Why Zeta Global (ZETA)’s Strong Q4 Helped Sustain Bullish Analyst Sentiment

Core Insights - Zeta Global Holdings Corp. is identified as a promising AI stock for investment in 2026, showcasing strong financial performance and growth metrics [1]. Financial Performance - For Q4 2025, Zeta reported revenue of $395 million, reflecting a 25% year-over-year increase, while full-year revenue reached $1.305 billion, up 30% year-over-year [2]. - The company achieved an adjusted EBITDA of $95.1 million for Q4, an increase from $70.4 million in the same quarter the previous year, with an adjusted EBITDA margin rising to 24.1% from 22.4% [3]. - Full-year adjusted EBITDA totaled $278.7 million, with a margin of 21.4%, up from 19.2% in 2024 [3]. - Zeta reported a positive GAAP net income of $6.5 million for Q4 [3]. Customer Metrics - The number of Super-Scaled Customers increased to 184, representing a 24% year-over-year growth [3]. Analyst Sentiment - Following the earnings release, D.A. Davidson raised its price target for Zeta Global to $30 from $29, maintaining a Buy rating, driven by customer growth and ARPU expansion [4].