Graded daily on value C, growth B+, profitability C+, momentum A, revisions A-. Sector-relative, identical for every user.
Recent discussion events
[bullish] Zeta Global announced AthenaOS, an Athena inference model, and a specialized chip at Zeta Live 26, its largest announcement set ever. (10 posts)
[bullish] Zeta Global announced a partnership with Palantir to integrate customer data with Palantir's enterprise AI operating layer. (3 posts)
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Zeta CEO Interview Released, Highlights AI Data Moat and $10B Revenue Vision
CEO David Steinberg details intelligent AI infrastructure, proprietary data edge, and Agentic Commerce positioning; teases four major announcements at Zeta Live
D1 -0.4% · +5d +10.8%
CompanyBull
Zeta to Attend William Blair London Conference; CEO Reiterates Growth Outlook
Attending Sept 28-29; CEO says $1M+ customer growth of 17% is just the start; Street vs. company guidance gap noted
CFO reiterates complementary positioning with Palantir at forum
D1 +3.4% · +5d +4.7%
›6 waves of this story
2026-08-08 Multiple X accounts cite phase 2 and CEO's comment that $100M/yr may be low; no official new announcement
2026-08-09 CEO reiterates Palantir partnership annualized revenue exceeds $100M, hints at major phase 2 developments
2026-08-08 CEO suggests $100M/yr business target may be too low, fueling speculation on partnership upside
2026-08-08 CEO David Steinberg suggests $100M/yr estimate is 'super low', fueling speculation on phase 2 upside
2026-08-11 CFO contrasts Palantir and Zeta at forum, adding detail to partnership story
2026-08-11 CFO reiterates complementary positioning with Palantir at forum
CompanyBull
Zeta Partners with OpenAI, Rebuilds Data Cloud on Palantir
Fourth interview with CEO David Steinberg, focusing on Palantir collaboration and next steps
D1 +1.8% · +5d -2.4%
›11 waves of this story
2026-07-13 Multiple sources confirm OpenAI partnership and Palantir rebuild; management sees potential >$100M
2026-07-15 Multiple independent X accounts today cite the 7-year Palantir GTM deal and CTO's AthenaOS remarks, adding new details to the existing event line.
2026-07-18 Analyst interview and social media discussion highlight the partnership, but no new facts disclosed
2026-07-19 Third-party confirms agency shifted 90% budget to Zeta; analyst model updates incorporate AthenaOS and Palantir revenue, extending AI data cloud narrative
2026-07-22 Analyst article cites Palantir deal accelerating growth; company confirms Aug 4 Q2 earnings date
2026-07-22 Three separate accounts note live OpenAI GEO revenue off-guidance & attractive PEG
2026-07-24 OpenAI pushes ChatGPT ads globally; Zeta's GEO channel is live and generating revenue
2026-07-27 Multiple independent analysts provide Q2 revenue estimates and mention GAAP profitability approaching, market awaits earnings release
2026-07-28 Market speculation of Zeta-Palantir link, as SaaS sector surges today with AI enhancing software platform value
2026-07-29 International expansion accelerating with revenue surging 278.07% YoY to record highs.
2026-08-08 Fourth interview with CEO David Steinberg, focusing on Palantir collaboration and next steps
CompanyBear
Zeta Earnings Data Error Traced to Feed Issue
Articles with incorrect info are being revised and re-published, consistent with existing event line
D1 +11.6% · +5d +5.5%
›2 waves of this story
2026-08-05 IR confirms error not from Yahoo; likely broker/API feed issue
2026-08-06 Articles with incorrect info are being revised and re-published, consistent with existing event line
8-K filing
8-K: Item 2.02, Item 9.01
D1 +7.5% · +5d +20.2%
Earnings
Earnings report
Q2 revenue was $443 million, up 44% year over year, or 28% excluding M&A.
D1 +7.5% · +5d +20.2%
CapitalBull
Zeta Global Secures $1B Credit Facility for M&A
RBC Capital reiterates Buy with $29 PT, first major broker confirmation post-credit facility
D1 +5.5% · +5d +10.8%
›3 waves of this story
2026-07-28 Company announces proactive refinancing to reduce cost of capital and strengthen liquidity, positioning for M&A
2026-07-28 Analysts flag likely new-area acquisition, naming three targets to boost 1P data
2026-07-30 RBC Capital reiterates Buy with $29 PT, first major broker confirmation post-credit facility
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 7.01
D1 +8.4% · +5d +8.8%
Related — this ticker is not the subject
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Meta extends Muse into small business as enterprise AI push expands
The company unveiled Muse for Small Business, adding a commercial use case to its AI assistant strategy.
D1 -0.1% · +5d +13.8%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
24 items
CapitalBull🔥Developing
Zeta launches AthenaOS & Athena model; CEO shares stage with Palantir CEO
Company delivers on major announcement with AthenaOS/Athena model built on NVIDIA Nemotron, plus Zeta Live event
D1 +0.2% · since +0.2%
›4 waves of this story
2026-10-06 Acquiring Senso adds AI engineering and frontier-model connectivity (Gemini, ChatGPT, etc.) to Zeta's intelligent AI infrastructure.
2026-10-07 Following Senso deal, Zeta integrates identity and activation to close the loop
2026-10-07 CEO says two acquisitions announced in past 24 hours, bigger announcement tomorrow; buzz rising
2026-10-08 Company delivers on major announcement with AthenaOS/Athena model built on NVIDIA Nemotron, plus Zeta Live event
CompanyBull🔥Developing
Analysts Raise Zeta PTs, Bullish on AI Narrative
D.A. Davidson and RBC raise PTs, reflecting confidence in Zeta's AI strategy
D1 -0.1% · +5d +13.8%
›5 waves of this story
2026-09-29 Official preview of annual event; CEO hints at major updates as company enters next chapter
2026-10-03 IDC report cites Zeta's Agent Studio and native workflows; with Zeta Live upcoming, reinforces enterprise AI marketing narrative
2026-10-05 Multiple sources confirm lineup and scale ahead of Oct 8 event
2026-10-04 Zeta Live 2026 continues to expand with new guests and event scale updates, continuing the prior event line.
2026-10-06 D.A. Davidson and RBC raise PTs, reflecting confidence in Zeta's AI strategy
Company
Retail Buzz Persists on Zeta-OpenAI Ad Tie and Enterprise AI Narrative
Analyst sees OpenAI ad success expanding Zeta opportunity; retail discusses core growth and GEO/ZBI
D1 -1.2% · +5d +1.4%
›6 waves of this story
2026-09-09 Multiple sources confirm management disclosures on client cases, white-label model, and agnostic measurement, indicating new growth avenues
2026-09-10 Zeta, as a Palantir customer, takes stage at AIPCon; exec keynote links customer intelligence to growth decisions, deepening partnership narrative.
2026-09-15 Executives reiterate partnership core is combining intelligence and execution for enterprise market
2026-09-21 CEO interview at AIPCon plus CDO detailing customer ontology integration adds fresh facts to partnership line
2026-09-29 Multiple sources discuss Zeta's agnostic integrator role and AthenaOS rerating potential
2026-09-30 Analyst sees OpenAI ad success expanding Zeta opportunity; retail discusses core growth and GEO/ZBI
AnalystBull
Zeta Highlighted by Analysts and Retail as Potential 10x Stock
Zeta CEO Interview Released, Highlights AI Data Moat and $10B Revenue Vision
CEO David Steinberg details intelligent AI infrastructure, proprietary data edge, and Agentic Commerce positioning; teases four major announcements at Zeta Live
D1 -0.4% · +5d +10.8%
19 earlier events›
CompanyBull
Zeta to Attend William Blair London Conference; CEO Reiterates Growth Outlook
Attending Sept 28-29; CEO says $1M+ customer growth of 17% is just the start; Street vs. company guidance gap noted
CFO reiterates complementary positioning with Palantir at forum
D1 +3.4% · +5d +4.7%
›6 waves of this story
2026-08-08 Multiple X accounts cite phase 2 and CEO's comment that $100M/yr may be low; no official new announcement
2026-08-09 CEO reiterates Palantir partnership annualized revenue exceeds $100M, hints at major phase 2 developments
2026-08-08 CEO suggests $100M/yr business target may be too low, fueling speculation on partnership upside
2026-08-08 CEO David Steinberg suggests $100M/yr estimate is 'super low', fueling speculation on phase 2 upside
2026-08-11 CFO contrasts Palantir and Zeta at forum, adding detail to partnership story
2026-08-11 CFO reiterates complementary positioning with Palantir at forum
CompanyBull
Zeta Partners with OpenAI, Rebuilds Data Cloud on Palantir
Fourth interview with CEO David Steinberg, focusing on Palantir collaboration and next steps
D1 +1.8% · +5d -2.4%
›11 waves of this story
2026-07-13 Multiple sources confirm OpenAI partnership and Palantir rebuild; management sees potential >$100M
2026-07-15 Multiple independent X accounts today cite the 7-year Palantir GTM deal and CTO's AthenaOS remarks, adding new details to the existing event line.
2026-07-18 Analyst interview and social media discussion highlight the partnership, but no new facts disclosed
2026-07-19 Third-party confirms agency shifted 90% budget to Zeta; analyst model updates incorporate AthenaOS and Palantir revenue, extending AI data cloud narrative
2026-07-22 Analyst article cites Palantir deal accelerating growth; company confirms Aug 4 Q2 earnings date
2026-07-22 Three separate accounts note live OpenAI GEO revenue off-guidance & attractive PEG
2026-07-24 OpenAI pushes ChatGPT ads globally; Zeta's GEO channel is live and generating revenue
2026-07-27 Multiple independent analysts provide Q2 revenue estimates and mention GAAP profitability approaching, market awaits earnings release
2026-07-28 Market speculation of Zeta-Palantir link, as SaaS sector surges today with AI enhancing software platform value
2026-07-29 International expansion accelerating with revenue surging 278.07% YoY to record highs.
2026-08-08 Fourth interview with CEO David Steinberg, focusing on Palantir collaboration and next steps
CompanyBear
Zeta Earnings Data Error Traced to Feed Issue
Articles with incorrect info are being revised and re-published, consistent with existing event line
D1 +11.6% · +5d +5.5%
›2 waves of this story
2026-08-05 IR confirms error not from Yahoo; likely broker/API feed issue
2026-08-06 Articles with incorrect info are being revised and re-published, consistent with existing event line
8-K filing
8-K: Item 2.02, Item 9.01
D1 +7.5% · +5d +20.2%
Earnings
Earnings report
Q2 revenue was $443 million, up 44% year over year, or 28% excluding M&A.
D1 +7.5% · +5d +20.2%
CapitalBull
Zeta Global Secures $1B Credit Facility for M&A
RBC Capital reiterates Buy with $29 PT, first major broker confirmation post-credit facility
D1 +5.5% · +5d +10.8%
›3 waves of this story
2026-07-28 Company announces proactive refinancing to reduce cost of capital and strengthen liquidity, positioning for M&A
2026-07-28 Analysts flag likely new-area acquisition, naming three targets to boost 1P data
2026-07-30 RBC Capital reiterates Buy with $29 PT, first major broker confirmation post-credit facility
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 7.01
D1 +8.4% · +5d +8.8%
Related — this ticker is not the subject
RelatedCompany
Meta extends Muse into small business as enterprise AI push expands
The company unveiled Muse for Small Business, adding a commercial use case to its AI assistant strategy.
D1 -0.1% · +5d +13.8%
$ZETA — what investors on X are saying · SpikePanel