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

Home

Daily Stock Opinions and Ratings

Zoom Video Communications Inc. (ZM)

101.30

+0.66 (0.66%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

144 watching

Investor Insights

Aug 7, 2026, 12:00 am

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

Experts have mixed opinions regarding Zoom Video Communications Inc. (ZM-Q). One expert highlights the significant investment in Anthropic, suggesting it could be a valuable asset, while another points to the increasing competition, particularly from companies like Microsoft, which has led to a stagnant growth rate of 3-4% due to pricing pressures. Concerns have also been raised about the stock's recent decline to $85, with close attention paid to the $78.59 mark just prior to the earnings report. Looking ahead, some analysts remain optimistic, anticipating a decent quarterly report and potential acquisition opportunities that could help Zoom expand its service offerings beyond its core business.

Consensus

Mixed

Valuation

Fair Value

Similar

Cisco,CSCO

BUY ON WEAKNESS

He owns this name. If he is using it along with family and friends, then he is interested. He wonders about its sustainability. He is trading this with a tight stop in case their momentum reverses. He thinks it will be a habit that will be hard to break for people. Tread carefully at this valuation level.

BUY

It has come into its own. It is trading at a ridiculous multiple. Video conferencing has come into its own. There was the issue of keeping data secure on their side. They need to spend some time to make sure that is done properly. It has become the goto product if you want to communicate with someone socially or as a client.

BUY ON WEAKNESS

He owned it in March and April as a short term trade. There are some issues with growing competition from the likes of Google. Their active users grew from 10 million daily users to 300 million today. The problem is most users are non-paying. He is skeptical they will convert them to paying customers at this point. The security concerns have all been resolved. He would look to buy back in on a pullback.

TRADE

He uses the technology for his personal use and the it does provide a very good platform. He is unsure of the financials. He would look into the alternatives and see what else might be worthwhile.

COMMENT

One of this year's hottest IPOs : Zoom Video Communications (NASDAQ: ZM) is now trading at more than doubled it's IPO price ($36). Zoom has a great product and revenues growing more than 100% yearly.

Showing 46 to 50 of 50 entries

Most Recent Experts

Rebecca Teltscher

Newhaven Asset Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Jerome Hass

Lightwater Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Zoom Video Communications Inc. (ZM)