Aug. 14 at 4:59 AM
$GTM
- ZoomInfo (GTM) bull case: At roughly
$1.2B market cap, the company is guiding to
$400M+ of annual unlevered FCF, while aggressively buying back shares. Shares outstanding have already fallen from ~404M in 2022 to ~292M today.
-If revenue stabilizes and GTM.AI returns the business to modest growth, continued buybacks + multiple expansion could drive the stock from ~
$4.X today to
$20–30+, implying roughly 5–7x upside.