Professional
Added to YB: 2025-08-14
Pitch date: 2025-07-28
ZM [neutral]
Zoom Communications, Inc.
+9.26%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$23.8B
Pitch Price
$75.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.31
P/E
13.05
EV/Sales
3.29
Sector
Software
Category
growth
Harry Qelm Baabsman Portfolio Holding: Zoom Communications Inc.
ZM (holding update): Enterprise communications platform beyond video conferencing, now a sustainable workplace solution. $4.5B+ annual revenue with 30%+ FCF margin and low debt. Growth slowed from COVID peak but profitable with strong product innovation. Attractive entry below $60, now reasonably priced $75-90. Long-term hold with green credentials (reduces business travel).
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