Wall Street Bullish on Zeta Global (ZETA)

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the Best Small Cap AI Stocks to Buy According to Wall Street Analysts. Wall Street is bullish on Zeta Global Holdings Corp. (NYSE:ZETA) since the company posted Q1 2026 earnings on April 30.

Recently, on May 1, Needham reiterated a Buy rating on the stock with a price target of $25. On the same day, RBC Capital raised the price target from $27 to $29, while keeping a Buy rating on the stock.

During the quarter, the company posted $396 million in revenue, up 50% year-over-year, marking the fourth consecutive quarter of growth. Moreover, the adjusted EBITDA came in at $66 million, reflecting 42% year-over-year growth. Notably, the Super-Scaled Customers reached 189, reflecting 19% year-over-year increase, and the customer ARPU came in at $1.7 million, up 21% during the same time.

Analysts at Needham noted that the company’s Marigold acquisition performed better than expected. Moreover, the company’s Athena AI solution led to its largest deal to date. Management has raised the full-year guidance by $30 million to $1.785 billion at the midpoint. RBC Capital finds this guidance to be conservative, considering early Athena traction.

Zeta Global Holdings Corp. (NYSE:ZETA) is a New York-based operator of an omnichannel data-driven cloud platform. Founded in 2007, the company provides enterprises with consumer intelligence and marketing automation software.

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