ZoomInfo Technologies (GTM) cut its full year 2026 revenue outlook after reporting first quarter results that showed sales of US$310.2 million and net income of US$29.3 million, prompting closer attention to the stock.

The share price has been under pressure, with a 1 day move down 2.81% and a 30 day share price return down 38.65%. The 1 year total shareholder return is down 60.72%, and longer term losses are steeper. This suggests momentum has been fading as investors reassess growth expectations after the lower 2026 revenue outlook and recent conference appearances.

If this kind of reset has you looking for other opportunities in data driven and AI enabled software, it could be a good time to scan 61 profitable AI stocks that aren't just burning cash

With the stock down sharply over 1 year and trading at a discount to some intrinsic value and analyst estimates, the key question is whether this reset signals an undervalued opportunity, or if the market already reflects slower growth?

Most Popular Narrative: 71.1% Undervalued

With ZoomInfo Technologies last closing at $3.81 versus a narrative fair value of $13.18, the current share price sits far below that narrative anchor, which is built on detailed forecasts for earnings, margins and valuation multiples.

The accelerating adoption of advanced AI-powered features such as Copilot and operations solutions is unlocking higher value use cases for enterprise customers, driving strong upsell momentum and expansion into new user personas. This broader product adoption raises average contract values and supports top-line revenue growth through both new customer wins and deeper penetration within existing accounts.

Want to see what kind of revenue path, margin profile and future P/E multiple are baked into that $13.18 fair value estimate? The narrative leans on a specific mix of growth assumptions and profitability improvement that are very different from the recent share price moves. If you want to understand which financial levers have to deliver for that gap to close, the full narrative lays out the numbers in black and white.

Result: Fair Value of $13.18 (UNDERVALUED)

However, this hinges on privacy regulation and data compliance staying manageable, and on large enterprises not shifting too aggressively toward in-house, first-party data solutions.

Next Steps

With sentiment clearly split between concern about risk and optimism about potential rewards, it makes sense to review the details yourself and then move quickly to form an independent view using the 4 key rewards and 2 important warning signs

Looking for more investment ideas?

If ZoomInfo has sharpened your focus, do not stop here. Broaden your watchlist with other focused ideas that could complement or balance your portfolio.

• Spot potential value ahead of the crowd by scanning screener containing 21 high quality undiscovered gems that combine solid fundamentals with relatively low market attention.
• Prioritise resilience and capital preservation by reviewing 66 resilient stocks with low risk scores designed to surface companies with more stable profiles.
• Target quality at sensible prices by working through 54 high quality undervalued stocks built to highlight stocks where fundamentals and current pricing may be out of sync.

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.