Nov. 15 at 4:00 PM
$ZETA great read:
'Zeta’s valuation is becoming more dependent than ever upon the quality of its revenue runway, which provides a clear trajectory to significant scale. Analysts project revenue of
$1.54 billion by 2026, and the guidance from management for 2028 of over
$2.1 billion indicates strong revenue CAGR of an impressive 20%. At today’s levels, the stock trades at a forward P/S of roughly 3.2x for 2026 and just about 2x on 2028 estimates, multiples that appear unusually low for a company expanding this quickly while lifting margins.'
https://seekingalpha.com/article/4844228-the-hidden-engine-behind-zetas-surge
