Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
ZoomInfo (GTM)
NASDAQCommunication ServicesSoftware - ApplicationSnapshot 2026-11-04
$3.48-18.19%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesSoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.13 → 1.13 EPS · FY ending Dec 31, 2027 · 13 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 13 to 13; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for GTM yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Amend credit agreement to improve financial flexibility | A supporting condition in ZoomInfo's published investment case. The stated target is Successful amendment of credit agreement. | Intact | Failure to amend credit agreement by end of 2026 | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a loss-making business with a restructuring and execution thesis, rather than a proven durable compounder. The current thesis is in a watch state, and the signal recently shifted from mixed to cautious.
The valuation evidence points to GTM being cheap versus peers, while the expectations gap is negative; model confidence is low. The priced-in assessment is tagged as justified, with low fragility, so the evidence does not suggest that expectations are unusually fragile.
Near term, recent financial performance is weak relative to the industry cohort, although the latest earnings were in line and the stated miss risk is low. Revenue guidance has narrowed over the year, while management continues a restructuring intended to reduce costs; execution remains under watch as operating expenses are still elevated.
The multi-year thesis depends on management delivering the restructuring and meeting revenue guidance while maintaining capital discipline. Near term, a guidance cut would be a meaningful negative; Fed rate cuts and continued strong results from sector peers could provide a more supportive backdrop.
Over the next 1 to 3 years, GTM’s case depends on turning steady revenue progress and cost actions into stronger fundamentals, against weak recent performance and elevated risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in ZoomInfo's published investment case. The stated target is ~$450 million. |
| Intact |
| Free cash flow falls below $400 million in FY26 |
Free cash flow: $160.3M FY2026-Q2; GAAP. Published target: ~$450 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026160,300,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase operating income to at least $57.9 million in Q1 2026 | Operating income rose to $57.9 million in Q1 2026. | Intact | Operating income falls below $50 million in Q1 2026 | Operating income: $23.6M FY2026-Q3; GAAP. Published target: >= $57.9 million. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 4, 202623,600,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve FY 2026 revenue near $1.257 billion | A primary condition in ZoomInfo's published investment case. The stated target is ~$1.257 billion. | Broken | Revenue falls below $1.2 billion in FY26 | Revenue: $308.8M FY2026-Q3; GAAP. Published target: ~$1.257 billion. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026308,800,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.11 → $1.13 · observed estimates
$1.17B → $1.18B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.11 | $1,171,348,141 | 13 / 16 |
| 2026-07-25 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-07-26 | $1.11 | $1,171,348,141 | 13 / 16 |
| 2026-07-27 | $1.11 | $1,171,348,141 | 13 / 16 |
| 2026-07-28 | $1.11 | $1,171,348,141 | 13 / 16 |
| 2026-07-29 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-07-30 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-07-31 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-08-01 | $1.11 | $1,171,350,541 | 13 / 16 |
| 2026-08-02 | $1.11 | $1,171,350,541 | 13 / 16 |
| 2026-08-03 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-08-04 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-08-05 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-08-06 | $1.11 | $1,170,511,440 | 22 / 21 |
| 2026-08-07 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-08 | $1.13 | $1,184,153,640 | 21 / 20 |
| 2026-08-09 | $1.13 | $1,184,153,640 | 21 / 20 |
| 2026-08-10 | $1.13 | $1,184,153,640 | 21 / 20 |
| 2026-08-12 | $1.13 | $1,183,209,540 | 21 / 20 |
| 2026-08-13 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-14 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-15 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-16 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-17 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-18 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-19 | $1.12 | $1,182,725,144 | 13 / 16 |
| 2026-08-20 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-21 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-22 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-23 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-24 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-25 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-26 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-27 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-28 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-29 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-30 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-08-31 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-01 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-02 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-03 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-04 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-05 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-06 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-07 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-08 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-09 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-10 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-11 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-12 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-13 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-14 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-15 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-16 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-17 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-18 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-19 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-20 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-21 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-22 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-23 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-24 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-25 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-26 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-27 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-28 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-29 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-09-30 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-01 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-02 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-03 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-04 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-05 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-06 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-07 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-08 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-09 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-10 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-11 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-12 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-13 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-14 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-15 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-16 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-17 | $1.13 | $1,183,126,038 | 13 / 16 |
| 2026-10-18 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-19 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-20 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-21 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-22 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-23 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-24 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-25 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-26 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-27 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-28 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-29 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-30 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-10-31 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-11-01 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-11-02 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-11-03 | $1.13 | $1,183,128,138 | 13 / 16 |
| 2026-11-04 | $1.13 | $1,183,128,138 | 13 / 16 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 13 Hold · 7 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.