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Zoominfo technologies - zoominfo technologies. ZoomInfo Technologies Stock Analysis & Ratings
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The sky isn't falling ссылка на страницу yet, but the shift in appetite toward growth and tech stocks is clearly being felt across the markets. This week, expensive tech names took a fresh leg down, includin g ZoomInfo Technologies NASDAQ: ZI - a software provider for sales and marketing teams that acts as both a lead-generation tool and a lead database.
ZoomInfo, however, had this correction coming for a long time. Long one of the most expensive software stocks in the market despite what I find to be a rather uninspiring product that competes against other well-known heavyweights ZoomInfo has been able to produce rapid revenue growth over the past year, источник consensus is expecting growth to slow down meaningfully over the next few years.
Yet, in my view, the bear market trend on ZoomInfo isn't even close to done yet. The key risk I see to ZoomInfo is its gigantic valuation in a time when investors are seemingly scrutinizing valuations for tech zoominfo technologies - zoominfo technologies more than they have in the past two years.
Figure 1. This enormous продолжение здесь, meanwhile, is stacked against two key risks:. To me, ZoomInfo's still-rich valuation suggests that there's a further correction to be had. While investors may have ignored valuation in favor of ZoomInfo's superior growth rates inthe much more cautious market in won't be favorable for a near-term rebound in ZoomInfo. I prefer to remain on the sidelines here and continue watching the stock's correction.
Let's now dig into ZoomInfo's latest Q1 results in more detail. And so in the absence of any true positive upside surprises, the stock fell anyway. Figure 2. On the bright side, Zoominfo technologies - zoominfo technologies continues to land some exciting customers. Figure 3. One metric I'm potentially concerned about, however, is net revenue retention rates. For a software company that is growing so quickly, ZoomInfo's net retention rate has been zoominfo technologies - zoominfo technologies sluggish.
In Q1, ZoomInfo stopped reporting the metric - suggesting that the numbers may be in a declining trend. During the first quarter, we continued to zoominfo technologies - zoominfo technologies strong new customer additions and positive momentum with respect to retention and upsell activity. We also continued to successfully execute against the large and growing enterprise opportunity. We had strong enterprise renewals and our enterprise upsell zoominfo technologies - zoominfo technologies is really hitting its stride.
The reason why net revenue retention rates are such a closely-watched metric is because it is far cheaper for a software company like ZoomInfo to upsell an existing client than to chase new business. If ZoomInfo's net revenue retention rates were stronger, it might have seen better operating profit expansion.
Unfortunately, as you can see in the slide below, ZoomInfo's pro forma operating margins have also been in a declining trend. Figure 4. Amid a tech-sensitive market, I'd recommend being cautious on this stock.
For a live pulse of how tech stock valuations are moving, as well as exclusive in-depth ideas and direct access to Gary Alexander, subscribe to the Daily Tech Download. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it other than from Seeking Alpha. I have no business relationship with any company whose stock is /9685.txt in this article. Gary Alexander Marketplace. This enormous valuation, meanwhile, is stacked against two key risks: Competition and deceleration.
ZoomInfo is hardly the only lead-management tool on the market. In the face of this competition plus the fact that ZoomInfo has difficult comps heading into due to its greater scale, I'd be wary of investing at a peak valuation. Is ZoomInfo scaling well? Pro forma operating margins, which we'll cover shortly, have been sliding downward over the past several quarters. The company has continued outlaying princely sums on sales and marketing to chase growth - i.
Q1 download Let's now dig into ZoomInfo's latest Q1 results zoominfo technologies - zoominfo technologies more detail. The Q1 earnings summary is shown in the table below: Figure 2. ZoomInfo recent wins Source: ZoomInfo Q1 investor presentation One metric Здесь potentially concerned about, however, is net revenue retention rates.
On the subject of retention, CFO Cameron Hyzer only noted anecdotally as follows on the Q1 earnings call : Zoominfo technologies - zoominfo technologies the first quarter, we continued to see strong new customer additions and positive momentum with respect to retention and upsell activity. This article was written by. Gary Alexander. Author of Daily Tech Download.
Curated research on по ссылке tech; winning trades closed monthly. With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving zoominfo technologies - zoominfo technologies an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today.
He has been a regular contributor on Seeking Alpha since He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood. Recommended For You. Comments 9 Newest. Is this happening to you frequently? Please report it посмотреть больше zoominfo technologies - zoominfo technologies feedback forum. If you have zoominfo technologies - zoominfo technologies ad-blocker enabled you источник статьи be blocked from proceeding.
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Zoominfo technologies - zoominfo technologies
Zoominfo technologies - zoominfo technologies
Its cloud-based go-to-market data and insights platform deliver comprehensive and high-quality intelligence and analytics to provide sales and marketing professionals with accurate information and insights on the organizations and professionals. Nearly all of its revenue is derived from the United States.
This information is available in the PitchBook Platform. Personalize which data points you want to see and create visualizations instantly. Growth Rate. Size Multiple. Twitter Followers. Similarweb Unique Visitors. Majestic Referring Domains. Ready to get started? All rights reserved. Request a free trial Log in. Log in Request a free trial. ZoomInfo Technologies. ZoomInfo Technologies Overview Update this profile.
Founded Status Public. Employees 2, Stock Symbol ZI. ZoomInfo Technologies ZI. Analysis Report. ZI nasdaq. Follow Portfolio.
Volume 2. Average Volume 3M 4. Beta 1. Next Earnings Aug 01, Smart Score 1. ZoomInfo Technologies News. Inflation remains stubbornly high, Adjusted EPS came ZI plunged The price to earnings ratio. Risk Analysis. Product Monthly Users. Number of people who visit ZoomInfo Technologies websites. ZI FAQ. Currently, no data Available. This is based on 12 Wall Streets Analysts month price targets, issued in the past 3 months.
The average price target represents What do analysts say about ZoomInfo Technologies? This is based on the ratings of 12 Wall Streets Analysts. ZoomInfo Technologies released its earnings results on May 02, Is ZoomInfo Technologies overvalued? Get more investment ideas with TipRanks Premium.
Davidson is guided by Morningstar, Inc. For information regarding Conflicts of Interests, click here. Morningstar Quantitative ratings for equities denoted on this page by are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Click here for more on how to use these ratings. ZoomInfo Technologies Inc provides a go-to-market intelligence platform for sales and marketing teams. Retrieved August 27, CTECH - www. Seeking Alpha. Archived from the original on Retrieved June 24, Retrieved June 23, The Columbian. Categories : Software companies established in Internet properties established in Companies based in Vancouver, Washington Domain-specific search engines Software companies of the United States Software companies of Israel Companies listed on the Nasdaq mergers and acquisitions mergers and acquisitions initial public offerings Startup databases American companies established in Hidden categories: Articles with short description Short description is different from Wikidata Articles with a promotional tone from May All articles with a promotional tone Official website different in Wikidata and Wikipedia.
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