Zeta: A Bit Of A Dusty Corner That Shines In The Light

Bert Hochfeld 24.17K Followers Follow Summary Zeta Global stands out in the Martech space with a 50% YTD share appreciation, robust organic growth, and a differentiated AI-driven data cloud platform. ZETA's Athena AI layer and deep data assets have been driving market share gains, enabling real-time, autonomous campaign optimization and attracting high-profile partnerships with Palantir and OpenAI. Despite sector headwinds, ZETA trades at a modest EV/S of 3.85x with a 25% organic CAGR and expanding free cash flow margins, supporting a bullish outlook. Risks include execution, sector rotation, and competitive threats, but ZETA's founder-led team and 20 consecutive beat-and-raise quarters reinforce confidence in continued outperformance. atakan/iStock via Getty Images Zeta: An Enterprise Marketing Cloud Worth Knowing Adtech has been a difficult software vertical in which to invest so far in 2026. There have been many investment casualties ranging from The Trade Desk ( TTD ) to This article was written by Bert Hochfeld 24.17K Followers Follow Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which provided research services to major institutions including Fidelity, Columbia Asset, SAC Capital, and many other prominent institutions and hedge funds. He also operated the Hepplewhite Fund, a hedge fund that specialized in technology investments. Hedge Fund Research, an independent 3rd party firm that specializes in ranking managers, rated the Hepplewhite Fund as the best performing small-cap fund for the 5 years ending in 2011. In 2012, Mr. Hochfeld was convicted of misappropriating funds from a hedge fund he operated. Mr. Hochfeld has published more than 500 articles on Seeking Alpha, all dealing with companies in the information technology space. Highly esteemed for his investment wisdom accumulated over decades, Mr. Hochfeld ranks in the top 0.1% of Tip Ranks analysts for his selection of information technology stocks and their subsequent successes. Analyst’s Disclosure: I/we have a beneficial long position in the shares of ZETA, GOOG, AMZN, NAVN, BRZE 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.