Zeta Global (ZETA) Reiterated at Buy by DA Davidson After OpenAI Partnership

DA Davidson analyst Clark Wright reiterated a Buy rating and $29.00 price target on Zeta Global Holdings Corp (NYSE: ZETA).

The analyst commented, "Zeta Global announced a strategic partnership with OpenAI at CES and pulled forward the timeline to launch the Athena Suite to the end of 1Q26. While we don't foresee AI as a primary growth driver in the near term given strong agency business trends and ARPU momentum, the company's continued accelerated pace of product innovation and the ongoing replacement cycle of legacy marketing cloud solution support upside to the 20% organic growth guide for 2026. As a result, we are reiterating our BUY rating and $29 PT (30x 2026 FCF). The company currently trades at ~25x 2026 FCF, a significant discount to SaaS peers growing 20%+ who trade on average at ~40x."

For an analyst ratings summary and ratings history on Zeta Global Holdings Corp click here. For more ratings news on Zeta Global Holdings Corp click here.

Shares of Zeta Global Holdings Corp closed at $24.40 yesterday.

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