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Zoom Video: Still Not Connecting


  • Zoom Video ended 2020 on a solid note.
  • The 2021 guidance is largely in line with the current run rate yet likely depends heavily on the actual trends relating to the pandemic.
  • Zoom continues to do well, but valuations remain very demanding as the question is what will the situation and run rate look like post the pandemic.
  • Looking for a helping hand in the market? Members of Value In Corporate Events get exclusive ideas and guidance to navigate any climate. Learn More »

Het hoofdkwartier van de zoom in Silicon Valley
Photo by Sundry Photography/iStock Editorial via Getty Images

Zoom Video (NASDAQ:ZM) has been one of the poster children of the stay at home economy. Late in December I concluded that I had no connection with the shares at

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Comments (13)

Tom Lloyd profile picture
Supply and Demand determine price. The company increased supply by issuing stock. The stock is overvalued, decreasing demand. The future post pandemic growth is unknown. The market hates unknowns. No surprise price is going down. It will change when growth improves post pandemic. Price will go up when it beats the competition and becomes the dominant service. Waiting for the bottom to buy. The chart will tell me when to buy.
Equityhigher profile picture
Zoom has value no doubt but not at current level. Business travel will come back full force within next couple of years. Business is business and in person still remains king. TEAMS will dominate business however and most consumers and even small business will use the free version. Who knows, Apple may take a larger slice. I can see one more boost in price before a longer downward trend near $150... may buy puts at some point.
wonder why Ark sell all their Pinterest, but add Zoom?
I agree with the author that Zoom is a neutral, not a Buy. I like other stay at home stocks better, such as DOCU & TDOC, and I like CRWD in the category of high valuation growth stocks that have dropped 20-50% during the recent rotation into value stocks, & that these 3, along with SQ, FVRR & APPS, will recover to within 5-10% of their ATHs, at least, in several months from now. Zoom might be a buy if 20-30% lower price.
yieldhunter196 profile picture
Sure, Zoom already cut in half needs another big drop to become attractive.. valuation seems really compelling at this point. Time will tell you
aavig profile picture
So easy to arrange impromptu meetings across boundaries...short meetings to clarify points among people distributed around the globe. ZM is not going away...its subscriber base will only increase. I will consider at $111.
Key point and good point made by the author "the company has established its place in the videoconferencing and in either world it will remain relevant in the future". I'm not going to try to establish a fair value for ZM right now because of too much uncertainty but the key point is it's not just a pandemic stock. It's an important part of the new work model and the day to day dynamic of people's lives. While I said I won't assign an exact price, I will argue that ZM is not a sub-$100 stock as some have predicted. Plus the company may expand it's suite of products to retain or gain new customers.
Zm is a decent buy at $115 not now
How will ZM compete vs a formidable competitor, MSFT Teams at the Enterprise level ?
@WSVET not that well
Zipper0 profile picture
ZM continues to singlehandedly destroy the business travel industry (airlines, hotels), corporate real estate (around 85% of Manhattan office space is still not being utilized), and now it’s even eliminating the need for new infrastructure in Biden’s infrastructure plans (less need for new roads, airports, etc. because people are commuting and traveling less for business). Zoom = cost savings galore, increased business productivity, and even more time to sleep as people no longer have to get up as early for their morning commutes. And Zoom will keep getting better and more powerful over time with better features, so it’s only going to get stronger as time goes on.
Volharden Research profile picture
@Zipper0 are we talking about super heroes or investments?
@Zipper0 don't confuse Zoom with the virus.
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