Zeta Global Jumps After Q3 Beat-And-Raise and Higher 2026 Outlook

2026-11-10

Investivoq PriceTracker

Zeta Global (ZETA) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong third-quarter earnings report that combined faster revenue growth, a return to positive GAAP profitability, and another increase to full-year guidance. Investor sentiment also seems to have been helped by fresh price-target increases after the results, reinforcing the view that demand trends remained strong.

Details:

Zeta posted third-quarter revenue of $493 million, up 46% from a year earlier, and said revenue came in $22 million above the midpoint of its prior guidance.

The company reported positive GAAP net income of $38 million and diluted GAAP earnings per share of $0.14, a notable improvement from a year-earlier loss.

Management raised full-year 2026 guidance for revenue, adjusted EBITDA, free cash flow, and GAAP EPS, extending what it described as its 21st consecutive beat-and-raise quarter.

Customer metrics were also strong, with super-scaled customer count rising to 212 and average revenue per super-scaled customer reaching $2.0 million, while at least one brokerage increased its price target after the report.

Sources:

Zeta Global Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ZETA Insider Trading Activity

$ZETA insiders have traded $ZETA stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ZETA stock by insiders over the last 6 months:

JEANINE SILBERBLATT sold 7,500 shares for an estimated $149,175

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

$ZETA Hedge Fund Activity

We have seen 258 institutional investors add shares of $ZETA stock to their portfolio, and 198 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JANE STREET GROUP, LLC removed 3,576,789 shares (-71.9%) from their portfolio in Q2 2026, for an estimated $70,391,207
UBS GROUP AG removed 3,352,841 shares (-69.5%) from their portfolio in Q2 2026, for an estimated $65,983,910
BLACKROCK, INC. added 1,838,000 shares (+10.2%) to their portfolio in Q2 2026, for an estimated $36,171,840
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,775,046 shares (+inf%) to their portfolio in Q2 2026, for an estimated $34,932,905
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,652,800 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $52,178,896
GOLDMAN SACHS GROUP INC added 1,360,851 shares (+24.8%) to their portfolio in Q2 2026, for an estimated $26,781,547
TRUIST FINANCIAL CORP added 1,336,781 shares (+2345.4%) to their portfolio in Q3 2026, for an estimated $42,202,176

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$ZETA Price Targets

Multiple analysts have issued price targets for $ZETA recently. We have seen 3 analysts offer price targets for $ZETA in the last 6 months, with a median target of $28.5.

Here are some recent targets:

Saken Ismailov from Freedom Broker set a target price of $28.5 on 06/30/2026
Clark Wright from DA Davidson set a target price of $30.0 on 06/24/2026
Matt Bullock from B of A Securities set a target price of $28.0 on 06/24/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.