Added to YB: 2026-04-13
Pitch date: 2026-04-09
ZM [neutral]
Zoom Communications, Inc.
-1.44%
current return
Author Info
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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
$23.3B
Pitch Price
$84.01
Price Target
109.20 (+38%)
Dividend
N/A
EV/EBITDA
11.98
P/E
12.82
EV/Sales
3.20
Sector
Software
Category
value
Rebound Watchlist: 7 High-Quality Stocks in a Drawdown - Zoom Communications, Inc.
ZM (watchlist): Down 14% from Jan highs on muted growth. FY26 rev $4.87B (+4.4% YoY), guiding $5B+ FY27. Holds $7.8B cash, $2.4B buybacks past 2yr. Est. $5B-$6B Anthropic stake (may be worth more on IPO). Ex-cash & Anthropic, core trades ~5x-6x PE. AI Companion tripled YoY. Risk: Teams bundling, AI disruption to per-seat model. Upside capped 20-30%, may buy at $70 or below.
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