ZETA

Zeta Global Holdings Corp. ·NYSE·Technology
28.23 live · 2026-08-26 15:59
26.3%
Brown Bear Score
38.8%
Business Conviction Score
33.6%
Position Health Score
48.1%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +43.2% · range 14.55–29.62

The Businesswhat the company reports

Business & cash flow

FCF / assets 12.3%
OCF / assets 13.2%
FCF / revenue 15.2%
Gross margin 59.5%
ROIC -3.0%
Forward P/E 23.4

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Trailing EPS is negative (0.00), so a growth percentage does not exist — forward EPS of 1.21 implies a swing from loss to profit

Confidence 50.0/100

Reported earnings

Next report 2026-11-02 · consensus EPS 0.29

Q2 23 revenue: 171.82mQ2 23 net income: -52.16mQ2 23 EPS: -0.34Q3 23 revenue: 188.98mQ3 23 net income: -43.09mQ3 23 EPS: -0.27Q3 23Q4 23 revenue: 210.32mQ4 23 net income: -35.28mQ4 23 EPS: -0.23Q1 24 revenue: 194.95mQ1 24 net income: -39.57mQ1 24 EPS: -0.23Q1 24Q2 24 revenue: 227.84mQ2 24 net income: -28.07mQ2 24 EPS: -0.16Q3 24 revenue: 268.30mQ3 24 net income: -17.38mQ3 24 EPS: -0.09Q3 24Q4 24 revenue: 314.67mQ4 24 net income: 15.24mQ4 24 EPS: 0.08Q1 25 revenue: 264.42mQ1 25 net income: -21.60mQ1 25 EPS: -0.10Q1 25Q2 25 revenue: 308.44mQ2 25 net income: -12.81mQ2 25 EPS: -0.06Q3 25 revenue: 337.17mQ3 25 net income: -3.63mQ3 25 EPS: -0.02Q3 25Q4 25 revenue: 394.64mQ4 25 net income: 6.54mQ4 25 EPS: 0.03Q1 26 revenue: 396.30mQ1 26 net income: -13.25mQ1 26 EPS: -0.06Q1 26

Revenue Net incomeEPS (GAAP) (-0.34–0.08, own scale) Derived Q4

12 quarters to Q1 26. Revenue and net income share one scale, so the gap between them is the margin. The baseline is zero — bars below it are losses. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) EPS reportedvs consensus Filed
2026-03-31 396.30m +49.9% -13.25m -0.06 0.17 +38.7% 2026-05-01
2025-12-31 (derived) 394.64m +25.4% 6.54m 0.03 0.28 +18.8% 2026-02-25
2025-09-30 337.17m +25.7% -3.63m -0.02 0.20 +6.5% 2025-11-05
2025-06-30 308.44m +35.4% -12.81m -0.06 2025-08-06

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Growing — shares issued
Diluted shares 238.6M as at 2026-03-31
Change over 1 year +12.2%
Change over 3 years +59.0%
Public float $3.20bn as at 2025-06-30 (10-K)

History before 2022-03-31 is not shown. The share count jumps at that date by a ratio no ordinary issuance produces — a split whose factor is not in Brown Bear's split store — so earlier figures are on a different basis and cannot be compared with today's.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 24.14 — 28.37
Protective stop 22.84 (Atr, 13.0% risk)
Support 20.62 (3 touches, 36.9% away)
Resistance 29.30 (3.8% away)

Takeaway The shares are nearer the ceiling than the floor: about 3.8% below 29.30, where sellers have turned up before, and 36.9% above 20.62, where buyers have stepped in before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 13.0% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 9/26/52 (99% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BULL
Cloud thickness82% percentile (thick — substantial structure)
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 23.83 to 26.72. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages agree with that. The band is unusually wide at the moment, so it marks a broad zone rather than a single level.

Trailing returns

21 days +29.0%
63 days +45.1%
126 days +58.2%
252 days +43.3%
Below 252d high4.7%

Trend context

PositionFar above trend
ExtensionExtended
Trend slopeRising strongly
Direction of travelHolding its deviation

Takeaway Positive Kalman trend with moderate extension; constructive for momentum but watch entry risk.

Volatility

State No recent compression
Current band width38.2% of price
Recent tightest38.2% (0 sessions ago, narrower than 28.0% of its history)
Expansion since1.00×
Band 21.86 — 32.17

Takeaway Lately this share price has been swinging around inside a range roughly 38% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

02550751002026-07-062026-08-12
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger MACD bullish crossover repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  2. Trigger 2 Volume confirmation above 1.2x +0.20x volume confirmation would improve confidence in the pathway · Broadly stable
  3. Trigger 3 MACD histogram acceleration turns positive secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Broadly stable
  4. Trigger 4 MACD histogram above zero 0.17 gap is deteriorating · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

no listed options chain

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Sector Headwind / Stock Mixed

Rotation health 36.5/100; Negative Rotation.

Rotation health 36.5
Rotation strength 90.8
LegQuadrantRS-RatioRS-Mom
Stock vs sector Weakening 107.2 80.4
Stock vs SPY Weakening 106.3 80.0
Sector vs SPY Weakening 103.8 79.2

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Altman Z-score 8.39 (+10.0)
  • Gross margin quality: 59.5% (+14.5)
  • FCF margin quality: 15.2% (+10.2)
  • ROIC improving by 4.4 pts (+2.0)
  • High earnings quality (accrual ratio -0.153) (+8.0)
  • Relative Strength 28.1% vs sector: OUTPERFORMING (+10.0)
  • Track 1: relative strength trend improving (+5.0)
  • Track 1: 20-day momentum acceleration 0.16 (+9.0)
  • Track 1: bullish DI spread 1.7 (+1.0)
  • Track 1: ADX 61.1 and rising (+10.0)
  • Track 1: relative momentum rank 0.83 (+4.3)
  • Track 1: EMA20 reclaim distance 4.8% (+4.2)
  • Track 1: EMA20 slope improving 3.4% (+5.0)
  • Track 1: VPT strength 0.06 (+1.3)
  • Track 1: price above EMA50 by 16.5% (+5.0)
  • Track 1: EMA50 slope improving 9.6% (+3.0)
  • Track 1: Bollinger position 0.62 (+3.1)

Negative signals

  • Track 1: weak volume confirmation (0.43x average)
  • Track 1: MACD histogram deteriorating (-0.44)
  • Track 1: weak MACD line/signal structure (-8.0)
  • Track 1: MACD slope deteriorating (-3.0)
  • Track 1: RSI deterioration/extension 62.2, 5-day change -13.5
  • Chase risk 48.1/100 (Elevated Chase Risk): RSI 62.2, EMA20 4.8%, EMA50 16.5%, BB 0.62, distribution 14.1/100
  • Gross margin improving by -0.8 pts (+-3.0)
  • Chase risk 48.1/100 | Extension score 51.9/100 | Elevated Chase Risk