Zeta Global Holdings (NYSE:ZETA) 주식

ZETA GLOBAL HOLDINGS CORP-A

Zeta Global Holdings

Zeta Global Holdings Corp is an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software. It serves enterprise customers across multiple industries, including financial services, insurance, telecommunications, automotive, travel and hospitality, and retail. Its Zeta Marketing Platform, or ZMP, is an omnichannel marketing platform with identity data at its core. The ZMP can analyze billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated machine learning algorithms and the industry's opted-in data set for omnichannel marketing.

5 Crucial Indicators Point To Potential Correction In Stock Market Valuations: Yardeni

Analyst Color

Equities

Long Ideas

Market Summary

Downgrades

Price Target

Technicals

Initiation

Reiteration

Markets

Analyst Ratings

Trading Ideas

General

FRSH

TMSNY

ZETA

AI 기반 마케팅 솔루션을 전문으로 하는 마케팅 기술 회사인 제타 글로벌 홀딩스(NYSE:ZETA)는 2024년 NYSE 종합지수를 상회하는 성과를 거뒀지만, 다른 동종업체들은 시장 대비 저조한 성과를 냈다. 펀더멘털 및 기술적 분석에 따르면 제타 글로벌 주식을 매수, 매도 또는 보유해야 할까? 애널리스트들의 의견을 들어보자.

동종업계 앞서는 제타 글로벌, 2024년에 주가 125% 상승

Victorias Secre, Easton, OH

Mid Cap

News

Movers

$BTC

ASAN

BTDR

FIVE

JANX

NBIS

NVCR

SOUN

VSCO

이 10개 중형주들은 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?

사운드하운드 및 아사나는 지난주 최고 성과를 보여준 10개 중형주 중 일부 (12월 2일-6일)

Tech

제타 글로벌 홀딩스(NYSE:ZETA)는 투자자들의 열광적인 반응에 힘입어 올해 들어 211.67% 급등했다. 또한, 이 회사는 사이버 주말인 추수감사절부터 사이버 월요일까지의 기간 동안 플랫폼 사용량이 전년 대비 108% 증가한 혜택을 누렸다. 이 성장은 브랜드들이 제타의 옴니채널 도구를 활용하여 가장 중요한 쇼핑 기간에 하이퍼 개인화된 마케팅을 제공하는 데 집중한 결과이다.

제타 주식, 올해 들어 211% 폭등: 급상승의 원동력은?

Zeta Global Holdings Corp. Class A Common Stock

Zeta Global Holdings Corp

ZetaChain - United States Dollar

ZETA RES LTD by ZETA RES LTD

Zeta - United States Dollar

Shares of Commercial Metals Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMC#NYSE">CMC</a>) initially fell Monday after the company reported <a href="https://www.benzinga.com/pressreleases/25/06/n46048209/cmc-reports-third-quarter-fiscal-2025-results">fiscal third-quarter results</a> that missed Wall Street expectations, but subsequently reversed all of their premarket losses to trade higher.
Net sales rose 2.9% year over year to $2.02 billion, falling short of the $2.05 billion consensus estimate.
Core EBITDA declined to $204.1 million from $256.1 million a year earlier, with the core EBITDA margin narrowing to 10.1% from 12.3%.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/small-cap/25/06/46049612/exclusive-worksport-clocks-1-3-million-revenue-in-may-margins-rise" rel="noreferrer noopener">EXCLUSIVE: Worksport Clocks $1.3 Million Revenue In May, Margins Rise</a>
Adjusted earnings per share came in at 74 cents, missing the analysts&#8217; average forecast of 85 cents.
The North America Steel Group demand was solid, with finished steel shipments up 1.6% year over year and 10.4% quarter over quarter on seasonal strength.
Adjusted EBITDA for the North America Steel Group&nbsp;fell to $186 million from $246 million on lower scrap spreads, partly offset by cost-saving initiatives. The margin declined to 11.9% from 14.7%.
The Emerging Businesses Group sales rose 4.7% to $197.5 million; adjusted EBITDA grew 7% to $40.9 million with a 20.7% margin.
The Europe Steel Group experienced a significant turnaround in its third fiscal quarter of 2025, driven by improved market conditions in Poland and reduced import competition, the company said in a press release.
Adjusted EBITDA for the Europe Steel Group surged to $3.6 million from a $4.2 million loss in the prior year, marking the segment&#8217;s strongest performance in two years (excluding energy cost rebates). The adjusted EBITDA margin improved to 1.5%.
CMC ended the quarter with $893 million in cash and more than $1.7 billion in liquidity. It repurchased $50.4 million in stock, and as of May 31, 2025, $254.9 million remained available under the current share repurchase authorization.
On June 18, CMC declared a quarterly dividend of 18 cents per share, its 243rd consecutive payment, payable July 9 to shareholders of record as of June 30.
According to Peter Matt, president and CEO, domestic construction markets remain strong. This resilience is evident in healthy shipment levels, robust new project bids, and a stable backlog of work. Given these factors and CMC&#8217;s significant involvement in the expanding U.S. public infrastructure market, Matt is confident the company will perform well for the remainder of the fiscal year.
CMC expects improved Q4 financial results, driven by seasonally stronger North American steel shipments, rising steel product margins, and higher adjusted EBITDA across all segments.
The Europe Steel Group will also receive a $28 million CO₂ credit, with a second tranche expected in Q1 FY26. Excluding the CO₂ credit, the group&#8217;s adjusted EBITDA is still projected to rise sequentially, supported by favorable market conditions and ongoing cost management.
Emerging Businesses Group results are also expected to improve both year over year and sequentially due to solid project backlogs.
Price Action: CMC shares were trading higher by 0.16% to $48.76 at last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/commodities/25/06/46047673/chevron-joins-lithium-race-with-125000-acre-texas-arkansas-deal" target="_blank" rel="noreferrer noopener">Chevron Joins Lithium Race With 125,000-Acre Texas-Arkansas Deal</a></li>
</ul>
Photo via Shutterstock

Earnings

Commercial Metals Poised For Q4 Growth Amid Favorable Market Trends, Says CEO

Scotiabank analyst Nicholas Yulico maintains Sabra Health Care REIT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBRA#NASDAQ">SBRA</a>) with a Sector Perform and raises the price target from $19 to $20.

SBRA

Scotiabank Maintains Sector Perform on Sabra Health Care REIT, Raises Price Target to $20

Reuters Cites Industry Ministry Statement Saying China Aims To Increase Its Gold Resources By 5-10% By 2027

Scotiabank analyst Robert Hope maintains Keyera (TSX:<a class="ticker" href="https://www.benzinga.com/stock/KEY#TSX">KEY</a>) with a Sector Outperform and raises the price target from C$51 to C$54.

TSX:KEY

Scotiabank Maintains Sector Outperform on Keyera, Raises Price Target to C$54

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>B of A Securities lowered Equifax Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EFX#NYSE">EFX</a>) price target from $300 to $285. B of A Securities analyst Heather Balsky downgraded the stock from Buy to Neutral. Equifax shares closed at $255.70 on Friday. <a href="https://www.benzinga.com/quote/EFX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JMP Securities increased the price target for Exelixis, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>) from $47 to $50. JMP Securities analyst Silvan Tuerkcan maintained a Market Outperform rating. Exelixis shares closed at $40.37 on Friday. <a href="https://www.benzinga.com/quote/EXEL/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc raised Darden Restaurants, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) price target from $230 to $245. Keybanc analyst Eric Gonzalez maintained an Overweight rating. Darden shares closed at $225.78 on Friday. <a href="https://www.benzinga.com/quote/DRI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital slashed the price target for Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>) from $29 to $22. BMO Capital analyst John McNulty downgraded the stock from Market Perform to Underperform. Dow shares closed at $27.76 on Friday. <a href="https://www.benzinga.com/quote/DOW/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird raised the price target for Couchbase, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BASE#NASDAQ">BASE</a>) from $22 to $25. Baird analyst Rob Oliver downgraded the stock from Outperform to Neutral. Couchbase shares closed at $24.49 on Friday. <a href="https://www.benzinga.com/quote/BASE/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co. increased FMC Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) price target from $3 to $8. HC Wainwright &amp; Co. analyst Raghuram Selvaraju maintained a Buy rating. FMC shares settled at $41.07 on Friday. <a href="https://www.benzinga.com/quote/FMC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group raised The Kroger Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KR#NYSE">KR</a>) price target from $73 to $82. Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating. Kroger shares closed at $71.97 on Friday. <a href="https://www.benzinga.com/quote/KR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Deutsche Bank increased Compass Minerals International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMP#NYSE">CMP</a>) price target from $14 to $22. Deutsche Bank analyst David Begleiter maintained a Buy rating. Compass Minerals shares closed at $19.38 on Friday.  <a href="https://www.benzinga.com/quote/CMP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo raised the price target for Corteva, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTVA#NYSE">CTVA</a>) from $79 to $82. Wells Fargo analyst Richard Garchitorena maintained an Overweight rating. Corteva shares settled at $73.72 on Friday. <a href="https://www.benzinga.com/quote/CTVA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Melius Research increased Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) price target from $110 to $175. Melius Research analyst Ben Reitzes upgraded the stock from Hold to Buy. AMD shares closed at $128.24 on Friday. <a href="https://www.benzinga.com/quote/AMD/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying AMD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/AMD/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="609" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23095218/image-334-1024x609.png" alt="" class="wp-image-958196" style="width:632px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23095218/image-334-1024x609.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23095218/image-334-300x178.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23095218/image-334-768x457.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23095218/image-334.png 1118w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/46023851/top-2-tech-stocks-that-could-sink-your-portfolio-in-june">Top 2 Tech Stocks That Could Sink Your Portfolio In June</a> </li>
</ul>
Photo via Shutterstock

BASE

CTVA

EXEL

AMD To Rally More Than 36%? Here Are 10 Top Analyst Forecasts For Monday

Scotiabank analyst Ovais Habib maintains Aya Gold &amp; Silver (TSX:<a class="ticker" href="https://www.benzinga.com/stock/AYA#TSX">AYA</a>) with a Sector Outperform and lowers the price target from C$19 to C$18.5.

TSX:AYA

Scotiabank Maintains Sector Outperform on Aya Gold & Silver, Lowers Price Target to C$18.5

Tesla Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) recent Robotaxi launch in <a href="https://www.benzinga.com/quote/TSLA/news">Austin grabbed headlines</a> with a cheeky $4.20 flat fare and Elon Musk-style bravado. But JPMorgan analyst Doug Anmuth notes it's just the beginning. Tesla plans to scale from 20 to 1,000 vehicles and expand to LA, SF, and beyond in months.
In contrast, Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo already operates over 1,500 vehicles across four cities and recently surpassed a 250K weekly trip run-rate. In California alone, Waymo grew rides by over 670% YoY in the first quarter.
Waymo leads with 250,000 weekly trips, but Tesla's $4.20 rides could pressure pricing and perception.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45617402/tesla-talks-big-while-alphabet-and-baidu-surge-ahead-in-robotaxi-race">Tesla Talks Big, While Alphabet And Baidu Surge Ahead In Robotaxi Race</a>
<h2 class="wp-block-heading">Safety &amp; Scale: Waymo's Winning Formula?</h2>
Waymo isn&#8217;t just big &#8211; it's statistically safer. After logging over 56 million commercial miles, it boasts 92% fewer pedestrian-injury crashes than human drivers, notes Anmuth. 
Tesla's FSD progress is real (now 501 miles per critical disengagement), but regulators still have concerns and NHTSA's probe into Tesla autonomy is ongoing.
Waymo cars now average 24 trips/day—busier than 99% of Uber drivers. Tesla? Just getting started.
Tesla is scaling fast, but safety data and utilization still give Waymo the autonomous vehicle edge, at least for now.
<h2 class="wp-block-heading">App Wars &amp; Brand Buzz</h2>
Waymo One has quietly grown to 3.4% of Lyft Inc.'s (NASDAQ: LYFT) U.S. MAUs and 2% of Uber Technologies Inc.'s (NYSE: UBER).
Google search trends show Waymo beating Lyft in Phoenix, Austin, and SF. Tesla, notes Anmuth, has no standalone ride-hailing app yet and relies on in-app Robotaxi integration for now.
<h2 class="wp-block-heading">Tesla's Bold Disruption vs. Waymo's Quiet Domination</h2>
For now, Waymo's data-rich, safety-first approach and growing Uber partnership keep it firmly in the lead.
But Tesla brings scale manufacturing, hype, and with it, price disruption.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46039679/just-as-tesla-lined-up-its-big-move-waymo-went-bigger">Just As Tesla Lined Up Its Big Move, Waymo Went Bigger</a></li>
</ul>
Photo: Shutterstock

GOOG

GOOGL

LYFT

TSLA

UBER

Tesla's $4.20 Robotaxi Disruption - Waymo Should Be Worried

Benchmark analyst Josh Sullivan maintains Kratos Defense &amp; Security (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>) with a Buy and raises the price target from $40 to $48.

KTOS

Benchmark Maintains Buy on Kratos Defense & Security, Raises Price Target to $48

Veda, a decentralized finance (DeFi) vault infrastructure provider, raised $18 million in a funding round.
The startup, which supports financial applications in building consumer-grade DeFi products, plans to use the capital to accelerate its partnerships and infrastructure growth.
CoinFund led the funding round. Several prominent investors participated in the effort, including Coinbase Ventures, GSR, Maelstrom, Animoca Ventures, Mantle EcoFund, BitGo, Credibly Neutral, Draper Dragon, Heartcore, PEER VC, and Relayer Capital.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/46034531/this-record-credential-leak-could-change-how-you-log-in-forever-heres-why">This Record Credential Leak Could Change How You Log In Forever —Here&#8217;s Why</a>
Individual backers include Anchorage CEO Nathan McCauley, Ether.Fi CEO Mike Silagadze, and Polygon (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/matic/usd">MATIC</a>) COO Sandeep Nailwal.
Veda's platform enables protocols, asset issuers, and institutions to offer yield products without exposing users to the technical complexities of DeFi. 
&#8220;The best infrastructure is invisible — it just works,&#8221; said Sun Raghupathi, co-founder and CEO of Veda. &#8220;We enable any platform to offer onchain yield without exposing the complexity of DeFi, while preserving what makes it powerful: self-custody, transparency, and control.&#8221;
Launched in March 2024, Veda's BoringVault framework claims to have over 100,000 users and more than $3.7 billion in total value locked (TVL).
The vaults currently support yield strategies for products like Plasma's Vault, ether.fi Liquid, Lombard's DeFi Vault, and restaking tokens like ether.fi's eBTC and weETHs.
"Institutions and fintechs aren't just exploring DeFi in theory anymore — they're actively implementing it," said Stephanie Vaughan, co-founder and COO of Veda. "Veda's BoringVault framework is already the definitive standard in DeFi, and the only one operating at this scale with a flawless security record. This raise allows us to deepen those partnerships and accelerate the next wave of DeFi adoption across established financial platforms."
Veda plans to announce a partnership with a top-five global centralized exchange in the coming month as it continues to expand its infrastructure.
CoinFund's Head of Venture Investments, David Pakman, said, "Veda solves an unmet and growing need in the DeFi ecosystem—as more wealth comes on chain, infrastructure for the on-chain equivalent of traditional ‘funds' must exist, and Veda is the leader in providing these vaults."
Since its inception, Veda claims to have positioned itself as a vault platform that aims to simplify DeFi access for both institutional and consumer applications while maintaining self-custody and security standards.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/social-media/25/06/46033842/did-tiktok-try-to-bribe-trump-with-300m-in-crypto-the-company-fires-back">Did TikTok Try to Bribe Trump With $300M In Crypto? The Company Fires Back</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$MATIC

Veda Secures $18M To Scale DeFi Vaults Across Chains, Eyes Centralized Exchange Partnership

Macro Economic Events

Econ #s

Economics

USA S&P Global Composite PMI For June 52.8.0 Vs 52.2 Est.

Scotiabank analyst Phil Hardie maintains AGF Management (TSX:<a class="ticker" href="https://www.benzinga.com/stock/AGF#TSX">AGF</a>) with a Sector Perform and raises the price target from C$11.5 to C$14.

TSX:AGF

TSX:AGF/B

Scotiabank Maintains Sector Perform on AGF Management, Raises Price Target to C$14

Melius Research analyst Ben Reitzes upgrades Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) from Hold to Buy and raises the price target from $110 to $175.

Upgrades

Melius Research Upgrades Advanced Micro Devices to Buy, Raises Price Target to $175

A resurfaced 1988 interview of President Donald Trump&nbsp;has revealed that the then-businessman had been warning about the &#8216;Trump tariffs&#8217; long before they became a reality.
What Happened:&nbsp;In the interview on&nbsp;The Oprah Winfrey Show, Trump voiced his frustration with U.S. allies, asserting that they should "pay their fair share" in trade relations with the United States. He specifically pointed to Japan and Kuwait as examples of nations benefiting at the expense of the U.S.
&#8220;They&nbsp;knock the hell out of&nbsp;our companies,&#8221; Trump said, adding, &#8220;I&#8217;d&nbsp;make our allies, forgetting about&nbsp;our enemies&#8230; pay their fair&nbsp;share. We are a debtor&nbsp;nation.&#8221;
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Oprah Winfrey Interviews Donald Trump in 1988" width="500" height="281" src="https://www.youtube.com/embed/GZpMJeynBeg?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Trump criticized Japan&#8217;s trade practices, stating, &#8220;If&nbsp;you ever go to Japan&nbsp;right now and try to&nbsp;sell something forget about it&#8230;&nbsp;They come over here, they&nbsp;sell their cars their VCRs,&nbsp;they&nbsp;knock the hell out of&nbsp;our companies.&#8221;
He argued that &#8216;free trade&#8217; didn't exist when Japan flooded U.S. markets with products while making it nearly impossible for American businesses to operate in Japan.
He also targeted Kuwait, stating, &#8220;Kuwait, they live like kings&#8230; and yet they&#8217;re&nbsp;not paying. We make it&nbsp;possible for them to sell&nbsp;their oil. Why aren&#8217;t&nbsp;they paying us twenty-five percent&nbsp;of what they&#8217;re making? It&#8217;s a joke.&#8221;
Barbara Res, a former executive vice-president at the Trump Organization, recalled Trump believing that the U.S. wasn't receiving sufficient benefits in exchange for providing military support to its ally Japan, as per a previous BBC <a href="https://www.bbc.com/news/articles/c4gp5pw654lo">article</a>. He also found it increasingly challenging to strike deals with groups of Japanese businessmen back then, revealed Res.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/tech/25/06/46048352/gop-cant-kill-usps-ev-fleet-under-tax-bill-says-senate-parliamentarian" target="_blank" rel="noreferrer noopener">GOP Can&#8217;t Kill USPS EV Fleet Under Tax Bill, Says Senate Parliamentarian</a>
Why It Matters: Meanwhile, Trump is yet to strike a trade deal with Japan and several other nations as the 90-day deadline of the &#8216;Liberation Day&#8217; tariff looms. So far, the U.S. has inked a deal with the U.K. and finalized the framework of a trade truce with China. On Friday, the Financial Times reported that Japan called off a high-level meeting with the U.S. after the Trump administration demanded higher defense spending from Japan.
The Trump administration&#8217;s tariffs have been a subject of controversy and severe criticism. A federal appeals court <a href="https://www.benzinga.com/news/legal/25/06/45877448/appeals-court-allows-trumps-tariffs-to-remain-in-effect-while-it-reviews-the-lower-courts-decision">recently </a>allowed President Trump&#8217;s sweeping tariffs to remain in effect while reviewing lower court decisions that blocked the duties on constitutional grounds.
These tariffs have been linked to inflation by Federal Reserve Chairman&nbsp;Jerome Powell, who noted that the <a href="https://www.benzinga.com/markets/economic-data/25/06/46011863/jerome-powell-blames-trump-tariffs-for-inflation-analyst-claps-back-says-fed-is-overplaying-the-card">inflation median</a> forecast has risen due to the effects of the tariffs.
Notably, Japanese automakers like&nbsp;Toyota Motor Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) have been impacted due to Trump&#8217;s <a href="https://www.benzinga.com/markets/tech/25/06/46041326/toyota-to-increase-us-vehicle-prices-by-over-200-starting-july-amid-trumps-auto-tariffs-report">auto tariffs</a> and indicated that the company is announcing a price hike on certain vehicles sold in the U.S. 
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/politics/25/06/46045276/dan-ives-says-iran-threat-is-in-rear-view-mirror-calls-it-positive-for-the-middle-east-and-the-tech-sector" target="_blank" rel="noreferrer noopener">Dan Ives Says Iran Threat Is &#8216;In Rear-View Mirror&#8217; — Calls It &#8216;Positive&#8217; For The Middle East And The Tech Sector &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nearly 40 Years Ago, Donald Trump Blamed This Country For His Tariff Push — And It's Not China: 'I'd Make Our Allies Pay Their Fair Share'

S&P Global Manufacturing PMI For June 52.0 Vs 51.1 Est

Benchmark analyst Mark Palmer maintains Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) with a Buy and raises the price target from $301 to $421.

COIN

Benchmark Maintains Buy on Coinbase Global, Raises Price Target to $421

S&P Global Services PMI For June 53.1Vs 52.9 Est

With all the talk of wild card "X" factors such as President Donald Trump's tariffs or instability in the Middle East, unsettling the stock market, you would logically expect the quarterly earnings season to be full of bad news. It is impossible to deny that the last quarter was a roller coaster ride for investors. However, it may surprise you to learn that over 75% of the S&amp;P 500 exceeded their earnings expectations in their most recent quarterly report.
According to public filing data compiled by<a href="https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_060625A.pdf"> FactSet</a>, 374 out of the 481 companies that released reports exceeded their per-share earnings expectations. By contrast, only 19 companies reported EPS "in line" with expectations, while 88 fell short. The revenue picture was a bit more evenly weighted but still offered solid wins for investors. Some 305 companies beat revenue expectations, while 175 fell short of the mark.
Don't Miss:
<ul class="wp-block-list">
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a></li>
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
</ul>
The overwhelmingly positive performance means businesses in almost every sector successfully adjusted to market instability and thrived. It's certainly good news for investors and analysts, who will collectively hope that the strong quarter is a sign that things may be returning to normal on Wall Street. The recent announcement that Trump and Chinese President Xi Jinping have reached a tentative truce&nbsp; may go even further to calm the nerves of anxious investors.
With that said, some companies scored huge quarterly wins by radically outperforming consensus EPS expectations. According to FactSet, the biggest winner was Intel (NASDAQ:<a href="https://www.benzinga.com/quote/INTC"> INTC</a>), which exceeded EPS expectations by nearly 2,000%. The chipmaker announced EPS of $0.13, which was a massive improvement on the $0.01 that analysts had predicted. Intel's $12.67 billion in<a href="https://www.benzinga.com/quote/INTC/earnings"> revenue</a> also beat the consensus analyst predictions of $12.30 billion by 2.98%.
The next biggest winner on the EPS list was Carnival (NYSE:<a href="https://www.benzinga.com/quote/CCL"> CCL</a>), with $0.13. According to Benzinga, the consensus<a href="https://www.benzinga.com/quote/CCL/earnings"> analyst expectations</a> for Carnival were around $0.02. Carnival's performance was good enough to beat expectations by 550%. The cruise giant has a "<a href="https://www.benzinga.com/quote/CCL/analyst-ratings">Buy Now</a>" rating from Stifel and Citigroup, which both recently raised their price expectations. Citi moved from $31 to $33, while Stifel went from $25 to $28.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
Travelers (NYSE:<a href="https://www.benzinga.com/quote/CCL/analyst-ratings"> TRV</a>) also posted a strong quarter with EPS of $1.91, which was good enough for third place on FactSet's list of biggest EPS surprises. Travelers' $11.81 billion in revenue also bested the prognosticators' $10.81 billion by 9.25%.<a href="https://www.benzinga.com/quote/TRV/dividends"> Passive income investors</a> might also like Travelers' 1.76% dividend, which translates to roughly $4.40 per share based on the current price of $262.02.
The remaining seven best performers on FactSet's top 10 EPS surprises are:
<ul class="wp-block-list">
<li>GE Vernova  (NYSE:<a href="https://www.benzinga.com/quote/GEV"> GEV</a>) +129.2%</li>
<li> Valero Energy Corp. (NYSE:<a href="https://www.benzinga.com/quote/VLO"> VLO</a>) +116.9%</li>
<li> Estee Lauder Cos. Class A (NYSE:<a href="https://www.benzinga.com/quote/EL"> EL</a>) +107.9%</li>
<li> Weyerhaeuser (NYSE:<a href="https://www.benzinga.com/quote/WY"> WY</a>) +100%</li>
<li> Nike (NYSE:<a href="https://www.benzinga.com/quote/NKE"> NKE</a>) Class B +79.6%</li>
<li> Deckers Outdoor (NYSE:<a href="https://www.benzinga.com/quote/DECK"> DECK</a>) +65.5%</li>
<li> Uber Technologies (NYSE:<a href="https://www.benzinga.com/quote/UBER"> UBER</a>) +63.5%</li>
</ul>
Taken as a whole, it's a very diverse list of companies operating across multiple sectors of the economy. To see the S&amp;P 500 performing so strongly despite the recent headwinds is an encouraging sign.
Read Next:
<ul class="wp-block-list">
<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
<li>Can you guess how many retire with a $5,000,000 nest egg? <a href="https://www.benzinga.com/money/5mil-nest-egg-adv">The percentage may shock you</a>.</li>
</ul>
Image: Shutterstock

Playing A Hot Hand--75% Of S&P 500 Companies Reporting Earnings Last Quarter Exceeded Their Earnings Expectations

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>JP Morgan analyst Anthony Paolone upgraded BXP, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>) from Underweight to Neutral and raised the price target from $72 to $78. BXP shares closed at $71.47 on Friday. <a href="https://www.benzinga.com/quote/BXP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Michael Mueller upgraded the rating for Ventas, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>) from Neutral to Overweight and raised the price target from $70 to $72. Ventas shares closed at $62.45 on Friday. <a href="https://www.benzinga.com/quote/VTR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Adrien de Saint Hilaire upgraded Omnicom Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OMC#NYSE">OMC</a>) from Underperform to Neutral and maintained the price target of&nbsp;$80. Omnicom shares closed at $70.28 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank analyst Steve Powers upgraded The Estée Lauder Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>) from Hold to Buy and raised the price target from $71 to $95. Estee Lauder shares closed at $75.20 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Richard Garchitorena upgraded the rating for FMC Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) from Equal-Weight to Overweight and raised the price target from $41 to $50. FMC shares closed at $41.07 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying VTR stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/VTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="574" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23074421/image-333-1024x574.png" alt="" class="wp-image-957992" style="width:649px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23074421/image-333-1024x574.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23074421/image-333-300x168.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23074421/image-333-768x430.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23074421/image-333.png 1137w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/46023851/top-2-tech-stocks-that-could-sink-your-portfolio-in-june">Top 2 Tech Stocks That Could Sink Your Portfolio In June</a> </li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

SEPN

This Ventas Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

Liberty Media Corporation ("Liberty Media") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWONA#NASDAQ">FWONA</a>, FWONK, LLYVA, LLYVK))) received unconditional approval today from the European Commission to complete its acquisition of Dorna Sports, S.L. ("Dorna"), the exclusive commercial rights holder of the MotoGP&#x2122; World Championship ("MotoGP"). Receipt of the European Commission's approval is the final condition to the transaction, which is now expected to close no later than July 3, 2025.
This acquisition enables Liberty Media to accelerate MotoGP's international appeal and bring captivating racing to a wider global audience. The first MotoGP season was held in 1949 with six rounds staged across Europe and has grown to comprise 22 races across 18 countries for the 2025 season, which is broadcast to hundreds of millions internationally. Liberty Media will leverage its expertise in developing sports and entertainment assets to further expand MotoGP's fanbase and grow the sport commercially. Carmelo Ezpeleta, CEO of Dorna since 1998, will continue to run the business headquartered in Madrid.
Liberty Media will acquire 84% of Dorna with Dorna management retaining 16% of the business. The transaction reflects an enterprise value for Dorna of €4.3 billion1 and an equity value of €3.7 billion with the existing debt balance at Dorna expected to remain in place after closing.
The purchase price for Liberty Media's 84% stake will be paid in cash, including cash on hand at Formula One Group and Formula 1 and proceeds from $1 billion of committed term loan financing at Formula 1. Formula 1's pro forma net leverage following the acquisition is expected to be under 3.5x, which would permanently reduce the margin on F1's Term Loan B to 1.75%. Promptly after the transaction closes, Formula One Group expects to draw from Dorna cash and committed term loan proceeds, bringing pro forma leverage at Dorna to just below 5.5x.
Following the transaction close, members of Liberty Media's board of directors and management team, including Chase Carey, director of Liberty Media and former CEO of Formula 1, and Sean Bratches, former Managing Director of Commercial Operations at Formula 1, will join Carmelo Ezpeleta and Enrique Aldama, the Chief Operating and Financial Officer of Dorna, on Dorna's board of directors, which is responsible for oversight of the business and its strategic direction.
Liberty Media has received the necessary regulatory approvals in all other jurisdictions to close the acquisition. Following the acquisition, Liberty Media's Formula One Group tracking stock will be comprised of its subsidiaries Formula 1, MotoGP and Quint, as well as certain minority investments.

FWONA

Liberty Media Receives Unconditional Approval From European Commission To Complete Acquisition Of Dorna Sports

Wells Fargo analyst Richard Garchitorena maintains Corteva (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTVA#NYSE">CTVA</a>) with a Overweight and raises the price target from $79 to $82.

Wells Fargo Maintains Overweight on Corteva, Raises Price Target to $82

Press Releases

Zeta Global Launches AI Agent Studio with Agentic Workflows, Pioneering the Next Frontier of AI-Powered Marketing

March's Zeta Economic Index (ZEI) Indicates Economic Cooling as Consumer Confidence Wanes

Zeta Global to Announce First Quarter 2025 Results on May 1, 2025

Zeta Global Reports 15th Straight "Beat and Raise" Quarter

April's Zeta Economic Index Highlights Emerging Disconnect: Consumers Feel Uneasy, But Keep Spending

Cannae Holdings, Inc. Announces Executive Management Succession, Board Refreshment, and Additional Strategic Actions to Unlock Shareholder Value

Zeta Economic Index (ZEI) Shows Consumers in Holding Pattern as Stability Rises and Activity Cools

Zeta Global Unveils 'Zeta Answers,' Ushering in the Next Era of Agentic Marketing

Zeta Global Honors Co-founder and Visionary Board Member, John Sculley, on His Retirement

Comments

Zeta Global Holdings

뉴스

파트너 / 기고자

벤징가 글로벌