$ZETA is up roughly 43% YTD… And I still think the valuation looks pretty reasonable. Zeta is now worth around $7.3B. For 2026, management is guiding for roughly: - $1.82B in revenue, up 39%-40% - $405M in adjusted EBITDA, up 45%-46% - $255M in free cash flow, up 55% That puts $ZETA at about 4x 2026 revenue and 18x adjusted EBITDA. I know the stock has already had a great year, but when I look at the growth Zeta is still putting up, I just don’t think this valuation looks stretched yet. Still one of the more interesting growth/valuation setups I own.
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6 Comments
Nick @realnickstrategy · 1d
The disrespect I got for hammering the table on this name is bewildering 😂
Angel Rosales@esoes18 · 4h
I own 600 shares and I'm no in the mood to sale $ZETA , i know the market is unpredictable but I like how this stock has been make it up, making new partners and projections make me safety.
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