Goldman upgrades Zeta to Buy, cuts Klaviyo on visibility gap

Fri, 16 Oct 2026 09:47:12 -0400

Investing.com -- Goldman Sachs upgraded Zeta Global to Buy from Neutral and downgraded Klaviyo to Neutral from Buy on Friday, telling investors in a note that it sees greater visibility into upside to 2027 estimates for Zeta.

Analyst Callie Valenti said both remain differentiated marketing platforms with strong customer feedback and substantial long-term opportunities.

“ZETA shares are up 65% YTD, but we expect upside to numbers could drive continued outperformance and we see a compelling 4x risk/reward skew,” Valenti wrote.

Goldman said Zeta is gaining enterprise share as customers modernize legacy marketing platforms and consolidate fragmented data, intelligence and activation tools.

Goldman upgrades Zeta to Buy, cuts Klaviyo on visibility gap

Fri, 16 Oct 2026 09:47:12 -0400

Analyst Callie Valenti said both remain differentiated marketing platforms with strong customer feedback and substantial long-term opportunities.

“ZETA shares are up 65% YTD, but we expect upside to numbers could drive continued outperformance and we see a compelling 4x risk/reward skew,” Valenti wrote.

Goldman said Zeta is gaining enterprise share as customers modernize legacy marketing platforms and consolidate fragmented data, intelligence and activation tools.

Goldman upgrades Zeta to Buy, cuts Klaviyo on visibility gap

Fri, 16 Oct 2026 09:47:12 -0400

Analyst Callie Valenti said both remain differentiated marketing platforms with strong customer feedback and substantial long-term opportunities.

“ZETA shares are up 65% YTD, but we expect upside to numbers could drive continued outperformance and we see a compelling 4x risk/reward skew,” Valenti wrote.

Goldman said Zeta is gaining enterprise share as customers modernize legacy marketing platforms and consolidate fragmented data, intelligence and activation tools.

Goldman upgrades Zeta to Buy, cuts Klaviyo on visibility gap

Fri, 16 Oct 2026 09:47:12 -0400

Analyst Callie Valenti said both remain differentiated marketing platforms with strong customer feedback and substantial long-term opportunities.

“ZETA shares are up 65% YTD, but we expect upside to numbers could drive continued outperformance and we see a compelling 4x risk/reward skew,” Valenti wrote.

Goldman said Zeta is gaining enterprise share as customers modernize legacy marketing platforms and consolidate fragmented data, intelligence and activation tools.

Truist Reiterates Buy Rating on Zeta Global Holdings Corp (ZETA) Following Expert Call

Fri, 16 Oct 2026 09:04:17 -0400

Truist Securities analyst Terry Tillman reiterated a Buy rating and $38.00 price target on Zeta Global Holdings Corp (NYSE: ZETA).

The analyst commented: "Key Takeaways from Expert Call w/ Digital Marketing Veteran & Consultancy Founder; We hosted an expert call with an industry contact that has worked with the Zeta Global platform and his clients going back as far as 2018. The conversation was wide ranging and included the oppty with Athena & AI, potential implications of working with Palantir, how mix of business typically looks with clients working with Zeta, channel decisions based on audience data/performance/cost, martech replacement cycle and

Goldman Sachs Downgrades Klaviyo Inc (KVYO) to Neutral

Fri, 16 Oct 2026 05:21:39 -0400