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Reddit users spotlight Zeta and IN... as potential “next Nvidia” stocks
The Yahoo Finance analysis cites Zeta’s 17% year over year growth in super-scaled accounts in Q2 fiscal 2026 and its partnerships with OpenAI and Palantir, while noting bear risks around midterm ad spending and the impact of a prior acquisition.
Reddit threads have turned Zeta and IN... into contenders for investors hunting a possible “next Nvidia,” with Yahoo Finance saying it reviewed discussion posts from r/Stocks_Picks and r/TheRaceTo10Million for specific bullish arguments. For Zeta, the outlet highlights that the company sells enterprise marketing software used by major brands to find customers, target them, and message them through a single system instead of multiple vendors. Yahoo Finance points to Zeta’s data approach, including that it owns a consumer dataset covering more than 535 million profiles, and it also cites partnerships signed this year with OpenAI and Palantir.
The analysis also describes Zeta’s growth and positioning, noting that in the second quarter of fiscal 2026, super-scaled account count rose 17% year over year to 197 and average revenue from each account increased 17%. Yahoo Finance adds that under the Palantir-related arrangement, Zeta rebuilds its data cloud on Palantir’s Foundry software, and that some commenters see Zeta expanding from marketing software into business intelligence.
On the cautious side, Yahoo Finance includes a two-sided investor perspective from Reddit, including commentary that the shift toward positive GAAP profitability and raised fiscal 2026 guidance are positives, but that one commenter would not chase the stock short term unless it holds above the post-earnings trading range. The outlet also notes bear points that fiscal 2026 growth may be boosted by political ad spending tied to US midterm elections and by Marigold, a marketing software business Zeta acquired.