How ZoomInfo’s AI-Powered Partnership With Markaaz (GTM) Has Changed Its Investment Story

• ZoomInfo announced it has entered a strategic partnership with Markaaz to launch an AI-powered B2B data solution, integrating real-time sales intelligence with global credit and risk data to offer an end-to-end platform for enterprise organizations.
• The collaboration aims to address fragmented sales and marketing data by providing a unified platform that streamlines prospecting, onboarding, verification, and risk monitoring using advanced automation and AI agents.
• We'll explore how integrating Markaaz's verified business intelligence with ZoomInfo's AI-driven insights could influence the company's future growth potential.

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ZoomInfo Technologies Investment Narrative Recap

To be optimistic about ZoomInfo, investors must believe that adoption of AI-driven data platforms by enterprise clients will meaningfully outpace risks from data commoditization and customer concentration. The recent Markaaz partnership is designed to address fragmented data and speed up onboarding, but in the near term, the main catalyst remains continued upmarket expansion, while the biggest risk is still dependence on a smaller pool of high-value enterprise customers; this announcement may improve differentiation but does not materially shift that risk yet.

Among the company’s recent moves, the October launch of ZoomInfo Copilot Workspace stands out, as it underscores a commitment to building unified, automation-oriented platforms that align closely with the AI-powered solution co-developed with Markaaz. This positions ZoomInfo to potentially benefit from growing enterprise demand for data integration, enhancing the same sales workflows that the Markaaz deal seeks to streamline.

Yet, while innovation is accelerating, investors should be mindful of how concentrated enterprise revenues may also mean…

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

ZoomInfo Technologies' outlook forecasts $1.3 billion in revenue and $201.1 million in earnings by 2028. This implies 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 $11.65 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Two members of the Simply Wall St Community now estimate ZoomInfo’s fair value between US$15 and US$21.62 per share. Keep in mind, those expectations coexist with customer concentration risk possibly driving revenue volatility, which could affect the confidence of a range of market participants, more perspectives are available to compare.

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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