$ZETA — AI Marketing Cloud → Q1 2026 revenue surged 50% to $396M, adjusted EBITDA up 42% to $66M → Super-scaled customers grew 19% to 189, ARPU jumped 21% to ~$1.7M YoY → Athena AI platform drove 60% of platform AI activity within one launch week — 7x higher agentic interactions → 11 analysts with Buy consensus, price target $28.27 vs ~$16.58 today Probably the highest quality name in this group. 50% revenue growth + profitability trajectory + AI agents embedded = serious re-rating candidate. This is a sleeper large-cap in the making. Not a financial advice



