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ZoomInfo Technologies
(NASDAQ:GTM)
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Rating:63Neutral
Price Target:
$4.00
▲(36.99% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by mixed financial performance: strong and growing free cash flow supports the business, but the sharp deterioration in GAAP profitability and negative returns weigh heavily. Technicals add moderate support due to improving momentum, and valuation is a positive given the low P/E. The earnings call contributes a neutral-to-slightly-positive tilt from raised margin and cash flow guidance, tempered by guidance for revenue decline and weak retention.
Positive Factors
Robust free cash flow
Sustained, sizable operating and free cash flow provides durable liquidity to fund product investment, repay debt, and support buybacks or strategic M&A. Over a 2–6 month horizon, strong FCF underpins capital allocation flexibility even as GAAP earnings lag.
Negative Factors
Weak net revenue retention
NRR below 100% implies customers are contracting or not expanding enough, constraining organic growth and making long‑term top‑line recovery harder. Over months, weak retention reduces lifetime revenue per customer and raises pressure on new sales and marketing investment.
Read all positive and negative factors
Positive Factors
Negative Factors
Robust free cash flow
Sustained, sizable operating and free cash flow provides durable liquidity to fund product investment, repay debt, and support buybacks or strategic M&A. Over a 2–6 month horizon, strong FCF underpins capital allocation flexibility even as GAAP earnings lag.
Read all positive factors
ZoomInfo Technologies Key Performance Indicators (KPIs)
Any
Customers $100K
Counts the number of customers generating over $100K in revenue, highlighting the company’s success in securing high-value contracts and its market penetration.
Counts the number of customers generating over $100K in revenue, highlighting the company’s success in securing high-value contracts and its market penetration.
Data provided by:
The Fly
The FlyZoomInfo Technologies (GTM) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.12B
Dividend YieldN/A
Average Volume (3M)10.52M
Price to Earnings (P/E)―
Beta (1Y)1.92
Revenue Growth2.66%
EPS Growth-808.37%
CountryUS
Employees3,180
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)-1.87
Shares Outstanding291,110,050
10 Day Avg. Volume6,880,424
30 Day Avg. Volume10,520,690
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)2.17
Price to Sales (P/S)2.62
P/FCF Ratio8.44
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$4.75Price Target Upside62.67% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering13
EPS Forecast (FY)1.12
Revenue Forecast (FY)$1.21B
ZoomInfo Technologies Business Overview & Revenue Model
Company Description
ZoomInfo Technologies Inc., operating alongside its subsidiaries, delivers a sophisticated, cloud-based go-to-market intelligence and engagement platform. This robust solution is tailored for sales, marketing, operations, and talent acquisition pr...
How the Company Makes Money
ZoomInfo primarily makes money by selling subscriptions to its cloud-based platform and data products under recurring contracts (typically sold to businesses on an annual or multi-year basis), with pricing generally based on factors such as produc...
ZoomInfo Technologies Earnings Call Summary
Earnings Call Date:Aug 05, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 02, 2026
Earnings Call Sentiment Neutral
The call balanced clear operational and financial progress—improved margins (+130 bps), stronger free cash flow (+7% YoY), improved expense efficiency, proactive capital allocation (share and debt repurchases), and momentum in product strategy (GTM.AI, Studio, Workspace)—against notable near-term demand challenges (modest Q2 revenue growth of +1.2%, guidance implying ~3% FY revenue decline at midpoint), softness in the software vertical, lower net revenue retention (89%), a large non-cash goodwill impairment ($651M) and restructuring costs/headcount reductions. Management is focused on profitability, cash generation and executing product-led and consumption-oriented pricing, but top-line recovery remains uncertain in the near term.Positive Updates
Revenue and Margin Improvement in Q2
GAAP revenue of $310 million, up 1.2% year-over-year; adjusted operating income of $110 million, up 5% year-over-year; adjusted operating income margin of 35%, up 130 basis points year-over-year.
Negative Updates
Modest Top-Line Growth and Full-Year Revenue Decline at Midpoint
Q2 GAAP revenue grew only 1.2% year-over-year; full-year 2026 GAAP revenue guidance implies a 3% year-over-year decline at the midpoint ($1.207–$1.217 billion).
Read all updates
Q2-2026 Updates
Positive
Negative
Revenue and Margin Improvement in Q2
GAAP revenue of $310 million, up 1.2% year-over-year; adjusted operating income of $110 million, up 5% year-over-year; adjusted operating income margin of 35%, up 130 basis points year-over-year.
Read all positive updates
Company Guidance
ZoomInfo raised its outlook after Q2 overperformance: for Q3 the company expects GAAP revenue of $298–301 million, adjusted operating income of $113–115 million and non‑GAAP net income of $0.28–0.29 per share; for full‑year 2026 it now expects GAAP revenue of $1.207–1.217 billion (≈ a 3% year‑over‑year decline at the midpoint), adjusted operating income of $446–451 million (a 37% margin at the midpoint, up 130 basis points year‑over‑year), non‑GAAP net income of $1.12–1.13 per share based on 318 million weighted average diluted shares, and unlevered free cash flow of $403–423 million; management noted Q3 guidance does not assume material near‑term impact from the new consumption pricing and cited Q2 results (GAAP revenue $310M, adj. operating income $110M/35% margin, unlevered FCF $107M with 98% conversion) as the basis for the raise.ZoomInfo Technologies Financial Statement Overview
Summary
Income Statement
46
Neutral
Balance Sheet
58
Neutral
Cash Flow
74
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.26B | 1.25B | 1.21B | 1.24B | 1.10B | 747.20M |
| Gross Profit | 1.06B | 1.05B | 1.02B | 1.06B | 909.30M | 610.50M |
| EBITDA | -384.10M | 325.70M | 156.30M | 514.60M | 330.00M | 214.20M |
| Net Income | -541.00M | 124.20M | 29.10M | 107.30M | 63.20M | 116.80M |
Balance Sheet | ||||||
| Total Assets | 5.68B | 6.44B | 6.47B | 6.87B | 7.14B | 6.85B |
| Cash, Cash Equivalents and Short-Term Investments | 150.10M | 179.90M | 139.90M | 529.30M | 545.70M | 326.70M |
| Total Debt | 1.52B | 1.81B | 1.39B | 1.33B | 1.31B | 1.30B |
| Total Liabilities | 4.85B | 4.93B | 4.77B | 4.75B | 4.86B | 4.86B |
| Stockholders Equity | 828.70M | 1.51B | 1.69B | 2.12B | 2.27B | 2.00B |
Cash Flow | ||||||
| Free Cash Flow | 448.40M | 388.80M | 301.10M | 408.40M | 388.10M | 275.80M |
| Operating Cash Flow | 554.00M | 465.40M | 369.40M | 434.90M | 417.00M | 299.40M |
| Investing Cash Flow | -106.20M | -80.80M | 13.40M | 24.40M | -281.10M | -695.80M |
| Financing Cash Flow | -461.80M | -347.90M | -690.00M | -427.20M | -25.50M | 439.50M |
ZoomInfo Technologies Technical Analysis
Positive
2.92
Price Trends
3.13
Positive
4.23
Positive
6.50
Negative
Market Momentum
0.28
Negative
68.87
Neutral
76.14
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GTM, the sentiment is Positive. The current price of 2.92 is below the 20-day moving average (MA) of 3.50, below the 50-day MA of 3.13, and below the 200-day MA of 6.50, indicating a neutral trend. The MACD of 0.28 indicates Negative momentum. The RSI at 68.87 is Neutral, neither overbought nor oversold. The STOCH value of 76.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GTM.
ZoomInfo Technologies Risk Analysis
ZoomInfo Technologies disclosed 41 risk factors in its most recent earnings report. ZoomInfo Technologies reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
ZoomInfo Technologies Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $1.65B | 53.31 | 10.84% | ― | 8.62% | -58.32% | |
67 Neutral | $2.08B | 158.92 | 1.29% | ― | 9.58% | ― | |
66 Neutral | $2.00B | 426.05 | 1.41% | ― | 10.83% | ― | |
65 Neutral | $2.03B | 14.22 | 204.43% | ― | 0.67% | ― | |
63 Neutral | $1.12B | -2.31 | -40.51% | ― | 2.66% | -808.37% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
58 Neutral | $2.07B | -14.29 | -92.84% | ― | 9.47% | 31.43% |
* Technology Sector Average
GTM
ZoomInfo Technologies
4.31
-5.76
-57.20%
BLKB
Blackbaud
46.21
-16.33
-26.11%
BL
BlackLine
31.36
-19.01
-37.74%
NCNO
nCino
20.66
-6.89
-25.01%
VERX
Vertex
13.25
-12.36
-48.26%
ASAN
Asana
9.87
-3.91
-28.37%
ZoomInfo Technologies Corporate Events
Business Operations and StrategyExecutive/Board Changes
ZoomInfo Sets 2026 Performance-Based Cash Bonus Plan
Positive
Jun 10, 2026
On June 5, 2026, ZoomInfo Technologies Inc.’s Compensation Committee unanimously approved a performance-based cash bonus opportunity for Chief Financial Officer Michael Graham O’Brien, setting a target award value of $500,000 tied to t...
Executive/Board ChangesShareholder Meetings
ZoomInfo Stockholders Approve Directors, Auditor and Pay
Positive
May 15, 2026
ZoomInfo Technologies Inc. held its 2026 Annual Meeting of Stockholders on May 14, 2026, where shareholders elected three Class III directors — Domenic J. Maida, Katie Rooney, and D. Randall Winn — to three-year terms ending at the 202...
Business Operations and StrategyStock BuybackFinancial DisclosuresPrivate Placements and Financing
ZoomInfo Reports Modest Q1 Growth and Strong Margins
Neutral
May 11, 2026
On May 8, 2026, ZoomInfo LLC amended its first-lien credit agreement to add $26 million in incremental revolving credit commitments, lifting total revolving capacity to $276 million under largely unchanged terms, bolstering its financial flexibili...
Business Operations and Strategy
ZoomInfo launches major global restructuring and workforce reductions
Negative
May 11, 2026
On May 5, 2026, ZoomInfo’s board approved a 2026 restructuring program aimed at cutting operating costs and improving operating leverage through a global reduction in force of about 600 employees, or roughly 20% of its first-quarter headcoun...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.