The Motley Fool·2d ago
Buying This Hidden Software Stock Might Just Give You Massive Exposure to the Anthropic IPOZoom Communications owns a stake in Anthropic worth billions. Zoom's underlying business is performing well.
Zoom Communications has successfully transitioned from a hyper-growth pandemic beneficiary to a stable, highly profitable software platform, with operating margins expanding from 17.8% to 24.6% over ten quarters. The company's fortress balance sheet, featuring...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has normalized to 4.9% year-over-year, but operating leverage is evident as the operating margin has expanded to 24.6% from 17.8% ten quarters ago, demonstrating effective cost discipline.
The company's robust financial health is highlighted by its strong balance sheet, providing stability and limited downside risk.
Zoom's 10% free cash flow yield indicates strong profitability and efficient capital management.
The stock price appreciation reflects renewed investor confidence in Zoom's growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 25, 2026 | $1.55+4.7% vs $1.48 | $1.3B+0.8% vs $1.3B |
Q2 2026 May 21, 2026 | $1.55+9.2% vs $1.42 | $1.2B+1.2% vs $1.2B |
Q1 2026 Feb 25, 2026 | $1.44-3.4% vs $1.49 | $1.2B+1.0% vs $1.2B |
Q4 2025 Nov 24, 2025 | $1.52+5.6% vs $1.44 | $1.2B+1.3% vs $1.2B |
Zoom Communications owns a stake in Anthropic worth billions. Zoom's underlying business is performing well.
Corient Private Wealth LP grew its stake in shares of Zoom Communications, Inc. (NASDAQ: ZM) by 17.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,755 shares of the company's stock after purchasing an additional 11,675 shares
Zoom (ZM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Debuts Common Room availability through Zoom and rolls out new Zoom Revenue Accelerator capabilities, Engage and Forecast, fueling the company's vision for an AI-powered revenue OS built on customer conversations and deal intelligence SAN JOSE, Calif., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Today, Zoom Communications, Inc.
Benchmark ZM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Zoom Communications, Inc. (ZM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $90.95 | $26.67B | 14.72 | 4.36% | 39.03% | 20.28% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $351.16 | $4.25T | 32.48 | 15.13% | 54.77% | 50.84% | — | |
| $106.44 | $419.53B | 31.96 | 11.77% | 20.95% | 27.39% | — | |
| $79.73 | $6.87B | 166.10 | 4.78% | 4.27% | — | — | |
| $118.29 | $6.93B | 12.23 | 7.68% | 13.85% | 11.24% | — |
Zoom Communications, Inc. (ZM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Zoom Communications, Inc. (ZM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 2, 2026·SEC
Aug 25, 2026·SEC
May 21, 2026·SEC
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Zoom Communications, Inc. (ZM) stock FAQ — growth, dividends, profitability & financials explained
Zoom Communications, Inc. (ZM) reported $4.99B in revenue for fiscal year 2026. This represents a 8110% increase from $60.8M in 2017.
Zoom Communications, Inc. (ZM) grew revenue by 4.4% over the past year. Growth has been modest.
Yes, Zoom Communications, Inc. (ZM) is profitable, generating $3.26B in net income for fiscal year 2026 (39.0% net margin).
Zoom Communications, Inc. (ZM) has a return on equity (ROE) of 20.3%. This is excellent, indicating efficient use of shareholder capital.
Zoom Communications, Inc. (ZM) generated $1.93B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
