Vancouver Waterfront Expansion Might Change The Case For Investing In ZoomInfo (GTM)

• Earlier this week, ZoomInfo Technologies celebrated the opening of its new office at Terminal One on the Vancouver Waterfront, becoming the first business to occupy this revitalized 10-acre mixed-use site that blends riverfront workspaces with public amenities and retail options.
• This move signals ZoomInfo’s intent to build out a significant hub for its engineering, product, and go-to-market teams, potentially strengthening its ability to attract talent and support ongoing growth initiatives in a vibrant, mixed-use environment.
• We'll examine how the Vancouver Waterfront expansion could influence ZoomInfo’s upmarket ambitions and operational growth narrative.

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ZoomInfo Technologies Investment Narrative Recap

To believe in ZoomInfo Technologies as a shareholder, one needs confidence in the company’s upmarket expansion and its ability to move beyond its downmarket headwinds. The recent Vancouver Waterfront office opening aligns squarely with efforts to enhance enterprise capability and talent attraction, but does not materially change the biggest near-term catalyst, driving meaningful improvement in net revenue retention, or the most important risk, ongoing contraction in the SMB segment. Among recent developments, ZoomInfo’s partnership with MNTN is especially relevant, as it opens access to a US$39 billion advertising market and could provide upmarket clients with broader sales and marketing tools, further strengthening the company's enterprise ambitions. Both the new office and this alliance reflect ZoomInfo’s ongoing push to support enterprise growth and value. Yet, against those promising steps, investors should also be aware of continuing exposure to SMB revenue churn and the long shadow it could cast if...

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

ZoomInfo Technologies' outlook anticipates $1.3 billion in revenue and $189.1 million in earnings by 2028. This implies annual revenue growth of 3.0% and an increase in earnings of $148.3 million from the current $40.8 million.

Uncover how ZoomInfo Technologies' forecasts yield a $11.08 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate ZoomInfo’s fair value between US$10.90 and US$20.58, reflecting a wide range across just 3 opinions. While upmarket success remains a focal point, persistent SMB contraction means expectations can rapidly shift, explore several angles before forming your view.

Explore 3 other fair value estimates on ZoomInfo Technologies - why the stock might be worth just $10.90!

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 2 key rewards and 3 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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