Q1 2026 earnings snapshot

ZoomInfo Technologies (GTM) has opened 2026 with Q1 revenue of US$310.2 million and basic EPS of US$0.10, backed by trailing twelve month revenue of US$1.3 billion and basic EPS of about US$0.40, alongside a trailing net profit margin of 10.1% versus 3.4% a year earlier and earnings growth of 210.5% over that period. Over the past year, revenue has moved from US$1.2 billion on a trailing basis in Q1 2025 to US$1.3 billion in Q1 2026. Quarterly revenue has ranged between US$305.7 million and US$319.1 million, while basic EPS has shifted between roughly US$0.07 and US$0.12 across 2025. For investors, the sharp margin improvement over the last twelve months is the key backdrop to this quarter’s numbers and provides the context for a closer look at how durable that profitability profile might be.

See our full analysis for ZoomInfo Technologies.

With the latest figures on the table, the next step is to weigh these margins and growth trends against the main narratives around ZoomInfo Technologies to see which views line up with the data and which get pushed back.

Margins climb to 10.1% on trailing basis

• Over the last twelve months, net profit margin sits at 10.1% on US$1.3b of revenue, compared with a 3.4% margin on US$1.2b of revenue a year earlier, while trailing net income moved from US$40.8 million to US$126.7 million over the same window.
• Consensus narrative points to AI driven products and upmarket customers as key margin drivers, and this margin shift lines up with that story, although:
  • Trailing earnings growth of 210.5% versus trailing revenue growth from US$1.2b to US$1.3b suggests most of the recent improvement is coming from profitability, not top line expansion.
  • Analysts also expect profit margins to move higher over time, but current forecasts for revenue to grow only 0.2% per year show that any future margin gains would need to work against relatively flat sales.

Revenue growth modest against profit surge

• Quarterly revenue has hovered in a tight band, from US$305.7 million in Q1 2025 to US$310.2 million in Q1 2026. Over the same period, basic EPS over the last four reported quarters stayed between about US$0.07 and US$0.12, even as trailing net income rose from US$40.8 million to US$126.7 million year over year.
• Bears focus on this pattern, arguing that slower top line trends could limit long term upside, and the current data backs parts of that argument:
  • Forecast revenue growth of 0.2% per year is well below the 11.6% forecast for the broader US market, which fits the concern that shifting toward larger customers and away from smaller ones may weigh on overall growth.
  • At the same time, earnings are forecast to grow 14.2% per year, so the reported 210.5% trailing earnings increase already looks far stronger than what the slower revenue profile would suggest on its own.

A cautious investor who is watching revenue more than EPS may want to stress test that weaker top line outlook against the more cautious long term assumptions in the bearish narrative before forming a view on how sustainable this profit profile really is. 🐻 ZoomInfo Technologies Bear Case

P/E of 9.4x and DCF fair value gap

• With the share price at US$4.06 and a trailing P/E of 9.4x compared with 15.6x for the US Interactive Media & Services industry and 16.3x for peers, plus a DCF fair value of US$14.74, the stock screens cheaply against both that DCF figure and the sector multiples.
• Bullish investors point to this valuation gap as a key part of their case, and the current numbers provide some support for that view:
  • The difference between US$4.06 and the DCF fair value of US$14.74 is large. Combined with a lower P/E than industry and peer averages, it shows how far expectations in the market sit below the valuation implied by those models.
  • However, forecasts for 14.2% annual earnings growth, which is lower than the broader US market forecast of 16.7%, and a high level of debt in the capital structure mean that any re rating from this discount would still need to contend with balance sheet and growth quality questions.

If you want to see how bullish investors connect this valuation gap to their long term earnings story, the dedicated bull narrative lays out those assumptions in detail. 🐂 ZoomInfo Technologies Bull Case

Next Steps

To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for ZoomInfo Technologies on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves.

With mixed views across growth, margins and valuation, the real question is what stands out most to you. Look through the data now, stress test both sides of the story and then weigh up the 4 key rewards and 2 important warning signs.

See What Else Is Out There

ZoomInfo's modest revenue growth, together with flat quarterly sales bands and a high debt load, raises questions about how durable its current earnings profile really is.

If you want ideas where financial strength does more of the heavy lifting, check out the solid balance sheet and fundamentals stocks screener (46 results) to find companies with sturdier balance sheets and potentially more resilient profit stories.

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.