Zeta Global Holdings Corp. Class A Common Stock (ZETA)

Let’s dig into the relative performance of LiveRamp (NYSE:RAMP) and its peers as we unravel the now-completed Q2 advertising software earnings season.

Check out the companies making headlines yesterday:

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped in the afternoon session after the company unveiled Athena, a new superintelligent, voice-powered AI agent for marketers. The tool, announced at the Zeta Live 2025 event, was designed to personalize the digital workspace for marketing professionals by adapting to each user's goals and style. Seamlessly integrated with the Zeta Marketing Platform, Athena aimed to provide instant answers and help users make smarter decisions to maximize their return on investment. The company stated that Athena was in a limited internal beta phase, with early client access planned for the fourth quarter of 2025 and general availability to follow. The launch was viewed as a demonstration of the company's continued innovation.Contributing to the positive momentum, the major indices rebounded as signs of easing trade tensions between the U.S. and China emerged over the weekend. The tech-focused Nasdaq Composite jumped around 1.7%, while the S&P 500 gained 1.2%. This rebound follows a significant sell-off the previous trading day, which saw the Nasdaq plummet 3.6% and the S&P 500 sink 2.7% after threats of new tariffs heightened fears of a trade war. Investor sentiment improved after the U.S. President adopted a more conciliatory tone toward Beijing in a social media post. The shift in language helped calm market jitters and spurred a broad-based rally as investors welcomed the potential de-escalation of the trade dispute.

A number of stocks fell in the afternoon session after President Donald Trump threatened to impose 'massive' tariffs on Chinese products, reigniting trade war fears. 

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

A number of stocks fell in the afternoon session after markets pulled back as a report raised concerns about artificial intelligence demand and profitability. 

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the advertising software stocks, including Integral Ad Science (NASDAQ:IAS) and its peers.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the advertising software industry, including The Trade Desk (NASDAQ:TTD) and its peers.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how PubMatic (NASDAQ:PUBM) and the rest of the advertising software stocks fared in Q2.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Zeta Global (NYSE:ZETA) and its peers.

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 2.4% in the afternoon session after the company announced it agreed to acquire Marigold's enterprise software business for up to $325 million, a move that drew positive reactions from analysts. This acquisition was expected to add new capabilities to Zeta's AI-powered platform, expand its customer base, and extend its reach into international markets. Following the announcement, DA Davidson reiterated its 'Buy' rating on the stock. In a similar show of confidence, an analyst at Needham maintained a 'Buy' rating and increased the price target for Zeta Global's shares to $25.00 from a previous $20.00. The positive analyst sentiment stemmed from the deal's potential to improve Zeta's financial profile and growth prospects.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Over the past six months, Zeta Global has been a great trade, beating the S&P 500 by 22.2%. Its stock price has climbed to $21.58, representing a healthy 37.8% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

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. 

A number of stocks fell in the afternoon session after the major indices continued to retreat (Nasdaq -1.5%, S&P 500 -1.2%) amid profit-taking and renewed concerns about tariffs. 

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.