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ZMZM

Zoom Communications, Inc.

$ZM·$26B·Software - Application·Technology
$91.13-1.9%YTD+5.6%1Y+22.2%
Mentions · last 7 days
2026-07-10: 264 posts2026-07-11: 86 posts2026-07-12: 169 posts2026-07-13: 307 posts2026-07-14: 193 posts2026-07-15: 227 posts2026-07-16: 160 posts1,431+3%
Price updated 4h ago·X counts updated 1d ago
ZMZM
$ZMZoom Communications, Inc.
$91.13-1.93%1.4k posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-07-16

The move has stalled — likely just drifts unless something new shows up.

Zoom is a cash-rich enterprise-communications business hiding an Anthropic stake — Yuan just cashed out $5M.

Zoom is the video-conferencing platform that owned the pandemic bump and is now, quietly, a real enterprise software business — 60% of revenue is coming from enterprise, growing 7% at 25% GAAP EBIT margins, and the balance sheet holds $8B in cash and a $3B Anthropic stake that isn't yet fully reflected in the multiple.

  • Revenue growth is only 5.5% YoY but operating margin sits at 24% — the enterprise mix shift is the real driver, and enterprise revenue is compounding at 7% with margins expanding 500bp YoY, which changes the multiple math.
  • Cash and equivalents of ~$8B is 30% of the market cap, and the Anthropic stake (visible ~$3B at last mark) means enterprise value is closer to $15B — that's roughly 16x LTM NOPAT, which is cheap for a software business at this margin profile.
  • Trades at 14x TTM earnings — that's an unusual multiple for enterprise software; the market is treating it like a low-growth utility, but the Anthropic upside is real optionality.
  • CEO Eric Yuan sold $5.3M on July 15 (today) via option-conversion transactions — small dollars relative to his holdings but the timing is fair-worth-naming; long-time CFO Michelle Chang also trimmed $770K July 13.
  • 52-week position 51st percentile with position vs 200-day MA +6% — the tape has been coiling in a tight range, and the AI-agent product launches (Virtual Agent Receptionist) are the incremental catalysts nobody is pricing.

August 20 Q2 earnings is the setup: enterprise revenue growth accelerating past 7% plus AI-agent adoption commentary is what re-rates the multiple; a soft enterprise print and further Yuan selling is where the tape stays stalled at $90. Value with real optionality — the Anthropic exposure is the wildcard that could re-rate this by itself when Anthropic goes public.

Agrees with X sentimentThe thin X read on the Anthropic-adjusted valuation math (16x LTM NOPAT, 10x if AI-upside materializes) is analytically fair and matches the setup — the enterprise mix shift is the story most sell-side coverage under-weights. Where Yuan's $5M sale is worth flagging: even at his sizes, a same-day sale on new highs is a signal to watch, not filter out.

What to watch: Aug 20 Q2 earnings — need enterprise revenue growth accelerating past 7% and clear AI-agent adoption commentary. A soft enterprise print plus more Yuan selling is where the tape stays stalled at $90.

On the calendar: 2026-08-20 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-13

Zoom is described at $87 as compelling with a $26B market cap, $8B in cash (30% of cap), and $3B in Anthropic shares, implying a $15B EV or roughly 16x LTM NOPAT (10x if AI-related upside materializes). Enterprise revenue (60% of total) is growing 7% YoY at 25% GAAP EBIT margins expanding +5pp YoY, and a rounding-bottom setup targets $90 by July 17.

Read the AI verdict + X sentiment for $ZM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Zoom video conferencing and unified communications platform for enterprise and SMB customers; expanding into AI-powered collaboration tools.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ZM.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $ZM

Partial — Operates Zoom video conferencing and unified communications platform for enterprise and SMB customers; expanding into AI-powered collaboration tools; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$1.55$1.42+9.2%
Q4 2025Feb 25, 2026$1.44$1.49-3.4%
Q3 2025Nov 24, 2025$1.52$1.44+5.6%
Q2 2025Aug 21, 2025$1.53$1.38+10.9%
Next earningsThu, Aug 20·consensus EPS $1.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.2B+5.5%77.9%25.1%$1.45$500.5M
Q4 FY26$1.2B+5.3%76.3%20.0%$2.27$338.4M
Q3 FY26$1.2B+4.4%77.9%25.2%$2.03$614.3M
Q2 FY26$1.2B+4.7%77.6%26.4%$1.19$507.5M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$5.1B$5.1B – $5.1B$6.04$5.81 – $6.3322
FY28$5.3B$5.2B – $5.3B$6.28$6.04 – $6.7923
FY29$5.5B$5.5B – $5.5B$6.69$5.50 – $7.5216
FY30$5.7B$5.7B – $5.8B$7.00$6.94 – $7.118
FY31$5.9B$5.9B – $6.0B$5.72$5.67 – $5.817

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 264.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 14Mcmaster Herbert RaymondDirector5 sh$444SellJul 14Eric S. YuanCEO12.1K sh$1.1MSellJul 13Eric S. YuanCEO45.7K sh$4.2MSellJul 10Michelle ChangCFO8.5K sh$771KSellJul 1Santiago SubotovskyDirector2.6K sh$238KSellJun 15Michelle ChangCFO327 sh$31KSellJun 3Eric S. YuanCEO12.1K sh$1.3MSellJun 2Eric S. YuanCEO593 sh$65KSellMay 5Eric S. YuanCEO3.6K sh$381KSellMay 4Eric S. YuanCEO3.3K sh$353K
1–10 of 18
+ 37 other (14 exempts · 8 conversions · 8 awards · 7 inkinds) in window

See when $ZM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Zoom Communications, Inc. (the newly adopted name; the company was formerly Zoom Video Communications) held its 2026 Annual Meeting of Stockholders on June 11, 2026; three Class I directors were elected, KPMG LLP was ratified as auditor for the fiscal year ending January 31, 2027, and executive compensation was approved on an advisory basis. The corporate name change from 'Zoom Video Communications' to 'Zoom Communications' is a notable rebranding signal reflecting the company's broader platform ambitions beyond video conferencing.

8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
AI summary

Zoom Video Communications Inc. (ZM) filed an 8-K on or around March 30 under Item 5.02 reporting a departure, appointment, or compensation change for a named executive officer or director. The video communications platform disclosed the affected individual's identity, role, effective date, and transition terms. Leadership changes at Zoom may relate to ongoing strategic positioning in the enterprise communications market. Full details are provided in the filing.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Zoom hack that says, ‘Don't record me'techcrunch.com·9h agoZoom Communications (ZM) Outperforms Broader Market: What You Need to Knowzacks.com·2d agoZoom's CEO Sold Company Stock Worth $5.1 Million. What Does That Mean for Investors?fool.com·7d agoDeploy Zoom Virtual Agent Receptionist across any telephony environmentglobenewswire.com·9d agoAnthropic's IPO Will Lead to Windfall Profits for These 3 Early Investorsfool.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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