Group 1 - Zeta Global Holdings Corp. (ZETA) has seen significant stock gains, with over 80% increase since the last analysis in October [1] - The company is focused on sustainable, growth-driven investments that maximize shareholder equity [1] - The investment strategy is led by Amrita, who has extensive experience in high-growth supply-chain start-ups and venture capital [1] Group 2 - Amrita's work emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] - The newsletter "The Pragmatic Optimist" has been recognized as a top finance newsletter, indicating a strong following and credibility in the investment community [1]

Group 1 - Zeta Global Holdings Corp. (ZETA) has seen significant stock gains, with over 80% increase since the last analysis in October [1] - The company is focused on sustainable, growth-driven investments that maximize shareholder equity [1] - The investment strategy is led by Amrita, who has extensive experience in high-growth supply-chain start-ups and venture capital [1] Group 2 - Amrita's work emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] - The newsletter "The Pragmatic Optimist" has been recognized as a top finance newsletter, indicating a strong reputation in the investment community [1]

Core Insights - Markets are expected to finish 2025 with strong performance, but there are indications that investors' risk tolerance is diminishing, particularly due to high valuations in large-cap tech stocks [1] Group 1: Market Performance - The market is on track for a strong performance by the end of 2025 [1] - Recent trading days show signs of reduced risk tolerance among investors [1] Group 2: Industry Insights - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]

Zeta Global ( ZETA ) has been a comeback story since April, but also following a September to mid-November lull. Shares of the now $5.1 billion market cap Information Technology sector company and AI-darling name have jumped in recent days, on not a lot ofFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My p ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Zeta Global Holdings Corp. (NYSE:ZETA) is one of the last week's best performers. Zeta Global jumped by 15.06 percent week-on-week, with the rally primarily driven by a combination of the Christmas rush, while investors repositioned ahead of expected business updates next month. In a statement earlier, Zeta Global Holdings Corp. (NYSE:ZETA) said that its chairman, David Steinberg, would participate in the CES 2026 on Tuesday, Januar ...

Core Insights - Zeta Global (ZETA) is experiencing positive catalysts, particularly following the successful completion of the Marigold acquisition in late November, which is viewed favorably by long-term investors [1] Company Developments - The Marigold acquisition is a significant milestone for Zeta Global, enhancing its market position and growth potential [1] Investment Perspective - The company is positioned as a promising investment opportunity, appealing to long-term investors due to its strategic moves and growth initiatives [1]

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. ...