Zoom Communications, Inc.

NasdaqGS:ZM 주식 리포트

시가총액: US$29.5b

Zoom Communications 배당 및 자사주 매입

배당 기준 점검 0/6

Zoom Communications 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

6.1%

자사주 매입 수익률

총 주주 수익률6.1%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha • Oct 28

Zoom's Limited Growth Prospects Cap Its Investment Potential

Summary Zoom's Q2 FY2025 revenue was $1.163 billion, up 2.1% year-over-year, with free cash flow of $365.1 million. Zoom's churn rate reached an all-time low of 2.9%, but its online revenue remained flat at $479.7 million. Enterprise revenue increased 3.5% year-over-year, driven by 3,933 customers contributing over $100,000 annually. Despite competition, Zoom is diversifying with products like Zoom Workplace, but these innovations face adoption challenges. The recommendation is a "sell" due to limited growth prospects, margin pressure, and increasing competition from Microsoft and Google. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 ZM 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: ZM 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

Zoom Communications 배당 수익률 vs 시장
ZM의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (ZM)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Software)0.9%
분석가 예측 (ZM) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 ZM 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 ZM 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 ZM 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: ZM 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/17 04:01
종가2026/05/15 00:00
수익2026/01/31
연간 수익2026/01/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
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  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Zoom Communications, Inc.는 47명의 분석가가 다루고 있습니다. 이 중 30명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph BonnerArgus Research Company
null nullArgus Research Company
William PowerBaird