What Happened?
Shares of marketing technology company Zeta Global (NYSE: ZETA) jumped 12.9% in the morning session after the company reported strong third-quarter 2025 earnings that beat analyst expectations for revenue and profitability. The marketing technology firm posted revenue of $337.2 million, up 25.7% year-over-year, which topped forecasts. The company’s adjusted EBITDA, a key measure of profit, was also impressive at $78.06 million, well ahead of the $70.44 million consensus estimate. Looking ahead, Zeta provided a full-year adjusted EBITDA forecast that was above what analysts were expecting. This combination of a strong quarterly beat and a positive outlook on profitability appeared to fuel investor confidence in the company's trajectory.
Is now the time to buy Zeta Global? Access our full analysis report here.
What Is The Market Telling Us
Zeta Global’s shares are extremely volatile and have had 52 moves greater than 5% over the last year. But moves this big are rare even for Zeta Global and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 1 day ago when the stock dropped 3.1% on the news that a broader market downturn weighed on technology stocks, sparked by concerns that the rally in artificial intelligence (AI) related shares was losing steam. Wall Street suffered sharp early losses, reinforcing the high bar investors had set for success in the tech sector. The negative sentiment was highlighted by the performance of data analytics firm Palantir, which saw its stock dip despite posting solid results and guidance. This reaction appeared to stoke fears that the AI rally could be fading, which put pressure on related technology stocks.
Zeta Global is up 2.5% since the beginning of the year, but at $19.20 per share, it is still trading 47.7% below its 52-week high of $36.74 from November 2024. Investors who bought $1,000 worth of Zeta Global’s shares at the IPO in June 2021 would now be looking at an investment worth $2,160.
While Wall Street chases Nvidia at all-time highs, an under-the-radar semiconductor supplier is dominating a critical AI component these giants can’t build without. Click here to access our full research report.
