The video presents a comprehensive fundamental analysis of Zeta Global Holdings Corp (ZETA), highlighting its position as an AI-powered marketing platform with a strong long-term growth trajectory. The company projects significant expansion, targeting over $2.1 billion in revenue, $525 million in adjusted EBITDA, and $340 million in free cash flow by 2028. This implies impressive compounded annual growth rates for revenue (21-32%) and EPS (29-45%) over the next three years. Key competitive advantages, or its 'moat', include proprietary AI, extensive consumer signals, omnichannel integration, enterprise-level scalability, and strategic partnerships, notably with OpenAI. The analysis acknowledges potential risks such as intense competition from established players like Salesforce and Adobe, historical unprofitability on a GAAP basis (though projected to achieve profitability by 2025), economic cyclicality impacting marketing budgets, and data privacy regulatory challenges. From a technical perspective, the stock has shown resilience, breaking out of a downtrend channel and pulling back to a support level around $17.40-$17.50, with immediate resistance identified at $22. Fundamental valuation models in the video suggest an intrinsic value ranging from $18.70 to $19.62, indicating the current price of $21.67 is slightly overvalued by the speaker's calculations. However, the speaker identifies the $16-$20 price range as a 'sweet spot' for accumulation. An external Morgan Stanley price target of $27 further supports a bullish outlook driven by growth and easing AI concerns.