ZETA

"We have SpaceX, Arista Networks, Astera Labs, Zeta, OpenDoor, Bookings, all of that, Tuesday."

"Zeta, I do think they also have momentum. Let's see if they have already seen some impact some indirect impact from the partnership with Palantir."

"Is there something that they're already working on, already negotiating? That's where my mind immediately went when they talked about taking out a billion dollars worth of debt. There is not use for that right now. they don't need that cash on the balance sheet, but is there going to be a future use for that that they already have in mind and they're lining these things up now while the terms are relatively attractive. That's what I think management is probably thinking about. So, this gives Zet"

"Shares of Zeta Global are rising on Tuesday after the company announced a billion dollars, potentially up to a billion dollars worth of debt that they are taking out. This actually helps improve their borrowing costs and gives them a lot of optionality for the future."

"Stock was up about 6% earlier in trading today. currently only up about 4.8%. But it has been a pretty good day for Zeta Global. Still bouncing around that 20 to $22 per share range. But given the core growth rate, given the cash flow that's coming from the business, this is one of the stocks that I've been adding in 2026. So let me know what you think about Zeta Global today."

"Now the third stock that I want to bring to your attention is Zeta. This is a $5.26 26 billion market cap company that has been growing its revenues by about 32% annually and is trading for a price to free cash flow of about 29 today."

"Company number one I want to talk about is a company that I talked about over a year ago, and that's Zetta Global."

"I do think it's extremely undervalued right now. It fits of course which is why it fits the profile of companies that I'm looking at because it's so small. It's growing. Yes, it's becoming more and more profitable in the future. $5 billion market cap. I didn't buy it yet. It's been on the watch list. I do think that this thing could go to $30 and still be fairly uh valued."

"added Zeta Global in the past year in the East as a metric portfolio. This has always been an AI play. But here's what's different about Zeta Global versus a lot of the other companies out there today. The valuation is much much more attractive. 3.3 times sales."

"I think if you're an investor, the upside is with Zeta because this is going to drive growth, it's going to they're going to kind of be able to ride Palantir's tailwinds and you have that multiple expansion opportunity."

"Zeta Global, a marketing cloud company, and Palantir are going to be working together to build the enterprise AI infrastructure layer that connects operational intelligence, consumer intelligence, and marketing execution."

"I'm going to take this mostly from a Zeta lens cuz I don't think this is going to have a massive impact on Palantir's business over the next few years. Palantir also a much bigger business from a market cap perspective. A little different upside potential for them than there is with Zeta. But, when you look at Zeta, this is one of the stocks that I own. This is one of the things that I think is important for Zeta."

"So, if we continue to see this strong revenue growth, even if margins don't follow, that's going to be good for Zeta."

"I think the upside is with the better value play that is Zeta Global. I think this is pretty big news for them. We'll see how this plays out over the next few quarters, but this is another one of the reasons that I like Zeta Global long-term."

"Huge announcement this morning from Zeta and Palantir. Zeta's actually going to be putting their platform on top of Palantir."

"And the final one is one that I do own. Started buying shares of Zeta Global last year, and this is one that I'm excited to add some position because the revenue growth is absolutely phenomenal."

"Okay, Zeta still around $20 per share."

"Zeta [566s] Global is a company that I recently [568s] started adding to the asymmetric [569s] portfolio. Still a relatively small [571s] company, $5 billion company. You can see [574s] the enterprise value to sales. Let's [575s] look on the forward basis. So, we're [576s] consistent here. 2.4. So, relatively low [579s] enterprise value to sales."