Core Insights - The individual has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions both domestically and internationally [1] - There is a growing interest in equity research and analysis of public companies, with services rendered for a Dubai-based family office managing over $20 million in assets [1] - The expertise includes analyzing financial statements, evaluating market trends, and identifying key growth drivers across various industries [1] Group 1 - The individual has a strong background in finance with significant experience in M&A transactions [1] - The focus on equity research is aimed at providing valuable insights for informed investment decisions [1] - Continuous education and professional development are emphasized to stay updated on industry trends [1]

Core Insights - Zeta Global Holdings Corp. (NYSE:ZETA) is recognized as one of the top mid-cap AI stocks to invest in according to hedge funds [1] - RBC Capital has lowered its price target for Zeta from $30 to $27, indicating a potential upside of 68.6% from current levels, while maintaining a Buy rating [1] - Goldman Sachs has raised its price target from $23 to $26, suggesting a 62% upside, while maintaining a Neutral rating [2] Company Overview - Zeta Global operates an omnichannel, data-driven cloud platform that provides marketing automation and consumer intelligence software to enterprises both in the U.S. and globally [3] - The company offers a variety of product suites, including agile intelligence, enhancing its service offerings [3] Market Outlook - The software mergers and acquisitions market is expected to gain momentum in 2026, driven by lower public-market valuations and the advantages of software companies [2] - Factors such as broad distribution networks, strong data positions, specialized industry knowledge, and established brand value are anticipated to facilitate significant value creation through strategic acquisitions and synergies [2]

Core Insights - Zeta Global Holdings Corp. (ZETA) stock has decreased by 22% over the past year, contrasting with a slight rise in the industry and an 18.3% increase in the Zacks S&P 500 composite [1][7]. Company Performance - Zeta Global has a trailing 12-month return on equity (ROE) of 21.5%, which is higher than the industry average of 15.6%, indicating effective use of shareholder investments [7][8]. - The company holds $385 million in cash with no debt, showcasing strong liquidity, supported by a current ratio of 3.01, significantly above the industry average of 1.59 [10]. Growth Outlook - The Zacks Consensus Estimate for Zeta Global's 2026 revenues is projected at $1.7 billion, reflecting a 34.1% growth from the previous year, while the EPS estimate stands at 99 cents, a 48.5% increase [12]. - Despite a strong revenue and EPS outlook, there has been a downward revision in analyst estimates, with one EPS estimate moving lower and a 4% decrease in the consensus estimate over the past 60 days, indicating a lack of analyst confidence [13]. Competitive Landscape - Zeta Global operates in a competitive environment against established players like Adobe and Salesforce, which have significant advantages in scalability and integrated ecosystems [14][15]. - While Zeta's Athena is positioned as an advanced AI tool, it faces challenges in competing with Salesforce's broader integration capabilities and Adobe's creative suite offerings [15][16]. Strategic Collaboration - Zeta Global has announced a strategic collaboration with OpenAI to enhance its Athena platform, gaining early access to new AI models, which is expected to provide a competitive edge [4][5]. - The collaboration is seen as a validation of Zeta's AI capabilities, with early users reporting improvements in operational efficiency [5][6]. Investment Recommendation - Given the current financial strengths and the strategic partnership with OpenAI, Zeta Global is recommended to be held for now, while caution is advised due to the lack of analyst confidence and competitive pressures [17][18].

Core Viewpoint - Zeta Global's stock price has experienced a significant decline, reaching a low of $16, marking its lowest level since August of the previous year. The stock has dropped over 36% from its peak this year [1]. Group 1 - Zeta Global's stock price fell to $16, the lowest since August last year [1] - The stock has decreased by more than 36% from its highest point this year [1]

Core Insights - The article revisits the investment thesis on Zeta Global (ZETA) following a stock pullback, indicating a consistent execution by the company that may present a buying opportunity [1]. Company Analysis - Zeta Global has shown consistent execution in its business strategy, which is a positive indicator for potential investors [1]. - The stock has experienced a pullback, suggesting that it may be undervalued at current levels, providing a potential entry point for investors [1]. Investment Philosophy - The author emphasizes a disciplined, fundamentals-first approach to investing, focusing on identifying mispriced quality companies and resilient business models [1]. - The investment strategy includes a long-term perspective, with an emphasis on value investing and understanding market dynamics [1].

Core Viewpoint - Vestas, a wind turbine manufacturer, reported quarterly profits that slightly missed expectations, leading to a decline in its shares by up to 6% despite the CEO's confidence in future growth [1] Group 1: Financial Performance - The quarterly profit reported by Vestas fell short of market expectations, impacting investor sentiment and share price [1] - The decline in shares reached as much as 6% following the earnings announcement [1] Group 2: Management Outlook - The CEO of Vestas expressed confidence in the company's future growth prospects, indicating a positive long-term outlook despite the current quarterly results [1]

Core Insights - Zeta Global Holdings Corp. (ZETA) is being revisited for potential investment opportunities after a previous analysis in September 2024, indicating a shift in interest towards the company [1]. Group 1 - The analyst intends to initiate a beneficial long position in ZETA stock within the next 72 hours, suggesting a positive outlook on the company's future performance [2].

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].

Core Insights - Zeta Global Holdings Corp. (NYSE:ZETA) is recognized as a promising cloud stock by analysts, with recent price target increases from Goldman Sachs and Morgan Stanley [1][3] - The Application SaaS sector underperformed in 2025, but analysts expect AI-related risks to ease, leading to a more positive outlook for 2026 [1] - Zeta Global's stock has experienced a decline of 6.9% due to profit-taking, yet it still has a potential upside of 23% from the lowest Wall Street price target of $25 [2] Price Targets and Ratings - Goldman Sachs raised its price target for Zeta Global from $23 to $26 while maintaining a neutral rating [1] - Morgan Stanley increased its price target from $23 to $27 and maintained a Buy rating [1] - Canaccord Genuity reiterated a Buy rating with a price target of $30, citing strong execution and a new collaboration with OpenAI [3] Company Overview - Zeta Global Holdings Corp. provides an omnichannel, data-driven cloud platform that offers consumer intelligence and marketing automation software [4] - The company has various product suites, including an agile intelligence suite [4]

Group 1 - Zeta Global Holdings Corp. is recognized as one of the best performing new tech stocks to buy now, with recent price target increases from Goldman Sachs and Morgan Stanley [1][2] - Goldman Sachs raised its price target for Zeta Global from $23 to $26, anticipating an acceleration in software-sector M&A through 2026, driven by compressed public market valuations and the strengths of established software businesses [1][3] - Morgan Stanley increased its price target for Zeta Global to $27 from $23, reflecting a more optimistic outlook on the application SaaS sector for 2026, noting that AI disruption risks are less severe than previously thought [2][3] Group 2 - The software sector is expected to see significant M&A activity, allowing incumbent SaaS companies to acquire innovative private-market technologies at attractive multiples and realize cross-portfolio synergies [1][3] - Zeta Global operates an omnichannel data-driven cloud platform that provides consumer intelligence and marketing automation software to enterprises both in the US and internationally [4]