ZETAearnings
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.21Beat
- vs $0.08 expected on Nov 9
- Stock move on it
- +8.17%
- one session
- Price
- $37.57
- −0.45% today · $7.04B cap
Past and upcoming reports
1
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | $0.08 | Beat$0.21 | +8.17% |
After the report
Nov 9, 2026 report
ZETA rose 4.46% after the reported earnings event, but margin and valuation risks remained unresolved.
Reported EPS was not captured. The stock closed at $32.415, up $1.385 on 8.82 million shares, while available fundamentals showed 35.91% TTM revenue growth but only a 3.4% operating margin.
Reported against expected
Reported EPS was unavailable. the $0.08 consensus estimate was pre-print context only, so no beat or miss was established.
Guidance
No post-earnings guidance or management outlook was captured. next-year EPS growth was estimated at 23.23%.
How the stock reacted
ZETA rose 4.46% to $32.415, trading between $31.19 and $32.56, with volume of 8.82 million shares versus recent sessions ranging from 2.51 million to 9.58 million.
What changed
ZETA gained 4.46% on the reported earnings date, while reported EPS and formal guidance remained unavailable.
What the price now assumes
The 4.46% advance on 8.82 million shares signaled constructive near-term sentiment despite forward P/E of 28.75.
What it means for the business
Maintain a growth bias, but upgrade only if operating margin improves from 3.4% over the next 30-90 days.
The next one to three months, as we saw it then
Better case35%
Growth remains investable if the company converts 35.91% TTM revenue growth into improving profitability and the price holds above the $31.724 50-day average.
Base case40%
The stock consolidates near $32.415 as strong growth offsets a 28.75 forward P/E and limited evidence of margin expansion.
Worse case25%
Valuation resets if growth fails to support profitability, exposing the premium multiple and weak shareholder-return metrics.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.