Why Is ZETA GLOBAL HLDGS CO A (ZETA) Stock Up Today?
By the Top Tier Newswire AI Desk · August 5, 2026 at 9:42 AM ET · reviewed against 8 wire stories
ZETA GLOBAL HLDGS CO A (ZETA) is up +12.22% in the latest session. Our newswire has captured 8 stories on ZETA across 6 sources in the last 36 hours, with AI sentiment reading bullish (avg 63/100).
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ZETA stock surged 12.22% to $27.23 in early trading on Monday driven by the company's 20th consecutive quarter of outperformance and a new seven-year partnership with Palantir. The Q2 2026 earnings report highlighted 44% revenue growth and an updated full-year revenue projection of $1.818 billion. CEO David Steinberg emphasized the strategic value of integrating Palantir's data and AI capabilities into Zeta's marketing platform.
What Happened
Zeta Global reported its Q2 2026 earnings on August 4, 2026, with a 44% year-over-year revenue increase and a 20th consecutive "beat-and-raise" performance. The company also announced a partnership with Palantir to launch an AI-driven marketing platform, which CEO David Steinberg described as accelerating enterprise AI adoption. The partnership is part of a broader strategy to enhance Zeta's Athena AI platform through integrations with OpenAI and Snowflake. The company raised its full-year 2026 GAAP EPS guidance to a range of $0.09 to $0.11 and projected $1.818 billion in revenue. The SEC 8-K filing on August 4 confirmed the financial results and provided additional details.
What The Data Shows
The stock opened at $23.53, a 3.0% gap down from the prior close, but quickly reversed to a high of $27.48. Volume reached 7.6 million shares by the end of the session, which is 0.9 times the 3-month daily average. Options activity showed a significant imbalance, with $11.2 million in call premiums compared to $327,000 in put premiums. The largest single print was $2.2 million. Zeta's fundamentals show a market cap of $5.6 billion, with trailing twelve-month revenue growth of 33.6% and an unprofitable EPS of -0.11. The stock is trading above its 52-week high of $25.95.
What To Watch
Zeta Global is scheduled to report Q3 2026 earnings, with revenue guidance set at $469 million to $472 million. Coverage of the company's progress in implementing the Palantir partnership and the performance of its AI platform will be key to watch in the coming weeks.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
ZETA · Aug 5 session (5-min) · +10.10% vs prior close · updated 8:57 PM ETAI sentiment, last 36h · averaged over 8 stories · 63/100 bullish
The headlines behind the move
Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
5d agoMarketChameleonBULLISH 76Earnings
Zeta Global Delivers 20th Straight 'Beat-and-Raise' Quarter: Q2 Earnings Report Highlights Consistent Outperformance
August 5, 2026
Zeta Global CEO David Steinberg highlights the company’s 20th consecutive quarter of outperformance and achievement of the ‘Rule of 64’ during the Q2 earnings discussion. The milestone puts ZETA in a rare category of firms showing long-term operational consistency.
5d agoFox BusinessBULLISH 71Product/PR
AI marketing firm Zeta Global posts 44% revenue growth, says Palantir deal is already paying off
Zeta Global CEO David Steinberg says partnerships with Palantir and OpenAI are accelerating enterprise AI adoption as the company posts 44% revenue growth and raises its full-year guidance.
5d agoFox BusinessBULLISH 63Product/PR
Zeta Global, Palantir partner to launch AI-driven marketing platform
Zeta Global CEO David Steinberg details the company's new seven-year partnership with Palantir to integrate unified data and AI foundations into marketing. Host Maria Bartiromo highlights the impact on enterprise clients.
5d agoInvesting.com MarketsNEUTRAL 50General
Why is Zeta Global stock sliding today?
Why is Zeta Global stock sliding today?
5d agoSeeking AlphaBULLISH 73Earnings
Zeta projects $1.818B 2026 revenue and raises GAAP EPS guide to $0.10 amid Athena adoption
Zeta Global (ZETA) Q2 2026 earnings call recap: 20th beat-and-raise, AI platform catalysts (OpenAI/Palantir/Snowflake), raised guidance—read now.
5d agoSeeking AlphaNEUTRAL 50Earnings
Zeta Global Holdings Corp. (ZETA) Q2 2026 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Q2 2026 Earnings Call August 4, 2026 4:30 PM EDTCompany ParticipantsTrey Campbell - Senior Vice President of Investor...
6d agoSEC 8-KNEUTRAL 50General
Zeta Global Holdings Corp. (ZETA) files 8-K
Filed: 2026-08-04 AccNo: 0001193125-26-332770 Size: 832 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
6d agoStockTitanBULLISH 73Earnings
Zeta Global Reports 20th Consecutive “Beat and Raise” Quarter, Achieves the Rule of 64 and Generates Positive GAAP Net Income in 2Q’26
Zeta reported $58 million in free cash flow and 197 super-scaled customers, while 2026 GAAP EPS guidance rose to $0.09-$0.11.
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