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Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

Why Zeta Global (ZETA) Stock Is Up Today

ZETA Cover Image

What Happened?

Shares of marketing technology company Zeta Global (NYSE: ZETA) jumped 2.5% in the morning session after the AI Marketing Cloud company announced its new Generative Engine Optimization (GEO) solution, a tool designed to help brands stay competitive as consumers move from traditional search to AI-generated answers. 

The new capability, built into the Zeta Marketing Platform (ZMP), enabled marketers to monitor how their brands appeared across major AI systems like ChatGPT, Gemini, and Claude, and offered actionable recommendations for optimization. This news arrived amid a broader market rally, as stocks pointed sharply higher after the Federal Reserve delivered its first interest rate cut of the year. The positive market sentiment likely provided an additional tailwind for Zeta's stock following its innovative product announcement.

After the initial pop the shares cooled down to $21.42, up 3.9% from previous close.

Is now the time to buy Zeta Global? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Zeta Global’s shares are extremely volatile and have had 51 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 16 days ago when the stock dropped 8.4% as the major indices continued to retreat (Nasdaq -1.5%, S&P 500 -1.2%) amid profit-taking and renewed concerns about tariffs. Investors reacted to a federal court ruling that most of President Trump's global tariffs were illegal, raising uncertainty over trade policy and the fiscal impact of potential refunds. 

Rising Treasury yields added to the pressure, with the 10-year climbing above 4.2% and the 30-year nearing 5%, intensifying worries about stretched equity valuations. September's historically weak track record for stocks further dampened sentiment, leaving traders cautious ahead of the jobs report later in the week and the Federal Reserve's upcoming rate decision.

Zeta Global is up 14.3% since the beginning of the year, but at $21.42 per share, it is still trading 41.7% below its 52-week high of $36.74 from November 2024. Investors who bought $1,000 worth of Zeta Global’s shares at the IPO in June 2021 would now be looking at an investment worth $2,409.

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

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