Zoom Video Communications Inc. (ZM) Buy, Sell…

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Zoom Video Communications Inc. (ZM)

92.92

+0.32 (0.35%)

as of Jul 16, 2026, 8:00:00 pm Market Open.

144 watching

Investor Insights

Jul 17, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Zoom Video Communications Inc. has attracted significant attention following its $50 million investment in Anthropic in 2023, which is viewed as a potentially lucrative opportunity as Anthropic's valuation approaches $1 billion. However, the company faces challenges due to intense competition from tech giants like Microsoft and others, which has resulted in a modest growth rate of 3-4%. The stock has experienced fluctuations, notably dropping to $85, a level that many experts believe requires close monitoring. The upcoming earnings report is highly anticipated, and some analysts remain hopeful that Zoom can diversify its offerings, potentially through acquisitions, leading to improved performance in the near future. Despite these uncertainties, there is a cautious optimism regarding the upcoming quarter's results.

Consensus

Cautious

Valuation

Fair Value

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly The market has revalued ZM following its recent earnings release and now it is a TOP PICK. As companies reemerge from the pandemic, remote working is going to continue to play a larger role. The company has zero long term debt and almost one-quarter of the company's market cap is in cash. For the fifth consecutive quarter, revenue was over $1 billion showing its strategy has longevity. We recommend setting a trailing stop at $60, looking to achieve $120 -- upside potential over 47%. Yield 0% (Analysts’ price target is $136.77)

BUY

He has a good feeling about this and that their future earnings will confound the bears. The economy is still really strong. This has another leg up.

COMMENT

Zoom certainly won't return to previous highs, but it could see growth. To buy a stock, he would buy a 20% tranche at a time (five in all).

DON'T BUY

Microsoft has gotten aggressive with Microsoft Teams. Also, Zoom shares remain too high and can decline further.

DON'T BUY

If you say growth/tech stock are trading 90% below retail highs and are now worth buying, you're wrong to expect stocks like this to return to past levels. Change strategy, sectors and stocks.

COMMENT

Wall Street has left certain "pandemic" stocks for dead. This flew far too high during Covid then plunged hard. But Zoom is now a viable stock though it still trades at a high 35x PE. Too many competitors now, so Zoom has to do something to stand out. If not, then don't buy.

COMMENT

It reports Monday. Will business hold up as the pandemic recedes?

DON'T BUY

Good balance sheet and a good company, but they need to diversify their services, like making an acquisition. They recently failed to close a deal, so shares got punished.

DON'T BUY

Investors are not pulling out because of rising inflation. Also, they have already factored in that the outcome of Omicron will ultimately be a good one for society, and that the Fed will respond by being more hawkish. That's why overall risk in the market is changing. Large- and mega-caps continue to generate a lot of free cash flow and boast strong balance sheets. Markets will continue to rise, but don't invest in the speculative parts of the market. Where's Peloton, Zoom, small-cap biotechs or the Ark Investing stocks? Hedge funds are moving away from them. Trade up in quality.

DON'T BUY

2020 growth was fantastic, but now there are so many other choices in videoconferencing. ZM has retraced a lot, and will likely decline further over time, until another company buys it, since Zoom is a single-product company. You can short it, but he isn't buying it.

WATCH

It was once the hottest stock in the universe, but has become a total dog since it tanked a year ago. That said, could now be a buying opportunity if you feel Covid isn't going away. Let's hear what they say when they report late Monday. They have a lot of cash and opportunities. We'll judge then.

DON'T BUY

People are desperate to do things in person again, as there's a lot of Zoom fatigue.

WAIT

United Air vs. Zoom Video Now, post-Covid, United has doubled off its lows while Zoom has cut in half from its highs. Bet on United, not Zoom, because international travel is making a comeback after people have saved up their money. He predicts the holiday season will see huge travelling. Business travel may come back in Q1 next year, but Zoom is too efficient and too good and saves a lot of money. Zoom trades at 57x earnings (not sales). Zoom is here to stay and long-term the stock is good. But near-term, Zoom needs to do something new, like video games, or gambling. United has more room to run while Zoom is one acquisition away from turning things around.

COMMENT

They hold a conference next week. Zoom needs to show they can grow aggressively through new products and acquisitions. If not, this will give up gains in recent days.

COMMENT

Usage has gone down, maybe because people are returning to the office and students are on vacation. Also, there's more competition now, not just Microsoft and Google. Zoom and its technology are here to stay, but the valuation needs to come down. As we normalize work and people return to offices, then businesses may use other platforms, or the small offices may use the free Zoom service. Zoom is more branded than its peers, so that is a competitive advantage. However, students will return to classes and won't be taking classes online.

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Zoom Video Communications Inc. (ZM)

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