdings (ZETA) reported Q2 2026 earnings that beat estimates with EPS of 21 cents vs. 20 cents expected and revenues of $442.8 million, up 43.5% YoY. The company raised full-year 2026 guidance to $1.811-$1.824 billion in revenues and increased adjusted EBITDA guidance. Strong AI adoption, customer expansion, and margin improvements drove results, with super-scaled customers reaching 197 and AI-intensive users growing four times faster than early-stage adopters. However, the stock received a Zacks Rank #3 (Hold) rating with expectations for in-line returns.

Shares of software companies are trading higher amid sympathy with Snowflake after the company reported better-than-expected Q2 financial results, boosting sentiment across the sector. Falling Treasury yields and Fed's Waller's comments that he is inclined to support holding interest rates steady may also be supporting growth stocks by easing concerns about tighter monetary policy and improving risk appetite.