New York, Feb 10, 2026, 13:09 EST — Regular session
- ZoomInfo shares slid roughly 9% in midday trading as the company’s 2026 revenue outlook signaled minimal growth ahead.
- The company unveiled a new $1 billion buyback plan.
- Analysts trimmed their targets, citing execution risks tied to picking up the pace on sales growth.
ZoomInfo Technologies Inc slumped 9.5% to $6.63 Tuesday, deepening last week’s rout. The company’s 2026 outlook points to improving margins, but reigniting growth looks tough.
The selloff stings, especially after ZoomInfo beat fourth-quarter forecasts. But right now, investors are looking out to the next 12 months. For 2026, the company projects revenue between $1.247 billion and $1.267 billion—basically flat compared to the $1.2495 billion it expects in 2025.
It’s a common dilemma for software stocks: steady buybacks, lots of cash, but stagnant revenues. ZoomInfo’s board cleared another $1 billion for share repurchases back in February, following $407 million worth of buybacks completed in 2025.
ZoomInfo posted fourth-quarter revenue of $319.1 million. Adjusted earnings came in at $0.32 a share. Founder and CEO Henry Schuck emphasized that the priority for this year is “bringing that platform to our customers at scale,” highlighting workflow tools and automation in particular. SEC
Quarterly guidance from ZoomInfo landed on the guarded side. The company put first-quarter revenue in the $306 million to $309 million range, with adjusted EPS guided between $0.25 and $0.27.
The company pointed to a shift toward higher-end clients. By the end of 2025, it had 1,921 customers each bringing in at least $100,000 in annual contract value. Upmarket deals accounted for 74% of total ACV.
Retention’s on the radar, too. ZoomInfo reported a net revenue retention rate of 90% at year-end—a figure that measures the revenue from an existing customer group across a 12-month stretch, factoring in both expansion and churn.
Wall Street sentiment turned on a dime after the results came out. Citizens knocked the stock down to “market underperform” and slapped a $6 target on it. Over at RBC Capital, analysts cut their target to $7, holding firm on their “underperform” call. Investing.com
But the risks aren’t hard to spot. Should customer spending remain sluggish, or churn rise, ZoomInfo could find it tough to deliver on even a no-growth revenue target. In that scenario, share buybacks would become the main lever for lifting per-share numbers.
Investors now turn to what’s beyond the numbers. ZoomInfo said its executives are scheduled for the Raymond James Institutional Investors Conference on March 2, then Morgan Stanley’s TMT event March 3, and Stifel’s tech gathering on March 10.
