Trump's tariffs have the capital markets in shambles.On April 2, the White House published a detailed press release that outlined a host of new tariff policies under the Trump administration. While the president marked his announcements as "Liberation Day," many on Wall Street haven't taken these tariff actions lightly. As the S&P 500 and Nasdaq Composite levels continue to fall off a cliff, finding opportunities amid this bearish market environment is becoming increasingly arduous for investors.My guess is ...

Company Performance - Zoom Communications closed at $68.05, reflecting a +0.44% change from the previous day, outperforming the S&P 500 which fell by 0.23% [1] - The stock has decreased by 10.83% over the past month, contributing to a 16.18% loss in the Computer and Technology sector and a 12.13% loss in the S&P 500 [1] Earnings Forecast - The upcoming earnings release is expected to show an EPS of $1.30, a decline of 3.7% compared to the same quarter last year [2] - Revenue is forecasted to be $1.17 billion, indicating a growth of 2.1% year-over-year [2] - For the entire fiscal year, earnings are projected at $5.37 per share and revenue at $4.79 billion, reflecting changes of -3.07% and +2.68% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Zoom Communications are being monitored, as they often indicate shifts in near-term business trends [4] - Positive estimate revisions are viewed as a sign of optimism regarding the company's business outlook [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Zoom Communications at 2 (Buy) [6] - The consensus EPS projection has increased by 1.62% in the past 30 days [6] - Zoom Communications has a Forward P/E ratio of 12.61, which is lower than the industry average of 23.71 [7] - The company has a PEG ratio of 7.98, compared to the Internet - Software industry's average PEG ratio of 1.77 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [8] - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [8]

A month has gone by since the last earnings report for Zoom Communications (ZM) . Shares have added about 5.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Zoom due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns ou ...

The most recent trading session ended with Zoom Communications (ZM) standing at $78.13, reflecting a -0.09% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily gain of 0.16%. Meanwhile, the Dow experienced a rise of 0.01%, and the technology-dominated Nasdaq saw an increase of 0.46%.The video-conferencing company's shares have seen a decrease of 3.58% over the last month, surpassing the Computer and Technology sector's loss of 5.94% and the S&P 500's loss of ...

Core Viewpoint - Zoom Communications (ZM) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The upgrade for Zoom reflects an improvement in its earnings outlook, which is expected to positively impact its stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [5]. Current Earnings Outlook for Zoom - For the fiscal year ending January 2026, Zoom is projected to earn $5.37 per share, representing a year-over-year decline of 3.1% [9]. - Over the past three months, the Zacks Consensus Estimate for Zoom has increased by 5.3%, indicating a positive trend in earnings estimates [9]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [8]. - The upgrade of Zoom to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [11].

Zoom Video Communications (ZM) is transforming from a pandemic-era video conferencing tool into an AI-first work platform poised for sustainable growth. The company's recent announcements highlight a strategic pivot that should excite forward-thinking investors, especially those looking to capitalize on practical AI applications in the enterprise space.In March 2025, Zoom unveiled a comprehensive suite of agentic AI capabilities across its platform, signaling a significant evolution in its product strategy. ...

Core Insights - The Technology sector, including companies like Broadcom, Zoom Communications, NVIDIA, and Fortinet, is expected to experience transformative growth in 2025, driven by advancements in artificial intelligence, quantum computing, and a focus on sustainability and cybersecurity [1] Group 1: Artificial Intelligence Developments - Agentic AI is a significant development that allows machines to autonomously complete complex tasks, reducing the need for human intervention [2] - Generative AI is transforming industries such as healthcare and content creation by enabling personalized automation and intelligent processes [2] - AI-powered threat detection is crucial for combating sophisticated cyberattacks, with industry-specific AI models accelerating adoption by providing tailored solutions [3] Group 2: Emerging Technologies - Spatial computing, which merges digital and physical environments through Augmented Reality and Virtual Reality, is set to redefine human-computer interaction, particularly in gaming and training [4] - Quantum computing is expected to advance toward real-world applications, transforming various industries despite being in its early stages [4] - The rapid adoption of cloud computing, 5G technology, autonomous vehicles, and wearables will continue to drive technological progress [5] Group 3: Semiconductor Industry Insights - Global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024, driven by rising demand for processors in enterprise laptops and data center servers [6] Group 4: Company-Specific Developments - Broadcom has introduced its end-to-end PCIe Gen 6 portfolio, enhancing its leadership in the semiconductor industry and ensuring high-performance AI infrastructure solutions through collaborations [8] - Zoom Communications is transitioning to an AI-first work platform, launching a suite of agentic AI features to enhance enterprise communications [11] - NVIDIA is solidifying its leadership in AI through partnerships and expanding its GPU offerings for high-performance computing and AI-based products [13] - Fortinet is enhancing its cybersecurity offerings with AI-driven technologies, improving threat detection and compliance [15]

Zoom Communications (ZM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this video-conferencing company have returned -11.7%, compared to the Zacks S&P 500 composite's -7% change. During this period, the Zacks Internet - Software industry, which Zoom falls in, has lost 17%. The key question now is: What could be the stock's future direction?While media r ...

The AI-first open work platform joins the ranks of Waymo, Nvidia, Duolingo, and more SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ:ZM), has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2025 for the second year in a row. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations to set new standards and achieve remarkable milestones in all sectors of the economy. Alongs ...

The AI-first open work platform joins the ranks of Waymo, Nvidia, Duolingo, and more SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM), has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2025 for the second year in a row. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations to set new standards and achieve remarkable milestones in all sectors of the economy. Along ...