Company Performance - ZoomInfo reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and up from $0.17 per share a year ago, representing an earnings surprise of +8.70% [1] - The company posted revenues of $306.7 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.37%, compared to year-ago revenues of $291.5 million [2] - Over the last four quarters, ZoomInfo has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - The immediate price movement of ZoomInfo's stock will largely depend on management's commentary during the earnings call, as the stock has underperformed the market with a loss of about 2.9% since the beginning of the year [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $297.86 million, and for the current fiscal year, it is $0.97 on revenues of $1.2 billion [7] Industry Context - The Internet - Software industry, to which ZoomInfo belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - Clay, a sales automation startup, has completed a Series C funding round led by CapitalG, achieving a valuation of approximately $3 billion [2] - The company recently allowed employees to sell shares at a $1.5 billion valuation, facilitated by a secondary market transaction led by Sequoia Capital [2] - Clay's CEO, Kareem Amin, expressed intentions to conduct annual share buyback offers [3] Company Overview - Founded in 2017, Clay shifted its focus to leveraging AI for sales and marketing, which has accelerated its growth [3] - The platform assists users in discovering key data and automating go-to-market strategies, enabling sales personnel to find updated prospect lists and craft personalized outreach emails [3] - Clay's tools are utilized by thousands of companies, including major firms like OpenAI, HubSpot, and Canva, as well as over 100 small consulting agencies [3] Competitive Landscape - Clay primarily competes with sales tech platforms such as ZoomInfo, Lusha, and Apollo.io, while also facing challenges from emerging products like Unify and Common Room [3] - Existing investors in Clay include Meritech Capital, Boldstart Ventures, Maple VC, First Round Capital, and Box Group [3]

Group 1 - The article compares two stocks in the Internet - Software sector: ZoomInfo (GTM) and Autodesk (ADSK), focusing on which offers better value for investors [1][3] - ZoomInfo has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to Autodesk, which has a Zacks Rank of 3 (Hold) [3][7] - Value investors look for undervalued companies using various metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Group 2 - GTM has a forward P/E ratio of 10.16, significantly lower than ADSK's forward P/E of 30.93, suggesting GTM may be undervalued [5] - The PEG ratio for GTM is 1.15, while ADSK's PEG ratio is 1.96, indicating GTM has a better growth-adjusted valuation [5] - GTM's P/B ratio is 2.01 compared to ADSK's 24.36, further supporting the notion that GTM is a more attractive value option [6] - Based on the valuation metrics, GTM holds a Value grade of B, while ADSK has a Value grade of F, reinforcing GTM's superior value proposition [6][7]

Core Insights - Investors are encouraged to consider ZoomInfo due to recent improvements in earnings estimates and solid short-term price momentum [1][8] - The rising trend in earnings estimate revisions reflects growing analyst optimism, which is expected to positively impact the stock price [2][3] - ZoomInfo has received strong agreement among analysts in raising earnings estimates, leading to higher consensus estimates for the upcoming quarter and full year [3][6] Current-Quarter Estimate Revisions - The expected earnings per share (EPS) for the current quarter is $0.24, indicating a year-over-year increase of +41.18% [5] - The Zacks Consensus Estimate for ZoomInfo has risen by 5.12% over the last 30 days, with four estimates increasing and no negative revisions [5] Current-Year Estimate Revisions - For the full year, the expected EPS is $0.97, reflecting a change of +1.04% from the previous year [6] - Over the past month, seven estimates have been revised upward, contributing to a positive consensus outlook [6] Favorable Zacks Rank - ZoomInfo currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and potential for outperformance [7] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [7] Bottom Line - Strong estimate revisions have led to a 15.7% increase in ZoomInfo's stock over the past four weeks, suggesting further upside potential [8]

Core Viewpoint - ZoomInfo has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and near-term stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors play a role in this relationship, as they adjust their valuations based on earnings estimates, leading to stock price fluctuations [3]. Company Performance Indicators - The upgrade for ZoomInfo suggests an improvement in its underlying business, which should encourage investors to drive the stock price higher [4]. - Analysts have raised their earnings estimates for ZoomInfo, with the Zacks Consensus Estimate increasing by 11.1% over the past three months [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a proven track record of performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6]. - ZoomInfo's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

Investors interested in Internet - Software stocks are likely familiar with ZoomInfo (GTM) and Autodesk (ADSK) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings es ...

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