Morgan Stanley Views Zeta Global (ZETA) as Selectively Opportunistic Amid Easing AI Concerns for 2026

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best mid-cap growth stocks to buy right now. On January 15, Morgan Stanley raised its price target on Zeta Global to $27 from $23. While SaaS application stocks lagged the broader software and tech sectors in 2025, there is growing evidence that the perceived threats from AI may be less damaging than anticipated. This shift is fostering a more positive outlook for the sector heading into 2026. Nevertheless, the firm remains selectively opportunistic, as a widespread increase in enterprise spending has yet to materialize.

In other news, on January 5, Zeta Global Holdings Corp. (NYSE:ZETA) announced a collaboration with OpenAI to enhance Athena by Zeta, which is the company’s AI-powered agent for enterprise marketing. The partnership integrates OpenAI models into the Zeta Marketing Platform to provide conversational intelligence and agentic applications. The collaboration aligns Zeta’s product roadmap with OpenAI’s technological advances.

Morgan Stanley Views Zeta Global (ZETA) as Selectively Opportunistic Amid Easing AI Concerns for 2026

The announcement marks the expansion of beta access for Athena’s first two agentic applications: Insights and Advisor. Insights with Athena is a conversational analytics tool that provides immediate access to trends, audience opportunities, and user-ready dashboards. Advisor with Athena is a goal-driven optimization tool that scans campaigns to recommend or automatically execute actions based on specific objectives such as revenue growth, customer retention, and operating efficiency.

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.