ZoomInfo Technologies Inc. (GTM): A Bull Case Theory

We came across a bullish thesis on ZoomInfo Technologies Inc. on Inside the Mind of Mojo’s Substack by Mojo. In this article, we will summarize the bulls’ thesis on GTM. ZoomInfo Technologies Inc.'s share was trading at $10.06 as of January 13th. GTM’s trailing and forward P/E were 32.45 and 9.07 respectively according to Yahoo Finance.

ZoomInfo Technologies Inc., together with its subsidiaries, provides a go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. GTM presents a high-risk, high-reward scenario for investors, reflecting a company at a strategic crossroads with governance and compensation structures signaling extreme outcomes.

The board has granted CEO Henry Schuck a one-time, performance-based option award on 9.7 million shares, with a strike price ~40% above the current market value, vesting only if the company hits aggressive adjusted free cash flow per share targets and the stock trades between $40 and $100, while outperforming the Russell 3000’s bottom quartile.

This structure effectively encodes a private equity-style LBO playbook into public-company incentives, signaling that incremental improvements are insufficient and that the board is demanding transformational execution or a potential sale. The upside is enormous: if the targets are met, ZoomInfo could re-rate from a small-cap to a large-cap, driving institutional buying and creating a self-reinforcing stock price acceleration. The board’s design allows management to retain control, execute a leveraged financial optimization strategy, and potentially capture the full upside internally, rather than ceding value to an external acquirer.

While financial engineering underpins the plan—through stock buybacks, margin optimization, and controlled leverage—the model also aligns incentives to prove the business’s fundamental resilience, rather than rewarding mere incrementalism. If revenue stabilizes, operating leverage improves, and the company demonstrates sustainable growth alongside disciplined financial engineering, ZoomInfo could experience a radical stock re-rating, creating substantial value for equity holders. The market is likely underestimating the potential of this all-or-nothing strategy, making the current period a compelling entry point for investors willing to embrace the binary, convex nature of the upside and the clear path the board has outlined.

Previously, we covered a bullish thesis on Salesforce, Inc. (CRM) by Quality Equities in April 2025, which highlighted the company’s resilience amid macroeconomic volatility, subscription-based model, AI-driven platform, and significant upside in free cash flow growth. CRM’s stock price has depreciated by approximately 2.50% since our coverage. Mojo shares a similar bullish view on ZoomInfo Technologies Inc. (GTM) but emphasizes the company’s extreme CEO compensation and financial engineering as catalysts for potential transformative upside.

ZoomInfo Technologies Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held GTM at the end of the third quarter which was 55 in the previous quarter. While we acknowledge the risk and potential of GTM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GTM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.