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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美东时间11月14日，多家华尔街大行更新了$Zeta Global (ZETA.US)$的评级，目标价介于24美元至43美元。
摩根士丹利分析师Elizabeth Porter维持持有评级，维持目标价41美元。
Needham分析师Ryan MacDonald维持买入评级，维持目标价43美元。
KeyBanc分析师Jackson Ader下调至持有评级。
CCORF分析师David Hynes维持买入评级，并将目标价从42美元下调至24美元。
此外，综合报道，$Zeta Global (ZETA.US)$近期主要分析师观点如下：
Zeta Global的Q3营业收入超出初步预期12%，或排除政治支出后为5.5%。此外，公司的Q4营收预测已提高11%，或考虑政治支出和并购活动后为2%。对FY25的初步展望表明，政治挑战和并购优势可能会相互抵消，从而实现中等20多%的增长，这可能会导致近三个月股价大幅上涨后未能达到预期。
Zeta Global的基础营收增长趋势，如在Q3报告后观察到的那样，与上个季度保持一致。有关2025年营收前景的讨论集中在维护倡导和机构扩张的机会。
该公司注册了一个强劲的季度，标志着其初始的60规则季度，并在排除政治收入后保持了50规则季度。此外，关于FY25的评论暗示着有机增长预计将保持在20%以上，排除政治捐款，为公司管理对FY24所提供的初步指导奠定了与之一致的坚实基础。
Zeta Global公司展示了另一个季度的良好基本业绩，在Q3中显示出营收、EBITDA和ARPU显着增长。尽管2025年营收前景看起来具有挑战性，但在调整减少政治支出影响后，预计有20%的有机增长率。此外，公司继续有效执行，并收购LiveIntent被视为公司叙述的积极转变。
以下为今日4位分析师对$Zeta Global (ZETA.US)$的最新投资评级及目标价：
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