Professional
Added to YB: 2026-06-05
Pitch date: 2026-05-30
ZM [neutral]
Zoom Communications, Inc.
+1.16%
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
$32.7B
Pitch Price
$104.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
16.39
EV/Sales
5.08
Sector
Software
Category
special_situation
Show full summary:
Jackson Peak Capital Portfolio Holding: Zoom Communications, Inc.
ZM (holding update): Event-driven trade to capture re-rating from ZM's Anthropic stake amid Anthropic's ARR ramp & valuation surge in qtr. Attractive downside protection via ZM's execution, valuation, and market discount on the Anthropic stake.
Read full article (1 min)