
Zoom Communications: Zoom In To See How Cheap The Stock Is
Seeking Alpha
公開日時: Jul 06, 2026, 08:48 PM
Sentiment Analysis
Zoom Communications is rated a 'buy' due to undervaluation, robust AI-driven growth, and a pristine balance sheet. ZM's enterprise revenue grew 7.2%, with large customers rising 8% and non-GAAP operating margin reaching 41.1%. AI Companion adoption surged 184% YoY, driving platform expansion and prompting management to raise full-year guidance. With $7.7B net cash, (at least) $1.8B in strategic investments, and ongoing buybacks, ZM trades at just 10x FCF, supporting its investment case. Zoom Communications ( ZM ), formerly known as Zoom Video Communications, became famous for its video conference solution of the same name. Millions of people are using the tool to this day, and “zooming” even became a verb in everyday life, proving this is a strong
Source: Seeking Alpha
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