GTMZoomInfo Technologies Inc.
ZoomInfo Technologies Inc. (GTM) sells B2B data and analytics tools to sales and marketing teams, enabling them to identify and engage with potential customers. The next catalyst is Nov 4, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to deliver revenue growth and margin improvement amid a challenging macro environment.
- Revenue grew 2.9% YoY to $1.25B, but net income remains negative at -$546.40M.
- Margins are deeply negative, with a TTM net margin of -43.9%.
- Leverage is moderate at 0.88x debt-to-equity, with $1.51B in shareholders’ equity.
The Read
(GTM) has historically experienced a median absolute stock move of about 43%.
The schedule
- Wed4Nov
The earnings release will test whether ZoomInfo can deliver better-than-expected revenue and margin guidance, following a recent lawsuit that may have impacted sentiment. The last earnings print showed mixed results, with a bearish outcome due to guidance cuts.
- Wed20Jan
The capital allocation update will test the company's ability to provide clarity on its balance sheet strategy and potential M&A activity, which could influence investor sentiment and stock performance.
- Wed3Feb
This earnings release will test the company's ability to sustain growth and maintain margin expansion, especially after the recent regulatory challenges. The last earnings print showed a bearish outcome due to guidance cuts, but this quarter could see a reversal if the company can stabilize its operations.
- Mon10May
The Q1 2027 earnings release will test the company's ability to maintain momentum and deliver strong guidance, especially after the recent product launch. The last earnings print showed a bearish outcome due to guidance cuts, but this quarter could see a reversal if the company can stabilize its operations.
- Mon9Aug
The Q2 2027 earnings release will test the company's ability to maintain momentum and deliver strong guidance, especially after the recent product launch. The last earnings print showed a bearish outcome due to guidance cuts, but this quarter could see a reversal if the company can stabilize its operations.
Past
- Mon12Oct
Actual outcome: Bull · $3.81 at outcome
The stock closed above the bull target of $2.50, reflecting strong investor confidence in the strategic partnership and ecosystem expansion. The announcement of deeper CRM integrations and collaboration with key players signaled long-term growth potential, outweighing any short-term concerns. The price action confirmed the bull case, as the market focused on the strategic value and competitive positioning rather than near-term metrics.
Expected rollouts of deeper CRM ecosystem integrations to defend against emerging AI-native sales tech disruptors.
- Wed15Jul
Actual outcome: Bear · $2.92 at outcome
The FTC announced a formal regulatory probe into GTM's B2B data collection and sharing practices, investigating potential privacy violations regarding how the company harvests and sells professional information. The stock declined because investors feared this heightened scrutiny could lead to significant fines, elevated compliance costs, and forced restrictions on the company's core data monetization model.
Expected conclusion or update regarding ongoing federal regulatory scrutiny of B2B data harvesting and privacy compliance.
- Mon15Jun
Actual outcome: Bear · $2.65 at outcome
Despite ZoomInfo showcasing new AI capabilities at its annual product event, including a native integration with Amazon Quick Suite powered by GTM.AI, the stock fell 6.7%. The newly launched generative features failed to inspire investor confidence in reversing the company's sluggish revenue growth, while ongoing investigations by law firms regarding potential breaches of fiduciary duties likely continued to weigh on market sentiment.
Annual product showcase detailing ZoomInfo's AI Copilot integrations and newly launched generative features aimed at reversing sluggish 1.47% YoY revenue growth.
- Mon11May
Actual outcome: Bull · $6.50 at outcome
ZoomInfo Technologies (GTM) reported Q1 2026 earnings that met expectations, with EPS coming in exactly in line with estimates at $0.11. The in-line results provided stability, allowing the stock to maintain its levels and exceed the $6.45 bull target by the run date, as the market remained confident in the company's AI-driven seat expansion and retention efforts.
First quarter results under the new fiscal year with focus on AI-driven seat expansion and retention.
- Mon11May
Actual outcome: Bull · $3.86 at outcome
Despite posting a modest Q1 earnings beat, ZoomInfo's stock plunged over 36% after management revealed a sharp downward revision to FY 2026 revenue guidance, cutting it by up to $62 million. The massive selloff was driven by accelerating top-line deterioration and concerns over the company's transition
Q2 earnings print evaluating stabilization in net retention rates (NRR) and the impact of the company's drastic Q1 debt reduction to $253M.
