Truist Notes AI Concerns Overstated for Zeta Global Holdings Corp. (ZETA)

Zeta Global Holdings Corp. (NYSE:ZETA) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best technology stocks.

TheFly reported on February 25 that Truist lowered its price target on ZETA to $30 from $36 while keeping a Buy rating on the shares. The company’s fourth quarter continued its streak of positive beat-and-raise results, marking the 18th consecutive quarter of such performance. However, the guidance does not yet reflect contributions from the new Athena AI product cycle. Truist noted that concerns around AI have been overly negative for ZETA and similar growth companies, but the price target was reduced in response to overall declines in sector valuations.

On February 24, Zeta Global Holdings Corp. (NYSE:ZETA) issued updated guidance for 2026, projecting full-year revenue between $1.749 billion and $1.762 billion, representing year-over-year growth of roughly 34% to 35% (or 20% to 21% excluding political candidate and Marigold Enterprise Business revenue). The company also raised its adjusted EBITDA forecast to a range of $389.9 million to $392.1 million, reflecting growth of 40% to 41% and an expected margin between 22.1% and 22.4%. Free cash flow guidance was increased to $230.7 million to $231.7 million, signaling a 40% to 41% improvement and a margin of 13.1% to 13.3%.

Zeta Global Holdings Corp. (NYSE:ZETA) is a data-driven marketing technology company that delivers customer engagement, analytics, and personalized marketing solutions. Its platform helps businesses acquire, retain, and grow customers through AI-powered insights and omnichannel campaigns.

While we acknowledge the potential of ZETA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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