ZoomInfo Technologies Inc. (NASDAQ: GTM) stock pushed higher on Wednesday, December 17, 2025, as fresh Wall Street coverage and renewed focus on the company’s AI-led product roadmap added fuel to a month of choppy trading in small- and mid-cap software names. Shares were trading around the $10.5 level midday, extending a strong session that also saw GTM move through an intraday range roughly between $10.01 and $10.57. [1]
The day’s move comes as investors continue to debate whether ZoomInfo’s recent operating improvements—particularly in the upmarket segment—can translate into steadier growth in 2026, even as analyst opinions remain mixed.
Why ZoomInfo (GTM) stock is moving today
The biggest single catalyst on December 17 is a new analyst initiation:
- BTIG initiated coverage on ZoomInfo with a “Buy” rating and a $13.00 price target. [2]
- Multiple market outlets also flagged the initiation in morning coverage, helping put GTM back into the day’s “stocks in motion” conversation. [3]
In plain terms, a new “Buy” call doesn’t automatically change fundamentals—but it can matter for a stock like GTM because it:
- expands the set of investors seeing fresh research, and
- frames a narrative for 2026 (AI product cycle + retention + efficiency) that can influence short-term positioning.
BTIG’s bull case: AI product cycle, efficiency, and a “Rule of 40” framing
BTIG’s initiation wasn’t just a valuation call. The note highlighted several operating themes that bulls have been leaning on since ZoomInfo’s latest quarterly beat:
- Accelerating growth and “de-risked” estimates heading into 2026 (BTIG also pointed to upward earnings revisions). [4]
- AI-driven product momentum, including commentary that ZoomInfo’s AI product cycle helped it land its largest total contract value (TCV) deal ever in the prior quarter—described as nearly eight figures in annual contract value—while keeping headcount lower. [5]
- High gross margins: BTIG referenced 87.37% gross profit margins, framing ZoomInfo’s model as an efficiency story as much as a growth story. [6]
- New products aimed at retention, including GTM Workspace and GTM Studio, which BTIG argued could support stronger outcomes on customer retention. [7]
- A “Rule of 40” style positioning and valuation framing (BTIG described the company as a “Rule of 40” name trading at what it called an attractive forward multiple). [8]
That combination—AI-led platform narrative plus cost discipline—is exactly the type of setup that can attract investors looking for “durable compounders” in the software space, especially into year-end portfolio repositioning.
Wall Street forecast snapshot: price targets are higher than today’s price, but ratings are split
Even after today’s jump, the broader analyst picture still looks mixed, which is important context for anyone following ZoomInfo stock:
Investing.com consensus view
Investing.com’s consensus snapshot (based on a poll of recent analyst opinions) lists an overall “Neutral” stance, with Buys, Holds, and Sells all represented. It also shows an average 12‑month price target around $12.39, with BTIG’s new $13 target appearing in the table dated Dec. 17, 2025. [9]
MarketBeat consensus view
MarketBeat’s aggregation shows a “Reduce” consensus rating, with an average target around $11.67 (and targets spanning $8 to $15). [10]
What that means: there’s a meaningful cluster of targets in the low-to-mid teens, but the Street isn’t uniformly bullish. For GTM, that often translates into sharper reactions to earnings beats/misses and guidance changes—because positioning is less one-sided.
Recent analyst actions beyond BTIG: upgrades, raised targets, and continuing skepticism
BTIG’s initiation lands on top of a string of analyst updates following ZoomInfo’s recent results:
- KeyBanc upgraded ZoomInfo to Sector Weight from Underweight, arguing the company appears to be moving past the worst down-market pressure and competitive concerns from private rivals. [11]
- KeyBanc also emphasized the company’s pattern of posting sizable beats and suggested that approach could continue into 2026, potentially limiting downside surprises. [12]
- Meanwhile, bearish and neutral camps remain active. BTIG’s coverage recap referenced examples such as RBC maintaining an Underperform stance even after lifting its target, highlighting that not every firm is ready to declare the turnaround complete. [13]
This mix helps explain why GTM can rally sharply on incremental “good news” (like a new Buy initiation): the stock still has skeptics, and any shift in sentiment can create fast moves.
What fundamentals investors are watching into 2026
Beyond today’s headlines, the “ZoomInfo stock” debate continues to center on a few core operating and financial questions:
1) Can upmarket momentum offset down-market churn?
Recent analyst commentary has increasingly focused on whether GTM can keep growing with larger customers—where retention and multi-year deal structures can be stickier—while minimizing volatility from smaller accounts. [14]
2) Do margins stay high while the company invests in new AI workflows?
Analysts continue pointing to ZoomInfo’s high gross margin profile as a strategic advantage, especially if AI features deepen product value without driving a proportional cost ramp. [15]
3) Do earnings expectations keep trending upward?
BTIG noted that analysts have been revising earnings higher for the upcoming period, a signal that expectations may be building—raising the bar for the next guidance cycle. [16]
Earnings and next catalysts: when to expect the next major GTM moment
Earnings remain the clearest catalyst for ZoomInfo stock.
- Investing.com’s earnings page lists the next earnings report date as Feb. 17, 2026, and shows an upcoming quarterly revenue forecast around $309.32M. [17]
- Market calendars don’t always match perfectly; for example, MarketScreener lists a projected Q4 2025 earnings date of Feb. 16, 2026. [18]
What to watch into that window:
- commentary on retention and renewal performance,
- traction for newer products (including AI-enabled workflows),
- and whether management signals confidence about 2026 demand conditions.
Other ZoomInfo-related news on Dec. 17: Comparably’s workplace awards
Not all of today’s ZoomInfo headlines are directly “stock call” driven. A separate company-related item on December 17 comes through Comparably, which is described as a ZoomInfo company. Comparably announced its 2025 workplace awards spanning compensation, CEOs, and company culture, and included commentary from ZoomInfo Talent Solutions leadership about how employee sentiment can influence recruiting and employer brand outcomes. [19]
While this type of press release typically won’t move GTM shares on its own, it contributes to broader brand visibility—particularly around ZoomInfo’s Talent Solutions positioning.
A risk headline investors have also seen this week: law firm investigation announcement
Investors tracking GTM may also have noticed a legal-related headline in the last couple of days. A press release distributed via Business Wire described a law firm’s announcement that it had commenced an investigation into ZoomInfo, referencing earlier disclosures and litigation developments. [20]
These announcements can create noise around sentiment and headline risk. They don’t necessarily indicate an outcome or wrongdoing—but they can matter for volatility, especially around earnings or if additional filings emerge.
The takeaway for ZoomInfo (GTM) stock on December 17, 2025
ZoomInfo’s move today is best understood as a sentiment-and-coverage catalyst layered on top of a post-earnings reassessment:
- BTIG’s Buy initiation and $13 target gave bulls a fresh, specific “2026 thesis” to point to: AI product cycle + retention tools + efficiency. [21]
- Consensus forecasts remain mixed, with price targets generally above the current share price but ratings ranging from bullish to cautious. [22]
- The next major inflection point is likely the mid-February earnings window, when management’s tone and forward guidance can either validate or challenge the emerging “turnaround and re-rating” narrative. [23]
References
1. www.investing.com, 2. www.investing.com, 3. www.marketbeat.com, 4. www.investing.com, 5. www.investing.com, 6. www.investing.com, 7. www.investing.com, 8. www.investing.com, 9. www.investing.com, 10. www.marketbeat.com, 11. www.investing.com, 12. www.investing.com, 13. www.investing.com, 14. www.investing.com, 15. www.investing.com, 16. www.investing.com, 17. www.investing.com, 18. www.marketscreener.com, 19. www.businesswire.com, 20. markets.financialcontent.com, 21. www.investing.com, 22. www.investing.com, 23. www.investing.com
