Whales with a lot of money to spend have taken a noticeably bearish stance on Zoom Communications.Looking at options history for Zoom Communications (NASDAQ:ZM) we detected 70 trades.If we consider the specifics of each trade, it is accurate to state that 34% of the investors opened trades with bullish expectations and 50% with bearish.From the overall spotted trades, 15 are puts, for a total amount of $703,460 and 55, calls, for a total amount of $3,271,488.Expected Price MovementsTaking into account the V ...

Zoom Communications has been in need of a boost ever since shares of the video-calling company soared—then tanked—during the Covid-19 pandemic. It may get its wish if Anthropic goes public. ...

智通财经APP获悉，周一，美股AI应用软件股多数上扬，截至发稿，Cloudflare(NET.US)大涨超9%， Tempus AI(TEM.US)、Applovin(APP.US)涨超4%，Zoom通讯(ZM.US)涨超7%，Unity Software(U.US)涨 超3%。 ...

Core Viewpoint - Zoom Communications is experiencing fluctuations in stock performance, with a recent closing price of $85.78, reflecting a 1.33% increase, which is higher than the S&P 500's daily gain of 0.03% [1] Company Performance - The company is expected to report an EPS of $1.48, indicating a 4.96% increase from the same quarter last year, with projected net sales of $1.23 billion, up 4.08% year-over-year [2] - For the annual period, earnings are anticipated to be $5.96 per share and revenue at $4.85 billion, representing increases of 7.58% and 3.99% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates for Zoom Communications suggest optimism regarding the company's business and profitability, as positive revisions reflect favorable near-term trends [3] - The Zacks Rank system currently rates Zoom Communications as 1 (Strong Buy), indicating strong investor confidence [5] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 14.2, which is lower than the industry average of 23.85, suggesting a valuation discount [6] - The company’s PEG ratio stands at 4.95, compared to the Internet - Software industry average of 1.4, indicating a higher expected earnings growth rate relative to its price [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 69, placing it in the top 29% of over 250 industries, suggesting strong overall performance [7]

Core Insights - DataParser has announced the integration of Zoom Phone into its compliance connector solutions, enabling organizations to capture, archive, and manage Zoom text data for regulatory and information governance needs [1][2][3] Group 1: Product Integration - The integration with Zoom Phone allows businesses to maintain oversight of communications, fulfilling legal and compliance obligations without workflow disruptions [2][3] - DataParser's support for the Zoom Phone API enhances its compliance solutions for major collaboration platforms, reflecting the company's commitment to evolving client needs [3] Group 2: Market Position and Use Cases - DataParser is deployed globally, managing millions of messages daily for enterprise communication systems, and is designed for regulatory compliance across various sectors including finance, government, education, energy, and healthcare [4][7] - Common use cases for DataParser include archiving data for SEC/FINRA compliance, security, HR, remote work, and corporate policies [4] Group 3: Compatibility and Implementation - The integration offers out-of-the-box compatibility with leading archiving and supervision platforms, simplifying implementation for IT and compliance teams [5] - DataParser supports delivery to various archive or storage platforms, including Microsoft 365 Purview, Google Vault, and AWS [4]

Core Viewpoint - The article discusses the vibrant developments in China's AI sector at the beginning of 2026, highlighting key figures in the field and their contributions to the evolution of large models and AI applications. Group 1: Event Highlights - The event featured prominent figures in AI, including Professor Tang Jie, Yang Zhilin, Lin Junyang, and Yao Shunyu, marking a significant gathering in Beijing [1]. - The presence of foundational figures like Zhang Bo and Yang Qiang indicates the event's importance in shaping the future of the large model industry [1]. Group 2: Observations on AI Development - The year 2025 was noted as a breakthrough year for open-source models in China, with a 10 to 20 times increase in coding activities [6]. - The discussion emphasized the differentiation of AI models, with a focus on enterprise applications and coding, inspired by developments in Silicon Valley [7][8]. Group 3: Model Differentiation - Yao Shunyu pointed out the clear division between To C (consumer) and To B (business) models, with a growing trend towards vertical integration and layered applications [9][12]. - The article highlights that while consumer applications may not require the highest intelligence, business applications benefit significantly from stronger models, leading to a willingness to pay for superior performance [10][11]. Group 4: Future Paradigms in AI - The conversation shifted to the next paradigm in AI, focusing on autonomous learning and self-improvement, with various interpretations of what this entails [23][24]. - Yao Shunyu mentioned that the bottleneck for autonomous learning is not methodology but rather the data and tasks involved, indicating a need for context and environment to enhance AI capabilities [23][25]. Group 5: Agent Strategy - The potential for agents to automate human tasks significantly was discussed, with expectations that by 2026, agents could handle workloads equivalent to one or two weeks of human effort [39][40]. - The article suggests that the development of agents is closely tied to advancements in model capabilities and the complexity of interaction environments [45][46].

Core Insights - A select group of stocks, including Zoom Video Communications (ZM), saw significant gains during the pandemic, particularly those categorized as stay-at-home stocks [1] - Zoom's stock currently holds a Zacks Rank 1 (Strong Buy), indicating positive sentiment from analysts regarding its earnings per share (EPS) revisions [1][9] Company Overview - Zoom Video Communications offers a cloud-native unified communications platform that integrates video, audio, phone, screen sharing, and chat functionalities, which contributed to its popularity during the pandemic [2] - The stock experienced explosive sales growth during the pandemic, but this growth has significantly leveled off in recent years, impacting its stock price negatively [3] Financial Performance - EPS expectations for the current fiscal year are positive, with the Zacks Consensus EPS estimate at $5.96, reflecting an increase of nearly 13% year-over-year [4] - Revenue expectations for the current fiscal year are also optimistic, with an anticipated $4.8 billion, up approximately 2% compared to the previous year [4] Market Position - Despite the initial acclaim during the COVID era, Zoom's growth has been hindered by a return to office trends and other developments, leading to a decline in attention and stock performance [9] - Recent positive estimate revisions have contributed to a resurgence in the stock's ranking, now classified as a Strong Buy [8][9]

First Lady of the United States, Melania Trump, joins Zoom in supporting responsible AI learning for K–12 studentsSAN JOSE, Calif., Jan. 12, 2026 (GLOBE NEWSWIRE) -- As artificial intelligence (AI) becomes a foundational skill for the future workforce, Zoom Communications, Inc. (NASDAQ: ZM) is reinforcing its commitment to AI literacy with Zoom Ahead: AI for Tomorrow’s Leaders. This live national learning experience is designed to help students understand how AI can be used responsibly, creatively, and conf ...

Core Insights - Zoom has launched the Zoom Solopreneur 50 List (ZSP50), a recognition and grant program aimed at celebrating independent entrepreneurs who are leveraging AI to enhance their business operations [1][2] Program Details - Nominations for the ZSP50 are open until February 13, 2026, allowing individuals to nominate themselves or others [2] - The program will honor 50 solopreneurs across the U.S. who are making significant impacts through their independent ventures [2][7] - Honorees will be announced in Q2 2026 and will receive exposure through Zoom's platforms, access to a community of peers, and eligibility for financial grants [8] AI Integration - AI is increasingly becoming a core capability for solopreneurs, with 64% of surveyed small businesses stating they could not operate without it [4] - 91% of small businesses reported a return on AI investments within one year, with significant benefits in cost reduction (82%), customer acquisition (91%), and retention (87%) [4] - Solopreneurs are able to quickly adopt AI tools, allowing for real-time testing and application of new capabilities [5][6] Market Context - There are over 30 million small businesses in the U.S., with 82% operating without employees, highlighting the growing trend of solopreneurship [3] - The ZSP50 aims to recognize individuals across various sectors, including technology, wellness, media, and social impact, who operate without full-time employees [7]

Core Insights - The large-cap growth sector is expected to face challenges in 2026 due to high valuation multiples and uncertainty regarding the profitability of significant AI investments made this year [1] Group 1: Market Outlook - The market is anticipated to wobble, indicating potential volatility in large-cap growth stocks [1] - There is a need to explore overlooked stocks to outperform the market in the upcoming period [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has advised several seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]