Zoom: Discounted For A Reason - Wait For More Growth [Seeking Alpha]
Zoom Video Communications, Inc. - Class A (ZM)
Last zoom video communications, inc. - class a earnings: 3/4 04:20 pm
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Source: Seeking Alpha
The AI Companion 3.0 upgrades and the accelerated SaaS growth profile drive improved performance metrics and expanding multi-year performance obligations. ZM's valuation is compelling at an EV/Sales of 3.33x and a P/E of 13.63x, with its value investment thesis supported by the strong balance sheet and the ongoing share repurchases. Otherwise, barring double-digit SaaS growth and/or valuation rerating, ZM's return prospects are likely to remain underwhelming, despite the promising business renewal efforts. I urge some patience entering the FQ4'26 earnings call, pending further clarity on its growth prospects in FY2027. Richard Drury/DigitalVision via Getty Images I previously covered Zoom Video Communications, Inc. (NASDAQ: ZM ) in December 2024, discussing how the previously raised FY2025 guidance and the successful AI investments implied a potential bottoming in its performance metrics. Even so, I had rated the stock as a Hold This article was written by Analyst's D
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ZM
News
- Zoom Communications (NASDAQ:ZM) was upgraded by analysts at Wolfe Research to an "outperform" rating.MarketBeat
- Zoom to Release Financial Results for the Fourth Quarter and Full Fiscal Year 2026GlobeNewswire
- Why Zoom Stock Zoomed More Than 11% Higher on Monday [Yahoo! Finance]Yahoo! Finance
- Top Four Tech Stocks Poised for Earnings Breakouts, According to WarrenAI [Yahoo! Finance]Yahoo! Finance
- Zoom Communications (NASDAQ:ZM) was upgraded by analysts at Citigroup Inc. from a "neutral" rating to a "buy" rating. They now have a $106.00 price target on the stock.MarketBeat
ZM
Earnings
- 11/24/25 - Beat
ZM
Sec Filings
- 2/5/26 - Form 144
- 2/4/26 - Form 4
- 1/27/26 - Form 144
- ZM's page on the SEC website