nicjoh
$GTM 400M+ FCF, aggressive buybacks, major insider buying and a deeply depressed valuation. AI is becoming an opportunity rather than a threat as ZoomInfo positions its proprietary data and Context Graph as infrastructure for AI agents across Salesforce, Microsoft, OpenAI, Claude, Exa and others. If AI-driven consumption improves NRR and returns revenue to growth, higher FCF per share plus multiple expansion could support a $20–30+ price target.
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