Truist lowered the firm’s price target on Zeta Global (ZETA) to $30 from $36 and keeps a Buy rating on the shares. The company’s Q4 marked its 18th consecutive quarter of beat-and-raise dynamics, though the guidance reflects nothing meaningful from key new product cycle associated with Athena superintelligent AI agents, the analyst tells investors in a research note. AI fears are unfairly punishing Zeta and other growth compounders, though the firm is cutting its price target due to sector valuation declines, Truist added.
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Read More on ZETA:
- Zeta: Sustained Outperformance, Improving Profitability, and Differentiated AI-Driven Platform Support Mispriced Buy Opportunity
- Zeta Global sees FY26 revenue $1.75B-$1.76B, consensus $1.73B
- Zeta Global reports Q4 net income $5.5M vs. $15.2M last year
- Zeta Global sees Q1 revenue $369M-$371M, consensus $362.2M
- Zeta Global Holdings options imply 11.8% move in share price post-earnings
