ZoomInfo: Resilient Core Performance and Emerging AI Integration Underpin Buy Rating Despite SaaS Uncertainty

Analyst Joshua Reilly of Needham maintained a Buy rating on ZoomInfo Technologies, with a price target of $15.00.

Joshua Reilly has given his Buy rating due to a combination of factors, starting with ZoomInfo’s stronger‑than‑expected fourth quarter, where revenue exceeded the midpoint of guidance by a notable margin, highlighting resilient demand in its core business. He also points to stable net revenue retention of about 90% quarter over quarter, which signals that the company’s larger, more sophisticated customers are continuing to renew and expand even as smaller clients face ongoing challenges.

At the same time, Reilly emphasizes that early adopter software customers are already integrating Claude Cowork with ZoomInfo’s data to build custom AI‑driven workflows, demonstrating that the platform is well positioned for emerging AI‑enabled use cases. While he acknowledges increased uncertainty in the broader SaaS landscape and the likelihood of continued stock volatility, he believes ZoomInfo’s pace of product innovation and its strategic role in AI‑powered go‑to‑market solutions support a favorable long‑term risk‑reward profile that justifies a Buy rating.

In another report released today, J.P. Morgan also maintained a Buy rating on the stock with a $12.00 price target.