ZETA
Zeta Global$30.13live · 9h agoTotal predictions
2
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
2 / 0
direction split
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Predictions (2)
Michael Tyler2 callsBullish
The speaker names Zeta Global as one of his favorite software stocks amid a broader bullish view on software benefiting from AI guardrail narratives.
Earlier thesis (1)
Zeta Global is one of the highest-conviction software opportunities the speaker sees. The combination of a 15x forward P/E, 30%+ revenue growth, an 18-quarter beat-and-raise streak, and emerging GAAP profitability makes it a setup that 'you can't make up if you tried.'