1
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Posted on 9/10/26 at 9:09 am to cgrand
Sold KRMN, at a loss, and put buy order for shares and options on ZETA. Waiting to see if they fill. I very seldom buy or sell at current price. 1 LEAP filled at $6.40 for 1/28. I now have 3 calls with house money and can get 1 more before I start adding my money. Hoping to have 6 calls and 100 shares by the end of the day.
This post was edited on 9/10/26 at 9:22 am
Posted on 9/10/26 at 10:08 am to jerryc436
pretty good bounce at 30 there’s a large call wall at that strike. Zeta CEO will keynote today at PLTR AIPCon along with a few other key PLTR partners and customers.
I do think that this PLTR partnership is going to be way bigger than the market has priced. Yesterday the CFO said they have targeted 20 PLTR commercial clients that each spend $1B a year on marketing. And this is money PLTR does not have access to yet…they are incentivized to get clients using the Zeta Platform
I do think that this PLTR partnership is going to be way bigger than the market has priced. Yesterday the CFO said they have targeted 20 PLTR commercial clients that each spend $1B a year on marketing. And this is money PLTR does not have access to yet…they are incentivized to get clients using the Zeta Platform
Posted on 9/10/26 at 11:32 am to cgrand
Revenue Share & Margins: Palantir's revenue share is taken "off the top," which Zeta management noted leaves them with a higher-margin operating model without expanding core operating expenses
Target Deal Sizes: The joint go-to-market strategy targets Palantir’s largest U.S. commercial accounts—specifically enterprise brands spending upwards of $1 billion annually on marketing.
Pilot Program Economics: Pilot sizes under this partnership range from $500,000 to $1.5 million, roughly 10 times larger than Zeta's historical standalone pilot range of $50,000 to $150,000.
So…PLTR gets a cut right off the top of zeta billings that they did not have access to before. ZETA gets new recurring revenue without increasing overhead. And the TAM is in the many many many billions of dollars already being spent by companies already happy using PLTR
Target Deal Sizes: The joint go-to-market strategy targets Palantir’s largest U.S. commercial accounts—specifically enterprise brands spending upwards of $1 billion annually on marketing.
Pilot Program Economics: Pilot sizes under this partnership range from $500,000 to $1.5 million, roughly 10 times larger than Zeta's historical standalone pilot range of $50,000 to $150,000.
So…PLTR gets a cut right off the top of zeta billings that they did not have access to before. ZETA gets new recurring revenue without increasing overhead. And the TAM is in the many many many billions of dollars already being spent by companies already happy using PLTR
Posted on 9/10/26 at 11:34 am to cgrand
This is your company. Do you like what you're hearing?
Posted on 9/10/26 at 11:46 am to bayoubengals88
I’m as positive on it as anything else, keeping the risks in mind…if they were to have a data breach for example it would be catastrophic. Same with a sweeping reform of data collection laws.
all their eggs are in the owned data basket. Their primary competition does not own their data, they use third party data. Using the owned data to make decisions on behalf of others carries tremendous risk if the data gets compromised
all their eggs are in the owned data basket. Their primary competition does not own their data, they use third party data. Using the owned data to make decisions on behalf of others carries tremendous risk if the data gets compromised
Posted on 9/10/26 at 1:21 pm to cgrand
Bought shares today and now up to 105 shares at 27.15 cost basis. Still have calls that have not filled but being patient.
Posted on 9/11/26 at 12:50 pm to jerryc436
Loading Twitter/X Embed...
If tweet fails to load, click here. quote:
Met with a number of Palantir’s best clients after my Keynote and we had a full Athena demo activation set up that was jam packed
Posted on 9/11/26 at 1:35 pm to cgrand
Added 3 more 1/28 $45 Calls today avg price $625. I think I am about where I want to be in ZETA now.
Posted on 9/14/26 at 12:34 pm to jerryc436
good conversation here regarding possible or eventual effect of tightening regulatory requirements on data collection, obviously relevant to ZETA
read thru the whole string and replies
Legislative language can always change or be changed but it appears, at least based on the California legislation, that first-party collection will be immune, and it’s also possible that making it easier to delete third-party data would actually strengthen ZETAs moat
Same account (nanalyze) has a video coming out about the threats to ZETAs competitive advantage which will also be worth watching
read thru the whole string and replies
Loading Twitter/X Embed...
If tweet fails to load, click here. Legislative language can always change or be changed but it appears, at least based on the California legislation, that first-party collection will be immune, and it’s also possible that making it easier to delete third-party data would actually strengthen ZETAs moat
Same account (nanalyze) has a video coming out about the threats to ZETAs competitive advantage which will also be worth watching
This post was edited on 9/14/26 at 12:36 pm
Posted on 9/20/26 at 8:06 pm to cgrand
interview with neej gore, chief data officer of Zeta. A good explainer of the PLTR relationship and what Zeta brings to the table
Posted on 9/24/26 at 8:27 pm to cgrand
dipping now below 30. Volume has been light. Support in mid-high 20s so not much below current price. If for whatever reason it slides into 25 or below I would call that a good place to enter or re enter.
Zeta Live (investor event) is 10/8. There won’t be any news until then, but at the event some relatively major announcements have been promised. It’s expected that PLTR and MSFT presentations will be Athena related (Athena as an OS for enterprises accessible thru Foundry and/or Microsoft apps).
after that, earnings in early November. By then I think we will know whether this is a mega in the making or not
Zeta Live (investor event) is 10/8. There won’t be any news until then, but at the event some relatively major announcements have been promised. It’s expected that PLTR and MSFT presentations will be Athena related (Athena as an OS for enterprises accessible thru Foundry and/or Microsoft apps).
after that, earnings in early November. By then I think we will know whether this is a mega in the making or not
Posted on 9/28/26 at 4:03 pm to cgrand
Loading Twitter/X Embed...
If tweet fails to load, click here. this forecast is based on company guided financials which many suspect are already out of date.
Posted on 9/30/26 at 12:15 pm to cgrand
Amazon, Microsoft, Palantir, NVIDIA, Mastercard, OpenAI, and now Meta all confirmed now as speakers/presenters at Zeta Live. Reminder that ZETA is a $7B market cap with less than $2B in revenue.
it could very well be that the market is looking at Athena (OS) incorrectly...it might be that instead of onboarding everyone/everything on to Athena, Athena is being onboarded into everyone/everything else
it could very well be that the market is looking at Athena (OS) incorrectly...it might be that instead of onboarding everyone/everything on to Athena, Athena is being onboarded into everyone/everything else
quote:
Now that ZETA has built an agent-agnostic MCP that can serve that intelligence to external AI agents without handing over the underlying proprietary raw data, it could expose Zeta's intelligence to businesses beyond the large-enterprise market it has targeted.
Posted on 10/5/26 at 8:29 am to cgrand
big week ahead
RBC starts it off with a price target raise to $40.
Zeta Live is 10/8 and as mentioned big announcements are expected. There is room up to 35 if 33 can hold. After that a brick wall.
Market wants to see real progress in taking market and wallet share and real achievements in the PLTR and OpenAI projects
It will be interesting to see if management makes any declarative statements about what they are going to guide for at next months earnings report. Anything that starts with “we see” or similar will be bought (I think)
Do not underestimate the “next big thing” narrative. People tend to pile in when they see something disruptive
RBC starts it off with a price target raise to $40.
quote:
Zeta's management remains positive on the momentum and long-term impact of both these trends, RBC believes they are not included materially in guidance and are not in the company's 2030 outlook...
Zeta Live is 10/8 and as mentioned big announcements are expected. There is room up to 35 if 33 can hold. After that a brick wall.
Market wants to see real progress in taking market and wallet share and real achievements in the PLTR and OpenAI projects
It will be interesting to see if management makes any declarative statements about what they are going to guide for at next months earnings report. Anything that starts with “we see” or similar will be bought (I think)
Do not underestimate the “next big thing” narrative. People tend to pile in when they see something disruptive
This post was edited on 10/5/26 at 8:34 am
Posted on 10/5/26 at 3:36 pm to cgrand
Loading Twitter/X Embed...
If tweet fails to load, click here. 
quote:
We’ve entered into an agreement to acquire @GoSenso , an AI engineering company that will strengthen Zeta’s connections to the world’s leading frontier models. Senso’s technology already helps power Zeta’s Generative Engine Optimization (GEO) offering, helping brands understand how they appear in AI-generated answers—and who those answers reach. Senso will bring more AI engineering talent and additional technology to help Zeta improve how brands appear across leading AI platforms and connect those insights to customer intelligence, marketing action, and measurable business results
This post was edited on 10/5/26 at 3:37 pm
Posted on 10/5/26 at 9:36 pm to cgrand
quote:this same analyst had already done a PT raise a week ago from 32 to 36.
D.A. Davidson raises their PT to $38 from $36
this is getting eyeballs on it quickly
Posted on 10/6/26 at 11:28 am to cgrand
this is the second analyst to do this in two days…reiterate or raise a week after doing so before
quote:
William Blair just reiterated $ZETA a BUY 6 days after adding to their “high conviction” list. - Oct 6t: Reiterates Buy - Sept 30th: Conviction List
Posted on 10/6/26 at 3:45 pm to cgrand
ZETA with another acquisition
terms not disclosed either for this or the previous one. ZETA closed on that financing agreement a month or so ago so hopefully they are paying with cash and not stock, though some dilution should be expected. Stock based comp is a big part of why this isn’t $50 already
quote:
NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the intelligent AI infrastructure company, today announced that it has entered into an agreement to acquire Digital Audience, a data infrastructure company that expands identity and activation capabilities across the digital ecosystem. Already integrated with Zeta, Digital Audience will expand Zeta’s identity and activation capabilities across all channels. The acquisition will also add an experienced team of data and AI engineers, strengthening the technical expertise behind Zeta’s intelligent AI infrastructure.
terms not disclosed either for this or the previous one. ZETA closed on that financing agreement a month or so ago so hopefully they are paying with cash and not stock, though some dilution should be expected. Stock based comp is a big part of why this isn’t $50 already
Posted on 10/6/26 at 4:31 pm to cgrand
Wasn’t kidding about a big week lol, appreciate your work
Page 8 of 10
Popular
Back to top
Follow TigerDroppings for LSU Football News