Nama Insights

Zeta Global (ZETA)

Technology · Software Infrastructure · NYSE

Zeta Global (ZETA) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $7.73B, a trailing price-to-earnings ratio of 29.0 and a free-cash-flow yield of 2.2%. Over the most recent reported fiscal year, revenue grew 29.7% and free cash flow per share grew 36.1%. Nama's AI scorecard rates it Buy, 5.9 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 5.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +72.3% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-18.8%
How far the last close sits under the highest price of the past five years.
Market cap$7.73B
Trailing P/E29.0
Price / book8.4
Price / sales4.9
FCF yield2.2%
Dividend yield—
Gross margin59.5%
Operating margin3.4%
Net margin-0.1%
Revenue growth (YoY)+29.7%
Revenue growth (3-yr annual)+30.2%
EPS growth (YoY)+41.3%
FCF/share growth (YoY)+36.1%
Beta1.4
ExchangeNYSE
SectorTechnology
IndustrySoftware Infrastructure

ZETA earnings

Next report: Nov 9, 2026 (Q3 2026, EPS estimate $0.27). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 4, 2026 $0.27 $0.19 +42.1% $442.77M
Q1 2026 May 1, 2026 $0.16 $0.12 +33.3% $396.30M
Q4 2025 Feb 25, 2026 $0.37 $0.23 +60.9% $394.64M
Q3 2025 Nov 5, 2025 $0.27 $0.18 +50.0% $337.17M

ZETA analyst price target

Median target $38.00 from 14 analysts, ranging $25.00 – $55.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
PANW Palo Alto Networks $256.86B 81.9
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
Explore live ZETA data on Nama Insights →

ZETA FAQ

Is ZETA a buy?
Nama's AI scorecard currently rates Zeta Global Buy (5.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ZETA's P/E ratio?
Zeta Global trades at a trailing price-to-earnings ratio of 29.0.
When does ZETA report earnings?
Zeta Global's next scheduled report is on Nov 9, 2026. Analysts expect EPS of $0.27.
What is the ZETA price target?
The median analyst price target from 14 analysts is $38.00, with a range of $25.00 – $55.00.
Is ZETA Shariah compliant?
Nama's AAOIFI-style screen reads Zeta Global as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.