乐观
$106.47
情景价格
$95.770
-0.431 (-0.45%)收盘时
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.
Zoom Video Communications Inc is currently priced at $95.77, with a forward P/E of 15.11, which suggests it is relatively undervalued compared to its growth potential. However, the RSI is at 46.81, indicating that the stock is neither overbought nor oversold, suggesting a hold position. The main risk is the stagnation in revenue growth, which has only increased at an annualized rate of 6.5% over the past five years, raising concerns about future performance.
情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

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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 currently priced at $95.77, with a forward P/E of 15.11, which suggests it is relatively undervalued compared to its growth potential. However, the RSI is at 46.81, indicating that the stock is neither overbought nor oversold, suggesting a hold position. The main risk is the stagnation in revenue growth, which has only increased at an annualized rate of 6.5% over the past five years, raising concerns about future performance.

Analysts are finally coming around to Zoom's improving growth story. AI-infused, context is king, and Zoom has a lot of it. Oppenheimer upgraded $ZM after Investor Day.
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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.
展开本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。