Core Viewpoint - Zoom Communications Inc (NASDAQ:ZM) is viewed as a potential buy due to its recent focus on AI tools, despite struggling post-pandemic with changing consumer trends and a challenging macroeconomic environment [1][4]. Group 1: Analyst Insights - Tony Zhang from OptionsPlay believes that Zoom's AI companion tool, which is its fastest-growing product, positions the company favorably in the AI space, trading at 14 times forward earnings, which is attractive compared to other AI companies [1]. - Zhang suggests that while the stock has struggled, it could trade above $100 in the long term, with a short-term target of $90, indicating potential upside if it surpasses this resistance level [2][3]. Group 2: Company Performance - Zoom has seen a significant decline of 34% since its purchase, while the MSCI World Index has increased by 28%, indicating a disappointing growth profile [5]. - The company's Enterprise segment has experienced decelerating growth, with customer growth dropping from 25% year-over-year to an estimated 3.6% by Q1 2024, and the Net Dollar Expansion rate slowing from approximately 123% at purchase to 101% in Q1 2024 [5].