Zoom Communications Inc

Análisis de la acción Zoom Communications Inc (ZM)

$94.470

-3.552 (-3.76%)Al cierre

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Máximo
98.995
Apertura
97.820
Precio medio ponderado por volumen
95.86
Volumen
3.49M
Capitalización
18.08B
Mínimo
94.110
Importe
334.20M
EV/EBITDA, TTM
19.06

Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Company's AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, chat, phone, contact center, events, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.

www.zoom.com

Análisis de IA of Zoom Communications Inc (ZM)

Comprar

Zoom Video Communications Inc is a good buy right now due to its current price of $97.74, which is below the average analyst price target of $110. The company has shown strong revenue growth, with a gross margin of 77.90% in Q3 2026, and a significant increase in net income to $612.87 million in the same quarter. However, a potential risk is the RSI at 78.557, indicating that the stock may be overbought in the short term.

Métricas de valoración

El PER previsto actual de Zoom Communications Inc (ZM) es 15.11, frente a su media de 5 años de 18.70.

PER previsto

Valor razonable
Media 5A P/E
18.70
P/E actual
15.11
Sobrevalorada
28.34
Infravalorada
9.05

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
12.16
EV/EBITDA actual
19.06
Sobrevalorada
19.55
Infravalorada
4.77

Precio/ventas previsto

Valor razonable
Media 5A P/S
5.60
P/S actual
5.39
Sobrevalorada
8.11
Infravalorada
3.10

Escenarios de precio de Alphio AI para ZM

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%ZM

$106.47

Precio del escenario

B

Base

Base · 50%ZM

$94.77

Precio del escenario

B

Bajista

Bajista · 25%ZM

$91.93

Precio del escenario

Ballenas con ZM en cartera

L

LMR Partners LLP

+ Con en carteraZM

+6.53%

Rentabilidad a 3 meses

A

Alyeska Investment Group, L.P.

+ Con en carteraZM

+4.52%

Rentabilidad a 3 meses

C

Caption Management, LLC

+ Con en carteraZM

+2.69%

Rentabilidad a 3 meses

C

Comprehensive Financial Management LLC

+ Con en carteraZM

+1.95%

Rentabilidad a 3 meses

E

ExodusPoint Capital Management, LP

+ Con en carteraZM

-0.23%

Rentabilidad a 3 meses

C

C.S. McKee, L.P.

+ Con en carteraZM

-2.47%

Rentabilidad a 3 meses

Cronología de eventos

2026-08-26 (ET)

09:00:00

Investors Await Nvidia Earnings as Futures Show Little Change

2026-08-25 (ET)

20:00:00

Nasdaq Composite Rebounds, Micron Up 2.5%

17:30:00

Zoom Enterprise Business Revenue Grows 7.8% Year Over Year

16:30:00

Zoom Reports Q2 Revenue of $1.28B, Exceeding Expectations

16:30:00

Company Raises FY27 Revenue Outlook to $5.085B

Noticias

Preguntas frecuentes sobre ZM, respondidas por Alphio AI

Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Company's AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, chat, phone, contact center, events, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare. It operates in the Technology sector (SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ET industry).

Zoom Video Communications Inc is a good buy right now due to its current price of $97.74, which is below the average analyst price target of $110. The company has shown strong revenue growth, with a gross margin of 77.90% in Q3 2026, and a significant increase in net income to $612.87 million in the same quarter. However, a potential risk is the RSI at 78.557, indicating that the stock may be overbought in the short term.

Comunidad

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chromewatcher18/9/2026

This is insane!!! 🤯 Three people with Claude subscriptions just walked into OpenAI. Not a nation-state. Not even OpenAI's own red team finding the issue first. Just three people. Let me explain how crazy this timeline actually is. They found a flaw in OpenAI's own support forum: an outdated photo decoding library that no one had bothered to flag as "security critical." Upload a corrupted image file. Get code running on OpenAI's own infrastructure. They had Claude Opus 4.8 turn it into a real exploit. It couldn't. Memory protections stopped it every time. That same night, Anthropic released a new model. Opus 5. They gave it the exact same flaw. A few hours later, it worked. The forum login system was directly connected to real ChatGPT and Codex accounts. Including OpenAI employee accounts. That meant Gmail, Slack, GitHub, Google Drive, all connected through Codex, suddenly became reachable too. To prove they weren't lying, they created a pull request in OpenAI's actual internal codebase. A company worth hundreds of billions of dollars, and three researchers just casually submitted code to its private repository, just to prove the point. 72 hours. From finding the flaw to getting internal access. And they did it all using the AI model from OpenAI's biggest competitor. What they told The Wall Street Journal says it better than I can: "We're just three people with Claude and Codex subscriptions." Read that again. This isn't a nation-state hacking group talking. This is three people with a laptop and a $200 monthly bill, casually walking into one of the most valuable companies on Earth. Reports say the same flaw also affected Slack, Meta, Zoom, Shopify, and GitHub Enterprise. No one has even finished counting all the companies affected. If AI in the hands of three researchers acting in good faith can do this, imagine what it could do in the hands of someone acting in bad faith.

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