GTM Stock Forecast & Price Target

ZoomInfo Technologies is attractive because it delivered $310M of revenue, beating expectations, while non-GAAP operating margin held at 35.4% and EPS of $0.28 exceeded consensus, showing that profitability remains resilient even in a tougher demand environment. Its operations business grew 20% and current remaining performance obligations rose 3% Y/Y to $860.9M, suggesting durable demand for its go-to-market intelligence platform despite softness in software and downmarket customers. The stock also benefits from strong cash generation, with operating cash flow of $115.0M and unlevered free cash flow of $119.7M, plus ongoing buybacks and over $1B of authorized capacity supporting shareholder returns.

ZoomInfo Technologies is facing weakening fundamentals as management cut 2026 revenue guidance by $62M, or 5%, after mixed 1Q26 results showed revenue of $310M, up only 1% y/y, and cRPO growth slowing to 3% y/y. The company also warned that net retention slipped to 90%, customer confusion is rising during the shift to consumption pricing, and demand is softening as go-to-market work increasingly moves to AI platforms and larger customers become more cautious. With about $1.3B of debt, only about $175M of cash, and a costly restructuring that will hit Q2 and Q3 with $45M-$60M of charges, the risk/reward remains unfavorable despite expected annual expense savings of about $60M.