Number four on our list, " Zeta Global," is a stock I talked about in May and said, "Oh my God, I love this situation." The stock has risen considerably since then . In fact, I think it has increased by about 90% since I mentioned it.
How Tom Nash’s view on $ZETA changed
2026-10-19Bullish
“This Market Dip is a GIFT (7 Stocks to Buy NOW)”
ZETA is still cheap with enormous potential despite rising 96% since I added it in May and seeing no significant price reduction; revenue grew 44% over the past year, operating income grew 430%, and it trades at five times sales and 22 times forward price-to-earnings.
2026-10-16Bullish
“The UNTHINKABLE is About to Happen to the Stock Market (& Why AI Stocks are Next)”
ZETA is a great stock with strong upside potential: its AI product solves a major corporate problem, fundamentals are excellent and improving—revenue +30% to 1.3B, operating income +109% YoY, free cash flow +100%, P/S 3.3, more cash than debt. Prior price decline did not matter; he focuses on fundamentals, not price.
Now, the last time I went out I said, "I love this stock and we did a whole seminar about it." I said, "Look, Zeta Global is going to be huge." That was in May 2026. I went out and said, "Zeta Global is going to be massive, isn't it?"
Well, things have gone very well so far. Up 92% since May, but look at this. When we said that Zeta Global would be great, its performance since the beginning of the year was negative by 6%.
From November 2024 to May 2026, the stock fell by 50%. So, the stock was very low when I said, "Hey , that's great."