Okay hold on… Let me get this straight. $ZETA is partnered with OpenAI to power Athena. It is rebuilding its Data Cloud on Palantir Foundry, with management believing the partnership could eventually generate more than $100 million in annual revenue. It is also working alongside Snowflake to create a universal data standard for AI-powered marketing. Meanwhile, revenue grew 50% last quarter, management raised full-year guidance to roughly 37% growth, and the company has now delivered 19 consecutive beat-and-raise quarters. And despite all of that, $ZETA is trading at roughly: - 20x forward earnings - A 0.77 PEG ratio Am I missing something here? Because the disconnect between the company’s execution, future opportunity, and current valuation still looks massive.
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