Morgan Stanley analyst Elizabeth Porter maintains $Zeta Global (ZETA.US)$ with a hold rating, and adjusts the target price from $41 to $26.
According to TipRanks data, the analyst has a success rate of 48.3% and a total average return of 0.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zeta Global (ZETA.US)$'s main analysts recently are as follows:
Despite the emergence of a short report questioning Zeta Global's data collection and revenue generation methods, there remains confidence that Zeta possesses a unique marketing and advertising solution poised for long-term market share gains. Nonetheless, it is acknowledged that the controversy stirred by this report has increased the perceived operational and regulatory risks associated with the company's data practices, prompting a downward revision of revenue projections for 2025 and 2026 by approximately 10%.
Following a notable decline in share value subsequent to a critical report by a short seller, there remain unanswered queries that prevent a more bullish stance. The time required for the market to reconcile with the concerns brought forth suggests that the potential outcomes now represent a less attractive risk-reward proposition.
Zeta Global's revenue growth trends in the third quarter mirrored those of the second quarter. The discussion regarding the company's revenue prospects for 2025 focuses on the potential for advocacy retention and opportunities for agency expansion.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Elizabeth Porter维持$Zeta Global (ZETA.US)$持有评级，并将目标价从41美元下调至26美元。
根据TipRanks数据显示，该分析师近一年总胜率为48.3%，总平均回报率为0.7%。
此外，综合报道，$Zeta Global (ZETA.US)$近期主要分析师观点如下：
尽管出现了关于Zeta Global数据收集和营业收入生成方法的开空报告，但人们仍然对Zeta拥有独特的营销和广告解决方案充满信心，预计其将长期占据市场份额。然而，报告引发的争议也增加了人们对公司数据实践的操作和监管风险的认知，导致对2025年和2026年的营业收入预测下调约10%。
在短期卖空者的关键报告后，股值显著下降，仍然存在未解答的问题，阻碍了更加看好的立场。市场需要时间来消化提出的担忧，当前潜在结果似乎代表着一个不够吸引人的风险回报提议。
Zeta Global第三季度的营业收入增长趋势与第二季度相似。关于公司2025年营业收入前景的讨论主要集中在维持客户支持和机构扩张的潜力上。
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