Zeta Global (ZETA) Stock Tops Q4 Earnings and Revenue Estimates

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TLDR

  • Zeta Global (ZETA) surpassed Q4 EPS estimates by $0.04, recording $0.28 compared to the $0.24 consensus
  • Q4 revenue reached $394.6M, exceeding the $378.09M estimate by 3.73%
  • Revenue grew year-over-year from $314.67M in Q4 2024
  • Both Q1 2026 and full-year 2026 guidance came in above analyst consensus
  • ZETA stock is down 26.4% year-to-date and holds a Zacks Rank #3 (Hold)

Zeta Global Holdings (ZETA) released Q4 2025 results that outperformed expectations, beating both earnings and revenue forecasts.

The company reported an adjusted EPS of $0.28, surpassing the analyst consensus of $0.24 by $0.04. This represents a 23.51% earnings surprise.

In the same quarter a year prior, ZETA posted an EPS of $0.20. This year-over-year improvement indicates steady earnings growth.

ZETA Stock Card

Quarterly revenue came in at $394.64 million, exceeding the consensus estimate of $378.09 million by approximately 3.73%.

This also marks a significant increase from the $314.67 million ZETA reported in Q4 2024—equating to a year-over-year revenue rise of roughly 25%.

Over the past four quarters, the company has beaten revenue estimates in all four instances, while exceeding EPS estimates twice during the same period.

Guidance Comes in Above Consensus

For Q1 2026, the company guided revenue to a range of $369M–$371M. Analysts had anticipated $362.2M, meaning the midpoint of the guidance comfortably surpasses this expectation.

Full-year 2026 guidance was set at $1.75B–$1.76B, which is higher than the analyst consensus of $1.73B.

These figures suggest management is confident as it moves into the new year.

Stock Still Under Pressure

Despite the earnings beat, ZETA’s stock has faced downward pressure. It closed at $16.98 prior to the earnings announcement.

The stock has declined approximately 26.4% year-to-date, a sharp drop compared to the S&P 500’s nearly flat performance over the same period.

Over the last three months, ZETA is down 6.96%. Over the last 12 months, it has fallen 4.45%.

In the past 90 days, the stock saw 4 positive EPS revisions and 7 negative revisions, reflecting mixed sentiment from analysts.

The current Zacks Rank is #3 (Hold), indicating the stock is expected to perform roughly in line with the broader market in the near term.

The Technology Services industry that ZETA operates in ranks in the bottom 38% of Zacks-ranked industries, adding some headwinds to the stock’s outlook.

The current consensus EPS estimate for Q1 2026 stands at $0.12, with projected revenue of $362.02 million.

For the full fiscal year 2026, the consensus sits at $0.99 EPS on $1.73 billion in revenue.

InvestingPro assesses Zeta Global’s financial health as “good performance.”

Following the release of the Q4 earnings report, ZETA’s stock price rose by 13.35% on the day the results were published.