Zeta Global ( ZETA ) keeps accumulating positive catalysts, which makes long-term investors like me happy to own shares of such a great company. The Marigold acquisition has been successfully completed in late November, which was the reasonWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex fina ...

Group 1 - The advertising industry is viewed as a top sector for investors due to its sustained growth potential [1] - Digital channels have enhanced marketers' ability to target audiences and measure advertising effectiveness [1]

Core Insights - Manatuck Hill Partners has increased its stake in Zeta Global by acquiring 415,000 additional shares, raising its total holdings to 705,000 shares valued at approximately $14 million as of September 30 [2][3][7] - Zeta Global now represents 4.6% of Manatuck Hill Partners' reportable assets under management, making it the largest disclosed holding in the fund [4][7] - Zeta Global's stock price has decreased by 26% over the past year, contrasting with the S&P 500's 13% increase during the same period [4] Company Overview - Zeta Global reported a total revenue of $1.2 billion and a net income of -$22.8 million for the trailing twelve months [5] - The company's market capitalization stands at $4.7 billion, with its stock priced at $19.05 as of the last market close [5] Business Model - Zeta Global provides an omnichannel cloud-based marketing platform that includes consumer intelligence, marketing automation, and customer data solutions [9][10] - The company generates revenue through enterprise software subscriptions and data analytics services, utilizing machine learning and proprietary opted-in data sets [9][10] Financial Performance - Zeta Global has shown consistent financial performance, achieving 26% revenue growth to $337 million and generating $47 million in free cash flow, which is an 83% increase year over year [11] - The company has delivered its 17th consecutive beat-and-raise quarter, indicating strong operational momentum despite recent stock price declines [11] Investment Perspective - Manatuck Hill Partners' increased investment in Zeta Global reflects a strategic focus on mid-cap companies with improving fundamentals, suggesting a long-term conviction rather than opportunistic trading [12] - Zeta Global's guidance for 2026 indicates expectations for continued revenue growth of over 20%, which may enhance its path to sustained profitability [13]

We came across a bullish thesis on Zeta Global Holdings Corp. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on ZETA. Zeta Global Holdings Corp.'s share was trading at $18.25 as of November 28th. ZETA’s forward P/E was 17.89 according to Yahoo Finance. Countries with the Smallest Government Per Capita in the World Pressmaster/Shutterstock.com Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intel ...

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced record performance for its platform during the holiday shopping weekend—the pivotal shopping period from Thanksgiving through Cyber Monday. Platform usage surged 153% year-over-year (YoY), Zeta's AI agent activity increased 25x YoY, and uptime remained 100%, as enterprise brands relied on Zeta to power their most critical messages of the year. The gains reflect accelerating adoption of Zeta's agentic AI. ...

Core Insights - Zeta Global's stock has decreased by 3% over the past three months, while the S&P 500 has increased by 6% [1] - Despite the recent decline, Zeta Global's stock remains 50% higher than its trading level three months ago [1] Company Overview - Invest Heroes LLC is a research firm established in 2018, focusing on equity and fixed income research services [1] - The firm covers over 120 stocks from Russia, the US, and China, as well as more than 200 Russian bonds [1] - The research team consists of 2 strategists and 9 analysts, achieving global recognition in the industry [1] Performance and Recognition - Invest Heroes has been included in Refinitiv and Factset within its first year and has participated in the Refinitiv consensus in its second year [1] - The firm has been recognized as the best analysts in the Refinitiv rating for several Russian companies in its third year [1]

Core Insights - ZetaDisplay AB has published its Q3 Interim Report for January to September 2025, which is available on their investor relations website [1] - The company is a leader in the digital signage market, with over 125,000 active installations across more than 50 countries [4] Company Overview - Founded in 2003 in Sweden, ZetaDisplay is recognized as a pioneer in digital signage software and solutions [3] - The company operates in eight European countries and the US, providing comprehensive digital signage solutions to various sectors [4] - ZetaDisplay has a turnover exceeding SEK 600 million and employs approximately 250 staff members [5] Business Operations - The company offers a proprietary software platform, digital business development, consulting services, and innovative digital signage solutions [4] - ZetaDisplay serves a diverse clientele, including many respected blue-chip brands and companies [4] - The company is owned by Hanover Investors, an investment company [5]

Core Viewpoint - B. Riley has raised the price target for Zeta Global (ZETA) to $30 from $29 while maintaining a Buy rating on the shares [1] Group 1: Acquisition Details - Zeta Global has completed the acquisition of Marigold's enterprise software business for a total consideration of up to $325 million [1] Group 2: Financial Performance and Projections - Zeta's organic business momentum is strong and is expected to continue to exceed the 2028 financial targets [1] - The updated FY26 guidance projects over 20% organic revenue growth, sustained adjusted EBITDA margin expansion, and improved free cash flow conversion [1]

Core Insights - ZetaDisplay has announced the acquisition of Ubiq, a Swedish digital signage integrator, to enhance its market position and expand creative and technical capabilities [1][2][5] Group 1: Acquisition Details - The acquisition is a strategic move to strengthen ZetaDisplay's presence in the Swedish market, particularly in high street retail, quick service restaurants (QSR), and workspace customer verticals [2][5] - Ubiq brings a complementary customer base, including notable brands such as Axel Arigato, CDLP, and Wayne's Coffee, and has a growing presence in international coworking environments [2][3] Group 2: Strategic Fit and Future Collaboration - Ubiq is recognized for its design-led approach to digital signage, adding creative and technical expertise to ZetaDisplay's offerings, including a portfolio of LED installations [3][5] - ZetaDisplay plans to collaborate with Onemotion IMC and Production Republic, both subsidiaries of Ubiq's parent company WOBI AB, to leverage complementary skills in the Swedish retail market [4][6] Group 3: Company Background - ZetaDisplay, founded in 2003, is a leading player in the European digital signage market, with over 125,000 active installations across more than 50 countries [8][9] - The company has a turnover exceeding SEK 600 million and employs approximately 250 staff, positioning itself as a significant force in the global digital signage industry [10]

Core Insights - Zeta Global Holdings (ZETA) is emerging as a differentiated player in the enterprise marketing technology sector, with its latest product, Athena, marking a significant milestone in the company's development [1] Company Overview - Zeta Global Holdings is focusing on enhancing its marketing technology stack, positioning itself uniquely in the industry [1] Product Development - The introduction of Athena is seen as a pivotal moment for Zeta, indicating a strategic shift or advancement in its offerings [1]