Zoom Communications (ZM) 주식 개요
는 미주, 아시아 태평양, 유럽, 중동 및 아프리카에서 인간 연결을 위한 인공지능 기반의 개방형 업무 플랫폼을 제공합니다. 자세히 보기
ZM Community Fair Values
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Analyst Price Targets
Zoom Communications, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$100.09 |
| 52주 최고가 | US$113.73 |
| 52주 최저가 | US$69.15 |
| 베타 | 1 |
| 1개월 변동 | 8.76% |
| 3개월 변동 | 17.16% |
| 1년 변동 | 26.86% |
| 3년 변동 | 52.39% |
| 5년 변동 | -69.46% |
| IPO 이후 변동 | 61.44% |
최근 뉴스 및 업데이트
분석 기사 • 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...
내러티브 업데이트 • 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
분석 기사 • 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...내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha주주 수익률
| ZM | US Software | US 시장 | |
|---|---|---|---|
| 7D | 2.8% | 1.2% | 2.5% |
| 1Y | 26.9% | -9.3% | 26.4% |
수익률 대 산업: ZM은 지난 1년 동안 -9.3%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ZM은 지난 1년 동안 26.4%의 수익을 기록한 US 시장과 동일한 성과를 보였습니다.
주가 변동성
| ZM volatility | |
|---|---|
| ZM Average Weekly Movement | 6.5% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ZM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ZM의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2011 | 7,438 | Eric Yuan | www.zoom.com |
는 미주, 아시아 태평양, 유럽, 중동, 아프리카에서 인간 연결을 위한 인공지능 기반의 개방형 업무 플랫폼을 제공합니다. 이 회사는 모바일 기기, 데스크톱, 노트북, 전화, 회의실 시스템을 통해 HD 비디오, 음성, 채팅, 콘텐츠 공유를 제공하는 Zoom Meetings, 클라우드 전화 시스템인 Zoom Phone, 데스크톱, 노트북, 태블릿, 모바일 기기에서 메시지, 이미지, 파일, 콘텐츠를 공유할 수 있는 Zoom Team Chat을 제공합니다. 또한 모듈식 작업 공간인 Zoom Docs, 대화형 캔버스인 Zoom Whiteboard, 비디오 및 화면 콘텐츠 캡처를 위한 Zoom Clips, 소프트웨어 기반 회의실 시스템인 Zoom Rooms, 작업 공간 예약 기능도 제공합니다.
Zoom Communications, Inc. 기초 지표 요약
| ZM 기초 통계 | |
|---|---|
| 시가총액 | US$30.98b |
| 순이익 (TTM) | US$2.07b |
| 매출 (TTM) | US$4.93b |
14.2x
주가수익비율(P/E)5.9x
주가매출비율(P/S)ZM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ZM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.93b |
| 매출원가 | US$1.10b |
| 총이익 | US$3.84b |
| 기타 비용 | US$1.77b |
| 순이익 | US$2.07b |
최근 보고된 실적
Apr 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.06 |
| 총이익률 | 77.77% |
| 순이익률 | 41.99% |
| 부채/자본 비율 | 0% |
ZM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 21:38 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/04/30 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Zoom Communications, Inc.는 47명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |