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Zeta (ZETA)

Asset spotlight

What was said about Zeta Global Holdings

Creator calls, with the evidence to check them.

ZETA · latest price

$31.03

as of 1d ago

See the track record Read the callsAdd holding

The YouTube conversation

What are creators saying?

Selected calls on file
Recorded calls
13
YouTube channels
3
Pending outcomes
0
  • 13 bullish
  • 0 bearish

30 / 90 days · price direction

Directional track record

Did price move in the direction of the call?

Separate from forecast accuracy.

30-day window

Direction matched: Not enough observations

6 matched

of 7 observed calls

Rate appears from 10 observations

3 waiting for the window

0 missing price evidence

Inspect the calls
Matched
6
Moved opposite
1
Flat
0
Waiting for the window
3
Missing price evidence
0
Average direction-adjusted move
+12.1%
Published calls on file
13
Excluded from this measurement
1
Additional calls grouped
2

One observation per creator, asset and UTC publication day. Conflicting directions on the same day are excluded. Flat observations stay in the denominator. Waiting windows and missing evidence are unknown outcomes.

Example measured calls

  • Michael Tyler · ZETADirection matched

    Bullish call · published Sep 14, 2026

    Entry close · Sep 15, 2026
    $31.04
    End close · Oct 15, 2026
    $33.55

    Price change +8.1% · Direction-adjusted +8.1%

  • Asymmetric Investing by Travis Hoium · ZETADirection matched

    Bullish call · published Jul 28, 2026

    Entry close · Jul 29, 2026
    $22.08
    End close · Aug 28, 2026
    $30.54

    Price change +38.3% · Direction-adjusted +38.3%

  • Asymmetric Investing by Travis Hoium · ZETADirection matched

    Bullish call · published Jun 24, 2026

    Entry close · Jun 25, 2026
    $17.88
    End close · Jul 27, 2026
    $20.74

    Price change +16.0% · Direction-adjusted +16.0%

90-day window

Direction matched: Not enough observations

6 matched

of 6 observed calls

Rate appears from 10 observations

4 waiting for the window

0 missing price evidence

Inspect the calls
Matched
6
Moved opposite
0
Flat
0
Waiting for the window
4
Missing price evidence
0
Average direction-adjusted move
+48.7%
Published calls on file
13
Excluded from this measurement
1
Additional calls grouped
2

One observation per creator, asset and UTC publication day. Conflicting directions on the same day are excluded. Flat observations stay in the denominator. Waiting windows and missing evidence are unknown outcomes.

Example measured calls

How to read this

Direction is extracted by AI and may need correction. These fixed windows do not evaluate the creator’s own target or deadline. The entry is the first full market session after the source’s UTC publication date; we compare its close with the close 30 or 90 calendar days later, rolling a non-trading endpoint forward. Bullish calls match a rise; bearish calls match a fall. This is a price comparison, not a trading return.

How directional measurements work

Updated Nov 7, 2026

Forecast accuracy

Creators’ own targets and deadlines

—

nothing resolved yet

13 calls from 3 channels are on file for ZETA. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 13 bullish and 0 bearish.

This is the weighted hit rate: a partial counts as half. It uses resolved forecasts, not the 30/90-day directional observations above.

How hit rates work

Email me when ZETA calls resolve

When a tracked ZETA call is scored — hit, miss or partial — we’ll email you the result. No account needed.

Used only for these updates. Privacy

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Price & targets

Compare one creator’s call at a time.

  • Daily close
$29$31$33$35May 11Aug 8Nov 6
Recent daily closes through Nov 6, 2026. Price history is incomplete; gaps remain open.

No comparable price targets with a source date are on file. Read the calls below.

About this view

Price window: May 11, 2026–Nov 6, 2026. Yahoo Finance · daily closes. Prices and targets use split-adjusted units.

92 trading sessions are missing from this window. Lines break across missing sessions; one observation appears as a dot.

The recorded outcome follows the call’s original target, deadline and conditions. The price line shows daily closing observations.

13 calls lack a comparable target or source date. Find calls without targets in the creator archive.

Calls, by channel

Choose a creator to read their calls and source evidence.

Asymmetric Investing by Travis Hoium9 callsStrongly Bullish

The host sees potential for Zeta shares to return tenfold or more over ten years as Athena evolves into an enterprise operating system. He argues that broader functionality, proprietary data and improving operating leverage could make the business much larger while its current valuation remains attractive.

Most recent thesisOct 12, 2026Source video

The host sees potential for Zeta shares to return tenfold or more over ten years as Athena evolves into an enterprise operating system. He argues that broader functionality, proprietary data and improving operating leverage could make the business much larger while its current valuation remains attractive.

Earlier theses (5)
Strongly BullishOct 9, 2026Source

The host expects Zeta's accelerating revenue, Athena platform, and expansion into business intelligence to support long-term growth. Improving operating margins strengthen his investment thesis.

BullishJul 28, 2026Source

Hoium sees the refinancing as improving Zeta's financial flexibility while its core business generates substantial cash and grows above 20%. He supports his favorable investment stance by describing ongoing additions in 2026, while acknowledging uncertainty about management's capital allocation.

Strongly BullishJun 24, 2026Source

The host presents Zeta as an attractively valued AI application business and identifies it as a position he has been adding to recently. He expects sustained growth to support margin and valuation-multiple expansion, with Athena, proprietary data and the Palantir partnership strengthening the business.

BullishJun 23, 2026Source

The host favors Zeta as a long-term investment because its partnership with Palantir could accelerate Athena, expand customer access, and increase customer spending. Its comparatively low sales multiple creates potential for valuation expansion alongside business growth.

Strongly BullishJun 18, 2026Source

Zeta Global is an owned Asymmetric Portfolio position growing revenue around 25% annually (accelerating to 50% in the most recent quarter) via an AI-powered marketing and business-intelligence platform. The host is actively adding to his position and sees a path to a much larger company over the next decade.

BullNot scoredNo targetOct 12, 2026

“So, I think the 10x potential for Zeta Global stock over the next 10 years could be even bigger than that.”

BullNot scoredNo targetOct 9, 2026

“I think Zeta Global is really well positioned for the next decade.”

BullNot scoredNo targetOct 9, 2026

“But, this is probably going to continue to grow their revenue in that 20 plus% range.”

BullNot scoredNo targetJul 28, 2026

“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 20…”

BullNot scoredNo targetJun 24, 2026

“3.3 times sales, if they are able to maintain that growth rate in excess of 30% again for a couple more years, I think you're going to get…”

BullNot scoredNo targetJun 24, 2026

“Let's dig right into things into one of the stocks that I have been adding to recently.”

BullNot scoredNo targetJun 23, 2026

“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 ou…”

BullNot scoredNo targetJun 18, 2026

“This is only a $5 billion company today, but this could easily be a 50, 100 billion dollar company 10 years from now.”

BullNot scoredNo targetJun 18, 2026

“I'm excited to add to position because the revenue growth is absolutely phenomenal.”

Tom Nash2 callsStrongly Bullish

Nash explicitly sees massive upside in Zeta despite its substantial recent appreciation. He argues its growth makes the prevailing valuation inexpensive.

Most recent thesisOct 19, 2026Source video

Nash explicitly sees massive upside in Zeta despite its substantial recent appreciation. He argues its growth makes the prevailing valuation inexpensive.

Earlier thesis (1)
Strongly BullishMay 29, 2026Source

The host argues that investors wrongly treat Zeta as a marketing consultancy rather than AI-driven customer-acquisition software. He views its improving profitability and modest sales multiple as an attractive mispricing.

BullNot scoredNo targetOct 19, 2026

“This is still a cheap company with massive upside even though it hadn't had a price decline.”

BullNot scoredNo targetMay 29, 2026

“wonderful elite operators that are going to do exceptionally well in AI”

Michael Tyler2 callsBullish

The speaker names Zeta Global as one of his favorite software stocks amid a broader bullish view on software benefiting from AI guardrail narratives.

Most recent thesisSep 14, 2026Source video

The speaker names Zeta Global as one of his favorite software stocks amid a broader bullish view on software benefiting from AI guardrail narratives.

Earlier thesis (1)
Strongly BullishApr 28, 2026Source

Zeta Global is one of the highest-conviction software opportunities the speaker sees. The combination of a 15x forward P/E, 30%+ revenue growth, an 18-quarter beat-and-raise streak, and emerging GAAP profitability makes it a setup that 'you can't make up if you tried.'

BullNot scoredNo targetSep 14, 2026

“I like Zeta Global.”

BullNot scoredNo targetApr 28, 2026

“Zetta is one of them. Crazy, right? Stock trades at a 15 times forward PE. Grew revenue 30% last year. Set to grow revenue 35% this year. T…”