Did Forrester’s Six-Month Payback Findings Just Shift ZoomInfo Technologies' (GTM) Investment Narrative?

• In December 2025, ZoomInfo announced results from a commissioned Forrester Consulting Total Economic Impact study, which reported a very large potential ROI, US$7.6 million in quantified benefits, and US$5.8 million in net present value over three years for a composite enterprise using its platform.
• The study highlighted that organizations could recoup their investment in fewer than six months, with gains driven by improved data quality, AI-enabled productivity and revenue enhancements across sales, marketing and RevOps teams.
• We’ll now examine how this independently assessed payback period of under six months could influence ZoomInfo’s existing investment narrative and future prospects.

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ZoomInfo Technologies Investment Narrative Recap

To own ZoomInfo, you need to believe its data and AI tools can stay embedded in large sales and marketing workflows, despite intensifying competition and regulatory pressure. The Forrester TEI study reinforces ZoomInfo’s value proposition and could support shorter sales cycles with enterprises, but it does not materially change the near term risk that concentrating on a smaller number of large customers and a shrinking downmarket base could leave revenue more exposed if key accounts pull back or renegotiate.

Among recent announcements, the October 2025 partnership with Markaaz stands out as most relevant, because it extends ZoomInfo’s data coverage to more than 542 million businesses across over 200 countries. If executed well, that global dataset could complement the productivity and revenue gains highlighted in the Forrester study, while also acting as a potential counterweight to concerns about slowing downmarket demand and the company’s relatively unproven international traction.

Yet against all this potential, investors still need to weigh the growing risk that tighter privacy rules and a shift toward first party data could...

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

ZoomInfo Technologies’ narrative projects $1.3 billion revenue and $201.1 million earnings by 2028. This implies 2.8% yearly revenue growth and about a $111.9 million earnings increase from $89.2 million today.

Uncover how ZoomInfo Technologies' forecasts yield a $12.35 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community cluster between US$15.00 and about US$19.47, suggesting some see substantial upside from recent levels. You should weigh these views against the concentration and downmarket risks discussed earlier, since differing assumptions about future customer mix can have a large impact on how ZoomInfo’s performance ultimately unfolds.

Explore 2 other fair value estimates on ZoomInfo Technologies - why the stock might be worth as much as 95% more than the current price!

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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