Morgan Stanley analyst Elizabeth Porter maintains $Zeta Global (ZETA.US)$ with a hold rating, and adjusts the target price from $41 to $26.
According to TipRanks data, the analyst has a success rate of 48.3% and a total average return of 0.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zeta Global (ZETA.US)$'s main analysts recently are as follows:
Despite the emergence of a short report questioning Zeta Global's data collection and revenue generation methods, there remains confidence that Zeta possesses a unique marketing and advertising solution poised for long-term market share gains. Nonetheless, it is acknowledged that the controversy stirred by this report has increased the perceived operational and regulatory risks associated with the company's data practices, prompting a downward revision of revenue projections for 2025 and 2026 by approximately 10%.
Following a notable decline in share value subsequent to a critical report by a short seller, there remain unanswered queries that prevent a more bullish stance. The time required for the market to reconcile with the concerns brought forth suggests that the potential outcomes now represent a less attractive risk-reward proposition.
Zeta Global's revenue growth trends in the third quarter mirrored those of the second quarter. The discussion regarding the company's revenue prospects for 2025 focuses on the potential for advocacy retention and opportunities for agency expansion.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Elizabeth Porter維持$Zeta Global (ZETA.US)$持有評級，並將目標價從41美元下調至26美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.3%，總平均回報率為0.7%。
此外，綜合報道，$Zeta Global (ZETA.US)$近期主要分析師觀點如下：
儘管出現了關於Zeta Global數據收集和營業收入生成方法的開空報告，但人們仍然對Zeta擁有獨特的營銷和廣告解決方案充滿信心，預計其將長期佔據市場份額。然而，報告引發的爭議也增加了人們對公司數據實踐的操作和監管風險的認知，導致對2025年和2026年的營業收入預測下調約10%。
在短期賣空者的關鍵報告後，股值顯著下降，仍然存在未解答的問題，阻礙了更加看好的立場。市場需要時間來消化提出的擔憂，當前潛在結果似乎代表着一個不夠吸引人的風險回報提議。
Zeta Global第三季度的營業收入增長趨勢與第二季度相似。關於公司2025年營業收入前景的討論主要集中在維持客戶支持和機構擴張的潛力上。
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