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ZoomInfo vs Autodesk: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

ZoomInfo Technologies Inc. (GTM)

Q3 2026
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ZoomInfo beats Q2, raises guidance, but AI and legal risks persist

  • Q2 beat and raised guidance ZoomInfo beat Q2 estimates with $310 million revenue and raised full-year 2026 guidance to about $1.21 billion, supported by strong cash flow and buybacks. This positive surprise lifted investor confidence.

    This is a new positive development that directly boosted sentiment during the period.

  • New pricing model and AI integrations The company launched a hybrid consumption-based pricing model and expanded its AI platform through Microsoft Copilot, Google Gemini, Salesforce, and Cursor integrations, plus the DoubleO.ai acquisition and Agent Teams.

    These strategic moves are new and aim to counter AI disruption fears, potentially driving future growth.

  • Securities fraud class action and weak growth A securities fraud class action alleges the company hid slowing seat-based demand and misled investors before a $62 million guidance cut triggered a 33% stock drop. Growth of just 1.5% badly trails HubSpot's 23.4%.

    This legal and fundamental weakness is a new negative that weighs on the stock.

  • Analyst downgrades and goodwill impairment Citi named it least-preferred, and Stifel cut its target to $3.50, citing execution risk, delayed bookings, pricing uncertainty, and AI disruption. A $650.5 million goodwill impairment also weighed on results.

    These analyst actions and the impairment are new negative factors that pressured the stock.

August 2026
▲2▼2

ZoomInfo Expands AI Platform, But Legal and Analyst Risks Persist

  • AI Platform Expansion ZoomInfo is integrating its AI go-to-market platform with Microsoft Copilot, Google Gemini, Salesforce, and Cursor, and acquired DoubleO.ai while launching Agent Teams. These moves could drive adoption and support revenue growth.

    This is a key new development that could positively impact future revenue and stock performance.

  • Guidance Raised Despite Impairment ZoomInfo raised full-year guidance to $1.21 billion, even after a $650.5 million goodwill impairment. Analysts see upside, suggesting confidence in the business outlook.

    This shows management's confidence and potential for earnings growth, a positive signal for investors.

  • Securities Class Action Allegations A securities class action alleges ZoomInfo misled investors before cutting revenue guidance by $62 million, which triggered a 33% stock drop. Legal overhang and potential costs weigh on the stock.

    This legal risk is a major negative factor that could lead to financial penalties and reputational damage.

  • Analyst Downgrades and Execution Concerns Citi named ZoomInfo a least-preferred stock, and Stifel cut its price target to $3.50, citing execution risk, delayed bookings, uncertain pricing power, and AI disruption. Agent Teams lacks published performance metrics.

    Analyst downgrades and concerns about execution can pressure the stock price and investor sentiment.

Latest
▲2▼1

ZoomInfo's AI integrations expand while legal and demand worries persist

  • Analyst downgrades and weak demand outlook Citi named ZoomInfo a least-preferred software stock, citing execution risk and delayed bookings, while Stifel cut its price target to $3.50 on uncertain pricing power and AI disruption. These analyst warnings signal that demand for ZoomInfo's core data product is slowing, pressuring the stock.

    Directly explains negative sentiment and demand concerns driving GTM down.

  • Expanding AI platform integrations ZoomInfo launched connectors for Google Gemini Enterprise, Salesforce AgentExchange, and Cursor Marketplace, embedding its data into major AI workflows. These integrations expand its reach and could drive customer adoption, supporting revenue growth and lifting the stock.

    Shows new technology partnerships that could boost demand and sentiment.

  • Agent Teams launch after DoubleO.ai acquisition ZoomInfo acquired DoubleO.ai and launched Agent Teams, an AI agent orchestration layer bundled into GTM Studio at no extra cost. This deepens its platform and may attract customers, but lacks published performance metrics, so the impact is uncertain.

    Latest product move that could drive growth but carries execution risk.

▲2▼1

ZoomInfo Expands AI GTM Platform, Raises Guidance Despite Legal Cloud

  • Securities Class Action Lawsuit A class action lawsuit alleges ZoomInfo misled investors about slowing demand and guidance before cutting revenue outlook by $62 million, causing a 33% stock drop. This legal overhang weighs on GTM's price by raising uncertainty and potential costs.

    This is a new legal risk that directly affects investor confidence and could pressure the stock.

  • Microsoft Copilot Integration ZoomInfo launched a connector for Microsoft Copilot Studio, embedding its B2B data into Microsoft 365 apps. This expands its AI ecosystem and could drive customer adoption, supporting revenue growth and lifting GTM's price.

    This new product integration shows progress in AI strategy, a key growth driver for the company.

  • Q2 Goodwill Impairment and Guidance Raise ZoomInfo reported a $650.5 million goodwill impairment but raised full-year revenue guidance to $1.21 billion and continued share buybacks. The impairment reflects past overpayment, but the guidance raise signals stabilizing demand, a net positive for the stock.

    This earnings update provides a counterweight to negative news, showing improved outlook despite accounting charge.

  • DoubleO.ai Acquisition and New Connectors ZoomInfo acquired DoubleO.ai and launched GTM.AI connectors for Superhuman Go and Replit, deepening its AI workflow integration. Analysts project $1.2 billion revenue and $391.8 million earnings by 2029, with a $4.60 fair value implying 21% upside.

    This acquisition and product expansion reinforce the AI growth narrative and could attract investors.

July 2026
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ZoomInfo Beats Q2, Raises Guidance, But Legal and Growth Woes Linger

  • Q2 Beat and Raised Guidance ZoomInfo's Q2 revenue of $310 million beat expectations, and management raised full-year 2026 guidance to $1.207–$1.217 billion. Strong cash flow and buybacks signaled confidence, giving the stock a lift.

    This is the main positive new development that drove the stock in July.

  • Hybrid Pricing Model Launch A planned hybrid consumption-based pricing model, launching later this quarter, could attract customers and revive growth. This shift from pure seat-based subscriptions may address changing customer needs.

    This new initiative could improve future demand and is a key strategic move.

  • Securities Fraud Class Action Deadline A securities fraud class action alleging ZoomInfo hid slowing seat-based demand and weak retention has an August 24 lead-plaintiff deadline. Legal costs and bad publicity remain overhangs.

    This ongoing legal issue continues to pressure the stock and is a key negative factor.

  • Unfavorable Peer Comparison ZoomInfo grew just 1.5% versus HubSpot's 23.4%, highlighting competitive weakness and pressuring valuation despite improving fundamentals. Slow growth makes it harder to justify the stock's price.

    This comparison underscores the competitive challenges that continue to weigh on the stock.

▲2▼1

ZoomInfo Lifts Guidance, Launches Consumption Pricing, But Legal Cloud Persists

  • ZoomInfo raises full-year 2026 revenue guidance and reports Q2 overperformance ZoomInfo raised its full-year 2026 revenue guidance to $1.207–$1.217 billion after Q2 revenue of $310 million beat expectations. Strong cash flow and share buybacks signal confidence, which can lift the stock as investors see improving fundamentals.

    This is the most significant new positive event, directly affecting revenue outlook and investor confidence.

  • ZoomInfo to roll out hybrid consumption-based pricing model Starting later this quarter, ZoomInfo will offer flexible consumption-based pricing alongside its traditional per-seat model. This could attract more customers and boost revenue growth, as it aligns with how software is increasingly bought, potentially reversing recent demand weakness.

    This is a new strategic shift that addresses the core demand problem and could drive future growth.

  • Securities fraud class action deadline approaches, keeping legal overhang Multiple law firms remind investors of the August 24 lead plaintiff deadline in a securities fraud lawsuit alleging ZoomInfo hid slowing demand and misled on AI retention. This keeps legal costs and bad publicity in focus, weighing on the stock.

    This is a new development in the ongoing legal saga, with a specific deadline that could impact near-term sentiment.

▼2

ZoomInfo's Legal Overhang Deepens as Lead-Plaintiff Deadline Nears

  • Securities fraud class action deadline looms Multiple law firms reminded investors that the deadline to seek lead plaintiff in the securities fraud class action is August 24, 2026. The suit alleges ZoomInfo hid slowing seat-based demand and weak retention. This keeps legal costs and bad publicity in focus, weighing on the stock.

    This is the main new development this period, with several firms issuing deadline reminders.

  • Peer comparison shows ZoomInfo lagging badly A report noted ZoomInfo grew revenue just 1.5% to $310.2 million and gave weak guidance, while peers like HubSpot grew 23.4%. On average, sales software stocks fell 16.8% since reporting. This highlights ZoomInfo's weak competitive position, pressuring its valuation.

    This new peer comparison underscores ZoomInfo's underperformance relative to competitors.

Q2 2026
▼4

ZoomInfo Hit by AI Fears, Fed Shift, and Mounting Lawsuits

  • Fed signals no more rate cuts, pressuring software stocks The Federal Reserve held rates steady and removed its expected 2026 cut, even hinting at a possible hike. Higher rates make future profits worth less today, so software stocks like ZoomInfo fell 3.6% as investors demanded a bigger return for holding them.

    This macro shift directly lowers the value investors place on ZoomInfo's future earnings.

  • AI selloff deepens fears for subscription software A broad selloff hit software stocks as investors worried AI agents will replace traditional subscription tools. ZoomInfo dropped 7.3% in one day. If customers can build their own AI solutions, demand for ZoomInfo's data and seat-based subscriptions could shrink.

    This is the core technology threat that could erode ZoomInfo's business model and revenue.

  • Multiple class-action lawsuits filed over alleged misleading statements Several law firms filed securities class actions against ZoomInfo, claiming it hid slowing growth, weak customer retention, and the impact of AI. The suits cover investors from Nov 2025 to May 2026, with an August 24 lead-plaintiff deadline. Legal costs and bad publicity weigh on the stock.

    These new lawsuits add regulatory and reputational risk that can pressure the share price.

  • ZoomInfo's weak revenue growth stands out among peers ZoomInfo grew revenue just 1.5% to $310.2 million and missed full-year guidance, while peers like HubSpot grew 23.4%. Its stock has plunged 53.1% since reporting. Slow growth makes it harder to justify its valuation, especially as rivals expand faster.

    This highlights ZoomInfo's lagging fundamentals relative to competitors, a key reason for its underperformance.

June 2026
▼4

ZoomInfo Hit by AI Fears, Fed Shift, and Mounting Lawsuits

  • Fed signals no more rate cuts, pressuring software stocks The Federal Reserve held rates steady and removed its expected 2026 cut, even hinting at a possible hike. Higher rates make future profits worth less today, so software stocks like ZoomInfo fell 3.6% as investors demanded a bigger return for holding them.

    This macro shift directly lowers the value investors place on ZoomInfo's future earnings.

  • AI selloff deepens fears for subscription software A broad selloff hit software stocks as investors worried AI agents will replace traditional subscription tools. ZoomInfo dropped 7.3% in one day. If customers can build their own AI solutions, demand for ZoomInfo's data and seat-based subscriptions could shrink.

    This is the core technology threat that could erode ZoomInfo's business model and revenue.

  • Multiple class-action lawsuits filed over alleged misleading statements Several law firms filed securities class actions against ZoomInfo, claiming it hid slowing growth, weak customer retention, and the impact of AI. The suits cover investors from Nov 2025 to May 2026, with an August 24 lead-plaintiff deadline. Legal costs and bad publicity weigh on the stock.

    These new lawsuits add regulatory and reputational risk that can pressure the share price.

  • ZoomInfo's weak revenue growth stands out among peers ZoomInfo grew revenue just 1.5% to $310.2 million and missed full-year guidance, while peers like HubSpot grew 23.4%. Its stock has plunged 53.1% since reporting. Slow growth makes it harder to justify its valuation, especially as rivals expand faster.

    This highlights ZoomInfo's lagging fundamentals relative to competitors, a key reason for its underperformance.

▼4

ZoomInfo Hit by AI Fears, Fed Shift, and Mounting Lawsuits

  • Fed signals no more rate cuts, pressuring software stocks The Federal Reserve held rates steady and removed its expected 2026 cut, even hinting at a possible hike. Higher rates make future profits worth less today, so software stocks like ZoomInfo fell 3.6% as investors demanded a bigger return for holding them.

    This macro shift directly lowers the value investors place on ZoomInfo's future earnings.

  • AI selloff deepens fears for subscription software A broad selloff hit software stocks as investors worried AI agents will replace traditional subscription tools. ZoomInfo dropped 7.3% in one day. If customers can build their own AI solutions, demand for ZoomInfo's data and seat-based subscriptions could shrink.

    This is the core technology threat that could erode ZoomInfo's business model and revenue.

  • Multiple class-action lawsuits filed over alleged misleading statements Several law firms filed securities class actions against ZoomInfo, claiming it hid slowing growth, weak customer retention, and the impact of AI. The suits cover investors from Nov 2025 to May 2026, with an August 24 lead-plaintiff deadline. Legal costs and bad publicity weigh on the stock.

    These new lawsuits add regulatory and reputational risk that can pressure the share price.

  • ZoomInfo's weak revenue growth stands out among peers ZoomInfo grew revenue just 1.5% to $310.2 million and missed full-year guidance, while peers like HubSpot grew 23.4%. Its stock has plunged 53.1% since reporting. Slow growth makes it harder to justify its valuation, especially as rivals expand faster.

    This highlights ZoomInfo's lagging fundamentals relative to competitors, a key reason for its underperformance.

Autodesk Inc (ADSK)

Q3 2026
▲2▼1

Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

August 2026
▲2▼1

Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

Latest
▲3

Autodesk's AI push and cheap valuation drive the story

  • Agentic AI across Forma, Fusion and Flow Autodesk previewed a next-generation AI assistant that works across its three industry clouds, with third-party agents and a builder tool planned for 2027. This keeps its software central to customers' workflows and supports future subscription pricing power.

    It is the biggest new product story of the period and directly supports the bull case for ADSK.

  • Arcadis partnership shows AI tools cutting work from days to hours Engineering firm Arcadis deepened its Autodesk AI collaboration, linking its own data protocol to Autodesk Assistant. Quality reviews that took five days now take about half a day on some projects, a concrete proof point that could pull more firms onto Autodesk's platform.

    It is a new customer win that shows real-world adoption of Autodesk's AI, supporting demand.

  • Earnings estimates rising ahead of the next report Analysts expect Autodesk's next quarterly profit and revenue to rise about 15% from a year earlier, and the consensus estimate has edged higher. The stock trades at about 16 times forward earnings, a discount to its industry average, which makes the growth look cheap.

    It explains the improving profit picture and the valuation gap that supports the shares.

  • Rival PTC bought in cash, highlighting Autodesk's growth but no bid Schneider Electric agreed to buy rival PTC for $22.6 billion in cash. Autodesk is growing much faster and generates far more cash, but it has no takeover offer of its own, so the deal mainly reminds investors of the sector's value without lifting Autodesk directly.

    It is the period's main competitive event and cuts both ways for ADSK.

▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

Q2 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

June 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.