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/GTM
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Zoominfo Technologies Inc

Zoominfo Technologies Inc

GTM
$3.07USD↓-1.92%-0.06 today

MARKET CAP

904.8M

P/E (TTM)

2.7x

FWD P/E

2.7x

DAY RANGE

$3 – $3

52W RANGE

$3
$13

AI Summary

Stalk
TrimMedium

GTM remains in a Stage 4 decline with sustained lower highs and lower lows. The active Lockout Rally reflects forced short-covering within the downtrend rather than structural repair. Medium-term directional bias is bearish and execution should await a reaction at declining EMAs. We recommend a deferred sell posture (Trim) around the 9EMA/20EMA region and look for clear rejection before engaging.

  • ↑72% of ACV sourced from upmarket clients; ACV >$100k cohort up 32% YoY
  • ↑AI Copilot adoption accounts for 20%+ of ACV, boosting customer engagement
  • ↓Downmarket segment revenue slid 11% YoY; now represents just 28% of ACV
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

ZoomInfo Technologies Inc. (NASDAQ: GTM) is a leading go-to-market intelligence platform that utilizes AI-driven data solutions to optimize sales and marketing initiatives for businesses. The firm specializes in providing comprehensive business insights, allowing organizations to enhance customer engagement and drive operational efficiencies. With a targeted focus on upmarket enterprises, ZoomInfo's strategic positioning leverages its substantial data assets in an evolving competitive landscape influenced by artificial intelligence.

Bull says

  • ↑72% of ACV sourced from upmarket clients; ACV >$100k cohort up 32% YoY
  • ↑AI Copilot adoption accounts for 20%+ of ACV, boosting customer engagement
  • ↑Q1 2026 revenue $310 M (+1.5% YoY); adjusted operating margin 35%
  • ↑$1 B buyback program launched; $400 M repurchased in 2025
  • ↑High earnings yield and strong book-to-price suggest undervaluation; debt levels manageable

Bear says

  • ↓Downmarket segment revenue slid 11% YoY; now represents just 28% of ACV
  • ↓Momentum remains weak, indicating recent share underperformance
  • ↓Negative profitability factor highlights cost conversion challenges
  • ↓Transition to consumption-based pricing may delay revenue recognition
  • ↓High liquidity risk and volatile software sentiment could pressure valuation
  • ↓Economic headwinds and AI adoption uncertainty may dampen growth

Investment themes with GTM

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-12-2026neutral

Transcript signals

Bull points

  • We started 2026 by delivering revenue and adjusted operating income above the high end of our Q1 guidance. Revenue for the first quarter was $310 million, up 1.5% year over year, and adjusted operating income margin was 35%, up more than two points year over year.
  • Our non-seat-based operations and data-as-a-service offerings, one of the most profitable parts of the business and almost exclusively upmarket, again grew more than 20% year-over-year in the quarter and now makes up just under 20% of our business.
  • Our strategy is to make ZoomInfo's go-to-market data ubiquitous, available wherever go-to-market work gets done, including ChatGPT, Cloud, Perplexity, Microsoft Copilot, Google Gemini, and internally built applications.

Bear points

  • While we exceeded our guidance in Q1, as macro conditions worsened at the end of the quarter, we experienced a regression in our downmarket and upmarket growth trajectories.
  • In the closing days of March and into April, we saw a trend of AI and agentic confusion in our customer conversations. This led to a pause in purchasing decisions, and our software customers were particularly affected.
  • As a result, we're revising our full-year guidance down in conjunction with significant cost reductions that we believe will position us with structurally higher operating margins and create a faster path back to durable growth.
Read full transcript analysis ›