$Zeta Global Holdings Corp.(ZETA)$ Around $19 continues to look interesting after the recent OpenAI and $Palantir Technologies Inc.(PLTR)$ partnerships.
The fundamentals remain strong:
• Q1 revenue: $396M (+50% YoY)
• 2026 revenue guidance: ~$1.785B (+37% YoY)
• 2026 adjusted EBITDA: ~$397M (+43% YoY)
• 19 consecutive beat-and-raise quarters
At a roughly $4.5B market cap, the valuation stands near:
• ~2.5x 2026 revenue
• ~11x 2026 adjusted EBITDA
The biggest takeaway isn't the AI headline. It's execution.
The OpenAI partnership strengthens Athena, their AI marketing platform, while the $Palantir Technologies Inc.(PLTR)$ integration adds enterprise-grade data infrastructure and credibility with large customers.
Customer metrics remain impressive:
• Super-scaled customers: 189 (+19% YoY)
• ARPU: $1.7M (+21% YoY)
Bigger customers are spending more, margins continue expanding, and guidance keeps moving higher. That's usually a combination worth paying attention to.
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