Shares of Zeta Global Holdings Corp. (ZETA) are surging 13.95% in Wednesday's trading session, building on the momentum from an 8.26% pre-market gain. The significant upward movement comes on the heels of the company's impressive third-quarter 2025 financial results, increased guidance for both 2025 and 2026, and positive analyst sentiment.

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

Investors are 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 stock price increase. Additionally, several analysts have reiterated their Buy ratings on ZETA stock, with some raising their price targets, further fueling investor optimism.