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RBC expects upside from Zeta Global post-results, raises shares target to $23

Published 29/07/2024, 17:36
ZETA
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On Monday, RBC Capital adjusted its outlook on Zeta Global Holdings Corp (NYSE: ZETA), increasing the price target to $23 from the previous $20 while keeping an Outperform rating on the shares. This revision comes ahead of Zeta's earnings report, which is scheduled to be released after market close on July 31.

The firm anticipates that Zeta Global will reveal positive results, with particular attention being paid to the company's performance relative to previous guidance. The market will also be keen on any updates regarding the traction of Zeta's AI assistant and whether there will be revisions to the full-year 2025 guidance, which analysts believe may be outdated due to the company's recent performance.

RBC Capital's decision to raise the price target is based on an expansion of peer multiples, indicating a more favorable view of the sector's growth prospects as reflected in the valuations of similar companies. The firm remains confident in Zeta's ability to outperform the market, as evidenced by the maintained Outperform rating.

Investors and market watchers are now looking forward to Zeta's upcoming earnings report, which will provide further insights into the company's financial health and strategic direction. The report is expected to shed light on the company's guidance for the future, as well as the progress and impact of its AI assistant on its overall business trajectory.

In other recent news, Zeta Global Holdings Corp has been the subject of positive reviews from several analysts. B.Riley raised its price target for Zeta Global to $24.00, citing strong growth prospects and the company's consistent performance. Similarly, Truist Securities initiated coverage on Zeta Global with a Buy rating and a $23.00 price target, noting its potential as a disruptive player in the marketing technology sector.

Zeta Global also announced a partnership with RallyPoint, aimed at enhancing support for the military and veteran community. The collaboration will leverage Zeta's artificial intelligence capabilities to improve RallyPoint's member engagement and communication channels.

Zeta Global unveiled the Zeta Economic Index (ZEI), a novel measure of the US economy's status, which uses the company's proprietary data and Generative AI to analyze consumer behavior and provide real-time snapshots of economic trends.

InvestingPro Insights

As Zeta Global Holdings Corp (NYSE: ZETA) gears up for its earnings report, the company's stock is already reflecting a strong market sentiment. According to InvestingPro data, Zeta has experienced a remarkable price total return of 141.69% over the last year, and it's currently trading near its 52-week high with the price at 97.25% of this peak. This bullish trend is supported by a significant 114.11% price uptick over the last six months, showcasing investor confidence in the company's prospects.

From a financial standpoint, Zeta's revenue growth remains robust, with a 23.1% increase over the last twelve months as of Q1 2024. This is further complemented by a quarterly revenue growth of 23.7% for Q1 2024, signaling continued business expansion. Despite these strong growth metrics, it's important to note that Zeta is currently not profitable, with a negative P/E ratio of -20.31. However, analysts predict that the company will turn profitable this year, which could be a pivotal moment for Zeta's financial trajectory.

Two key InvestingPro Tips that stand out for Zeta include the fact that 4 analysts have recently revised their earnings estimates upwards for the upcoming period, indicating potential positive developments in the company's financial performance. Additionally, Zeta's liquid assets exceed its short-term obligations, suggesting a healthy liquidity position that may reassure investors of the company's ability to meet its immediate financial commitments.

For those looking to delve deeper into Zeta's financials and future outlook, InvestingPro offers a wealth of additional tips. Currently, there are 13 more InvestingPro Tips available, which can be accessed by using the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription at https://www.investing.com/pro/ZETA.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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