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Goldman Sachs Ups Zeta Global (ZETA) PT to $26, Anticipates Software-Sector M&A Surge, Strategic Synergies in 2026
Yahoo Finance· 2026-01-30 14:48
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 ...
Zeta Global Could Be One Of The Biggest AI Winners In Marketing
Seeking Alpha· 2026-01-28 13:45
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].
ZetaDisplay and LG partner to factory pre-load Engage Suite on LG digital signage displays
Globenewswire· 2026-01-28 07:00
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]
These 2 ‘Perfect 10’ Stocks Are Winning Wall Street’s Confidence
Yahoo Finance· 2026-01-24 10:57
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]
Morgan Stanley Views Zeta Global (ZETA) as Selectively Opportunistic Amid Easing AI Concerns for 2026
Yahoo Finance· 2026-01-23 02:52
Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best mid-cap growth stocks to buy right now. On January 15, Morgan Stanley raised its price target on Zeta Global to $27 from $23. While SaaS application stocks lagged the broader software and tech sectors in 2025, there is growing evidence that the perceived threats from AI may be less damaging than anticipated. This shift is fostering a more positive outlook for the sector heading into 2026. Nevertheless, the firm remains selectively opportunistic, as ...
Zeta: Set To Surprise Investors, Here's Why
Seeking Alpha· 2026-01-20 16:31
Zeta ( ZETA ) has failed to catch any sort of bid for months. Naturally, without any sort of ''action'' a lot of investors have thrown in the towel, bored, and moved on to more exciting areas of the market.Michael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Returns is up 174% vs 58% for the Nasdaq (*as of 6 January 2026).This means buying a stock at the moment when the outlook is expected to improve over ...
AI Investors Are Looking Past Megacap Stocks. Could This One Be the Next Big Winner?
Yahoo Finance· 2026-01-15 20:40
Key Points Zeta Global Holdings' AI-powered marketing platform is attracting high-paying customers. The company has issued an optimistic forecast for the next three years and has a history of beating expectations. Smaller companies can sometimes deliver better returns than megacap stocks. 10 stocks we like better than Zeta Global › Megacap tech stocks have been some of the highest-profile artificial intelligence (AI) stocks on the market in recent years, but the outlook for the AI space is chang ...
This $22 AI Stock Could Be Your Ticket to Millionaire Status
Yahoo Finance· 2026-01-15 13:58
Core Viewpoint - The search for the next major AI investment opportunity is focused on identifying stocks that could replicate the success of established companies like Nvidia and Microsoft, with a particular emphasis on mid-cap stocks that may offer significant growth potential [1] Company Overview - Zeta Global (NYSE: ZETA) has a market capitalization of $5.5 billion and a share price of $22.29, having gained 20% over the past month, yet it remains nearly 25% below analysts' median price target [2][5] - The company’s primary product, the Zeta Marketing Platform, utilizes AI to enhance customer data management, enabling marketers to acquire, grow, and retain customers more effectively [3] Growth Potential - Zeta Global has over 450 scaled enterprise clients, each contributing at least $100,000 in sales over the past year, indicating a solid customer base and business model [3] - The company recently raised its guidance for 2025 and 2026, suggesting confidence in its future performance [3] - During the Black Friday shopping weekend, Zeta's AI shopping agents significantly increased platform volume by 153%, showcasing the effectiveness of its AI solutions [4]
Zeta Global (NYSE:ZETA) FY Conference Transcript
2026-01-13 15:32
Zeta Global (NYSE:ZETA) FY Conference January 13, 2026 09:30 AM ET Company ParticipantsChris Greiner - CFOWinnie Shen - SVP of Data CloudConference Call ParticipantsNone - AnalystScott Berg - Managing Director and Senior Research AnalystScott BergToday, my name is Scott Berg. I lead our enterprise software and SaaS research efforts here at Needham. Today with us, we have Zeta Global, Zeta Global, excuse me. This is my first time to have a fireside chat with you.Chris GreinerI know.Scott BergSo I'm excited h ...
The Next Market Leaders? 5 Growth Stocks to Watch in 2026
Yahoo Finance· 2026-01-12 17:31
分组1 - DLocal has successfully turned around after a volatile IPO period, with stock stabilization and strong operational performance [1] - The company reported impressive revenue growth driven by increased merchant adoption and transaction volumes, exceeding sales and earnings estimates in Q3 [1][2] - Earnings are projected to grow by over 21% this year, indicating robust financial health [1] 分组2 - DLocal is recognized as a compelling fintech growth story in emerging markets, facilitating local payment methods for global merchants across Latin America, Africa, and Asia [2] - The stock trades at a forward P/E of 16.6, which is a notable discount compared to many fintech peers, despite faster top-line growth [6] - Analysts have a consensus price target implying nearly 14% upside potential from its previous close, reflecting positive market sentiment [6] 分组3 - The stock has maintained key support levels near $12, suggesting accumulation rather than distribution, which is a positive technical indicator [7] - DLocal could benefit from broader themes such as dollar weakness and global diversification flows, enhancing its market position this year [7]