Zeta Global stock price continued its freefall this month, falling to a low of $16, its lowest level since August last year. It has fallen by over 36% from its highest point this year, a drop that has... ...

It’s time for me to revisit my older thesis on Zeta Global ( ZETA ) given the nice pullback in the company’s stock following its execution, which has been consistent, but the stock seems to trade asMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long- ...

Wind turbine maker Vestas reported quarterly profit that fell slightly short of expectations on Thursday, driving its shares down as much as 6% even as the firm's CEO expressed confidence in future gr... ...

It's been a while since I checked in on Zeta Global Holdings Corp. ( ZETA ). I've only covered it once before, back in September 2024, when I said that it " wasn't on myNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expr ...

Core Viewpoint - Defiance ETFs has launched the Defiance Daily Target 2X Long ZETA ETF (ZETX), aimed at active traders seeking amplified exposure to Zeta Global Holdings Corp., a company specializing in AI-powered marketing solutions [1][2]. Investment Objective - The Fund aims to achieve daily investment results of 200% of the daily percentage change in the share price of Zeta Global Holdings Corp. – Class A [3]. Underlying Stock - Zeta Global Holdings Corp. is a software company that offers an AI-powered marketing platform, helping enterprises analyze consumer data and automate personalized marketing across various digital channels [4]. Fund Characteristics - The ETF is not a direct investment in Zeta Global Holdings Corp. and is designed for knowledgeable investors who understand the risks associated with leveraged investments [5][6]. - The Fund's performance is strictly for short-term use, and it is subject to risks associated with leverage, including the potential for significant losses [7][10]. Market Context - Zeta Global Holdings Corp. operates within the software industry, focusing on AI and digital marketing, which are critical areas for growth in the current market environment [4].

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the most promising cloud stocks according to analysts. On January 28, Goldman Sachs raised its price target on Zeta Global Holdings Corp. (NYSE:ZETA) from $23 to $26 while maintaining a neutral rating on the stock. Elsewhere, as part of Morgan Stanley’s broader outlook for the Application SaaS sector, the firm updated its price target for Zeta Global on January 15. Elizabeth Porter of Morgan Stanley increased the firm’s price target from $23 to $27 while mai ...

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best performing new tech stocks to buy now. On January 28, Goldman Sachs raised its price target for Zeta Global from $23 to $26 while maintaining a Neutral rating on the stock. The firm anticipates an acceleration in software-sector M&A throughout 2026, fueled by compressed public market valuations and the inherent strengths of established software businesses. These structural advantages allow incumbent SaaS companies to create value by acquiring innova ...

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases [1]. Group 1 - The investment strategy is centered around compounding dividend income and growth, highlighting the importance of dividends in achieving financial goals [1]. - The portfolio is structured to provide monthly dividend income, which is expected to grow through reinvestment and yearly increases [1]. Group 2 - The article does not provide specific investment recommendations or advice, indicating that the views expressed are personal opinions and not tailored to individual investment objectives [2]. - It is noted that past performance is not indicative of future results, and the article does not represent the views of Seeking Alpha as a whole [3].

Core Insights - ZetaDisplay has partnered with LG Electronics to enhance the deployment of digital signage content by preloading ZetaDisplay's Engage Suite software on LG's professional displays, aiming to simplify installation and accelerate content distribution [1][2] Company Overview - ZetaDisplay, founded in 2003 in Sweden, is a leading player in the digital signage market, with over 125,000 active installations across more than 50 countries [9][10] - The company has a turnover exceeding SEK 600 million and employs approximately 250 staff members [11] Product Features - Engage Suite is a modular digital signage software platform designed for secure, scalable, and reliable operation across various digital signage networks [3] - The platform includes a powerful content management system, an intuitive admin panel, and integrated apps for dynamic content and automation [3] - The preloaded Engage Suite significantly reduces setup complexity, allowing for immediate configuration after installation [4] Integration Benefits - The integration of Engage Suite allows organizations to deploy digital signage content more quickly and with fewer technical steps, transforming in-store screens into revenue-generating assets [2][6] - Built-in analytics and API integrations facilitate the management and scaling of retail media networks [6] Strategic Comments - ZetaDisplay's Chief Business Officer emphasized that seamless integration of software and hardware accelerates project timelines and simplifies rollouts [7] - LG Electronics' B2B Director highlighted the long-standing partnership with ZetaDisplay and the adaptability of Engage Suite to meet the unique challenges of the digital signage industry [7]

Company Overview - Pony AI operates in the Chinese market, focusing on autonomous vehicles and robotaxis, with headquarters in Fremont, California, and Guangzhou, China [3] - The company has been a leader in the autonomous vehicle sector since its inception in 2016, developing self-driving vehicles and robotaxis [3] Product and Technology - Pony's robotaxi service, PonyPilot, is available in major cities including Beijing, Shanghai, Guangzhou, and Shenzhen, accessible via a mobile app [1] - The company has launched its sixth-generation automated robotaxi vehicles and recently introduced Gen-7 robotaxis, aiming to operate 3,000 robotaxis by the end of the year [1] - Pony's technology includes high-end sensors for perception, AI for prediction and planning, and a robust infrastructure with over 20 safety features integrated into its vehicles [2] Financial Performance - In Q3 2025, revenue from robotaxis increased by 89.5% year-over-year, contributing to total quarterly revenues of US$25.4 million, a 72% year-over-year gain [7] - The company reported a net operating loss of 14 cents per share in Q3, based on non-GAAP measures [7] Analyst Insights - Citi analyst Jeff Chung has a positive outlook on Pony AI, citing several upcoming catalysts, including potential gains from Q4 results and a favorable re-rating of Pony's valuation [8] - Chung rates Pony AI as a Buy with a price target of $24.50, indicating a potential upside of 48% from the current price of $16.58 [8] - The consensus rating for Pony AI is Strong Buy, based on 4 reviews, with a majority favoring Buy over Hold [8]