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    Should Analyst Upgrades Around AI Deals Require Action From ZoomInfo Technologies (GTM) Investors?

    Simply Wall St·12/21/2025 00:15:20
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    • In recent days, ZoomInfo Technologies has attracted renewed analyst attention as BTIG initiated coverage and KeyBanc issued an upgrade, both emphasizing the company’s AI product cycle, upmarket traction, and a record near–eight-figure annual contract win.
    • This shift in analyst sentiment highlights how ZoomInfo’s AI-led offerings and larger enterprise deals are increasingly central to its go-to-market intelligence positioning.
    • Now we’ll explore how this AI-driven analyst optimism, particularly around the record contract, may influence ZoomInfo’s existing investment narrative.

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    ZoomInfo Technologies Investment Narrative Recap

    To own ZoomInfo, you need to believe its AI powered platform can keep winning larger, stickier enterprise contracts faster than downmarket softness, competition and regulatory pressure erode its edge. The recent BTIG and KeyBanc calls reinforce AI and upmarket traction as the key near term catalyst, but do not fully resolve the biggest current risk around growing dependence on a smaller set of high value customers.

    Against this backdrop, ZoomInfo’s ongoing US$1.0 billion buyback program stands out, with more than 69.8 million shares retired so far. That capital return may amplify the impact of any future progress on AI driven enterprise adoption, but it also raises the stakes if growth or customer concentration trends disappoint.

    Yet behind the upbeat AI story, there is a concentration risk that investors should be aware of, especially if a major contract were to...

    Read the full narrative on ZoomInfo Technologies (it's free!)

    ZoomInfo Technologies' narrative projects $1.3 billion revenue and $201.1 million earnings by 2028.

    Uncover how ZoomInfo Technologies' forecasts yield a $12.35 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    GTM 1-Year Stock Price Chart
    GTM 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community cluster between US$15.00 and about US$17.06, compared with recent prices near US$10.27. You are seeing how views can diverge sharply just as ZoomInfo’s AI centric push upmarket increases its reliance on a handful of large customers, with important implications for future resilience and returns.

    Explore 2 other fair value estimates on ZoomInfo Technologies - why the stock might be worth just $15.00!

    Build Your Own ZoomInfo Technologies Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.