Zoom Communications (ZM) closed at $92.58 in the latest trading session, marking a -3.78% move from the prior day. This move lagged the S&P 500's daily loss of 0.13%. Elsewhere, the Dow gained 0.11%, while the tech-heavy Nasdaq lost 0.72%. Coming into today, shares of the video-conferencing company had gained 11.51% in the past month. In that same time, the Computer and Technology sector gained 1.88%, while the S&P 500 gained 0.78%. Investors will be eagerly watching for the performance of Zoom Communicatio ...

Financial Results Announcement - Zoom Communications, Inc. will release its financial results for the fourth quarter and full fiscal year 2026 on February 25, 2026, after market close [1] - A live Zoom Webinar for the event will be accessible at 2:00 pm PT / 5:00 pm ET through Zoom's investor relations website [1] - A replay of the event will be available approximately two hours after the conclusion of the live event [1] Company Overview - Zoom provides an AI-first, open work platform designed for human connection, facilitating seamless collaboration and communication across various services including meetings, chat, phone, and events [2] - The company was founded in 2011 and is headquartered in San Jose, California [2] - Zoom's offerings are enhanced by the built-in assistance of Zoom AI Companion, catering to a diverse range of customers from entrepreneurs to global enterprises [2]

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The timing of Zoom’s entry was impeccable. By investing in 2023, Zoom secured its equity stake before the massive valuation surges that defined the AI sector in late 2024 and 2025. While tech sector giants like Amazon (NASDAQ: AMZN) and Google have also poured billions into Anthropic, Zoom’s smaller market capitalization means that a successful liquidity event for Anthropic (such as an IPO) would move the needle significantly more for Zoom shareholders than it would for a trillion-dollar mega-cap.To underst ...

Core Insights - Zoom Communications stock reached a new 52-week peak of $96, driven by the valuation of its $51 million investment in AI firm Anthropic, estimated between $2-4 billion, indicating a potential return of 40-80x [2][3] Financial Performance - Revenue growth for Zoom has stagnated at 3.4% per year over the past three years, underperforming the S&P 500's growth of 5.6% [3] - Operating margins stand at 22.9% and net margins at 33.2%, significantly outperforming the overall market [6] - The company generates $2.1 billion in operating cash flow from $4.8 billion in revenues, showcasing strong cash generation capabilities [6] Financial Health - Zoom has only $48 million in debt against a market capitalization of $29 billion, indicating a strong balance sheet [7] - Cash reserves amount to $7.9 billion, making up 70% of total assets, reflecting financial stability [7] Growth Concerns - The primary concerns for Zoom include stagnating growth and vulnerability during market volatility, with significant stock declines during past crises [7] - The current P/E ratio of 18.1 suggests that Zoom is modestly undervalued compared to the S&P 500's 24.5, but lower multiples indicate lower growth expectations [8] Investment Outlook - The investment in Anthropic adds speculative potential but does not address the fundamental need for Zoom to revive its growth [9] - The company is considered fairly valued, making it neither particularly appealing nor unattractive for investors [9] - For those optimistic about the Anthropic investment, there may be a rationale for buying, while those seeking steady growth may want to consider other options [10]

Cloudflare Stock Pops On Anthropic's Claude AI Tools | Investor's Business DailyBREAKING: [Tech Futures Rise As Meta, Tesla Lead Earnings Winners]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Cloudflare (NET) stock popped Tuesday amid investor enthusiasm over its artificial intelligence strategy and partnership with startup Anthropic. While shares in Zoom (ZM) also gained on its Anthropic ties on Mo ...

据了解，Zoom旗下风投部门已于2023年完成对Anthropic的投资，后者正是热门Claude系列AI大模型的 研发方。本月早些时候有消息称，Anthropic正洽谈以3500亿美元估值完成100亿美元融资。Baird表示， 按此估值计算，Zoom的持股价值将达到20亿至40亿美元。 最新数据显示，Anthropic近期的年化营收规模已突破90亿美元。 智通财经APP获悉，周一，视频会议公司Zoom(ZM.US)股价大涨逾11%。此前，投资公司Baird在其报告 中着重提及了Zoom对生成式人工智能(AI)新星Anthropic的投资。 Baird分析师William Power在致客户的研报中表示："尽管我们及市场此前的关注焦点，主要集中在 Zoom能否逐步重拾营收增长势头并把握AI机遇，但该公司对Anthropic一笔5100万美元的投资，可能是 一块尚未被充分重视的'隐藏宝石'。"Power同时重申对Zoom的"跑赢大盘"评级，并维持95美元的目标股 价。 ...

Market Overview - Major U.S. benchmarks finished higher, with the Dow Jones Industrial Average climbing 0.6% to 49,412.40, the S&P 500 adding 0.5% to 6,950.23, and the Nasdaq advancing 0.4% to 23,601.35, driven by anticipation surrounding the earnings of the "Magnificent Seven" stocks, including Microsoft and Meta Platforms [1] USA Rare Earth Inc. - USA Rare Earth shares surged 7.87% to close at $26.72, reaching an intraday high of $32.07 and a low of $25.80, with a 52-week range of $5.56 to $43.98 [2] - The stock's rise follows news of a $1.6 billion investment from the Trump administration, acquiring a 10% stake, which includes 16.1 million shares and warrants for an additional 17.6 million shares at $17.17 each [3] GameStop Corp - GameStop's stock climbed 4.46% to close at $24.01, with a high of $25.01 and a low of $22.95, and a 52-week range of $19.93 to $35.81 [4] - The rally was fueled by investor Michael Burry's disclosure of a fresh stake in the company, adding momentum to a rally driven by CEO Ryan Cohen's insider purchases [4] CoreWeave - CoreWeave shares rose 5.73% to $98.31, hitting an intraday high of $108.65 and a low of $98.05, with a 52-week range of $33.52 to $187 [5] - The increase follows Nvidia Corporation's $2 billion investment in the company, aimed at accelerating AI adoption globally [5] Zoom Communications Inc. - Zoom's stock jumped 11.28% to $95.46, with an intraday high of $95.83 and a low of $86.40, and a 52-week range of $64.41 to $95.83 [6] - The surge is attributed to renewed investor interest in Zoom's early investment in AI startup Anthropic, which analysts believe could be worth $2 billion to $4 billion [6] UnitedHealth Group Incorporated - UnitedHealth's stock fell 1.29% to $351.64, with a high of $354.79 and a low of $347.27, and a 52-week range of $234.6 to $606.36 [7] - The stock fell sharply by 8.6% to $321.30 in extended trading after reports of proposed flat Medicare Advantage rates for 2027, with payments rising just 0.09% [8] - Analysts have revised forecasts ahead of the company's earnings release, with CEO Stephen Hemsley addressing lawmakers about rising healthcare costs [8]

Investment Overview - Zoom's investment in Anthropic in 2023 is estimated to be worth between $2 billion and $4 billion, according to analysts from Baird [1] - The investment is seen as a potential "hidden gem" for Zoom, especially as the company seeks to enhance its revenue growth [3] Partnership Details - In May 2023, Zoom Ventures announced a partnership and investment in Anthropic, although the specific value of the investment was not disclosed [2][4] - A filing with the SEC indicated that Zoom made $51 million in strategic investments during the quarter [2] Valuation and Returns - Baird analysts estimate that most of Zoom's investment went to Anthropic, which is currently valued at $350 billion, suggesting a potential return of 78 times the initial investment [3] - Anthropic is reportedly aiming to raise $10 billion in a funding round that would further solidify its valuation at $350 billion, nearly double its previous valuation [5] Financial Performance - Anthropic's valuation increased significantly from $183 billion in a Series F funding round in September 2025, where it raised $13 billion [6] - The company's run-rate revenue surged from approximately $1 billion at the beginning of 2025 to over $5 billion by August, with its Claude Code tool generating over $500 million in revenue [6] AI Integration - Zoom plans to integrate Anthropic's AI assistant, Claude, into its platform, starting with the Zoom Contact Center [4] - In March, Zoom announced enhancements to its AI Companion, making it more agentic [7]

Shares of Zoom popped 11% on Monday after analysts at Baird estimated that the company's investment in artificial intelligence startup Anthropic could be worth between $2 billion to $4 billion, depending on dilution assumptions. In May 2023, Anthropic announced a partnership with Zoom and revealed that Zoom Ventures had invested in the company. The companies did not disclose the value of the investment, but Zoom reported making $51 million in "strategic investments" that quarter, according to a filing with ...