Puestos
16$ZETA (-11,1 %) is for me the AI-supported advertising platform par excellence and has a lot of potential for me. I will gradually expand this position.
I have therefore also attached the summarizing report from my 13F report for your information.
Is anyone else already invested?
David vs. Goliath in Adtech ($TTD (-5,03 %) vs. $ZETA (-11,1 %) )
Advertising is an interesting space, it’s constantly changing, evolving. The old guard of TV and print is shrinking, and the new battlefield is digital — data, targeting, personalization. That’s where companies like The Trade Desk and Zeta come in. Both are in the same arena, both talk about the future of adtech, but they couldn’t be more different in size and perception. It’s the “legacy disruptor” against the young gun.
The Trade Desk is the undisputed heavyweight. With a market cap north of $20 billion, it has become the go-to platform for digital advertising. The business is highly profitable, founder-led by Jeff Green, and has delivered growth quarter after quarter. However, the last months haven’t been easy for the company. The stock is down more than 60% YTD, due to disappointing earnings results and investors’ perception of Trade Desk losing ground. Funnily enough, it was once seen as Google’s new competitor, disrupting the ad industry. Now there doesn’t seem to be much of that dream left. The stock is trading at a forward EV/revenue of around 7, which seems reasonable considering 17% projected top-line growth annually over the next few years and a 26% FCF margin. Certainly, a company to watch closely.
Zeta, by contrast, is the underdog. At just a fraction of TTD’s size, it has been flying under the radar for a long time, but that’s changing right now. Their platform is all about AI-driven consumer intelligence and omnichannel marketing, promising advertisers more precise targeting with first-party data. Numbers back it up: Zeta has been growing fast (>25% past and projected), nearing profitability, and still trades at a forward EV/revenue between 3–4, far below Trade Desk. Of course, the risks are higher: smaller scale, less proven, and more vulnerable in a downturn. Also, the stock has had quite a solid run already this year. Nevertheless, Zeta is still cheap and if they can keep up these remarkable growth numbers, I don’t see why the rally couldn’t continue.
For me, I am looking at both. I owned Zeta before in my previous portfolio and really liked it, however I was hesitant to re-commit after the steep increase. Trade Desk is the safer, dominant player, and attractively valued compared to historical averages. Zeta is higher risk, higher reward, its valuation is cheap, but I would still prefer buying the dip on this one. In advertising, where data is everything and the future will be defined by who owns the best insights, both have their place.
Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (-5,03 %) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.
Another notable transaction involved Block Inc ( $SQ (-8,11 %) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.
ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.
In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (-3,49 %) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-7,73 %) ), Guardant Health Inc ( $GH (-1,74 %) ), Robinhood Markets Inc ($HOOD (-9,88 %) ), Palantir Technologies Inc ($PLTR (-7,09 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-9,54 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.
Other notable buys included Exact Sciences Corp ( $EXAS (-2,45 %) ) and Personalis Inc ( $PSNL (-6,98 %) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.
Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (-4,46 %) ) and 10X Genomics Inc ( $TXG (-2,95 %) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.
Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.
$ARKK (-5,94 %) and $ARKF (-6,33 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.
I will remain invested in $TTD (-5,03 %) My current portfolio has a lot of risk, as I have generated some cash.
At the moment I'm considering whether I should possibly $HMWO (-3,69 %) and $EQQQ (-4,82 %) or just the $VUSA (-3,84 %) into the portfolio.
Temporarily sold $AMD (-10,01 %) +35%, $HIMS (-8,47 %) +15%, $DOCN (-5,38 %) +9%.
I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.
My positions:
On the watchlist
$ZETA (-11,1 %) Global rallied for the third day in a row on Wednesday, gaining 27.47 percent to close at $20.23 per share. This was the result of an impressive earnings performance that strengthened the outlook for the full year.
In an updated report, Zeta Global Holdings Corp (NYSE:ZETA) announced that it narrowed its net loss by 54 percent to $12.8 million in the second quarter of the year from $28 million in the year-ago period. Revenue increased 35 percent to $308 million, compared to $228 million a year earlier. Turnover exceeded the original forecast by 11 million US dollars.
In the first half of the year, the net loss decreased by 50 percent from 67.6 million dollars in the previous year to 34 million dollars, while turnover increased by 35 percent from 423 million dollars to 573 million dollars.
Following the results, Zeta Global Holdings Corp. raised its growth forecast for both the third quarter and the full year 2025.
Revenue for the current quarter is expected to be between $327 million and $329 million, up from the previously expected $323 million. The adjusted forecast corresponds to an annual growth rate of 22 to 23 percent.
Annual sales are expected to be between 1.258 and 1.268 billion US dollars, compared to the previous forecast of 1.242 billion US dollars. The updated outlook corresponds to growth of 25 to 26 percent compared to the previous year.
Source: insidermonkey.com
Q2 Results
🟢 Revenue: $308M (+35% YoY)
🟢 Adjusted EBITDA: $59M (19% Margin)
🟢 Free Cash Flow: $34M (11% Margin)
FY2025 Guidance
🟢 Revenue: $1,263M (+26% YoY)
🟢 Adjusted EBITDA: $265M (21% Margin)
🟢 Free Cash Flow: $142M (11% Margin)
- Scaled Customer Count: 567 (+21% YoY)
- Super-Scaled Customer Count: 168 (+17% YoY)
- Zero Net Dilution in Q2
- New $200M Buyback Program
- 16th Straight "Beat and Raise" Quarter
I have $NOVO B (-3,44 %) bought one. Hopefully at a good time. $ZETA (-11,1 %) is also new. $GOOGL (-3,4 %) is my largest position. I believe in the company.
Happy to give feedback.
I am 21 years old and still a student
I am thinking about $ZETA (-11,1 %) to get involved. What do you think?
Due to the rare combination of rapid growth, improved margins and attractive valuation, I have $ZETA (-11,1 %) in my portfolio.
ZETA's 36% year-over-year revenue growth, strong gross margins and recurring revenue-based model set it apart from the competition and offer significant upside potential in both acquisition and standalone business models.
Compared to industry peers, the company trades at a much lower multiple despite faster growth and I estimate it offers upside potential of 50-100% over the next 24 months.
36% year-on-year sales growth
Gross margin of 60.9
548 customers spending over $100,000 per year
5-6 customers with a value of over USD 100 million
GAAP operating margin of -6.1 % (compared to -18.4 % in the previous year)
USD 364 million in cash and USD 195 million in debt
While I remain optimistic about Zeta's long-term potential, there are some important risks to be aware of. A primary concern is the changing regulatory landscape around data privacy, which adds significant complexity to the marketing industry. Although proprietary data assets are a competitive advantage today, future restrictions on data collection, identity resolution or customer tracking could impact the company's ability to deliver personalized, high ROI marketing that ZETA is known for.
Another aspect is the general macroeconomic backdrop. If the current period of restrained marketing spend continues or worsens into a full-blown downturn, brands may be forced to cut their advertising budgets more. Although I believe this is a valid risk, it has been discussed with ZETA for years and so far there is no indication that it will actually materialize as the ROIs ZETA has achieved make it more than worthwhile for companies to continue investing. Of course, we could be heading for an even deeper recession.
Unlike many growth companies, ZETA is growing at these rates without sacrificing margins or profitability. With rising EBITDA margins, ZETA has now been EBITDA profitable for three consecutive quarters.
There are only a handful of companies in the market that are built from the ground up as technology companies and therefore naturally become more profitable as they grow in size. This basket of companies includes insurtech companies like ROOT and LMND , lending companies like SOFI and UPST and healthcare platforms like HIMS. I think ZETA can compete with these types of companies, but only in the marketing niche, an extremely lucrative industry to be competitive in. Grand View Research estimates that MarTech will grow by an average of 20% annually until 2030, and Zeta is undoubtedly one of the leading players in this sector. It therefore seems possible that the growth rate will remain very high (at least in the mid-teens) until 2030, while at the same time profitability will improve massively.
If we assume that ZETA is not bought out in the next 12-24 months, I think the long-term potential is even greater if the company gets a deserved re-rating in line with other software companies with similar fundamentals. ZETA's closest competitors are probably ADBE , CRM and HUBS , of which ZETA has by far the lowest valuation from an EV/EBITDA and EV/Sales perspective and at the same time has by far the highest sales growth rates.
With revenue estimates of $1.4bn for FY26 (assuming ZETA achieved management estimates of $1.2bn in FY25), a 5x revenue multiple (still lower than any of the peers listed above) gives a market capitalization of $7bn, offering 100% upside from current levels.
Companies with large upside potential like ZETA generally have a lot of risk and/or profitability issues in my opinion, but with ZETA I think the downside risk is much lower.
Zeta Global is a global marketing technology company that provides a platform for data-driven omnichannel marketing. They use Artificial Intelligence (AI) to create, nurture and monetize customer relationships. The company offers solutions for various industries, including retail, healthcare and financial services.
Zeta Global's core expertise lies in analyzing billions of data points to predict customer intent and enable personalized marketing campaigns. They offer a range of products and services, such as a Customer Data Platform (CDP), a messaging platform and a DSP for paid media.
Zeta Global was founded in 2007 and is headquartered in New York.
In summary, Zeta Global is a technology company that specializes in data-driven marketing and customer relationship management. They use AI to help companies optimize their marketing strategies and achieve better results.
Source: https://zetaglobal.com/
Investing.com - William Blair reiterated his Outperform rating on Zeta Global Holdings Corp (NYSE: ZETA ) on Monday, citing strong fundamentals and growth opportunities. According to InvestingPro data, the company showed impressive momentum last week with a return of 12.54%.
The investment firm highlighted its recent investor meetings with Zeta's CFO Chris Greiner and Senior Vice President of Investor Relations Matt Pfau, noting that investors showed great interest in the company's consistent execution and growth potential. This interest appears to be well-founded, as sales have increased by 40.36% in the last twelve months.
William Blair noted that management is optimistic about the fundamentals and pointed to stable demand as brands look to modernize their marketing technology stacks, improve customer engagement and integrate AI into their marketing strategies.
The company believes that Zeta shares are currently undervalued, trading at around 11 times EBITDA and 21 times free cash flow, despite the company having organic revenue growth of over 20% and increasing EBITDA margins of over 20%.
William Blair pointed out that further execution and upside to estimates will be key factors in driving the P/E ratio higher, particularly given the significant growth opportunities open to Zeta Global going forward.
In other recent news, Zeta Global Holdings Corp. reported its first quarter 2025 results and showed mixed financial performance. The company achieved revenue of USD 264 million, exceeding the forecast of USD 254.43 million, an increase of 36% compared to the previous year. However, earnings per share (EPS) fell short of expectations, coming in at -0.1 versus the forecast 0.12. Meanwhile, Zeta Global co-founder John Sculley announced his resignation from his positions as vice chairman and board member, but will continue to serve as vice chairman emeritus. On the analyst side, Needham maintained a Buy rating on Zeta Global, but lowered the price target from $25 to $20, citing a broader recalibration of software valuations. KeyBanc analysts maintained their Sector Weight rating on the company, remaining Neutral despite strong fundamental performance and potential takeover interest. In addition, Zeta Global is actively buying back shares, underlining confidence in the company's financial health. These developments underline the company's ongoing efforts to improve its profitability and strategic position in the market.
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