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

BUY

Is one of 7 growth stocks where investors don't care about earnings during this pandemic, so buy them: We live in the Zoom economy. It has insane growth. Total meeting minutes by customer is 30x what they were last year and yet Zoom doesn't have a low-single-digit penetration of this market. It's just begun to monetize all these users. Whenever Covid cases rise, investor throw money at this stock.

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BUY

Zoom video reports Wednesday. Any figures that show an extension beyond the current reach/performance from what we're getting from the pandemic is significant. Zoom is synonymous with the pandemic but he sees more to this stock than that.

DON'T BUY

One of the most expensive stocks at price to revenue, so this is a red flag. Gives him pause. How much future success is already built into the price? An alternative is Cisco, with their add-on to access what Zoom does. CSCO is stable, with a reasonable valuation. Companies eventually will need to invest in switching and routers, and this will come straight Cisco's way.

DON'T BUY

Great product. Challenge is the valuation is extremely stretched. Reticent to pay a high multiple for a company that's first to market as, ultimately, it will attract competition. It's a trade, not an own.

PARTIAL SELL

Up 635% for the year during Covid. They reported a great quarter earlier this month and the stock hit new highs and even made a new high today as tech stocks (and markets) slid. This is unrealistic. Profit-taking is in order now. Like the 1999 dot-com bubble, this is a prisoner of its own momentum.

COMMENT

He is a value investor and he does not believe the criteria are met for either. To play momentum, it is another game. As these companies mature, they will trade at normal PEs.

PARTIAL SELL

It has had a huge run. If you have made some money, take your initial money off the table. The valuation will come down at some point for sure.

BUY ON WEAKNESS

Very popular right now and for good reason. Back in December they had 10 million daily active user. That grew to 300 million in April. However, the stock is pretty expensive, with a 6000 PE ratio. He cashed out and took profits a while ago.

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BUY ON WEAKNESS

He owns this name. If he is using it along with family and friends, then he is interested. He wonders about its sustainability. He is trading this with a tight stop in case their momentum reverses. He thinks it will be a habit that will be hard to break for people. Tread carefully at this valuation level.

BUY

It has come into its own. It is trading at a ridiculous multiple. Video conferencing has come into its own. There was the issue of keeping data secure on their side. They need to spend some time to make sure that is done properly. It has become the goto product if you want to communicate with someone socially or as a client.

BUY ON WEAKNESS

He owned it in March and April as a short term trade. There are some issues with growing competition from the likes of Google. Their active users grew from 10 million daily users to 300 million today. The problem is most users are non-paying. He is skeptical they will convert them to paying customers at this point. The security concerns have all been resolved. He would look to buy back in on a pullback.

TRADE

He uses the technology for his personal use and the it does provide a very good platform. He is unsure of the financials. He would look into the alternatives and see what else might be worthwhile.

COMMENT

One of this year's hottest IPOs : Zoom Video Communications (NASDAQ: ZM) is now trading at more than doubled it's IPO price ($36). Zoom has a great product and revenues growing more than 100% yearly.

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