Zoom Communications Inc

Zoom Communications Inc(ZM)股票分析

$95.770

-0.431 (-0.45%)收盘时

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最高
97.631
开盘
96.000
成交量加权均价
96.19
成交量
3.04M
市值
18.08B
最低
95.170
成交额
292.36M
企业价值/息税折旧摊销前利润(TTM)
18.70

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)

持有

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.

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 18.44。

预期市盈率

合理
5 年均值 P/E
18.44
当前P/E
15.11
高估
27.55
低估
9.32

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
12.00
当前EV/EBITDA
18.70
高估
18.91
低估
5.10

预期市销率

合理
5 年均值 P/S
5.53
当前P/S
5.29
高估
7.82
低估
3.23

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

A

Ardmore Road Asset Management LP

+ 持有ZM

+10.72%

3个月收益率

C

Caption Management, LLC

+ 持有ZM

+4.97%

3个月收益率

A

Alyeska Investment Group, L.P.

+ 持有ZM

+2.00%

3个月收益率

A

Altshuler Shaham Ltd.

+ 持有ZM

+1.56%

3个月收益率

E

ExodusPoint Capital Management, LP

+ 持有ZM

+0.04%

3个月收益率

S

Seizert Capital Partners, LLC

+ 持有ZM

-2.24%

3个月收益率

事件时间线

2026-10-21 (ET)

16:30:00

Nasdaq Rises on SpaceX Earnings Report

12:30:00

SpaceX Reports First Profit, Tesla Merger Proposal Gains Attention

2026-10-20 (ET)

17:00:00

ZoomTopia Sees FY30 Non-GAAP Gross Margin Target of ~80%

17:00:00

ZoomTopia Sees FY26 Non-GAAP Gross Margin of 80%

2026-08-26 (ET)

09:00:00

Investors Await Nvidia Earnings as Futures Show Little Change

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 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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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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