Could ZoomInfo (GTM) Redefine Its Competitive Edge With the New AI Builder Catalog?

• In November 2025, ZoomInfo announced the launch of its AI Builder Catalog, a dataset that aggregates verifiable proof-of-work signals to help recruiters identify specialized AI talent across open source, academic, and technical community platforms.
• This product aims to address persistent challenges in AI hiring by enabling recruiting teams to uncover and validate niche expertise and emerging specialists beyond what resumes and traditional sources reveal.
• We'll now explore how the AI Builder Catalog's data-driven approach to talent discovery could reshape ZoomInfo's investment narrative.

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ZoomInfo Technologies Investment Narrative Recap

To be a shareholder in ZoomInfo Technologies today, you need to believe the company can sustain its role as a foundational platform for enterprise-level sales, marketing, and recruitment through differentiated use of AI-driven data solutions. While November’s AI Builder Catalog launch advances the product roadmap by deepening ZoomInfo’s value in recruitment intelligence, it does little to change the most important short-term catalyst, growing upmarket adoption and increasing contract values with large enterprise customers. The biggest risk remains the company’s exposure to customer concentration as it focuses upmarket, where any major client loss could cause revenue swings.

ZoomInfo’s recent introduction of the Copilot Workspace, an AI-powered engine to unify go-to-market strategies for revenue teams, stands out as especially relevant. This launch underscores the company’s push to embed actionable AI into core customer workflows, a key factor in driving adoption among enterprise clients and potentially supporting higher retention rates as organizations seek more integrated solutions.

However, investors should also consider the increasing reliance on a smaller set of high-value clients, if one of these relationships were to shift materially, the impact...

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

ZoomInfo Technologies' outlook estimates $1.3 billion in revenue and $201.1 million in earnings by 2028. This projection is based on a 2.8% annual revenue growth rate and a $111.9 million increase in earnings from the current $89.2 million.

Uncover how ZoomInfo Technologies' forecasts yield a $12.35 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Two Simply Wall St Community members estimate fair value for ZoomInfo shares between US$15 and US$19.45, signaling a wide spread of investor views. Some believe expanding upmarket offers meaningful upside, but for others, the risk of customer concentration raises important questions about long-term stability, compare these perspectives to your own before making any decisions.

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

Build Your Own ZoomInfo Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ZoomInfo Technologies research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free ZoomInfo Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ZoomInfo Technologies' overall financial health at a glance.

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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.

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