Oct. 12, 2025 11:47 AM ETZeta Global Holdings Corp. (ZETA) StockADBE, CRM, ZETAAmrita RoyInvesting GroupSummaryI am initiating a “buy” rating on Zeta with a $47.5 price target, implying 58% upside as the market underestimates its growth potential.Zeta has achieved 14 consecutive quarters of 20%+ revenue growth, expanding its scaled customer base and ARPU, while narrowing operating losses.Management's 2028 targets project $2.1B in revenue and 25% Adjusted EBITDA margin, outpacing current consensus estimates by 7%.Despite fierce competition from industry giants, Zeta's integrated AI-driven platform and strong customer adoption position it for significant rerating.AndreyPopov/iStock via Getty ImagesIntroduction & Investment ThesisZeta Global (NYSE:ZETA) is a global marketing and consumer intelligence platform that positions its offerings across Zeta Marketing Platform ("ZMP") to help consolidate the fragmented marketing landscape.This is my first coverageMore on my IG serviceI am Amrita and I write primarily about growth software stocks. I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios. This article was written byAmrita Roy4.93K FollowersAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The Pragmatic Optimist which focuses on portfolio strategy, valuation, and macroeconomics in concert with her husband Uttam Dey who is also a contributor on Seeking Alpha. Prior to cofounding her fund, Amrita worked for 5 years in high-growth supply-chain start-ups in downtown San Francisco, where she led strategy. During her time in the Bay Area, she also worked with venture capital firms and start-ups, where her efforts led her to grow the user acquisition business. During this time, she was introduced to investment portfolios and was able to maximize returns for clients during the pandemic. The cornerstone of Amritas work rests on democratizing financial literacy for everyone and breaking down financial jargon and complex macroeconomic concepts into formats that are easily digestible but more empowering than the typical investment thesis. Her newsletter has been featured as the Top Newsletter in Finance on popular newsletter platforms and she aims to bring her ideas to Seeking Alpha as well.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ZETA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments