Zoom Communications Inc

Zoom Communications Inc(ZM)の株式分析

$98.160

+0.216 (+0.22%)終値時点

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高値
99.250
始値
98.000
出来高加重平均価格
97.75
出来高
2.60M
時価総額
18.08B
安値
95.840
売買代金
253.84M
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

AI分析 of Zoom Communications Inc (ZM)

買い

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.

バリュエーション指標

Zoom Communications Inc(ZM)の現在の予想PERは15.11で、5年平均は18.70です。

予想PER

適正
5年平均 P/E
18.70
現在のP/E
15.11
割高
28.34
割安
9.05

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.16
現在のEV/EBITDA
19.06
割高
19.55
割安
4.77

予想PSR

適正
5年平均 P/S
5.60
現在のP/S
5.39
割高
8.11
割安
3.10

Alphio AI による ZM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ZM

$106.47

シナリオ価格

基

基本

基本 · 50%ZM

$94.77

シナリオ価格

弱

弱気

弱気 · 25%ZM

$91.93

シナリオ価格

ZM を保有するクジラ

L

LMR Partners LLP

+ を保有ZM

+7.55%

3か月リターン

A

Alyeska Investment Group, L.P.

+ を保有ZM

+5.82%

3か月リターン

C

Caption Management, LLC

+ を保有ZM

+3.92%

3か月リターン

C

Comprehensive Financial Management LLC

+ を保有ZM

+2.39%

3か月リターン

R

Rubric Capital Management LP

+ を保有ZM

+1.27%

3か月リターン

E

ExodusPoint Capital Management, LP

+ を保有ZM

-0.41%

3か月リターン

イベントタイムライン

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

ニュース

ZM のよくある質問 — Alphio AI が回答

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.

コミュニティ

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chromewatcher2026/9/18

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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