Zoom Communications（ZM）株式概要
Zoom Communications, Inc.は、南北アメリカ、アジア太平洋、ヨーロッパ、中東、アフリカにおいて、人と人とのつながりのための人工知能ファーストのオープンワークプラットフォームを提供しています。 詳細
ZM Community Fair Values
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Analyst Price Targets
Zoom Communications, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$100.46 |
| 52週高値 | US$113.73 |
| 52週安値 | US$69.15 |
| ベータ | 1 |
| 1ヶ月の変化 | 10.23% |
| 3ヶ月変化 | 35.87% |
| 1年変化 | 25.67% |
| 3年間の変化 | 48.11% |
| 5年間の変化 | -68.51% |
| IPOからの変化 | 62.03% |
最新ニュース
分析記事 • May 26
Zoom Communications, Inc. Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
It's been a good week for Zoom Communications, Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...
ナラティブの更新 • May 23
ZM: AI Expansion And Anthropic Investment Are Expected To Support Steady Outlook
Analysts lifted the base fair value estimate for Zoom Communications to $111.50 from $97.33, reflecting updated views that slightly higher revenue growth, modestly stronger profit margins, and a higher forward P/E multiple are supported by recent Q1 beats, traction in AI products and contact center, and a broad wave of Street price target increases across major firms. Analyst Commentary Street research on Zoom Communications has turned more constructive following the recent Q1 report, with a cluster of price target increases and at least one rating upgrade.Recent updates
分析記事 • May 26
Zoom Communications, Inc. Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
It's been a good week for Zoom Communications, Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...ナラティブの更新 • May 23
ZM: AI Expansion And Anthropic Investment Are Expected To Support Steady Outlook
Analysts lifted the base fair value estimate for Zoom Communications to $111.50 from $97.33, reflecting updated views that slightly higher revenue growth, modestly stronger profit margins, and a higher forward P/E multiple are supported by recent Q1 beats, traction in AI products and contact center, and a broad wave of Street price target increases across major firms. Analyst Commentary Street research on Zoom Communications has turned more constructive following the recent Q1 report, with a cluster of price target increases and at least one rating upgrade.Seeking Alpha • May 15
Zoom Keeps Generating Cash While Growth Remains Elusive
Summary Zoom Communications (ZM) remains a 'Hold' as growth stays in the low-to-mid single digits and valuation appears fair. ZM’s strong balance sheet, with $7.8 billion in liquid assets and no debt, supports flexibility for buybacks or investments. Share buybacks have reduced outstanding shares by 14 million in the past year, but growth guidance for FY27 remains cautious. AI initiatives and the Anthropic stake offer optionality, but are unlikely to materially impact near-term earnings or revenue trajectory. Read the full article on Seeking Alpha
ナラティブの更新 • May 09
ZM: AI Partnerships And Capital Actions Will Shape Measured Future Repricing
Analysts kept the fair value estimate for Zoom Communications steady at $115. A mix of recent price target tweaks, including cuts from BTIG and Bernstein and a lift from Benchmark, reflects ongoing debate around growth investments, margin trends, and the potential impact of Anthropic related AI initiatives and product partnerships like Claude Cowork.ナラティブの更新 • Apr 21
ZM: AI Integration And Anthropic Stake Are Expected To Support Steady Outlook
Analysts have made only modest adjustments to Zoom Communications' price targets, with figures now ranging from about $74 to $115, as they factor in recent Q4 execution, the Claude Cowork launch, and the potential impact of the Anthropic investment on future growth drivers and margins. Analyst Commentary Recent research on Zoom Communications reflects a split view, with some analysts focusing on AI driven upside and execution, while others question how the company stacks up against faster growing software peers.ナラティブの更新 • Apr 07
ZM: AI Suite And Anthropic Stake Will Support Future Repricing
Narrative Update on Zoom Communications The analyst price target framework for Zoom Communications has shifted toward a lower future P/E assumption, alongside modestly higher revenue growth and profit margin inputs. This echoes recent Street research, where several firms adjusted targets in a $74 to $115 range as analysts weigh solid Q4 execution, AI monetization potential, Anthropic exposure, and the trade-off between growth investments and near-term margin expansion.ナラティブの更新 • Mar 24
ZM: AI Expansion And Anthropic Investment Are Expected To Support Upside
Analysts have modestly adjusted Zoom Communications' price targets, with moves ranging from a $5 cut to $100 to a $6 lift to $115. The changes reflect mixed views on its Q4 execution, investment in AI and product expansion, and the trade off between a pause in near term margins and longer term growth potential.
ナラティブの更新 • Mar 10
ZM: AI Monetization And Contact Center Expansion Will Likely Offer Balanced Outcomes
Our analyst price target for Zoom Communications edges lower to reflect a modest fair value adjustment to about $73, even as analysts highlight ongoing operating consistency, product investment, and emerging AI monetization as key parts of the story. Analyst Commentary Recent research on Zoom Communications reflects a wide range of opinions on where the stock should trade, even as recent quarters have generally tracked ahead of guidance and highlighted steady operations.ナラティブの更新 • Feb 24
ZM: AI Monetization And Contact Center Execution Will Likely Disappoint Expectations
Analysts have raised their fair value estimate for Zoom Communications to $73.19 from $69.45, citing slightly higher expected revenue growth, stronger profit margins, and a lower assumed future P/E multiple. This revision is supported by recent upgrades that emphasize potential benefits from new product launches and the company's AI initiatives.ナラティブの更新 • Feb 09
ZM: Partner-First Pivot And AI Efforts Are Expected To Support Upside
Our analyst price target for Zoom Communications edges higher to reflect a fair value estimate of $97.59 per share, supported by slightly adjusted growth, discount rate, and future P/E assumptions that align with recent upgrades and AI focused optimism from Street analysts. Analyst Commentary Recent research on Zoom Communications has tilted more positive, with several bullish analysts updating views around product momentum, artificial intelligence initiatives, and the company’s go to market execution.ナラティブの更新 • Jan 24
ZM: Partner-First Pivot And AI Monetization Are Expected To Drive Upside
Analysts have nudged their price targets for Zoom Communications higher, with Citi and Rosenblatt citing what they see as an undemanding valuation, a path toward about 5% sales growth, new AI and contact center products, and progress on a partner first go to market model. These factors support moves such as Citi's increase to US$106 from US$94 and Rosenblatt's lift to US$115 from US$110.ナラティブの更新 • Jan 10
ZM: Partner-First Pivot And AI Suite Will Support Future Repricing
Analysts have lifted their price target on Zoom Communications to $115 from $110, citing slightly stronger revenue growth assumptions and a partner first sales model. They say this model is driving more constructive channel checks around the company’s medium term outlook.分析記事 • Jan 03
Zoom Communications, Inc.'s (NASDAQ:ZM) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 15.5x Zoom Communications, Inc. ( NASDAQ:ZM ) may be sending bullish...ナラティブの更新 • Dec 26
ZM: Partner-First Pivot And Emerging AI Products Will Support Steady Future Upside
Analysts have nudged their fair value estimate for Zoom Communications modestly higher to approximately $95 per share. This reflects a slightly richer future earnings multiple supported by bullish partner-led channel checks for fiscal 2026 and 2027, along with a stable core business complemented by emerging growth products.ナラティブの更新 • Dec 12
ZM: Partner-First Model And AI Monetization Will Support Upside Repricing
Analysts have nudged their average price target on Zoom Communications up to $115 from $110, citing increasingly bullish channel checks around the company’s partner first go to market pivot, modestly stronger long term revenue growth expectations, and a willingness to underwrite a higher future earnings multiple despite some compression in projected profit margins. Analyst Commentary Recent Street research on Zoom Communications shows a constructive backdrop, with several bullish analysts pointing to improving execution and a clearer growth path.分析記事 • Nov 28
Earnings Beat: Zoom Communications Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a good week for Zoom Communications Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...ナラティブの更新 • Nov 27
ZM: Market Opportunities Will Expand With The Shift To A Partner-First Model
Analysts have raised their price target for Zoom Communications from $110 to $115, citing improving revenue growth projections, higher profit margins, and increased confidence in the company's evolving go-to-market strategies. Analyst Commentary Recent analyst reports on Zoom Communications reflect a range of perspectives, with both optimistic and cautious views regarding the company’s near-term and long-term prospects.ナラティブの更新 • Sep 19
AI Features Will Expand Enterprise Markets Despite Cloud Competition
The consensus analyst price target for Zoom Communications edged up to $92.30, as strong Q2 results, accelerating revenue growth, expanding AI-driven products, and robust large-customer momentum outweighed ongoing macro uncertainties. Analyst Commentary Bullish analysts raised price targets due to solid Q2 results, with the company's revenue growth reaching its highest level in 11 quarters, providing quarterly beats and upgraded forward guidance.分析記事 • Aug 05
Is There An Opportunity With Zoom Communications Inc.'s (NASDAQ:ZM) 40% Undervaluation?
NasdaqGS:ZM 1 Year Share Price vs Fair Value Explore Zoom Communications's Fair Values from the Community and select...分析記事 • Jun 10
Earnings Not Telling The Story For Zoom Communications Inc. (NASDAQ:ZM)
With a price-to-earnings (or "P/E") ratio of 23.2x Zoom Communications Inc. ( NASDAQ:ZM ) may be sending bearish...Seeking Alpha • Apr 21
Zoom: Deep Value Tariff Buy With 35% Net Cash
Summary Not sure what to buy amidst tariff volatility? Look at the stock of Zoom. The stock's low valuation and solid financials, including $7.8 billion in cash and no debt, provide a significant margin of safety. Consensus estimates are conservative; I expect operational efficiencies and technological superiority to mitigate competitive threats and support long-term profitability. Despite potential risks, ZM's enviable profit margins and undervaluation make it a strong buy and a top pick in the tech sector. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Zoom: At <10x FCF And Ex-Cash P/E, All You Need Is Patience
Summary Zoom, down over 80% from its peak, offers a strong value play with <10x ex-cash P/E and FCF multiples amid substantial cash reserves. The company continues to see improving churn rates in its self-service Online business. Meanwhile, RPO (or essentially backlog) is growing at a faster pace (6% y/y) than revenue (3% y/y), offering the possibility of revenue acceleration. The company recently also released agentic AI features that may be able to help drive stronger enterprise retention and expansion. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Zoom Communications: 2 Things That Would Make Us Buy - Maintaining Hold
Summary Zoom Communications Inc. is going to lead the cross over AI and video communications, but not in the near-term. Zoom AI Companion is seeing high double digit adoption Q/Q but we think the company's high exposure to enterprise and Americas amid macro uncertainty will push out monetization goals. ZM stock trades below peer group averages, making it cheap, but not compelling enough to buy now; Wall Street largely agrees with a hold rating. Management's revenue guidance for FY26 shows modest growth, with potential for upward revision in 2H25, making it prudent to wait for clearer monetization signals. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Zoom Looks Undervalued Ahead Of Q4 Earnings
Summary Zoom's stock, down around -85% from its pandemic peak, shows potential for gains as a mature company ahead of its Q4 earnings release. Improved net margins, strong cash balance, and undervaluation metrics highlight Zoom's promising investment potential, despite pandemic-driven volatility. AI tools like AI Companion 2.0 and Workvivo are growing strongly with an addressable market in healthcare, education, and frontline worker markets. Current valuation metrics offer a margin of safety, making Zoom a buy opportunity as it leverages AI-driven growth and improved operational efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Zoom Communications Could Be A Value Trap At This Point
Summary Despite strong fundamentals and impressive free cash flow, I remain neutral on Zoom Communications (ZM) due to its stagnant revenue growth and increasing R&D expenses. ZM's forward growth is uncertain, with minimal EPS increases projected and intense competition from Microsoft Teams and Google Workspace. The company's profitability is appealing, but the lack of innovative products and slow top-line growth deter me from a bullish stance. For ZM to accelerate growth, it must deliver compelling new products and features that justify additional IT spending, especially in a hybrid work environment. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Zoom: A Perfect Value Play For 2025
Summary Zoom is a top "growth at a reasonable price" stock for 2025, currently valued at less than 10x forward FCF. Revenue growth re-accelerated in Q3 to 4% y/y, with strong RPO and deferred revenue indicating a healthy pipeline, stabilizing in mid single-digits. Zoom is essential for hybrid work, with few competitors and a strong brand. AI features and recent growth in contact center software also extend Zoom's TAM. The company also has just shy of $8 billion of cash on its balance sheet which it's earmarking for aggressive buybacks. Current cash is worth ~30% of Zoom's market cap. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Zoom Q3 Preview: Business Is Accelerating
Summary Zoom's stock has surged 46.80% since summer, driven by strong Q2 2025 earnings, signaling a profitable turnaround. AI-powered features like AI Companion and real-time translation are key growth drivers, enhancing Zoom's value proposition and attracting multinational corporations. Despite a significant stock run-up, Zoom's forward P/E ratio remains attractive, suggesting further upside as market growth expectations are conservative. I'm bullish on Zoom's ability to exceed Q3 expectations, with AI innovations and new product offerings poised to drive stronger-than-anticipated growth. With this, shares are still a strong buy. Read the full article on Seeking Alpha株主還元
| ZM | US Software | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | 2.9% | 1.8% |
| 1Y | 25.7% | -6.0% | 28.4% |
業界別リターン: ZM過去 1 年間で-6 % の収益を上げたUS Software業界を上回りました。
リターン対市場: ZMは、過去 1 年間で28.4 % のリターンを上げたUS市場を下回りました。
価格変動
| ZM volatility | |
|---|---|
| ZM Average Weekly Movement | 6.4% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: ZM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ZMの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 7,438 | Eric Yuan | www.zoom.com |
Zoom Communications, Inc.は、米州、アジア太平洋地域、欧州、中東、アフリカにおいて、人と人とのつながりのための人工知能ファーストのオープンワークプラットフォームを提供している。同社は、モバイルデバイス、デスクトップ、ラップトップ、電話、会議室システムを通じてHDビデオ、音声、チャット、コンテンツ共有を提供するZoom Meetings、クラウド電話システムのZoom Phone、デスクトップ、ラップトップ、タブレット、モバイルデバイスでメッセージ、画像、ファイル、コンテンツを共有できるZoom Team Chatを提供している。また、モジュール式のワークスペース「Zoom Docs」、インタラクティブなキャンバス「Zoom Whiteboard」、ビデオやスクリーンコンテンツをキャプチャする「Zoom Clips」、ソフトウェアベースの会議室システム「Zoom Rooms」、「Workspace Reservation」も提供している。さらに、オムニチャネル・ソリューションのZoom Contact Center、Zoom MeetingsとZoom Phoneのための会話インテリジェンス・ソフトウェアであるZoom Revenue Accelerator、バーチャルおよびハイブリッド・イベントの管理、開催、マーケティング、レポート作成を行うZoom Events、Zoom Webinars Plus、大勢の聴衆を対象としたインタラクティブなビデオ・プレゼンテーションをサポートするZoom Webinarsも提供している。さらに、オールインワンの従業員体験プラットフォームであるWorkvivo、プラットフォームを他のアプリケーション、プラットフォーム、ウェブサイト、サービスと統合するZoom Developer Platform and App Marketplace、Zoom Appsも提供している。同社は、個人、教育、エンターテインメント/メディア、企業インフラ、金融、政府、ヘルスケア、製造、非営利/非営利団体、社会的影響、小売/消費財、ソフトウェア/インターネット業界にサービスを提供している。前身はズーム・ビデオ・コミュニケーションズ社で、2024年11月に社名をズーム・コミュニケーションズ社に変更した。2011年に法人化され、カリフォルニア州サンノゼに本社を置いている。
Zoom Communications, Inc. 基礎のまとめ
| ZM 基礎統計学 | |
|---|---|
| 時価総額 | US$29.31b |
| 収益（TTM） | US$2.07b |
| 売上高(TTM) | US$4.93b |
14.2x
PER（株価収益率6.0x
P/SレシオZM は割高か？
公正価値と評価分析を参照収益と収入
| ZM 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.93b |
| 売上原価 | US$1.10b |
| 売上総利益 | US$3.84b |
| その他の費用 | US$1.77b |
| 収益 | US$2.07b |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 7.06 |
| グロス・マージン | 77.77% |
| 純利益率 | 41.99% |
| 有利子負債／自己資本比率 | 0% |
ZM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 19:15 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Zoom Communications, Inc. 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |