The question I keep getting is: "After such a huge partnership, why is $ZETA only up 5%?" A few reasons come to mind: 1. The market is getting hit hard today. 2. Many investors still aren't rushing into SaaS. 3. Wall Street wants to see another GAAP-profitable quarter. 4. Investors are still digesting the news. As I've said before, price action doesn't dictate my conviction. The business. The leadership. The opportunity. That's what matters. As the MarTech company it is today, I believe Zeta is already significantly undervalued. My conservative models put fair value around $40/share using a DCF and roughly a 6x P/S multiple. But when you factor in the OpenAI partnership, Snowflake partnership, and now the Palantir partnership, and understand the long-term vision of becoming the go-
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