Shares of go-to-market intelligence provider ZoomInfo (NASDAQ:GTM) fell 6.4% in the afternoon session after the company issued a weak financial forecast for 2026, which overshadowed its fourth-quarter earnings beat and led to at least one analyst downgrade. While ZoomInfo reported fourth-quarter earnings and revenue that topped analyst estimates, investors focused on the company's muted growth outlook for 2026. The company's guidance for the full year implied only about 1% growth at the midpoint, which analysts at RBC Capital called "underwhelming." In response to the weak forecast, Citizens JMP Securities downgraded the stock to Market Underperform from Market Perform, citing "increasing competition" and concerns about a "persistent 90% net retention rate." RBC Capital and other firms also lowered their price targets on the stock.
Go-to-market intelligence provider ZoomInfo (NASDAQ:GTM) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.2% year on year to $319.1 million. The company expects next quarter’s revenue to be around $307.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.32 per share was 13.5% above analysts’ consensus estimates.
Go-to-market intelligence provider ZoomInfo (NASDAQ:GTM) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 3.2% year on year to $319.1 million. The company expects next quarter’s revenue to be around $307.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.32 per share was 13.5% above analysts’ consensus estimates.
A number of stocks jumped in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to institutional repositioning as traders pivot away from traditional SaaS providers in favor of companies with more defensible, AI-integrated moats.
The tech-heavy Nasdaq Composite index declined by 0.8%, while the broader S&P 500 also slipped.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the sales software industry, including ZoomInfo (NASDAQ:GTM) and its peers.
Over the last six months, ZoomInfo’s shares have sunk to $9.02, producing a disappointing 14.4% loss - a stark contrast to the S&P 500’s 10.1% gain. This might have investors contemplating their next move.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south.
While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
A number of stocks jumped in the afternoon session after investor attention turned to the annual CES 2026 technology conference in Las Vegas, with artificial intelligence emerging as a central theme.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier,
but they have capped returns lately as the industry was flat over the past six months and trailed the S&P 500’s 13.3% gain.
Shares of go-to-market intelligence provider ZoomInfo (NASDAQ:GTM) jumped 5.8% in the afternoon session after BTIG initiated coverage on the company with a 'Buy' rating and a $13 price target.
