Shares of Zeta Global Holdings Corp. (ZETA) surged 8.26% in pre-market trading on Wednesday, following the company's impressive third-quarter 2025 financial results and increased guidance for both 2025 and 2026. The AI Marketing Cloud company's strong performance and optimistic outlook have clearly resonated with investors, driving the significant stock price increase.

Zeta Global reported Q3 revenue of $337.0 million, representing a 26% year-over-year increase and exceeding the midpoint of guidance by $9.0 million. Notably, when excluding revenue from political candidates and LiveIntent, the growth rate was even more impressive at 28% year-over-year. The company also demonstrated robust profitability, with free cash flow of $47.0 million, up 83% year-over-year, achieving a record 14% margin.

Investors were particularly encouraged by Zeta's raised guidance for Q4 and full-year 2025, as well as its initial 2026 outlook. The company increased its full-year 2025 revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from prior guidance. For 2026, Zeta projects revenue of $1,540 million, representing a year-over-year increase of 21%. This positive outlook, coupled with the company's strong Q3 performance and consistent growth in its Super Scaled Customer count, appears to be driving the significant pre-market stock price increase.