On Nov 14, major Wall Street analysts update their ratings for $Zeta Global (ZETA.US)$, with price targets ranging from $24 to $43.
Morgan Stanley analyst Elizabeth Porter maintains with a hold rating, and maintains the target price at $41.
Needham analyst Ryan MacDonald maintains with a buy rating, and maintains the target price at $43.
KeyBanc analyst Jackson Ader downgrades to a hold rating.
CCORF analyst David Hynes maintains with a buy rating, and adjusts the target price from $42 to $24.
Furthermore, according to the comprehensive report, the opinions of $Zeta Global (ZETA.US)$'s main analysts recently are as follows:
Zeta Global's Q3 revenue surpassed initial projections by 12%, or 5.5% when excluding political expenditures. Furthermore, the company's Q4 revenue projections have been raised by 11%, or 2% when considering political spend and M&A activities. The preliminary outlook for FY25 indicates that political challenges and M&A advantages may balance out, leading to mid-20s growth, which could potentially not meet expectations following a significant stock increase over the recent three months.
The underlying revenue growth trends for Zeta Global, as observed post the Q3 report, remained in line with the previous quarter. Discussions regarding the revenue outlook for 2025 focus on the potential for retention in advocacy and the opportunities for agency expansion.
The company registered a robust quarter, marking its initial Rule of 60 quarter and maintaining a Rule of 50 quarter after excluding political revenue. Additionally, the commentary regarding FY25 suggests that organic growth is anticipated to stay above 20%, excluding political contributions, laying down a strong foundation that aligns with the initial guidance provided by the company's management for FY24.
The company Zeta Global has displayed another quarter of solid fundamental performance, demonstrating significant growth in revenue, EBITDA, and ARPU for Q3. Despite the 2025 revenue outlook presenting a challenging appearance, a low 20% organic growth rate is projected when adjusted for the reduced political spending impact. Moreover, the company continues to execute effectively, and the acquisition of LiveIntent is seen as a positive shift in the company's narrative.
Here are the latest investment ratings and price targets for $Zeta Global (ZETA.US)$ from 4 analysts:
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美東時間11月14日，多家華爾街大行更新了$Zeta Global (ZETA.US)$的評級，目標價介於24美元至43美元。
摩根士丹利分析師Elizabeth Porter維持持有評級，維持目標價41美元。
Needham分析師Ryan MacDonald維持買入評級，維持目標價43美元。
KeyBanc分析師Jackson Ader下調至持有評級。
CCORF分析師David Hynes維持買入評級，並將目標價從42美元下調至24美元。
此外，綜合報道，$Zeta Global (ZETA.US)$近期主要分析師觀點如下：
Zeta Global的第三季度營業收入超出了初步預期12%，剔除政治支出後爲5.5%。此外，該公司的第四季度營業收入預期上調了11%，考慮到政治支出和併購活動後爲2%。對於2025財年的初步展望表明，政治挑戰和併購優勢可能會相互抵消，導致增長率在中25%左右，這可能在近期三個月顯著股價上漲後，未能達到市場預期。
Zeta Global的營業收入增長趨勢，在第三季度報告發布後的觀察中，與前一個季度保持一致。關於2025年的營業收入前景的討論，重點關注在倡導業務的留存潛力以及代理機構擴展的機會。
該公司在第三季度實現了穩健的季度業績，標誌着其首次實現60法則，並在排除政治收入後維持50法則。此外，關於2025財年的評論表明，預計有機增長將保持在20%以上，不考慮政治捐助，爲公司的2024財年初始指引奠定了堅實的基礎。
Zeta Global公司展示了另一個季度的紮實基本表現，第三季度營業收入、EBITDA和ARPU顯著增長。儘管2025年的營業收入前景看起來具有挑戰性，但調整減少政治支出影響後，預計有機增長率低於20%。此外，該公司繼續有效執行，而收購LiveIntent被視爲公司敘事的積極轉變。
以下爲今日4位分析師對$Zeta Global (ZETA.US)$的最新投資評級及目標價：
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