• Zeta Global Holdings Corp. (NYSE:ZETA) demonstrates strong fourth-quarter results with a 50% increase in revenue year-over-year.
• The company's AI-driven marketing platform is gaining traction, leading to a 17% increase in scaled clients and improved net revenue retention to 114%.
• Despite recent stock volatility, Zeta Global is considered a strong buying opportunity with a fair share price suggested at $28.13, indicating significant upside potential.

Zeta Global Holdings Corp. (NYSE:ZETA) operates a cloud platform that provides consumer intelligence and marketing automation software. The company uses machine learning and a large data set to predict consumer behavior and improve marketing strategies. Despite challenges, Zeta Global remains a key player in the marketing technology sector, competing with companies like Salesforce and Adobe.

The consensus price target for Zeta has been stable at $30 over the past year, with a slight dip from $30.3 a year ago. This stability indicates a consistent outlook from analysts. However, Morgan Stanley has set a lower price target of $9.50, reflecting recent market challenges and the company's stock decline.

Zeta Global has faced difficulties due to trade policies affecting corporate budgets, leading to a 50% drop in its stock since February 2025. Despite this, the company reported strong fourth-quarter results, with revenue increasing by 50% year-over-year to $315 million. This growth supports the company's ambitious "Zeta 2028" plan, targeting $2.1 billion in revenue by 2028.

The company's AI-driven marketing platform positions it for growth in the expanding MarTech market. Zeta's unique solution is gaining traction, with a 17% increase in scaled clients and a 13% rise in super-scaled clients. The company's net revenue retention improved to 114%, indicating strong customer loyalty and potential for future growth.

Despite recent stock volatility, Zeta Global is seen as a strong buying opportunity. The company's fundamentals remain solid, with impressive revenue growth and a strong cash position. A discounted cash flow analysis suggests a fair share price of $28.13, highlighting significant upside potential for investors.