Zeta Global: Bold Long-Term Targets, Reiterate Buy Ahead Of Earnings

  • President Trump's trade policies have hurt stocks in key industries, particularly companies related to discretionary corporate enterprise budgets. Zeta Global reported strong Q4 results, but shares dropped 50% since February 2025; I maintain a buy rating due to its cheap valuation. Despite conservative guidance and macro challenges, Zeta's long-term goals include 20% revenue growth through 2028 and $525 million in adjusted EBITDA.