Goldman Sachs Ups Zeta Global (ZETA) PT to $26, Anticipates Software-Sector M&A Surge, Strategic Synergies in 2026

5 days ago 3

Maham Fatima

Fri, January 30, 2026 astatine 8:48 AM CST 2 min read

Zeta Global Holdings Corp. (NYSE:ZETA) is 1 of the best performing caller tech stocks to bargain now. On January 28, Goldman Sachs raised its terms people for Zeta Global from $23 to $26 portion maintaining a Neutral standing connected the stock. The steadfast anticipates an acceleration successful software-sector M&A passim 2026, fueled by compressed nationalist marketplace valuations and the inherent strengths of established bundle businesses. These structural advantages let incumbent SaaS companies to make worth by acquiring innovative private-market technologies astatine charismatic multiples and realizing cross-portfolio synergies.

Earlier connected January 15, Morgan Stanley besides accrued its terms people for Zeta Global to $27 from $23, reflecting a much optimistic position connected the exertion SaaS assemblage for 2026. This accommodation came aft a twelvemonth wherever SaaS names mostly lagged down the broader bundle and exertion markets. However, the steadfast present believes that the risks associated with AI disruption are proving to beryllium little terrible than antecedently anticipated.

Goldman Sachs Ups Zeta Global (ZETA) PT to $26, Anticipates Software-Sector M&A Surge, Strategic Synergies successful 2026

While this displacement supports a much favorable outlook for the coming year, Morgan Stanley maintains a selectively opportunistic stance. This cautious attack is attributed to the deficiency of widespread, affirmative revisions successful firm spending, suggesting that portion the situation is improving, the steadfast remains focused connected circumstantial high-quality opportunities alternatively than the assemblage arsenic a whole.

Zeta Global Holdings Corp. (NYSE:ZETA) operates an omnichannel data-driven unreality level that provides enterprises with user quality and selling automation bundle successful the US and internationally.

While we admit the imaginable of ZETA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.