Zoominfo Technologies

GTM · NASDAQ

$4.10+$0.17 (+4.33%)TodayMarket closed ·
Prev close $3.93

GTM analyst rating

HoldConsensus of 20 analysts over the last 12 months. 10% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold10
  • Underperform6
  • Sell2

12-month price target · 19 analysts

Average $4.66 (+13.8% upside)

Low
$2.53
Now
$4.10
High
$15.75

Upgrades and downgrades

The latest rating actions, newest first

GTM analyst upgrades, downgrades and rating actions
FirmDateActionRating
CitigroupAug 7, 2026MaintainsSell
DA DavidsonAug 6, 2026MaintainsNeutral
UBSAug 6, 2026MaintainsNeutral
StifelAug 6, 2026MaintainsHold
Wells FargoJul 20, 2026MaintainsUnderweight
StifelJul 10, 2026MaintainsHold
CitigroupJul 9, 2026MaintainsSell
JefferiesMay 21, 2026DowngradeBuy → Hold
B of A SecuritiesMay 19, 2026InitiatesUnderperform
CitigroupMay 13, 2026MaintainsSell

The case for and against

Updated Oct 14, 2026

Bull case

ZoomInfo Technologies is viewed positively because it continues to outperform lowered expectations, with revenue of $310M beating consensus and unlevered free cash flow of $119.7M and operating cash flow of $115.0M underscoring strong cash generation despite a tough selling environment. Its operations business is still growing more than 20% Y/Y, upmarket ACV rose 3% to 5% Y/Y, and current remaining performance obligations increased 3% Y/Y to $860.9M, suggesting durable demand in higher-quality segments. Although customer counts above $100K ARR and net revenue retention softened, the 35.4% non-GAAP operating margin, active share repurchases, and pricing and packaging changes support the view that management can defend profitability while stabilizing growth.

Bear case

ZoomInfo Technologies is facing a deteriorating fundamental setup as management lowered 2026 revenue guidance to $1.185B-$1.205B from prior ranges, implying about 4% y/y growth at the midpoint versus an earlier expectation of growth. The revision reflects weaker upmarket trends, sharper downmarket contraction in software customers, more macro caution, and added uncertainty from the shift to a consumption-based pricing model, while net retention has already slipped to 90% from 91% last quarter. Although non-GAAP operating margin is guided at 37.0% and restructuring is expected to cut run-rate operating expenses by $60M, the business still carries about $1.3B of debt against roughly $175M of cash, limiting flexibility amid slower growth and rising competition.

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