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Zoom Video Q2 Earnings: Why I'm Unmuting Myself On This Call (Rating Upgrade)
ZMZoom(ZM) Seeking Alpha·2024-08-22 11:50

Alistair Berg/DigitalVision via Getty Images Investment Thesis Zoom Video (NASDAQ:ZM) beat on the topline (just about), beat on the bottom line, and raised its full-year guidance. That's the headline and time to move on, right? Wrong. Surprisingly, I now believe that Zoom is a rather interesting setup for investors. In fact, I make the case that in the coming months, Zoom will slowly move higher from $62 per share. More specifically, I've been neutral on this name for some time, however I now believe that e ...