Zeta Global is expected to report consensus revenue of $471.08 million and EPS of $0.28, with its current stock price of $31.03 trading significantly below the average analyst price target of $38.29.
Investors are primarily focused on the growth trajectory of Super-Scaled Customers, specifically those spending over $1 million annually, following seven consecutive quarters of sequential expansion.
Sentiment remains bullish as the company seeks its 21st consecutive "beat and raise" quarter, driven by the full-scale rollout of the Athena AI platform and a high-profile go-to-market partnership with Palantir.
Additionally, analysts anticipate a significant contribution from political advertising revenue tied to the 2026 midterm election cycle, which could provide further upside to the quarterly results.