Why Zeta Global (ZETA)'s Strong Q4 Helped Sustain Bullish Analyst Sentiment

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the cheap AI stocks to buy in 2026.

On February 24, 2026, Zeta Global Holdings Corp. reported financial results for the fourth quarter and full year ended December 31, 2025, and said it delivered its 18th consecutive “beat and raise” quarter. Fourth-quarter revenue was $395 million, up 25% year over year, while full-year revenue increased 30% year over year to $1.305 billion. The company also said fourth-quarter revenue exceeded the midpoint of guidance by $14 million. Zeta said the results reflect continued momentum in its AI marketing platform.

Zeta reported fourth-quarter adjusted EBITDA of $95.1 million, up from $70.4 million in the prior-year quarter, with adjusted EBITDA margin expanding to 24.1% from 22.4%. For the full year, adjusted EBITDA totaled $278.7 million, with an adjusted EBITDA margin of 21.4%, up from 19.2% in 2024. The company also reported positive GAAP net income of $6.5 million in the fourth quarter.

In customer metrics, Zeta said its Super-Scaled Customer count rose to 184, up 24% year over year.

Following the earnings release, D.A. Davidson analyst raised its price target on Zeta Global to $30 from $29 and maintained a Buy rating, according to 

, citing scaled customer growth and ARPU expansion after the company’s Q4 results.

Zeta Global Holdings Corp. (NYSE:ZETA) is a marketing technology company whose AI-powered cloud platform helps enterprises acquire, grow, and retain customers through data, identity, and omnichannel activation.