GTM
INSIDER SELLZoomInfo Technologies Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeZoomInfo reported Q2 2026 earnings that beat consensus but were overshadowed by a $651M goodwill impairment, 12% decline in downmarket ACV, and net revenue retention falling to 89%. The company faces multiple securities class action lawsuits alleging it concealed material information about slowing legacy subscription demand and weakening customer retention, while analyst coverage has turned decidedly negative with seven sell ratings versus one buy, and stock price collapsed to ~$3 amid guidance cuts and growth deceleration concerns.
Red flags
- •Large non-cash goodwill impairment of $651M in Q2 2026
- •12% decline in downmarket ACV, signaling material segment weakness
- •Net revenue retention declined to 89%, indicating customer churn acceleration
- •Multiple securities class action lawsuits alleging material misstatements and concealment of slowing demand
- •Guidance cut in Q1 2026 triggered stock selloff and analyst downgrades
- •Analyst sentiment sharply negative: 7 sell, 10 hold, 1 buy rating as of October 2026
- •Fair value estimates cut from $13.18 to $11.15 by Street
- •Stock price collapsed from ~$2.99 (July 2026), reflecting severe loss of investor confidence
- •Derivative litigation ongoing, mirroring securities case allegations with fiduciary duty and breach claims
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| McGrane Ashley | General Counsel and Corp Sec | SELL | 2K | $3.75 | $0.01M | 2026-10-02 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 21K | $3.70 | $0.08M | 2026-10-02 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 94 | $4.17 | $0.00M | 2026-09-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 34 | $4.17 | $0.00M | 2026-09-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 16K | $4.16 | $0.07M | 2026-08-07 | ↗ |
| O'Brien Michael Graham | CFO | SELL | 5K | $4.00 | $0.02M | 2026-08-06 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 997 | $3.56 | $0.00M | 2026-08-04 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 21K | $2.98 | $0.06M | 2026-07-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 2K | $2.98 | $0.01M | 2026-07-02 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Glenview Capital | SC 13G/A | — | 0.0% | -7.5% vs SPY -7.4% abs | 2026-08-14 | ↗ |