ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company's cloud-based platform provides workflow tools and information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring, monitor buying signals and other attributes of target companies, craft messages, engage through automated sales tools, and track progress through the deal cycle. Its paid products include ZoomInfo Copilot, ZoomInfo Sales, ZoomInfo Marketing, ZoomInfo Operations, and ZoomInfo Talent, as well as ZoomInfo Lite. The company serves global enterprises, mid-market companies, and down to small businesses that operate in various industry, including software, business services, manufacturing, telecommunications, financial services, media and internet, transportation, education, hospitality, insurance, and real estate. ZoomInfo Technologies Inc. was founded in 2007 and is headquartered in Vancouver, Washington.
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ZoomInfo and Agiloft Launch Updated Integrations on Salesforce AgentExchange
ZoomInfo and Agiloft have each launched updated integrations on Salesforce's new AgentExchange marketplace, embedding their data and contract tools directly into Salesforce and Slack's AI-powered workflows. These moves highlight how AgentExchange is becoming a central hub where third-party software taps into Salesforce's AI and agent platforms to streamline everyday enterprise tasks. The integrations support the ecosystem story but do not materially change near-term stakes, as the key catalyst remains proof that agentic AI is translating into revenue and renewals. Salesforce's narrative projects $56.7 billion revenue and $10.3 billion earnings by 2029, requiring 9.8% yearly revenue growth and a $2.3 billion earnings increase from $8.0 billion today.
Salesforce Q2 Earnings Preview: Revenue Growth Expected to Slow
Salesforce is set to report its fiscal second-quarter earnings this Wednesday after market hours, with analysts expecting revenue to grow 10.7% year over year, a slowdown from the 13.3% growth reported last quarter. The company beat revenue expectations last quarter with $11.13 billion in revenue, but missed on billings estimates. Peers ZoomInfo and Freshworks have already reported Q2 results, with ZoomInfo beating revenue estimates by 2.7% and Freshworks topping by 1.6%. Salesforce shares are up 20.2% over the last month, and the average analyst price target is $243.98 compared to the current share price of $208.63.
ZoomInfo Reports $650.5 Million Goodwill Impairment, Raises 2026 Revenue Guidance
ZoomInfo Technologies reported a US$650.5 million goodwill impairment and modest year-on-year revenue growth to US$310.4 million in the second quarter, while raising its full-year 2026 revenue guidance to US$1.21 billion and continuing a large share repurchase program. The company also launched a connector that brings its B2B intelligence into Microsoft Copilot Studio and Dynamics 365 workflows, with multiple customers citing very large lifts in qualified deals, higher connection rates, and cleaner data from its AI-driven go-to-market platform. The new ZoomInfo GTM MCP connector is especially relevant because it shows how deeply ZoomInfo is trying to embed its data into everyday enterprise workflows, and if this kind of integration drives the productivity gains customers like Pacific Energy Concepts and AK Operations are reporting, it could support the AI and workflow adoption catalyst that underpins the investment case. However, investors should also be aware that rising compliance demands and possible customer concentration could weigh on growth, and some of the lowest ranked analysts were already assuming ZoomInfo's revenue could shrink to about US$1.0 billion by 2029.
ZoomInfo Data Now Integrated With Microsoft Copilot Studio and 365 Apps
ZoomInfo announced the availability of its GTM MCP connector for Microsoft Copilot Studio, integrating its B2B intelligence directly into Microsoft 365 Copilot, Dynamics 365, Excel, and Word. The integration surfaces over 500 million contacts, 100 million companies, and billions of intent signals within these applications without requiring a tab switch. Once configured by an administrator, users can leverage natural-language requests to search companies, identify contacts, and enrich account context, with data appearing inline in Dynamics 365, as structured tables in Excel, or within account plans generated in Word. The connector is part of ZoomInfo's headless GTM.AI context layer, which already supports integrations with Salesforce Agentforce, HubSpot Breeze, and other platforms, and includes governance controls that allow administrators to manage access and permissions. ZoomInfo reports that customers have achieved 54% productivity gains and saved 11.5 hours per week on account research and outreach preparation.
ZoomInfo raises full-year 2026 revenue guidance to $1.207B–$1.217B and plans hybrid consumption pricing rollout
ZoomInfo Technologies raised its full-year 2026 GAAP revenue guidance to a range of $1.207 billion to $1.217 billion, citing second-quarter overperformance. The company also announced that starting later this quarter, customers that have historically used its per seat model will be able to access ZoomInfo's data insights, applications and agents via more flexible pricing and packaging built around pre-bought consumption. Second-quarter GAAP revenue was $310 million, up 1.2% year-over-year, with adjusted operating income of $110 million and a margin of 35%. Unlevered free cash flow reached $107 million, and the company repurchased 6.3 million shares for $28 million while retiring $58.5 million in senior notes at a discount. For the third quarter, ZoomInfo expects GAAP revenue between $298 million and $301 million and non-GAAP net income of $0.28 to $0.29 per share, with the consumption pricing transition expected to have minimal impact in the period.
Pomerantz Law Firm Reminds ZoomInfo Investors of Class Action Lawsuit and August 25 Deadline
Pomerantz LLP has filed a class action lawsuit against ZoomInfo Technologies Inc. over potential securities fraud. The firm reminds investors who purchased or acquired ZoomInfo securities during the class period that they have until August 25, 2026, to seek appointment as lead plaintiff. The lawsuit follows ZoomInfo's May 11, 2026 announcement of first-quarter results, which included a sharp decline in growth outlook and lowered full-year guidance. On that news, ZoomInfo's stock fell $1.98 per share, or 32.78%, to close at $4.06 per share on May 12, 2026. Investors can contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980 for more information.
Frank R. Cruz Law Offices Reminds Investors of Class Action Deadlines for BTGO, FSLR, BTU, and GTM
The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of BitGo Holdings, First Solar, Peabody Energy, and ZoomInfo Technologies. The lead plaintiff deadline for BitGo Holdings is August 7, 2026, while the deadlines for First Solar, Peabody Energy, and ZoomInfo Technologies are all August 24, 2026. The complaints allege that each company made materially false or misleading statements or failed to disclose adverse facts about their business, operations, and prospects during the respective class periods. Investors who suffered losses are encouraged to contact the law firm to discuss their legal rights.
ZoomInfo Launches Native Connector for Gemini Enterprise
ZoomInfo has confirmed a native connector between Google Cloud's Gemini Enterprise and its headless GTM context layer, giving mutual customers verified account, contact, and buyer intent data directly inside Gemini Enterprise in natural language. The connector, now in public preview, allows any Gemini Enterprise agent to query ZoomInfo's data after an administrator configures it as a data store, replacing manual enrichment steps. Users can enrich profiles, analyze buyer intent signals, and search ZoomInfo's news and Scoops coverage, all running against the GTM Context Graph covering more than 100 million companies and 500 million contacts. This integration joins other surfaces through GTM.AI, including Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot Studio, Claude, and ChatGPT, with consistent access control and governance. Grounding Gemini Enterprise agents in ZoomInfo's continuously refreshed graph addresses the rapid decay of B2B contact data, where roughly 70% of records change annually, ensuring reliable answers.
ZoomInfo Hit with Securities Fraud Lawsuit over AI Customer Retention Claims
A securities fraud class action has been filed against ZoomInfo Technologies Inc. and certain senior executives, alleging the company misled investors about the impact of its AI-integrated products on customer retention. The lawsuit, pending in the U.S. District Court for the Western District of Washington, follows a 32.78% stock drop on May 12, 2026, after ZoomInfo slashed its 2026 revenue guidance from a range of $1.247 billion to $1.267 billion down to $1.185 billion to $1.205 billion and disclosed that customer growth had regressed due to AI and agentic confusion. Investors have until August 24, 2026 to seek lead plaintiff appointment. The case is captioned Tejeda v. ZoomInfo Technologies et al., No. 26-cv-05696.
ZoomInfo investors face August 24 deadline to seek lead plaintiff in securities fraud suit
Glancy Prongay Wolke & Rotter LLP reminds investors that August 24, 2026 is the deadline to file a lead plaintiff motion in a securities fraud class action against ZoomInfo Technologies Inc. The lawsuit covers investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The complaint alleges that during that period, the company made materially false or misleading statements and failed to disclose that slowing seat-based demand, weakening upsells, and customers revising AI purchasing decisions made its 2026 full-year revenue guidance increasingly unlikely to be met. On May 11, 2026, ZoomInfo reported first-quarter results that included reduced revenue guidance, a realignment of its downmarket business, a 20% workforce layoff, and expected restructuring costs of approximately $45 million to $60 million, citing a trend of AI and agentic confusion in customer conversations. The stock fell $1.98, or 32.8%, to close at $4.06 per share on May 12, 2026.
Bronstein, Gewirtz & Grossman Files Class Action Against ZoomInfo Alleging Investor Harm
Bronstein, Gewirtz & Grossman has filed a class action lawsuit against ZoomInfo Technologies and certain officers, alleging securities law violations. The suit covers investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The complaint claims the company made false and misleading statements about slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals, while touting full-year 2026 revenue guidance of $1.247 to $1.267 billion and Copilot penetration progress. On May 11, 2026, ZoomInfo reported first quarter results and cut its full-year revenue guidance by approximately $62 million, causing its stock to drop from $6.04 per share to $4.06 per share, a decline of about 33%. Investors have until August 24, 2026 to seek lead plaintiff appointment.
ZoomInfo investors may join securities class action over alleged misstatements
A securities class action has been filed against ZoomInfo Technologies Inc. on behalf of investors who purchased or acquired its securities between November 3, 2025 and May 11, 2026. The lawsuit alleges the company made materially false or misleading statements about its growth prospects, revenue outlook, customer retention, legacy software business, and ability to expand its AI products. The complaint claims that on May 11, 2026, ZoomInfo disclosed a significant deterioration in its growth outlook and reduced its full-year 2026 financial guidance, causing its stock price to fall to $4.06 per share the following day. Investors who suffered losses during the class period have until August 24, 2026 to seek appointment as lead plaintiff. Robbins LLP is handling the litigation on a contingency fee basis.
ZoomInfo investors file class action after stock drops 33% on cut guidance
A class action lawsuit has been filed against ZoomInfo Technologies, Inc. on behalf of shareholders who purchased securities between November 3, 2025 and May 11, 2026. The suit alleges the company made materially false or misleading statements about its growth trajectory, customer retention, and AI initiatives while concealing deterioration in its legacy seat-based subscription business and a shift by customers toward consumption-based pricing. On May 11, 2026, ZoomInfo disclosed a sharp decline in its growth outlook and cut full-year 2026 guidance, causing shares to fall $1.98, or approximately 33%, in a single session. The lead plaintiff deadline is August 24, 2026, and the law firm Levi & Korsinsky, LLP is handling the case.
Law Offices of Howard G. Smith Reminds Investors of Lead Plaintiff Deadlines in Securities Fraud Class Actions
The Law Offices of Howard G. Smith reminds investors that securities fraud class action lawsuits have been filed against Embecta Corp., First Solar, Inc., ZoomInfo Technologies Inc., and Peabody Energy Corporation, with lead plaintiff deadlines in August 2026. The Embecta Corp. class action covers a class period from November 25, 2025 to May 4, 2026, with a lead plaintiff deadline of August 17, 2026, alleging the company made misleading statements about its guidance and failed to disclose segment weakness in the U.S. pen needle market. First Solar, Inc. faces a class period from February 26, 2025 to February 24, 2026, and a deadline of August 24, 2026, over claims it overstated its ability to manage U.S. tariff policy impacts and understated negative effects on fiscal 2026 performance. ZoomInfo Technologies Inc. has a class period from November 3, 2025 to May 11, 2026, and a deadline of August 24, 2026, with allegations that it failed to disclose slowing demand and weakening upsells that made its 2026 revenue guidance unattainable. Peabody Energy Corporation's class period runs from October 14, 2024 to May 4, 2026, with a deadline of August 24, 2026, and the complaint alleges the company made overly optimistic statements about its Centurion mine ramp-up and inflated guidance. Investors who suffered losses can contact the law firm to discuss their legal rights.
The Gross Law Firm Reminds ZoomInfo Investors of August 24 Securities Class Action Deadline
The Gross Law Firm reminds ZoomInfo Technologies Inc. shareholders of the August 24, 2026 deadline to seek lead plaintiff appointment in a securities class action. The class period runs from November 3, 2025 to May 11, 2026, covering allegations that the company made false and misleading statements about slowing growth, legacy subscription platforms, and weakening customer retention in its downmarket segment. On May 11, 2026, ZoomInfo announced first quarter results and lowered its full-year guidance, causing the stock to fall from $6.04 to $4.06 per share, a decline of about 33%. Shareholders who purchased shares during the class period can register for the case without cost or obligation.
ZoomInfo Sued for Securities Fraud Over AI Integration Misrepresentations
A class action lawsuit has been filed against ZoomInfo Technologies Inc. and certain senior executives for securities fraud. The suit alleges that ZoomInfo misled investors about the impact of its AI-integrated products on customer retention, claiming strong demand and engagement while customers were actually rejecting the AI offerings. On May 11, 2026, ZoomInfo announced first-quarter results and slashed its full-year revenue guidance from a range of $1.247 billion to $1.267 billion down to $1.185 billion to $1.205 billion, citing customer growth regression due to AI and agentic confusion. The news caused ZoomInfo’s stock to drop 32.78%, falling $1.98 per share from a close of $6.04 on May 11 to $4.06 on May 12, 2026. Investors have until August 24, 2026 to seek lead plaintiff appointment in the case pending in the U.S. District Court for the Western District of Washington.
ZoomInfo investors face August 24 deadline to seek lead plaintiff role in securities fraud lawsuit
Glancy Prongay Wolke & Rotter LLP reminds investors that the deadline to file a lead plaintiff motion in a securities fraud class action against ZoomInfo Technologies Inc. is August 24, 2026. The lawsuit covers investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The action follows a May 11, 2026 announcement that ZoomInfo reduced revenue guidance, realigned its downmarket business, laid off 20% of its workforce, and expected $45-60 million in restructuring costs, partly due to AI-related customer confusion. On this news, ZoomInfo’s stock fell $1.98, or 32.8%, to close at $4.06 per share on May 12, 2026. The complaint alleges that throughout the class period, defendants made materially false or misleading statements and failed to disclose that slowing seat-based demand, weakening upsells, and customers revising AI purchasing decisions undermined the company’s growth plan and made its 2026 full-year revenue guidance increasingly unlikely to be met.
Howard G. Smith reminds investors of lead plaintiff deadlines in fraud suits against Embecta, First Solar, ZoomInfo, and Peabody
The Law Offices of Howard G. Smith reminds investors that securities fraud class actions have been filed against Embecta Corp., First Solar, Inc., ZoomInfo Technologies Inc., and Peabody Energy Corporation, with lead plaintiff deadlines ranging from August 17 to August 24, 2026. The Embecta suit, with a deadline of August 17, alleges the company misled investors about its guidance and U.S. pen needle market weakness. First Solar faces an August 24 deadline over claims it overstated its ability to manage tariff impacts and understated negative effects from production shifts. ZoomInfo, also with an August 24 deadline, is accused of hiding slowing demand and weakening upsells that made its 2026 revenue guidance unattainable. Peabody Energy, with the same August 24 deadline, allegedly misrepresented the ramp-up timeline and guidance for its Centurion mine. Investors who suffered losses can contact the firm to discuss their legal rights.
Frank R. Cruz Law Offices Reminds Investors of Class Action Deadlines for BTGO, FSLR, BTU, and GTM
The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of BitGo Holdings, First Solar, Peabody Energy, and ZoomInfo Technologies. The lead plaintiff deadline for BitGo Holdings, traded as BTGO on the NYSE, is August 7, 2026, for a class period from January 22, 2026 to May 13, 2026, with allegations that the company understated risks from declining digital asset prices. First Solar, traded as FSLR on NASDAQ, has a lead plaintiff deadline of August 24, 2026, for a class period from February 26, 2025 to February 24, 2026, with allegations that it overstated its capacity to manage U.S. tariff policy impacts. Peabody Energy, traded as BTU on the NYSE, has a lead plaintiff deadline of August 24, 2026, for a class period from October 14, 2024 to May 4, 2026, with allegations that it provided overly optimistic guidance on the Centurion mine ramp-up. ZoomInfo Technologies, traded as GTM on NASDAQ, has a lead plaintiff deadline of August 24, 2026, for a class period from November 3, 2025 to May 11, 2026, with allegations that its growth plans were undermined by slowing demand and weakening upsells. Investors who suffered losses can contact the law firm to discuss their legal rights.
Acuity Brands Stands Out Among Small-Cap Stocks with $10.12 Billion Market Cap
Acuity Brands is highlighted as a promising small-cap stock with a market cap of $10.12 billion, while ZoomInfo and SoundHound AI are flagged as underwhelming. Acuity Brands has achieved 9.8% annual sales growth over the last two years, a best-in-class gross margin of 45.7%, and an 8.6 percentage point increase in free cash flow margin over five years. In contrast, ZoomInfo faces an estimated 5.9% sales decline and a projected 3.9 percentage point drop in free cash flow margin, while SoundHound AI struggles with a 40.6% gross margin and a cash-burning history. Acuity Brands trades at $339.85 per share, or 15.7 times forward price-to-earnings.
ZoomInfo Investors May Seek Lead Plaintiff in Securities Class Action
The Gross Law Firm has issued a shareholder alert for ZoomInfo Technologies Inc., notifying investors who purchased shares during the class period from November 3, 2025 to May 11, 2026 that they may seek lead plaintiff appointment in a securities lawsuit. The complaint alleges that defendants made materially false and misleading statements while concealing adverse facts about ZoomInfo's slowing growth, legacy seat-based subscription platforms, and weakening customer retention in its downmarket segment. On May 11, 2026, ZoomInfo announced first quarter 2026 results revealing a sharp decline in growth outlook and lowered full-year guidance, causing its stock price to fall from $6.04 per share to $4.06 per share on May 12, 2026, a decline of about 33%. The deadline to seek lead plaintiff status is August 24, 2026, and shareholders may register without cost or obligation.
Class Action Lawsuit Filed Against ZoomInfo Technologies on Behalf of Investors
A shareholder class action lawsuit has been filed against ZoomInfo Technologies, Inc. The lawsuit alleges that Defendants made false and misleading statements and failed to disclose material adverse facts, including that ZoomInfo’s optimistic growth plan was undermined by slowing seat-based demand, weakening upsells, and customers revising decisions to purchase AI products and develop internal AI-driven go-to-market solutions, making the company’s 2026 full year revenue guidance increasingly unlikely to be met. Investors who purchased ZoomInfo shares between November 3, 2025 and May 11, 2026 and experienced a loss are encouraged to contact Holzer & Holzer, LLC to discuss their legal rights. The deadline to seek appointment as lead plaintiff is August 24, 2026.
Stifel Lowers ZoomInfo Price Target to $3.50, Maintains Hold Rating
Stifel analyst J. Parker Lane reduced the price target on ZoomInfo Technologies to $3.50 from $4 while keeping a Hold rating on the stock. The analyst cited a headless era for software companies, with AI advances reshaping usage models and investors focusing on uncertain pricing power, early AI monetization trends, and potential workflow disruption. Separately, ZoomInfo released GTM.AI CLI, a command-line client for its verified go-to-market data that queries a context graph covering over 100 million companies, 500 million contacts, and billions of buying signals.
ZoomInfo faces securities fraud suit after AI issues trigger 33% stock drop
A class action lawsuit has been filed against ZoomInfo Technologies Inc. and certain senior executives for securities fraud following a 33% stock decline. The suit, pending in the U.S. District Court for the Western District of Washington, alleges the company misled investors about the impact of its AI-integrated products on customer retention. On May 11, 2026, ZoomInfo announced first-quarter results and slashed its full-year revenue guidance from a range of $1.247 billion to $1.267 billion down to $1.185 billion to $1.205 billion, citing customer growth regression due to AI and agentic confusion. The stock fell $1.98 per share, or 32.78%, from $6.04 to $4.06 on May 12, 2026. Investors have until August 24, 2026 to seek lead plaintiff appointment.
Pomerantz Law Firm Reminds ZoomInfo Investors of Class Action Lawsuit and August 25 Deadline
Pomerantz LLP has filed a class action lawsuit against ZoomInfo Technologies Inc., alleging securities fraud or other unlawful business practices. Investors who purchased or acquired ZoomInfo securities during the Class Period have until August 25, 2026, to seek appointment as Lead Plaintiff. The lawsuit follows ZoomInfo's May 11, 2026 announcement of first quarter 2026 financial results, which included a sharp decline in growth outlook and lowered full-year guidance. On that news, ZoomInfo's stock price fell $1.98 per share, or 32.78%, to close at $4.06 per share on May 12, 2026. Affected investors can contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980 for more information.
ZoomInfo Technologies Securities Class Action Lead Plaintiff Deadline Set for August 24, 2026
Institutional investors who held ZoomInfo Technologies shares between November 3, 2025 and May 11, 2026 face an August 24, 2026 deadline to seek lead plaintiff appointment in a securities class action. The lawsuit, filed in the United States District Court for the Western District of Washington, alleges that ZoomInfo and certain officers made materially misleading statements about revenue trajectory, customer retention, and its AI-driven product transition. Shares fell approximately 33 percent, or $1.98 per share, after the company disclosed a sharp decline in its 2026 growth outlook and lowered full-year guidance on May 11, 2026. The action asserts claims under Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5, as well as Section 20(a) controlling person liability. Institutional fiduciaries are advised to evaluate whether pursuing lead plaintiff status could maximize recovery for beneficiaries, with no out-of-pocket costs as counsel fees are paid from any recovery.
Levi & Korsinsky Reminds ZoomInfo Investors of August 24 Securities Class Action Deadline
Levi & Korsinsky has issued a reminder to ZoomInfo Technologies investors about the August 24, 2026 deadline to seek lead plaintiff appointment in a pending securities class action. The lawsuit covers investors who purchased ZoomInfo securities between November 3, 2025 and May 11, 2026, and alleges the company failed to disclose that customers were migrating from seat-based subscriptions to consumption-based models while downmarket demand weakened. ZoomInfo shares fell 33 percent, or $1.98 per share, after the company slashed its 2026 growth outlook and full-year guidance on May 11, 2026. The complaint claims management’s positive statements about net revenue retention and upmarket momentum masked accelerating downmarket churn and a structural erosion of the legacy business, which still comprised the vast majority of revenue. Investors who suffered losses can contact the firm for a free evaluation.
Bronstein, Gewirtz & Grossman LLC Files Class Action Against ZoomInfo Technologies
Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against ZoomInfo Technologies Inc. and certain officers, alleging violations of federal securities laws. The suit covers investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The complaint claims defendants made false and misleading statements about slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals, while touting full-year 2026 revenue guidance of $1.247–$1.267 billion and Copilot penetration progress. On May 11, 2026, ZoomInfo reported first quarter results and cut its full-year revenue guidance by approximately $62 million, causing its stock to drop from $6.04 to $4.06 per share, a decline of about 33%. Investors have until August 24, 2026 to seek lead plaintiff appointment.
Citi names Palantir, Microsoft, Figma as key AI beneficiaries ahead of Q2 software earnings
Citi has identified Palantir, Microsoft, and Figma as key beneficiaries of enterprise AI spending ahead of second-quarter software earnings. The bank sees improved IT spending during the quarter, with incremental budget dollars flowing disproportionately toward AI infrastructure, cloud platforms, and data modernization projects. Within data infrastructure and AI enablement, Citi prefers MongoDB, Snowflake, and Palantir, while it views Microsoft positively among hyperscalers and AI infrastructure providers, and Figma and Shopify within applications software. Citi maintains Buy ratings on all these companies, with price targets of $455 for MongoDB, $320 for Snowflake, $225 for Palantir, $620 for Microsoft, $36 for Figma, and $156 for Shopify. In contrast, Citi names ZoomInfo and Adobe as its least preferred software names heading into the quarter, citing higher execution risk and a push-out in near-term bookings growth.
Sales software stocks post mixed Q1, led by HubSpot’s 23.4% revenue growth
Sales software stocks reported mixed first-quarter results, with the four tracked companies collectively beating revenue estimates by 1.5% but issuing next-quarter guidance 0.8% below expectations. HubSpot led the group with revenues of $881 million, up 23.4% year on year and exceeding analysts’ estimates by 2.1%, while also raising its full-year EPS guidance. Freshworks posted revenues of $228.6 million, up 16.5% and beating estimates by 2.3%, and delivered the highest guidance raise among peers. ZoomInfo reported revenues of $310.2 million, up 1.5% and slightly above estimates, but its next-quarter revenue guidance missed significantly, sending shares down 51%. Salesforce recorded revenues of $11.13 billion, up 13.3% and surpassing estimates by 0.8%, though billings missed and full-year revenue guidance merely met expectations. On average, the stocks have fallen 15.3% since reporting.
Schall Law Firm reminds ZoomInfo investors of securities fraud lawsuit deadline
The Schall Law Firm reminds investors of a class action lawsuit against ZoomInfo Technologies Inc. for alleged securities fraud. The lawsuit covers investors who purchased ZoomInfo securities between November 3, 2025 and May 11, 2026. The firm encourages affected shareholders to contact them before the August 24, 2026 deadline. The complaint alleges ZoomInfo made false and misleading statements about growth in legacy products and AI-driven innovations, while demand was actually weakening. When the market learned the truth, investors suffered damages.
ZoomInfo investors must file lead plaintiff motion by August 24, 2026
Wolf Haldenstein Adler Freeman & Herz LLP reminds investors that a securities fraud class action has been filed against ZoomInfo Technologies, Inc. on behalf of those who purchased or acquired shares between November 3, 2025 and May 11, 2026. Investors seeking to serve as lead plaintiff must file a motion by August 24, 2026. The complaint alleges that the company and certain officers made false and misleading statements by concealing slowing growth in legacy seat-based subscriptions, weakening customer retention in the down-market segment, and a shift toward consumption-based models and internal AI solutions. On May 11, 2026, ZoomInfo announced sharply lowered full-year 2026 guidance, a down-market realignment, a roughly 20% workforce reduction, and anticipated restructuring costs of approximately $45–60 million, causing the stock to decline about 33% the next trading day.
Bronstein, Gewirtz & Grossman LLC Files Class Action Against ZoomInfo Technologies
Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against ZoomInfo Technologies Inc. and certain officers, alleging violations of federal securities laws. The suit covers investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The complaint claims defendants made false and misleading statements about slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals, while touting full-year 2026 revenue guidance of $1.247 to $1.267 billion and Copilot penetration progress. On May 11, 2026, ZoomInfo reported first quarter results and cut full-year revenue guidance by approximately $62 million, causing its stock to drop from $6.04 to $4.06 per share, a decline of about 33%. Investors have until August 24, 2026 to seek lead plaintiff appointment.
Levi & Korsinsky Files Class Action Against ZoomInfo, Sets August 24, 2026 Lead Plaintiff Deadline
Levi & Korsinsky, LLP has filed a securities class action lawsuit against ZoomInfo Technologies Inc. on behalf of investors who purchased or acquired ZoomInfo securities between November 3, 2025 and May 11, 2026. The complaint alleges that the company made materially false and misleading statements and concealed adverse facts about its slowing growth, legacy seat-based subscription platforms, and weakening customer retention in its downmarket segment, while also downplaying customer shifts to consumption-based models and internal AI-driven solutions. On May 11, 2026, ZoomInfo announced first quarter 2026 results with a sharply lower growth outlook and reduced full-year guidance, causing its stock price to fall from $6.04 per share to $4.06 per share on May 12, 2026, a decline of about 33%. Investors have until August 24, 2026 to seek appointment as lead plaintiff in the case, which is pending in the United States District Court for the Western District of Washington under case number 3:26-cv-05696.
Faruqi & Faruqi reminds ZoomInfo investors of August 24 lead plaintiff deadline
Faruqi & Faruqi, LLP reminds investors who purchased ZoomInfo Technologies securities between November 3, 2025 and May 11, 2026 of the August 24, 2026 deadline to seek lead plaintiff appointment in a securities class action against the company. The lawsuit alleges ZoomInfo and its executives made false or misleading statements by failing to disclose slowing growth in its legacy seat-based subscription platforms, weakening customer retention in its downmarket segment, and the impact of customers shifting to consumption-based models and developing internal AI-driven solutions. On May 11, 2026, ZoomInfo announced sharply lower full-year 2026 guidance, a realignment of its downmarket business, a 20% workforce reduction, and expected restructuring costs of $45 million to $60 million, causing its stock to fall approximately 33% the next day. Investors who suffered losses may contact the firm to discuss their legal rights.
Shares of Sprout Social, ZoomInfo, and Upland Software fell sharply in afternoon trading as a broader selloff hit the communication-services and software complex, driven by high-profile AI talent departures from Alphabet and regulatory concerns. Sprout Social dropped 3.4%, ZoomInfo fell 7.3%, and Upland Software declined 8.4%. The declines came as Alphabet fell roughly 6% and Microsoft also slipped, dragging sector indices lower amid persistent market fears that AI agents will erode the subscription model underpinning traditional enterprise software economics. The previous week's near-20% single-day drop in Accenture, after the consulting giant cut its growth outlook citing AI compressing demand for traditional IT services, reinforced the thesis that AI is disrupting software vendors. Upland Software's move follows a volatile period, with the stock having had 68 moves greater than 5% over the past year, and it is up 219% year-to-date at $4.79 per share, a new 52-week high.
StockStory Highlights LSI as Cash-Producing Buy, Flags ZoomInfo and Freshpet as Underwhelming
StockStory identifies LSI as a cash-producing stock for long-term investors while naming ZoomInfo and Freshpet as two that underwhelm. LSI, trading at $26.62 per share with a 19.1x forward P/E, has grown revenue 16.7% annually over five years and expanded its free cash flow margin by 8.9 percentage points. ZoomInfo faces a projected 5.9% sales decline and a 3.9 percentage point drop in free cash flow margin, trading at $2.82 per share or 0.7x forward price-to-sales. Freshpet, with a $1.14 billion revenue base and a weak 1.6% two-year average free cash flow margin, trades at $55.00 per share or 37.3x forward P/E.
Appian, ZoomInfo, and Salesforce shares drop after Fed signals rate cuts may be over
Shares of Appian, ZoomInfo, and Salesforce fell in afternoon trading after the Federal Reserve held its benchmark rate at 3.5% to 3.75% and released a dot plot that removed expectations for a 2026 rate cut, instead introducing the possibility of a hike. The median year-end rate estimate rose from 3.4% to 3.8%, and the 2-year Treasury yield climbed 11 basis points to 4.161%. Appian dropped 3.6%, ZoomInfo fell 3.6%, and Salesforce declined 3.7%, as higher risk-free rates reduce the present value of software companies' future earnings. Salesforce shares are now trading at $156.27, down 38.4% year-to-date and 42.9% below their 52-week high of $273.65 from July 2025.
Freshworks Beats Q1 Estimates as Sales Software Stocks Face Mixed Results
Freshworks reported first-quarter revenues of $228.6 million, up 16.5% year on year and exceeding analyst expectations by 2.3%, marking the biggest estimate beat among four tracked sales software stocks. The company added 326 enterprise customers paying more than $5,000 annually to reach a total of 25,088, and its stock has risen 2.6% since reporting. HubSpot posted the fastest revenue growth at 23.4% to $881 million, beating estimates by 2.1%, but its shares fell 24.5%. ZoomInfo grew revenues 1.5% to $310.2 million, missing full-year guidance expectations, and its stock dropped 53.1%. Salesforce reported $11.13 billion in revenue, up 13.3% and beating estimates by 0.8%, though it missed billings estimates and its shares declined 8.9%. Overall, the group exceeded revenue consensus by 1.5% while next-quarter guidance was in line, but average share prices are down 21% since earnings.