Before Zoom. Before the cloud. Before the web as we know it.These trailblazing women helped connect the world.Meet The Innovative American Women Who Helped Build The Internet:https://t.co/uTGrWp5wG0 #Forbes250(Photos: Mark Richards/ZUMAPRESS/Newscom, The Washington Post/Getty Images, San Francisco Chronicle/Hearst Newspapers/Getty Images, John Minchillo/AP) ...

Before Zoom. Before the cloud. Before the web as we know it.These trailblazing women helped connect the world.Meet The Innovative American Women Who Helped Build The Internet:https://t.co/uTGrWp5wG0 #Forbes250(Photos: Mark Richards/ZUMAPRESS/Newscom, The Washington Post/Getty Images, San Francisco Chronicle/Hearst Newspapers/Getty Images, John Minchillo/AP) ...

Company Performance - Zoom Communications closed at $90.64, with a +2.15% increase from the previous day, outperforming the S&P 500 which fell by 0.51% [1] - Over the past month, Zoom's shares appreciated by 3.46%, while the Computer and Technology sector experienced a loss of 0.27% and the S&P 500 gained 0.93% [1] Upcoming Earnings - Zoom is set to release its earnings on February 25, 2026, with analysts expecting earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% [2] - Revenue is anticipated to be $1.23 billion, indicating a 4.08% increase compared to the same quarter last year [2] Annual Forecast - The Zacks Consensus Estimates predict earnings of $5.96 per share and revenue of $4.85 billion for the entire year, showing changes of +7.58% in earnings and 0% in revenue compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Zoom are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting analyst optimism about profitability [3] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 14.94, which is lower than the industry average of 20.67 [6] - The company has a PEG ratio of 5.21, compared to the Internet - Software industry's average PEG ratio of 1.17 [6] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Investors may be underestimating a shift away from U.S. assets, particularly large technology firms, as Europe and other regions seek to reduce dependence on American platforms and policies [1][2] Group 1: Shift in Technology and Policy - There is a growing push by governments and corporations to build alternatives to U.S.-based technology and policy frameworks [2] - This shift is becoming evident in procurement decisions, supply chains, defense spending, and capital allocation, which may become difficult for markets to ignore once momentum builds [3] Group 2: Digital Sovereignty in Europe - Europe is pursuing a shift towards digital sovereignty to ensure that communications and core systems remain operational even if relations with the U.S. deteriorate [4] - Several European companies identified as potential beneficiaries of this shift include OVH Groupe, IONOS, Orange, Deutsche Telekom, and Capgemini [4] Group 3: Regulatory Scrutiny - The EU has initiated a probe into Elon Musk's X regarding its AI chatbot's nonconsensual image editing feature, reflecting an increasing focus on digital ethics and privacy [5] Group 4: Strained EU-U.S. Relations - Relations between the EU and the U.S. have been strained due to tariff threats from President Donald Trump, which may impact future collaborations and investments [6]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].

Europe is hitting the kills witch on some U.S. tech - Getty Images The nomination of Kevin Warsh to lead the Fed has taken the sails out of the idea that the U.S. dollar would sink. But Matthew Tuttle, chief executive of Tuttle Capital Management, thinks investors are missing the big issue regarding a shift away from U.S. assets. Most Read from MarketWatch In a note released Monday, Tuttle says most investors have explained the reason why international and emerging market equities have been outperformi ...

Core Insights - Identifying a great company is not sufficient; timing and strategy for buying and taking profits are crucial [1] - The Cash Management Discipline (CMD) is emphasized as a key strategy for successful trading and investing [1] - A recent filing indicates a company holds equity in Anthropic valued at up to $4 billion [1] Company Analysis - David H. Lerner, an analyst with ten years of experience, utilizes his background in software consulting and technology to identify market trends [1] - He employs a combination of technical analysis and market psychology to generate long and short trade ideas [1] - The investing group led by Lerner, Group Mind Investing, provides actionable trading ideas, including long and short swing trade alerts and macro analysis [1]

Company Performance - Zoom Communications closed at $92.58, reflecting a -3.78% change from the previous day, underperforming the S&P 500's daily loss of 0.13% [1] - Over the past month, shares of Zoom have increased by 11.51%, while the Computer and Technology sector gained 1.88% and the S&P 500 gained 0.78% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated to show an EPS of $1.48, indicating a 4.96% growth compared to the same quarter last year [2] - Revenue is projected to be $1.23 billion, reflecting a 4.08% increase from the equivalent quarter last year [2] Full Year Projections - For the full year, earnings are projected at $5.96 per share and revenue at $4.85 billion, showing changes of +7.58% and +4% respectively from the previous year [3] - Recent revisions to analyst forecasts are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 16.14, which is lower than the industry's Forward P/E of 23.25, indicating a valuation discount [6] - The current PEG ratio for Zoom is 5.62, compared to the average PEG ratio of 1.38 for the Internet - Software industry [6] Industry Context - The Internet - Software industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 80, placing it in the top 33% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7] Zacks Rank - Zoom Communications has a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate remaining stagnant over the past month [5]

Financial Results Announcement - Zoom Communications, Inc. will release its financial results for the fourth quarter and full fiscal year 2026 on February 25, 2026, after market close [1] - A live Zoom Webinar for the event will be accessible at 2:00 pm PT / 5:00 pm ET through Zoom's investor relations website [1] - A replay of the event will be available approximately two hours after the conclusion of the live event [1] Company Overview - Zoom provides an AI-first, open work platform designed for human connection, facilitating seamless collaboration and communication across various services including meetings, chat, phone, and events [2] - The company was founded in 2011 and is headquartered in San Jose, California [2] - Zoom's offerings are enhanced by the built-in assistance of Zoom AI Companion, catering to a diverse range of customers from entrepreneurs to global enterprises [2]

Core Insights - G2 has announced the acquisition of Capterra, Software Advice, and GetApp from Gartner, creating the largest source of online data and software insights for B2B software [1][2] Group 1: Acquisition Details - The acquisition combines four leading B2B software review platforms, enhancing software discovery, evaluation, and purchasing processes [2][4] - G2 aims to integrate verified reviews and insights from the acquired platforms to build a trusted data foundation for software buyers and sellers [3][4] Group 2: Benefits for Buyers - G2.ai will leverage the expanded verified data to provide AI-driven recommendations, enabling buyers to make more informed and faster purchasing decisions [5] - The integration will enhance the overall user experience for software buyers, leading to better outcomes [2][3] Group 3: Benefits for Vendors - G2 will increase visibility and demand capture for vendors through enhanced web traffic and improved search engine optimization strategies [6] - The acquisition is expected to deliver up to 3x more Buyer Intent signals, facilitating a new pay-per-lead offering that converts intent into high-quality leads [6][7] Group 4: Data Access and Market Impact - The acquisition will provide partners, investors, and consultants with richer datasets, improving market analysis and decision-making capabilities [7] - G2 will reach over 200 million annual software buyers globally and serve more than 10,000 software vendors with powerful marketing solutions [10]