Goldman Sachs Ups Zeta Global (ZETA) PT to $26, Anticipates Software-Sector M&A Surge, Strategic Synergies in 2026

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best performing new tech stocks to buy now. On January 28, Goldman Sachs raised its price target for Zeta Global from $23 to $26 while maintaining a Neutral rating on the stock. The firm anticipates an acceleration in software-sector M&A throughout 2026, fueled by compressed public market valuations and the inherent strengths of established software businesses. These structural advantages allow incumbent SaaS companies to create value by acquiring innovative private-market technologies at attractive multiples and realizing cross-portfolio synergies.

Earlier on January 15, Morgan Stanley also increased its price target for Zeta Global to $27 from $23, reflecting a more optimistic perspective on the application SaaS sector for 2026. This adjustment came after a year where SaaS names largely lagged behind the broader software and technology markets. However, the firm now believes that the risks associated with AI disruption are proving to be less severe than previously anticipated.Goldman Sachs Ups Zeta Global (ZETA) PT to $26, Anticipates Software-Sector M&A Surge, Strategic Synergies in 2026

While this shift supports a more favorable outlook for the coming year, Morgan Stanley maintains a selectively opportunistic stance. This cautious approach is attributed to the lack of widespread, positive revisions in corporate spending, suggesting that while the environment is improving, the firm remains focused on specific high-quality opportunities rather than the sector as a whole.

Zeta Global Holdings Corp. (NYSE:ZETA) operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the US and internationally.

While we acknowledge the potential of ZETA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ZETA and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.