Summary of articles published up to: 2025-03-14 18:58
There is no published article.
Summary of articles published up to: 2025-02-28 20:16
Market-moving catalyst:
– Zeta Global Holdings Corp. (ZETA) reported strong Q4 2024 results with a 50% YoY revenue increase to $315 million, leading to a full-year revenue growth of 38% to $1.006 billion.
– The company shifted from a net loss to a net income of $15 million.
– ZETA ranks 4th among AI stocks analysts are monitoring, showing promise for investment but with other AI stocks potentially offering higher returns in a shorter timeframe.
Competitive positioning:
– Zeta Global Holdings is a technology company operating an AI-driven cloud platform for data-driven marketing.
– The focus on AI marketing tools based on first-party data has contributed to its success.
– Zeta Global Holdings is expected to achieve a 15% annual revenue growth over the next three years, outperforming the 12% growth forecast for the US Software industry.
Risk assessment:
– ZETA’s stock performance has seen a decline of 23% in the past week, indicating potential risks associated with the company.
– While Zeta’s revenue guidance for the upcoming year indicates a slowdown in demand and fell slightly short of Wall Street’s estimates, the company provided optimistic EBITDA guidance for the next quarter, surpassing analysts’ expectations.
– Zeta’s shares have shown high volatility, with 42 moves greater than 5% in the past year.
Reference
- Zeta Global Holdings Corp. (ZETA) Global Reports Record Growth as AI Marketing Solutions Gain Traction
- Zeta Global Holdings Full Year 2024 Earnings: Beats Expectations
- Zeta Global (ZETA) Q4 2024 Earnings Call Transcript
- Why Zeta (ZETA) Stock Is Down Today
Summary of articles published up to: 2025-02-27 18:11
Market-moving catalyst:
– Zeta Global Holdings Corp reported strong Q4 2024 results, with revenue reaching $315 million, a 50% increase YoY, and adjusted EBITDA at $70 million, up 57% YoY.
– The company’s 2028 plan aims for over $2 billion in annual revenue by 2028, with a 20% organic revenue CAGR between 2024 and 2028.
– Zeta’s AI adoption saw significant growth, with 126 brands adopting Data Cloud AI within its first year and a 200% increase in AI agent usage in Q4 2024.
Competitive positioning:
– Zeta’s focus on AI and first-party data investments has led to market share gains and revenue growth.
– The company’s strategic investments in AI and data are expected to drive future growth, attracting top talent and enhancing capabilities.
– Zeta aims to capture a larger share of existing customers’ marketing spend through its One Zeta initiative, positioning itself for continued growth.
Risk assessment:
– Zeta faces risks related to forward-looking statements and increased competition in AI-driven marketing solutions, including from major players like Meta.
– The company’s cost of revenue increased in 2024, impacting profitability, and it incurred additional expenses defending against a short-seller report.
– Longer payment cycles in the agency business affected Zeta’s free cash flow margins.
Reference
- Zeta Global (ZETA) Q4 2024 Earnings Call Transcript
- Why Zeta (ZETA) Stock Is Down Today
- Zeta Global Holdings Corp (ZETA) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic …
- Zeta Global Holdings (ZETA) Q4 Earnings Lag Estimates
- Zeta: Q4 Earnings Snapshot
- Zeta (NYSE:ZETA) Reports Strong Q4 But Stock Drops
- Zeta Announces Record Financial Results and Zeta 2028 Targets
Summary of articles published up to: 2025-02-27 00:36
Market-moving catalyst:
– Zeta Global Holdings Corp (ZETA) reported strong financial performance in Q4 2024, with revenue reaching $315 million, up 50% YoY, and adjusted EBITDA at $70 million, up 57% YoY.
– Full-year 2024 revenue surpassed $1 billion, up 38% YoY, with adjusted EBITDA at $193 million, marking a 49% increase.
– Zeta’s scaled customer count increased by 17% YoY to 527, and super-scaled customers grew by 13% to 148.
– The company provided a positive outlook for 2025, with revenue guidance at $1.24 billion, adjusted EBITDA at $256.5 million, and free cash flow at $129.5 million, all showing growth.
Competitive positioning:
– Zeta’s strategic investments in AI and data-driven marketing are expected to drive future growth, aiming for over $2 billion in annual revenue by 2028.
– The company’s leadership in AI has attracted top talent, enhancing its capabilities.
– Zeta’s integration of Live Intent has been well-received, showing positive customer responses and increased ROI for marketers.
Risk assessment:
– Zeta faces risks related to forward-looking statements and increased costs of revenue, impacting profitability.
– The company also incurred expenses defending against a short-seller report.
– Longer payment cycles in the agency business affected the free cash flow margin.
– Competition in AI-based advertising solutions, especially from major players like Meta, poses a challenge.
Reference
- Zeta Global Holdings Corp (ZETA) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic …
- Zeta Global Holdings (ZETA) Q4 Earnings Lag Estimates
- Zeta: Q4 Earnings Snapshot
- Zeta (NYSE:ZETA) Reports Strong Q4 But Stock Drops
- Zeta Announces Record Financial Results and Zeta 2028 Targets
Summary of articles published up to: 2025-02-18 17:11
There is no published article.
Summary of articles published up to: 2025-02-15 08:42
Market Context:
– Zeta Global Holdings Corp. (NYSE: ZETA) is a mid-cap growth stock that operates an omnichannel data-driven cloud platform providing consumer intelligence and marketing automation software.
– ZETA has an upside potential of 104% and is held by 31 hedge funds.
– Despite a recent 50% stock drop due to a short seller report in November 2024, which was later refuted, an analyst from DA Davidson named ZETA as their top pick in the marketing software sector, projecting 20% year-over-year growth.
Company Impact:
– ZETA leverages AI for personalized marketing strategies, aiming to acquire, grow, and retain consumer relationships efficiently.
– ZETA ranks 3rd on the list of best mid-cap growth stocks to buy according to analysts.
Investor Implications:
– Analysts recommend considering AI stocks like ZETA for potentially higher returns in a shorter timeframe.
– Investors should be aware of the recent stock drop and the potential risks associated with short seller reports.
Reference
Summary of articles published up to: 2025-02-14 06:30
There is no published article.
Summary of articles published up to: 2025-02-12 11:44
There is no published article.
Summary of articles published up to: 2025-02-11 05:17
There is no published article.
Summary of articles published up to: 2025-02-09 19:10
There is no published article.
Summary of articles published up to: 2025-02-08 08:14
Market-moving catalyst:
[🔑] Zeta Global Holdings Corp. (ZETA) saw its share prices increase by 11.61% to $20.96, driven by investor interest ahead of its fourth-quarter earnings release and a stock rating upgrade by DA Davidson, which reiterated a “buy” rating with a $42 price target.
Competitive positioning:
[🔑] ZETA ranks 7th among Thursday’s biggest advancers, highlighting its positive performance compared to other stocks in the market.
[🔑] The company’s potential in the sales and marketing sector and its undervalued price were highlighted by DA Davidson, suggesting that ZETA has room for growth.
Risk assessment:
[🔑] The article suggests that while ZETA shows promise as an investment, AI stocks might offer higher returns in a shorter timeframe.
[🔑] ZETA’s introduction of financial targets for 2028 is expected to influence its long-term growth, indicating potential risks and uncertainties in achieving these targets.
Reference
Summary of articles published up to: 2025-02-07 07:55
Market-moving catalyst:
[🔑] Zeta Global’s analysis shows a decline in interest in the upcoming big game, but a significant increase in consumer anticipation for the game’s commercials, with a 192% YoY surge. The cost of a 30-second spot has risen by nearly 15% YoY.
[🔑] Zeta Global is set to release its quarterly results on February 26, with earnings expected to increase by 70.6% YoY and revenues projected to be up by 40.3% from the previous year.
[🔑] Zeta Global has advanced the release of its Q4 and full-year 2024 financial results to February 25, 2025, to avoid scheduling conflicts with other earnings calls. The company will introduce its long-term model, Zeta 2028, during the call.
[🔑] Zeta Global is listed as one of the top 10 growth companies with high insider ownership in the U.S., with a market cap of approximately $4.32 billion and an insider ownership of 18.8%.
Competitive positioning:
[🔑] Zeta Global aims to simplify marketing for marketers by utilizing AI and consumer signals to enhance customer acquisition, growth, and retention. The company serves enterprise customers across various industries.
[🔑] Aptiv PLC (APTV) reported quarterly earnings of $1.75 per share, surpassing the Zacks Consensus Estimate of $1.66 and showing a 5.42% earnings surprise. APTV’s revenues for December 2024 were $4.91 billion, slightly above expectations.
Risk assessment:
[🔑] Zeta Global’s analysis shows a decline in interest in the upcoming big game, which could impact the effectiveness of advertising during the event.
[🔑] Zeta Global’s revenue growth outpaces the U.S. market average, but the company faces legal challenges that could impact stock volatility.
Reference
- Taylor Swift’s ‘Football Effect’ Drops 20% from 2024 While Ad Anticipation Surges, Zeta Global Data Shows
- Aptiv PLC (APTV) Surpasses Q4 Earnings and Revenue Estimates
- Zeta Global Accelerates Timing of Fourth Quarter and Full Year 2024 Financial Results; New Date Now February 25, 2025
- Top US Growth Stocks With High Insider Ownership In February 2025
Summary of articles published up to: 2025-02-05 16:18
Market-moving catalyst:
[🔑] Zeta Global Holdings (ZETA) saw seven insiders, including the CEO, purchasing around $3.20 million worth of shares at approximately $18.92 per share.
[🔑] ZETA’s stock has risen by 88% in the past year, outperforming the market index.
[🔑] Zeta Marketing Platform usage surged by 108%.
Competitive positioning:
[🔑] ZETA is ranked 2nd among mid-cap stocks insiders are buying recently.
[🔑] An analyst from DA Davidson selected ZETA as their top pick in the marketing software sector, predicting a doubling in value by 2025.
Risk assessment:
[🔑] ZETA’s stock value dropped by 17.13% over six months due to a critical report by Culper Research.
[🔑] The article suggests that AI stocks may offer higher returns in a shorter timeframe.
[🔑] The ZEI report highlights challenges in retail due to winter impacts, concerns in healthcare, and a decline in job market sentiment.
Reference
- Is Zeta Global Holdings (ZETA) the Mid-Cap Stock Insiders Are Buying Recently?
- January’s Zeta Economic Index (ZEI) Shows US Economy Holding Steady Heading into 2025
Summary of articles published up to: 2025-02-04 20:30
There is no published article.