2026 Q1 -tulosraportti
42 päivää sitten
‧1 t 4 min
Tarjoustasot
Määrä
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-
Myynti
Määrä
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·3 päivää sittenSell now, or? I can't quite decide if this is a good price or not..
3 päivää sitten3 päivää sittenZeta Global is one of the most divisive stocks in the entire software complex right now — and I think that's exactly what makes the setup interesting. On one side, you have a company that just delivered its 18th consecutive beat-and-raise quarter, grew revenue 30% to $1.3 billion in 2025, expanded adjusted EBITDA margins by over 200 basis points, turned GAAP-positive in Q4, and announced a strategic AI partnership with OpenAI at CES. Management has laid out a Zeta 2028 plan targeting $2.3 billion in revenue and 25% EBITDA margins. That is a REAL business. On the other side, you have a stock that peaked at $38 in November 2024, collapsed on a Culper Research short report, bounced back above $26 on the OpenAI news in January, and has since drifted back to roughly $17 — sitting near the low end of its 52-week range. The sentiment overhang is real and recurring, and the stock has shown it can gap 15-25% on a single headline. So which one is it? Is ZETA the next category-defining AI marketing platform, or a busted story stock that trades like one for a reason? That's the question this framework is trying to answer — not with a single price target, but with a 2031 roadmap that shows what each outcome actually looks like in numbers. WHAT ZETA ACTUALLY DOES Before we get to the math, it's worth understanding what Zeta sells. The company calls itself the "AI Marketing Cloud," which is a broad label for three things working together: First, the Direct Platform. This is the core product — a customer data platform (CDP+), a demand-side advertising platform (DSP), messaging and email infrastructure, and a layer called Athena that applies AI agents to all of it. Fortune 500 brands use Zeta to know who their customers are, predict what they'll do next, and reach them across every channel. The Direct Platform currently makes up about 75% of revenue and is the engine of the business. Second, the Integrated Platform. This is mostly the LiveIntent acquisition — an identity graph and publisher network that monetizes on the supply side of advertising. In a post-cookie world where advertisers are scrambling for identity signal, owning a proprietary graph of 240 million+ identified individuals is genuinely valuable infrastructure. Third, Marigold. Zeta acquired Marigold's enterprise software business in late 2025 for up to $325 million — a bundle that includes Cheetah Digital, Selligent, Sailthru, Liveclicker, and Marigold Loyalty. The rationale: Zeta's customers skew toward acquire-and-grow use cases, while Marigold's customers skew toward retain-and-loyalty. Combined, Zeta can now sell the full customer lifecycle into a bigger book. Marigold should add roughly $190 million in 2026 revenue. Put it all together and you have a company doing $1.3 billion in revenue today, guiding to $1.75 billion in 2026, and targeting $2.3 billion by 2028. The question is what happens from there.
·4.6.I think I managed to buy at the top yesterday.. 😬
·29.5.25$ next then further up 🤩
·29.5.This is just the beginning, we will reach unforeseen heights towards the end of the year💪
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
42 päivää sitten
‧1 t 4 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 päivää sittenSell now, or? I can't quite decide if this is a good price or not..3 päivää sitten3 päivää sittenZeta Global is one of the most divisive stocks in the entire software complex right now — and I think that's exactly what makes the setup interesting. On one side, you have a company that just delivered its 18th consecutive beat-and-raise quarter, grew revenue 30% to $1.3 billion in 2025, expanded adjusted EBITDA margins by over 200 basis points, turned GAAP-positive in Q4, and announced a strategic AI partnership with OpenAI at CES. Management has laid out a Zeta 2028 plan targeting $2.3 billion in revenue and 25% EBITDA margins. That is a REAL business. On the other side, you have a stock that peaked at $38 in November 2024, collapsed on a Culper Research short report, bounced back above $26 on the OpenAI news in January, and has since drifted back to roughly $17 — sitting near the low end of its 52-week range. The sentiment overhang is real and recurring, and the stock has shown it can gap 15-25% on a single headline. So which one is it? Is ZETA the next category-defining AI marketing platform, or a busted story stock that trades like one for a reason? That's the question this framework is trying to answer — not with a single price target, but with a 2031 roadmap that shows what each outcome actually looks like in numbers. WHAT ZETA ACTUALLY DOES Before we get to the math, it's worth understanding what Zeta sells. The company calls itself the "AI Marketing Cloud," which is a broad label for three things working together: First, the Direct Platform. This is the core product — a customer data platform (CDP+), a demand-side advertising platform (DSP), messaging and email infrastructure, and a layer called Athena that applies AI agents to all of it. Fortune 500 brands use Zeta to know who their customers are, predict what they'll do next, and reach them across every channel. The Direct Platform currently makes up about 75% of revenue and is the engine of the business. Second, the Integrated Platform. This is mostly the LiveIntent acquisition — an identity graph and publisher network that monetizes on the supply side of advertising. In a post-cookie world where advertisers are scrambling for identity signal, owning a proprietary graph of 240 million+ identified individuals is genuinely valuable infrastructure. Third, Marigold. Zeta acquired Marigold's enterprise software business in late 2025 for up to $325 million — a bundle that includes Cheetah Digital, Selligent, Sailthru, Liveclicker, and Marigold Loyalty. The rationale: Zeta's customers skew toward acquire-and-grow use cases, while Marigold's customers skew toward retain-and-loyalty. Combined, Zeta can now sell the full customer lifecycle into a bigger book. Marigold should add roughly $190 million in 2026 revenue. Put it all together and you have a company doing $1.3 billion in revenue today, guiding to $1.75 billion in 2026, and targeting $2.3 billion by 2028. The question is what happens from there.
- ·4.6.I think I managed to buy at the top yesterday.. 😬
- ·29.5.25$ next then further up 🤩·29.5.This is just the beginning, we will reach unforeseen heights towards the end of the year💪
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
2026 Q1 -tulosraportti
42 päivää sitten
‧1 t 4 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 päivää sittenSell now, or? I can't quite decide if this is a good price or not..3 päivää sitten3 päivää sittenZeta Global is one of the most divisive stocks in the entire software complex right now — and I think that's exactly what makes the setup interesting. On one side, you have a company that just delivered its 18th consecutive beat-and-raise quarter, grew revenue 30% to $1.3 billion in 2025, expanded adjusted EBITDA margins by over 200 basis points, turned GAAP-positive in Q4, and announced a strategic AI partnership with OpenAI at CES. Management has laid out a Zeta 2028 plan targeting $2.3 billion in revenue and 25% EBITDA margins. That is a REAL business. On the other side, you have a stock that peaked at $38 in November 2024, collapsed on a Culper Research short report, bounced back above $26 on the OpenAI news in January, and has since drifted back to roughly $17 — sitting near the low end of its 52-week range. The sentiment overhang is real and recurring, and the stock has shown it can gap 15-25% on a single headline. So which one is it? Is ZETA the next category-defining AI marketing platform, or a busted story stock that trades like one for a reason? That's the question this framework is trying to answer — not with a single price target, but with a 2031 roadmap that shows what each outcome actually looks like in numbers. WHAT ZETA ACTUALLY DOES Before we get to the math, it's worth understanding what Zeta sells. The company calls itself the "AI Marketing Cloud," which is a broad label for three things working together: First, the Direct Platform. This is the core product — a customer data platform (CDP+), a demand-side advertising platform (DSP), messaging and email infrastructure, and a layer called Athena that applies AI agents to all of it. Fortune 500 brands use Zeta to know who their customers are, predict what they'll do next, and reach them across every channel. The Direct Platform currently makes up about 75% of revenue and is the engine of the business. Second, the Integrated Platform. This is mostly the LiveIntent acquisition — an identity graph and publisher network that monetizes on the supply side of advertising. In a post-cookie world where advertisers are scrambling for identity signal, owning a proprietary graph of 240 million+ identified individuals is genuinely valuable infrastructure. Third, Marigold. Zeta acquired Marigold's enterprise software business in late 2025 for up to $325 million — a bundle that includes Cheetah Digital, Selligent, Sailthru, Liveclicker, and Marigold Loyalty. The rationale: Zeta's customers skew toward acquire-and-grow use cases, while Marigold's customers skew toward retain-and-loyalty. Combined, Zeta can now sell the full customer lifecycle into a bigger book. Marigold should add roughly $190 million in 2026 revenue. Put it all together and you have a company doing $1.3 billion in revenue today, guiding to $1.75 billion in 2026, and targeting $2.3 billion by 2028. The question is what happens from there.
- ·4.6.I think I managed to buy at the top yesterday.. 😬
- ·29.5.25$ next then further up 🤩·29.5.This is just the beginning, we will reach unforeseen heights towards the end of the year💪
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt