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]

Group 1 - HubSpot, Inc. (NYSE: HUBS) is identified as one of the 12 tech stocks with significant upside potential, with UBS lowering its price target from $600 to $450 while maintaining a Buy rating, indicating a 60.14% upside from current levels [1] - Goldman Sachs also reiterated a Buy rating, reducing its price target from $612 to $517, suggesting an 83.27% upside from current levels [2] - The company provides a cloud-based customer relationship management (CRM) platform that includes Sales Hub, Marketing Hub, Service Hub, and Content Hub, primarily serving mid-market business-to-business companies across Asia-Pacific, Europe, and the Americas [4] Group 2 - Analysts expect that software mergers and acquisitions will increase in pace by 2026, driven by compressed valuations and the structural advantages of software companies, such as domain expertise and established brand equity [3]