ZoomInfo Technologies Inc. (GTM): Larry Robbins Continues Bullish Stance

We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and ZoomInfo Technologies Inc. (NASDAQ:GTM) ranks 2nd on this list.

ZoomInfo Technologies Inc. (NASDAQ:GTM) first appeared in the 13F portfolio of Glenview Capital in the second quarter of 2022. This position comprised 308,000 shares. By late 2022, the fund had increased this position to 1.7 million shares. However, it sold off this holding completely in the next quarter. A new position in the company was then opened in the second quarter of 2024. This position comprised 1.5 million shares. Since then, the fund has steadily added to this stake. Filings for the fourth quarter of 2025 show that the fund owned over 20 million shares in the company, up 8% compared to filings for the previous quarter.

Barclays Bets on Trading Boom, Ups IBKR Target to $73

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The high growth days for ZoomInfo Technologies Inc. (NASDAQ:GTM) seem to be over. In early May, analysts noted that Q1 revenue is expected to increase by only 4.28%, a far cry from the 20% to 30%+ growth rates the company commanded just two years ago. Critics argue that ZoomInfo is a primary victim of budget tightening in the sales and marketing tech stack. Companies are aggressively consolidating tools, and ZoomInfo’s seat-based pricing model is hurting as firms reduce their headcount of sales professionals. Bears argue that the rise of LLM-driven sales intelligence tools, which can scrape and verify data in real-time, is eroding ZoomInfo’s competitive advantage of having a massive, human-verified database.

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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