Zoom Video Communications Inc. (ZM) Buy, Sell…

Zoom Video Communications Inc. (ZM)

86.38

+0.02 (0.02%)

as of Jun 18, 2026, 11:41:36 pm Market Open.

104 watching

DON'T BUY

Good balance sheet and a good company, but they need to diversify their services, like making an acquisition. They recently failed to close a deal, so shares got punished.

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DON'T BUY

Investors are not pulling out because of rising inflation. Also, they have already factored in that the outcome of Omicron will ultimately be a good one for society, and that the Fed will respond by being more hawkish. That's why overall risk in the market is changing. Large- and mega-caps continue to generate a lot of free cash flow and boast strong balance sheets. Markets will continue to rise, but don't invest in the speculative parts of the market. Where's Peloton, Zoom, small-cap biotechs or the Ark Investing stocks? Hedge funds are moving away from them. Trade up in quality.

DON'T BUY

2020 growth was fantastic, but now there are so many other choices in videoconferencing. ZM has retraced a lot, and will likely decline further over time, until another company buys it, since Zoom is a single-product company. You can short it, but he isn't buying it.

WATCH

It was once the hottest stock in the universe, but has become a total dog since it tanked a year ago. That said, could now be a buying opportunity if you feel Covid isn't going away. Let's hear what they say when they report late Monday. They have a lot of cash and opportunities. We'll judge then.

DON'T BUY

People are desperate to do things in person again, as there's a lot of Zoom fatigue.

WAIT

United Air vs. Zoom Video Now, post-Covid, United has doubled off its lows while Zoom has cut in half from its highs. Bet on United, not Zoom, because international travel is making a comeback after people have saved up their money. He predicts the holiday season will see huge travelling. Business travel may come back in Q1 next year, but Zoom is too efficient and too good and saves a lot of money. Zoom trades at 57x earnings (not sales). Zoom is here to stay and long-term the stock is good. But near-term, Zoom needs to do something new, like video games, or gambling. United has more room to run while Zoom is one acquisition away from turning things around.

COMMENT

They hold a conference next week. Zoom needs to show they can grow aggressively through new products and acquisitions. If not, this will give up gains in recent days.

COMMENT

Usage has gone down, maybe because people are returning to the office and students are on vacation. Also, there's more competition now, not just Microsoft and Google. Zoom and its technology are here to stay, but the valuation needs to come down. As we normalize work and people return to offices, then businesses may use other platforms, or the small offices may use the free Zoom service. Zoom is more branded than its peers, so that is a competitive advantage. However, students will return to classes and won't be taking classes online.

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DON'T BUY

You have to look at where the stock went to, and where the competitive threats will be. It's become a short target, and under pressure. There will be lots of alternatives. Right now, a very dangerous trade. Stay away.

COMMENT

It reports Monday. A year ago, this was the hottest stock. He believes they can deliver one more good quarter, but will anyone care? He believes in Zoom, but not sure anyone will care.

BUY

Zoom is up 20% for the year and has enjoyed a good year. It's not a Covid or recover play, but a staple that's here to stay.

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TOP PICK

Stockchase Research Editor: Michael O'Reilly This is a bit of a contrarian play. After hitting highs over $550 per share in mid-October, ZM is now trading just above $355 -- over 35% cheaper. Although vaccines are rolling out, it could be that remote meetings may still be necessary until late summer. Other competitors have emerged in the space, but the platform of ZM remains the preference. Current operations have allowed them to accumulate over $700 million in cash over the year. We would buy this with a stop-loss at $250, looking for a return to $435 -- over 20% upside. Yield 0% (Analysts’ price target is $435.00)

PARTIAL SELL

Allan Tong’s Discover Picks The future of Zoom looks less rosy. Since hitting $568.34 on Oct. 19, Zoom has plunged 29% to just below $300. The Nov. 10 close of $376.01 suggests a floor, but each time there’s positive vaccine news, ZM takes a hit. Will people continue to use Zoom in 2021’s reopening? Yes, but not to the degree as they are in 2020. That’s my bet. Read The Truth About ABNB’s Worth and Caution on IPOs for our full analysis.

DON'T BUY

Tremendous performer through the pandemic. Huge multiples, doesn't make money, huge expectations on the stock. 1/3 of client base is small business, and the retention rate is very low. Pandemic has given it momentum. Competing products out there. Wouldn't buy it here.

BUY ON WEAKNESS

It has zoomed 203% in the past 6 months, though it fell 8.5% this week. No, this pullback is not the end of Zoom, but rather a buying opportunity.

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Zoom Video Communications Inc. (ZM)