Zeta Global Holdings (ZETA) Earnings Expected to Grow: Should You Buy?

Cloud-based marketing technology firm Zeta Global Holdings (ZETA) is expected to report Q2 2025 earnings of $0.14 per share, a 7.7% year-over-year increase, on revenues of $296.38 million, up 30.1%, when it releases results on August 5. However, the company's Zacks Earnings ESP of -5.46% and a history of missing EPS estimates in three of the last four quarters indicate it is not a strong candidate for an earnings beat, suggesting potential stock price volatility if actual results do not meet consensus.

Analysis

Zeta Global Holdings (ZETA) presents a mixed pre-earnings profile for its upcoming Q2 2025 report. While consensus estimates project strong top-line growth, with revenues expected to increase 30.1% year-over-year to $296.38 million and EPS to grow 7.7% to $0.14, several indicators suggest a heightened risk of an earnings miss. The company's Zacks Earnings ESP is a negative 5.46%, indicating that the most recent analyst estimates are more bearish than the consensus. This is compounded by a poor track record of meeting expectations, including a significant -41.67% earnings surprise miss in the last reported quarter and only one beat in the past four quarters. The stock's neutral Zacks Rank of #3 (Hold), combined with the negative ESP, weakens the case for a positive surprise. The cautious outlook on ZETA is further highlighted when contrasted with industry peer JBT Marel (JBTM), which exhibits a positive ESP, upward estimate revisions, and a #2 (Buy) rank, making it a more compelling candidate for an earnings beat.

Key Decisions for Investors

• Given the negative Earnings ESP of -5.46% and a history of significant earnings misses, investors should exercise caution ahead of the August 5 earnings release, as the risk of underperforming consensus EPS estimates appears elevated.
• Focus on management's forward-looking guidance during the earnings call, as the sustainability of any stock price movement will depend more on the business outlook than on whether the headline numbers meet or miss expectations.
• Consider the stock's performance and fundamentals relative to peers like JBT Marel, which currently presents a more favorable set of pre-earnings indicators, suggesting potential for a relative value or pair trade strategy within the technology services sector.