What we think about Zeta Global Holdings (ZETA)
Zeta in Three Words: AI-Based Marketing Hub
What Investors Should Know
January 23, 2026: Zeta Global is an early-mover in bringing AI and machine learning to the marketing industry. Its Zeta Marketing Platform serves as the command center for using generative AI to run campaigns and agentic AI to evaluate their performance.
Its surging revenues and high degree of operating leverage make it an intriguing opportunity for investors interested in a high-risk/high-reward opportunity.
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Recent Media
Zeta Global was one of the two stocks of focus on 7investing Live on January 23, 2026.
Background
Zeta Global initially joined the 7investing Watch List of New Ideas in January 2026.
Zeta Global Holdings is harnessing the power of AI and using it on proprietary data to make customers more efficient in their marketing campaigns. It claims every $1 spent on its Zeta Marketing Platform today results in an average of $5 to $7 in incremental new revenue, with a goal of improving that return even further to $10+ within a few years.
If those figures are anywhere near accurate, this is a no-brainer for small businesses to immediately deploy and to start using.
Zeta's secret sauce is its one agentic workspace, which is a simple interface that's also powerful in how it digs through first-party data. It's moving marketing and data analytics professionals out of analyzing dashboards and into making real-time decisions and adjustments.
That results in a massive amount of time savings, quantified by the company as an average of $3.2 million less in operating expenses and a 6x increase in the return on ad spend.
Zeta's founder and CEO David Steinberg is a billionaire and a serial entrepreneur who has already founded multiple successful enterprises. He knows how to appeal to institutions: Zeta has either beaten or exceeded consensus expectations for 17 consecutive quarters.
All of the above makes for a fantastic story. The real kicker will be if Zeta can move beyond the SMBs and early adopters and begin winning larger customers who will provide operating leverage.
AI software is a market that Wall Street appears very eager to invest in right now, and Zeta is gaining a lot of credibility and momentum.