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Zoom: A Decline That Makes Little Sense, Buy Confidently Here (Upgrade)
Seeking Alpha· 2024-07-15 16:28
fizkes/iStock via Getty Images Year to date, Zoom has shed nearly 20% of its value: underperforming the S&P 500 which has risen by nearly the same amount as Zoom has shot. Suprisingly, Zoom has continued to shed a tremendous amount of value since its last Q1 earnings release, despite the fact that the company raised its guidance outlook for the year. Guidance boost amid lowered valuation Zoom outlook (Zoom Q1 earnings deck) While Zoom isn't exactly growing anymore, neither is it in perpetual decline The one ...
Zoom Video: Top Tech Pick, 40% Net Cash, GAAP Profitability, 11x Earnings
Seeking Alpha· 2024-07-15 08:15
In this market, Zoom Video (NASDAQ:ZM) is an intriguing pick. The tech company has some of the slowest growth rates among tech peers, but its high profit margins and low stock valuation make it highly compelling. Net cash makes up 40% of the market cap, and the company is repurchasing stock. Wall Street may be underestimating the possibility that growth returns as post-pandemic headwinds may eventually subside. Yet, the stock looks quite attractive even assuming anemic topline growth. I am upgrading the sto ...
Here is What to Know Beyond Why Zoom Video Communications, Inc. (ZM) is a Trending Stock
ZACKS· 2024-06-27 14:06
Zoom Video Communications (ZM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Earnings Estimate Revisions For the current quarter, Zoom Video is expected to post earnings of $1.21 per share, indicating a change of -9.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.4% over the last 30 days. Shares of this video-conferencing company have returned -6.2% ...
1 Ridiculously Undervalued Growth Stock Down 90% to Buy Hand Over Fist
The Motley Fool· 2024-06-24 14:05
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zoom Video Communications. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Why Is Zoom Video (ZM) Down 12% Since Last Earnings Report?
ZACKS· 2024-06-19 16:31
Zoom Q1 Earnings Beat, Enterprise Customers Drive Revenues Quarter Details In the first quarter, as part of an effort to improve the customer experience and drive greater efficiency in operations, the company transitioned 26,800 Enterprise customers with low annualized revenue run rate (ARR) to Online. In the quarter, Zoom landed a major telecom customer on Workvivo, who bought approximately 100,000 seats. Workvivo was named Meta Platform's only preferred migration partner for its customers as it retires Wo ...
Zoom Video Communications: Market Leader Priced At A Bargain Valuation
Seeking Alpha· 2024-06-13 04:21
SDI Productions Zoom is investing in AI to enhance its unified communications-as-a-service ("UCaaS") platform for enterprise customers. Excel Management There are risks that Zoom is not able to convert customers to its newly rolled out AI companion software and is not able to expand the business beyond the core video conferencing software. Bigger players such as Microsoft and Google have the cash and development capacity to build many new software products to compete with Zoom. However, Zoom has done a soli ...
Why Zoom Is Still A Buy
seekingalpha.com· 2024-05-29 19:08
Sundry Photography Zoom Video Communications, Inc. (NASDAQ:ZM) was one of the most exciting stocks during COVID-19. Zoom helped an online revolution transpire while the coronavirus ravaged the globe. Zoom's ultra-user-friendly platform enabled millions of people to conduct meetings online, and the stock skyrocketed during this hyper growth phase. Zoom's stock appreciated tenfold within a year, achieving an ATH of around $575 in 2020. On the flip side, Zoom's decline phase was epic. Its stock dropped by a st ...
Unlocking Zoom Video (ZM) International Revenues: Trends, Surprises, and Prospects
zacks.com· 2024-05-27 18:36
Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics. Our review of ZM's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts. The company's total revenue for the qua ...
Zoom Q1: AI Translation Could Be Big
seekingalpha.com· 2024-05-27 07:54
Investment Thesis The recent OpenAI event further increases my confidence in Zoom's future. OpenAI's real-time voice translation model can eliminate language barriers, facilitating smoother international communication. This technology is crucial, as over 64% of executives admit that language barriers have halted international business deals. The integration of this technology allows Zoom the opportunity to enhance their appeal to multinational corporations, driving increased adoption and usage of the platfo ...
Has Zoom Video's Stock Reached its Peak Growth Potential?
fool.com· 2024-05-26 07:30
Those headline numbers seemed stable, but Zoom's stock barely budged and remains nearly 90% below its all- time high from October 2020. So will Zoom's growth ever accelerate again, or has it already reached its peak growth potential? Why did Zoom's growth slow down? The video conferencing leader still faces plenty of long-term headwinds. Zoom Video Communications (ZM 0.95%) posted its latest earnings report on May 20. For the first quarter of fiscal 2025 (ended on April 30), the video conferencing software ...