Zeta Global Holdings Corp. (ZETA): A Bull Case Theory

We came across a bullish thesis on Zeta Global Holdings Corp. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on ZETA. Zeta Global Holdings Corp.'s share was trading at $15.56 as of July 30^th. ZETA’s forward P/E was 25.13 and according to Yahoo Finance.

Zeta Global’s core competitive advantage stems from its unique architecture, where AI is native to the application layer, enabling faster, real-time decision-making and superior user experiences—similar to CrowdStrike’s lightweight agent advantage in...