MarketBeat
10 Nov 2026, 06:14 UTC · 1d ago
What Zeta Global (ZETA) Said on Its Q3 Earnings Call
Impact · against what's priced in
Zeta Global's significant guidance raises and expansion of its TAM into non-marketing functions represent a fundamental acceleration in growth and valuation potential. For Palantir, the news is largely marginal as the partnership's contribution is incremental relative to its current valuation scale.
- PLTR+0.10
Already priced in
- The price assumes
The NVIDIA partnership and sovereign AI stack providing a real but incremental revenue stream rather than a transformational one.
The expectation that the Zeta partnership will generate over $100 million in incremental annual revenue is positive but fits the market's current view of these partnerships as incremental rather than transformational for a company of Palantir's size.
What PLTR's price assumes · Sep 10
