GTM

ZoomInfo Technologies Inc.

TMT, Software


Presented:06/09/2025
Price:$10.15
Cap:$3.34B
Current Price:$10.16
Cap:$3.34B

Presented

Date06/09/2025
Price$10.15
Market Cap$3.34B
Ent Value$4.67B
P/E Ratio82.72x
Book Value$4.92
Div Yield0%
Shares O/S328.91M
Ave Daily Vol5,960,696
Short Int6.08%

Current

Price$10.16
Market Cap$3.34B
ZoomInfo Technologies, Inc. is a holding company, which engages in the provision of a cloud-based platform that offers information on organizations and professionals for sales and marketing teams. It offers sales leadership, sales development, marketing, and demand generation, sales and marketing operations, and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

Publicly traded companies mentioned herein: ZoomInfo Technologies Inc (GTM)

Highlights

The presenter is long shares of ZoomInfo (GTM), viewing the stock as a compelling value opportunity at just 10x 2026 earnings. The thesis centers on the company being at an inflection point, with growth poised to reaccelerate as it executes a strategic pivot away from challenged SMBs toward a more profitable and stable enterprise customer base. This should be helped by a new, conservative guidance philosophy and significant share buybacks that creates a favorable setup for a "beat and raise" story to unfold.

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Idea Discussion

Commentor 1 - 2 weeks ago

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