Zoom Communications Inc

Zoom Communications Inc(ZM)股票分析

$96.200

-3.136 (-3.26%)收盤時

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最高
100.650
開盤
99.170
成交量加權均價
97.42
成交量
3.77M
市值
18.08B
最低
95.410
成交金額
366.84M
企業價值/稅息折舊攤銷前利潤(TTM)
19.35

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 a hold. The stock is priced at $94.19, which is below the average analyst price target of $116. However, the recent RSI of 44.95 indicates it is nearing oversold territory, suggesting potential for a rebound. The company’s revenue growth has stagnated at an annualized rate of only 6.5% over the past five years, which raises concerns about its long-term growth prospects. The main risk is the declining online revenue growth, which increased only 0.6% year-over-year, indicating challenges in customer acquisition and innovation.

估值指標

Zoom Communications Inc(ZM)目前預期本益比為 15.11,5 年平均預期本益比為 18.44。

預期本益比

合理
5 年均值 P/E
18.44
目前P/E
15.11
高估
27.56
低估
9.32

預期 EV/EBITDA

高估
5 年均值 EV/EBITDA
12.00
目前EV/EBITDA
19.35
高估
18.90
低估
5.10

預期股價營收比

合理
5 年均值 P/S
5.53
目前P/S
5.46
高估
7.82
低估
3.23

Alphio AI 對 ZM 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%ZM

$106.47

情境價格

基

基準

基準 · 50%ZM

$94.77

情境價格

悲

悲觀

悲觀 · 25%ZM

$91.93

情境價格

持有 ZM 的大戶

A

Ardmore Road Asset Management LP

+ 持有ZM

+10.76%

3個月報酬率

C

Caption Management, LLC

+ 持有ZM

+5.39%

3個月報酬率

A

Alyeska Investment Group, L.P.

+ 持有ZM

+2.64%

3個月報酬率

A

Altshuler Shaham Ltd.

+ 持有ZM

+1.96%

3個月報酬率

E

ExodusPoint Capital Management, LP

+ 持有ZM

+0.48%

3個月報酬率

S

Seizert Capital Partners, LLC

+ 持有ZM

-0.26%

3個月報酬率

事件時間軸

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

資訊

ZM 常見問題 —— 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 a hold. The stock is priced at $94.19, which is below the average analyst price target of $116. However, the recent RSI of 44.95 indicates it is nearing oversold territory, suggesting potential for a rebound. The company’s revenue growth has stagnated at an annualized rate of only 6.5% over the past five years, which raises concerns about its long-term growth prospects. The main risk is the declining online revenue growth, which increased only 0.6% year-over-year, indicating challenges in customer acquisition and innovation.

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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