ZoomInfo Technologies (GTM) has announced a strategic partnership with Markaaz to introduce an AI-powered data platform. This new solution is designed to help enterprise customers address challenges related to fragmented sales, credit, and risk data. The launch is scheduled for January 2026.
See our latest analysis for ZoomInfo Technologies.
ZoomInfo Technologies has seen its share price rebound by 9.9% over the past 90 days, helped in part by investor enthusiasm around high-profile moves like the Markaaz partnership. Its one-year total shareholder return still sits slightly below break-even, and the long-term track record remains heavily underwater. While recent momentum has improved, especially as news highlights the company’s focus on smarter data-driven solutions, investors remain alert to whether this marks a shift in sentiment or a short-term reprieve.
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So with shares still far below their IPO highs despite recent gains, the question remains: is ZoomInfo trading at a discount given its new AI initiatives, or has the market already factored in future growth?
The most widely followed narrative sees ZoomInfo Technologies trading modestly below its calculated fair value of $11.65, given Friday’s closing price of $11.22. This context frames a bullish scenario around the company’s focus on AI, automation, and an upmarket shift. Analysts believe these factors could reshape long-term prospects and financial metrics.
Accelerating adoption of AI and automation by enterprise sales and marketing teams is driving more organizations to standardize ZoomInfo as their core go-to-market data foundation. This is demonstrated by record upmarket deals, increased platform embedding, and growing average contract values. These factors are likely to support durable revenue growth and eventual margin expansion. Enterprises are prioritizing digital transformation and high-quality, unified data as essential for enabling successful AI initiatives and workflow automation. This trend is pushing customers to increase reliance on ZoomInfo’s integrated solutions (Data as a Service, Copilot, Go-To-Market Studio), which is strengthening customer retention rates and positioning the company for rising recurring revenues and improved net revenue retention.
Wondering which powerful financial leaps are driving this positive outlook? The secret sauce might be future expansion in earnings and a profit margin boost seldom seen at this stage. Intrigued about the assumptions and numbers making analysts bullish about ZoomInfo’s fair value? See the full narrative for the key figures and the big “what if” scenarios that will decide if the valuation holds up.