Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company.
In its recent bull case, Claude AI highlighted Zeta (NASDAQ:ZETA) partnership with Palantir to build an enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution.
But what does Zeta Global Holdings (NASDAQ:ZETA) do, and how is it an AI stock? The company makes marketing software. Its main product is the Zeta Marketing Platform, which helps businesses find customers, send them targeted emails and ads, and measure what worked. Its customers are large enterprises like retailers, banks, insurers, and airlines. Its moat is data. Zeta has built a database covering about 245 million US consumers with signals showing what those people are shopping for and researching right now. It sells subscriptions to its platform, and its AI agent Athena sits on top, letting marketers ask questions in plain English like “which customers are about to leave?” and get answers pulled straight from that data.
Zeta Global Holdings (NASDAQ:ZETA) has posted 19 consecutive beat-and-raise quarters. In Q1 2026, its revenue rose about 50% year over year to $396 million, and underlying growth excluding the Marigold acquisition and political revenue came in at 29%, the fourth straight quarter of acceleration. The company has also increased its full-year 2026 revenue and EBITDA guidance at the same time.
Bulls also point to Athena, Zeta’s AI agent that went live for all customers in March 2026. Athena generated 7 times more agent interactions than Zeta Global Holdings’ (NASDAQ:ZETA) older tools and drove about 60% of AI platform usage shortly after launch. It works as an expansion engine, pushing multi-use-case customers up more than 50% and lifting ARPU for super-scaled accounts 21% year over year to $1.7 million.
Pixabay/Public Domain
While we acknowledge the risk and potential of ZETA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ZETA and that has 10,000% upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
