Why Is Zeta (ZETA) Up 12.5% Since Last Earnings Report?

Zeta Global Holdings (ZETA) reported Q2 2026 earnings that beat estimates with EPS of 21 cents vs. 20 cents expected and revenues of $442.8 million, up 43.5% YoY. The company raised full-year 2026 guidance to $1.811-$1.824 billion in revenues and increased adjusted EBITDA guidance. Strong AI adoption, customer expansion, and margin improvements drove results, with super-scaled customers reaching 197 and AI-intensive users growing four times faster than early-stage adopters. However, the stock received a Zacks Rank #3 (Hold) rating with expectations for in-line returns.