Zeta: Growth Marching Higher As Company's Data Advantage Becomes Clearer

Gary Alexander 34.43K Followers Follow Summary Zeta Global is experiencing a strong rebound, with shares up ~50% this year as the market revalues its infrastructure role. I reiterate my buy rating on ZETA, citing its unmatched proprietary data cloud of ~535 million individuals and 3 trillion consumer signals. ZETA’s competitive advantage is its proprietary data, fully independent of browser cookies or third-party brokers, powering AI-driven sales and marketing. The company’s growth and adjusted EBITDA trajectory remain compelling, positioning ZETA as a leading 'growth at a reasonable price' opportunity in SaaS. Getty Images In a very short amount of time, software stocks have rebounded from being one of the most hated groups in the stock market to being a generational rebound opportunity. In my view, the software sector is still full of opportunities This article was written by Gary Alexander 34.43K Followers Follow With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood. Analyst’s Disclosure: I/we have a beneficial long position in the shares of ZETA either through stock ownership, options, or other derivatives. 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.