Workflow
Zoom(ZM)
icon
Search documents
Wall Street Analysts Think Zoom Video (ZM) Could Surge 27.69%: Read This Before Placing a Bet
ZACKS· 2024-07-16 14:56
The mean estimate comprises 23 short-term price targets with a standard deviation of $9.78. While the lowest estimate of $55 indicates a 5.7% decline from the current price level, the most optimistic analyst expects the stock to surge 62.9% to reach $95. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts. However, an impressive consensus price target is not the only fac ...
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 ...
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
Core Insights - Zoom Video Communications reported a revenue increase of 3% year over year to $1.14 billion for Q1 fiscal 2025, surpassing analysts' estimates by $10 million, while adjusted earnings per share (EPS) rose 16% to $1.35, exceeding forecasts by $0.16 [1][5] Financial Performance - The revenue growth for Zoom has slowed significantly, with only a 3% increase in fiscal 2024, and projections for Q2 fiscal 2025 indicate a mere 1% revenue growth year over year [5][6] - Adjusted EPS growth has been more favorable, with a 19% increase attributed to layoffs and cost-cutting measures, although a dip of 10% is expected for Q2 fiscal 2025 [5][6] Market Position and Competition - Zoom's growth was initially driven by the pandemic, but competition from larger tech companies like Microsoft and Google has intensified, impacting its market share [2][4] - The company attempted to acquire Five9 to enhance its ecosystem, but the deal fell through, limiting its growth opportunities [4] Customer Base and Product Development - Zoom has been focusing on attracting higher-value business customers by expanding its AI-powered tools and services, resulting in an 8.5% year-over-year increase in large customers contributing over $100,000 in revenue [7] - Despite this, total enterprise revenue, which constitutes 58% of its total revenue, only grew by 5% year over year in Q1 fiscal 2025 [8] Future Outlook - The adjusted gross margin is expected to decline from 80% in fiscal 2024 to 79% in fiscal 2025 as the company invests in expanding its cloud infrastructure [8] - While Zoom's hypergrowth phase appears to be over, its valuation at 13 times forward earnings suggests limited downside potential, although better-diversified tech investments may offer more attractive opportunities [10]