Why Retail Investors Are Watching Zeta Global Stock And Two Fast Growing Tech Names

On Holding

On Holding

ONON

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With global growth expectations steady but risks still in focus, many investors are looking for stocks where management has meaningful skin in the game and analysts see room for further expansion. The Fast Growing Stocks With High Insider Ownership screener filters for companies that combine optimistic outlooks with leaders who are heavily invested in the outcome. That mix can help align your interests with management while still tapping into growth potential across different sectors. This article highlights 3 stocks from the screener that stand out on those criteria and explains why they may deserve a closer look in the current market backdrop.

Zeta Global Holdings (ZETA)

Overview: Zeta Global Holdings is a New York based software company that helps large enterprises understand and reach consumers by combining its AI driven marketing cloud with a vast consumer data platform, so brands can manage campaigns, messaging and customer relationships across email, web, mobile, CTV and social channels from one system.

Operations: Zeta Global generates about US$1.44b in revenue mainly from Internet Software & Services, with roughly US$1.35b from the United States and around US$85 million from international markets.

Market Cap: US$5.45b

Zeta Global stands out in this screener because its AI native marketing platform is tied to rich first party data, which is attracting large enterprises even as privacy rules tighten and ad budgets consolidate. Analyst commentary points to earnings growth expectations and a potential shift to profitability within a few years, while recent guidance, the Palantir partnership and Athena roll out indicate management confidence in the company’s long term earnings potential. At the same time, the company is still loss making, funded entirely by higher risk borrowing and exposed to tighter privacy regulation and powerful walled gardens, so execution on margins and customer concentration will matter. A key consideration for investors is how these moving pieces could reshape the risk reward trade off depending on how Zeta performs relative to its growth and profitability targets.

Zeta Global’s push toward profitability, backed by its AI driven marketing cloud and first party data, has many investors wondering what the earnings ramp could look like. For further details, see the analyst forecasts for Zeta Global Holdings

NYSE:ZETA Earnings & Revenue Growth as at Jul 2026
NYSE:ZETA Earnings & Revenue Growth as at Jul 2026

On Holding (ONON)

Overview: On Holding is a Zurich based sportswear company that designs and sells premium running shoes, performance footwear, apparel and accessories under the On brand. It reaches athletes and everyday active consumers through a mix of wholesale partners, its own stores and a growing e commerce channel worldwide.

Operations: On Holding generates about CHF 3.12b in revenue almost entirely from athletic footwear, with reported Asia Pacific revenue of roughly CHF 564.5m.

Market Cap: US$12.12b

On Holding attracts interest in this screener because it combines rapid growth with strong brand momentum. Its direct to consumer and e commerce mix is rising and supporting higher margins, while new franchises and categories like tennis, trail and lifestyle broaden its reach beyond core runners. Analysts expect earnings and revenue to grow faster than the wider US market, and recent results show expanding net sales and profit, which supports optimism around future returns on capital. At the same time, the stock trades on a high P/E and relies on premium pricing, heavy marketing spend and rapid geographic expansion. Any cooling in demand or execution missteps could pressure margins and may warrant a closer look at how much growth is already priced in.

On Holding’s rapid sales momentum and premium P/E suggest investors may be missing how quickly expectations are changing. See how the analyst forecasts for On Holding frame outlines what happens if demand or margins shift.

NYSE:ONON Earnings & Revenue Growth as at Jul 2026
NYSE:ONON Earnings & Revenue Growth as at Jul 2026

Nebius Group (NBIS)

Overview: Nebius Group is a Netherlands based technology company that builds full stack infrastructure for the global AI industry, offering large scale GPU clusters, AI focused cloud platforms and developer tools, alongside its TripleTen tech education platform and Avride autonomous driving technology.

Operations: Nebius Group generates most of its revenue from its Nebius AI infrastructure segment at about US$828.6m, with smaller contributions from TripleTen at roughly US$55.2m and Avride at around US$2m, partly offset by US$7.9m in eliminations.

Market Cap: US$49.98b

Nebius Group is drawing attention because it sits at the center of AI compute demand, with full stack GPU infrastructure, an NVIDIA alliance and large customers like Microsoft and Meta contributing to a growing backlog and new data center builds in the US and UK. At the same time, the stock trades on a high P/E, faces heavy capital needs and operates in a fiercely competitive market where hyperscalers and potentially Meta’s own AI cloud capacity could pressure pricing and margins. Recent profitability, strong cash reserves and index inclusion indicate meaningful strengths, but investors also need to weigh insider selling, board turnover and the risk that high expectations for earnings and revenue growth may not be met.

Nebius Group sits at the crossroads of soaring AI compute demand and tight capital discipline, yet many investors may be missing how these forces intersect in the 2 key rewards and 3 important warning signs (1 is major!)

NasdaqGS:NBIS Earnings & Revenue Growth as at Jul 2026
NasdaqGS:NBIS Earnings & Revenue Growth as at Jul 2026

The three stocks covered here are just a starting point, as the full Fast Growing Stocks With High Insider Ownership screener surfaces 169 more companies with equally compelling growth and insider alignment stories through the Fast Growing Stocks With High Insider Ownership screener. Use Simply Wall St to identify, filter and analyze the specific catalysts and narratives that matter to you, so you can focus on the opportunities that best fit your goals.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.