Zoom Communications Inc

Zoom Communications Inc(ZM)股票分析

$94.470

-3.552 (-3.76%)收盘时

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最高
98.995
开盘
97.820
成交量加权均价
95.86
成交量
3.49M
市值
18.08B
最低
94.110
成交额
334.20M
企业价值/息税折旧摊销前利润(TTM)
19.10

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.

AI 分析 of Zoom Communications Inc (ZM)

买入

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.

估值指标

Zoom Communications Inc(ZM)当前预期市盈率为 15.11,5 年平均预期市盈率为 18.66。

预期市盈率

合理
5 年均值 P/E
18.66
当前P/E
15.11
高估
28.23
低估
9.08

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
12.14
当前EV/EBITDA
19.10
高估
19.47
低估
4.81

预期市销率

合理
5 年均值 P/S
5.59
当前P/S
5.40
高估
8.07
低估
3.12

Alphio AI 对 ZM 的价格情景

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。

乐

乐观

乐观 · 25%ZM

$106.47

情景价格

基

基准

基准 · 50%ZM

$94.77

情景价格

悲

悲观

悲观 · 25%ZM

$91.93

情景价格

持有 ZM 的大户

L

LMR Partners LLP

+ 持有ZM

+6.53%

3个月收益率

A

Alyeska Investment Group, L.P.

+ 持有ZM

+4.52%

3个月收益率

C

Caption Management, LLC

+ 持有ZM

+2.69%

3个月收益率

C

Comprehensive Financial Management LLC

+ 持有ZM

+1.95%

3个月收益率

E

ExodusPoint Capital Management, LP

+ 持有ZM

-0.23%

3个月收益率

C

C.S. McKee, L.P.

+ 持有ZM

-2.47%

3个月收益率

事件时间线

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

Company Raises FY27 Revenue Outlook to $5.085B

16:30:00

Company Sees Q3 Revenue Between $1.275B and $1.28B

资讯

ZM 常见问题 —— 由 Alphio AI 解答

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.

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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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。

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