ZM logo

Zoom Communications, Inc. Stock Price

NasdaqGS:ZM Community·US$25.1b Market Cap
  • 3 Narratives written by author
  • 3 Comments on narratives written by author
  • 193 Fair Values set on narratives written by author

ZM Share Price Performance

US$87.40
10.02 (12.95%)
US$115.00
Fair Value
US$87.40
10.02 (12.95%)
24.0% undervalued intrinsic discount
US$115.00
Fair Value
Price US$87.40
AnalystConsensusTarget US$115.00
AnalystHighTarget US$135.00
AnalystLowTarget US$85.45

ZM Community Narratives

·
Fair Value US$115 24.0% undervalued intrinsic discount

AI Features Will Expand Enterprise Markets Despite Cloud Competition

1users have liked this narrative
3users have commented on this narrative
69users have followed this narrative
·
Fair Value US$135 35.3% undervalued intrinsic discount

Hybrid Work And Global Collaboration Will Drive AI Platform Expansion

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$85.45 2.3% overvalued intrinsic discount

Fading Hybrid Demand Will Diminish Margins Amid Fierce Competition

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$115
24.0% undervalued intrinsic discount
Revenue
3.96% p.a.
Profit Margin
25.02%
Future PE
29.18x
Price in 2029
US$146.76
US$85.45
2.3% overvalued intrinsic discount
Revenue
3.42% p.a.
Profit Margin
19.22%
Future PE
27.77x
Price in 2029
US$109.07

Trending Discussion

Updated Narratives

ZM logo

ZM: AI CX Platform And Workflow Tools Will Support Future Repricing

Fair Value: US$135 35.3% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ZM logo

ZM: AI Platform Expansion And Anthropic Alliance Will Support Steady Outlook

Fair Value: US$115 24.0% undervalued intrinsic discount
69 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative
ZM logo

ZM: AI Upside And Anthropic Windfall Will Likely Fail To Re Rate Shares

Fair Value: US$85.45 2.3% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with flawless balance sheet.

2 Risks
4 Rewards

Zoom Communications, Inc. Key Details

US$4.9b

Revenue

US$1.1b

Cost of Revenue

US$3.8b

Gross Profit

US$1.8b

Other Expenses

US$2.1b

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
7.06
77.77%
41.99%
0%
View Full Analysis

About ZM

Founded
2011
Employees
7438
CEO
Eric Yuan
WebsiteView website
www.zoom.com

Zoom Communications, Inc. provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, a cloud phone system; and Zoom Team Chat enables users to share messages, images, files, and content in desktop, laptop, tablet, and mobile devices. It also provides Zoom Docs, a modular workspace; Zoom Whiteboard, an interactive canvas; Zoom Clips for capturing video and screen content; Zoom Rooms, a software-based conference room system; and Workspace Reservation. In addition, the company offers Zoom Contact Center, an omnichannel solution; Zoom Revenue Accelerator, a conversation intelligence software for Zoom Meetings and Zoom Phone; Zoom Events to manage, host, market, and report on all of virtual and hybrid events; Zoom Webinars Plus; and Zoom Webinars which supports interactive video presentations to large audiences. Further, it provides Workvivo, an all-in-one employee experience platform; Zoom Developer Platform and App Marketplace which integrates platform with other applications, platforms, websites, and services; and Zoom Apps. It serves individuals; and education, entertainment/media, enterprise infrastructure, finance, government, healthcare, manufacturing, non-profit/not for profit and social impact, retail/consumer products, and software/Internet industries. The company was formerly known as Zoom Video Communications, Inc. and changed its name to Zoom Communications, Inc. in November 2024. The company was incorporated in 2011 and is headquartered in San Jose, California.

Recent ZM News & Updates

Seeking Alpha Jul 07

Zoom: There's A Lot Of Value Here, But Risks Too

Summary Zoom (ZM) earns a buy rating, offering strong fundamentals and cash generation despite competitive and AI-driven risks. ZM's balance sheet is robust, with $7.7B in cash and investments, plus a $1.3B Anthropic stake supporting its $25B market cap. Valuation appears attractive: ZM trades at 12.8x TTM GAAP PE, ~42% net income margin, and high free cash flow yields. Risks from bundled competitors and AI commoditization are real, but seem fully priced in, creating asymmetric upside potential. Read the full article on Seeking Alpha
Narrative Update Jul 06

ZM: AI CX Platform And Workflow Tools Will Support Future Repricing

Analysts have lifted their fair value estimate for Zoom Communications to $135 from $115, citing a series of higher sell side price targets following strong Q1 results, improving profit margins and growing confidence in the company's AI driven enterprise and contact center offerings. Analyst Commentary Recent commentary around Zoom Communications has shifted toward a more optimistic tone, with a cluster of target price increases following the latest Q1 report.

Recent updates

No updates