$ZETA

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+50.3%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 9, 9:01 AM ET

$ZETAr/ValueInvestingStock Analysisbullish

u/No-Sea-5276 · 32h ago3 prior · awaiting results

$ZETA Q3 26 earnings - 21st consecutive BEAT & RAISE

ZETA delivered its 21st consecutive beat and raise with Q3 revenue beating estimates by $18.7M (+46% YoY) and reporting its first positive GAAP EPS of $0.14. The company raised full-year guidance across all metrics (revenue, adj. EBITDA, FCF, and GAAP EPS), while demonstrating strong unit economics with 18% YoY growth in super-scaled customers and 22% ARPU expansion.

Now $31.03as of Nov 9, 9:01 AM ET

original post →

$ZETAr/wallstreetbetsDDbullish

u/Correct_Activity_469 · 127d agono track record yet

Did I Discover The Biggest Opportunity In The Market?

Zeta Global possesses the most valuable first-party consumer data outside of Google, Meta, and Amazon, combined with strong partnerships (Palantir, OpenAI), 120% net retention rate, and 600% ROI for clients. Despite these competitive advantages, the company is significantly undervalued at $6B market cap and presents a ground-floor opportunity similar to early-stage mega-cap tech.

At post $21.87Now $31.03+41.9% since postedas of Nov 9, 9:01 AM ET

1d-1.0%

3d-1.7%

1w+3.0%

1m+16.9%

3m+50.3%

6m—

1y—

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End of results.