Looking back on advertising software stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Zeta (NYSE:ZETA) and its peers.
A number of stocks jumped in the afternoon session after stocks extended their rebound, led by strong gains in the technology sector, as renewed optimism surrounding U.S.–China trade negotiations lifted investor sentiment.
A number of stocks jumped in the morning session after President Trump clarified that he had no intention of removing Federal Reserve Chair Jerome Powell, a statement that helped calm markets. Earlier remarks had sparked fears of political interference in decision making at the central bank.
With Trump walking back his earlier comments, investors likely felt more assured that monetary policy decisions would continue to be guided by data, not drama. That kept the Fed's word credible, and more importantly, gave investors a steadier compass to figure out where rates and the markets were headed next.
A number of stocks jumped in the afternoon session after investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible."
His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.
A number of stocks fell in the afternoon session after President Trump criticized the Federal Reserve's approach to interest rate cuts, warning that the pace was slow and could hinder economic growth. Trump's comments added pressure to an already sensitive market, raising concerns about political interference in monetary policy.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how PubMatic (NASDAQ:PUBM) and the rest of the advertising software stocks fared in Q4.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
What a brutal six months it’s been for Zeta. The stock has dropped 49.8% and now trades at $14.54, rattling many shareholders. This might have investors contemplating their next move.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at LiveRamp (NYSE:RAMP) and the best and worst performers in the advertising software industry.
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping
as the industry has posted a 18.1% gain over the past six months, beating the S&P 500 by 12.8 percentage points.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at advertising software stocks, starting with Integral Ad Science (NASDAQ:IAS).
Shares of advertising and marketing company Zeta Global (NYSE:ZETA) fell 13.8% in the pre-market session after the company reported weak fourth quarter 2024 results as its revenue guidance for next year suggests a significant slowdown in demand, and its revenue guidance for next quarter fell slightly short of Wall Street's estimates. On the other hand, Zeta reported optimistic EBITDA guidance for the next quarter, which blew past analysts' expectations, and its full-year EBITDA guidance trumped Wall Street's estimates. Overall, we think this was still a decent quarter, with some key metrics above expectations. The areas below expectations seem to be driving the move.
Programmatic advertising platform Pubmatic (NASDAQ: PUBM)
will be announcing earnings results tomorrow after the bell. Here’s what investors should know.
Digital media measurement and analytics provider DoubleVerify (NYSE:DV)
will be reporting results tomorrow afternoon. Here’s what investors should know.
Advertising and marketing company Zeta Global (NYSE:ZETA) announced better-than-expected revenue in Q4 CY2024, with sales up 49.6% year on year to $314.7 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $254 million was less impressive, coming in 1.2% below expectations. Its GAAP profit of $0.06 per share was $0.02 above analysts’ consensus estimates.
