Zeta Global Holdings’ (ZETA) Early Momentum A Sign Of Application SaaS Comeback In 2026

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the most promising cloud stocks according to analysts. On January 28, Goldman Sachs raised its price target on Zeta Global Holdings Corp. (NYSE:ZETA) from $23 to $26 while maintaining a neutral rating on the stock. Elsewhere, as part of Morgan Stanley’s broader outlook for the Application SaaS sector, the firm updated its price target for Zeta Global on January 15. Elizabeth Porter of Morgan Stanley increased the firm’s price target from $23 to $27 while maintaining a Buy rating. Although the Application SaaS sector underperformed in 2025, the analyst expects AI-related risks to ease, supporting a more constructive view for 2026.

Zeta Global (ZETA) Falls 6.9% on Profit-Taking

The stock is still trading below the lowest Wall Street price target of $25 and has 23% upside from here, according to the most bearish of the 14 analysts covering it.

Additionally, on January 13, Canaccord Genuity analyst David Hynes reiterated his Buy rating, along with the price target of $30 for the stock. The rating is based on the company’s strong execution and momentum in early 2026, a new collaboration with OpenAI that strengthens the Athena platform, and positive feedback from CES 2026.

Zeta Global Holdings Corp. (NYSE:ZETA) is a provider of an omnichannel, data-driven cloud platform. Its platform offers enterprises consumer intelligence and marketing automation software.  The company also provides different types of product suites, including an agile intelligence suite.

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 this cheapest AI stock.

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