Added to YB: 2026-04-21
Pitch date: 2026-04-19
ZM [neutral]
Zoom Communications, Inc.
+1.66%
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
$25.9B
Pitch Price
$89.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.97
P/E
14.24
EV/Sales
3.73
Sector
Software
Category
special_situation
Zoom has something in common with Yahoo
ZM (overview): Owns $4B+ stake in Anthropic (invested $51M at $4B valuation, now $380B with rumors of $800B) + $8B cash/securities, no debt. $26B market cap means core biz valued at ~$14B. Rev growth at inflation rate but op margin expanded 12%→23%, $1B+ FCF (adj for SBC). Lower churn, more LT customers. Like Yahoo's Alibaba stake worth more than parent.
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