Latest news with #ZoomCommunicationsZM
Yahoo
20-05-2025
- Business
- Yahoo
Zoom Gears Up to Post Q1 Earnings: What's in Store for the Stock?
Zoom Communications ZM is scheduled to report its first-quarter fiscal 2026 results on May expects first-quarter fiscal 2026 revenues between $1.162 billion and $1.167 billion. Non-GAAP earnings per share are expected in the range of $1.29-$ Zacks Consensus Estimate for ZM's first-quarter fiscal 2026 revenues is currently pegged at $1.16 billion, indicating a 2.03% increase from the year-ago quarter's reported consensus mark for earnings is pinned at $1.30 per share, which has remained unchanged over the past 90 days. The figure suggests a 3.70% decrease from the year-ago reported surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with an average surprise of 10.33%. (See the Zacks Earnings Calendar to stay ahead of market-making news.) Zoom Communications, Inc. price-eps-surprise | Zoom Communications, Inc. Quote Let us see how things are shaping up for the upcoming announcement. The expansion of Zoom's AI Companion capabilities is anticipated to have played a major role in boosting the company's top-line performance. With the launch of AI Companion 2.0 and the rollout of the customizable add-on in April, Zoom began to monetize its agentic AI features. These innovations are likely to have improved customer stickiness and platform engagement in the quarter under review, directly benefiting the top is expected to have continued being the dominant growth driver. In the fourth quarter of fiscal 2025, enterprise revenues grew 6% year over year and accounted for 60% of total revenues. The number of customers generating over $100,000 in trailing 12-month revenues grew 7% year over year, while churn rates reached record lows. This trend is expected to have persisted in the to-be-reported quarter, supported by continued momentum in Zoom Phone, Contact Center, and Workvivo, particularly as large deals likely ramped Online business segment, which includes SMB and individual customers, is expected to have remained flat to slightly down during the quarter. This performance reflects ongoing stabilization trends, including record-low churn levels achieved in the previous quarter. In contrast, Zoom's Enterprise segment is anticipated to have carried the bulk of the growth in the fiscal first quarter. Large deal wins, such as the deployment of Zoom solutions to Amazon employees and Delta Airlines' adoption of Workvivo, is expected to have reinforced the platform's relevance and appeal to upmarket a bottom-line perspective, strategic investments in AI are expected to have weighed on gross margins, though the company remains committed to achieving long-term efficiency gains. Zoom's federated AI approach and infrastructure optimization efforts are expected to have helped offset these costs in the fiscal first quarter, keeping operating margins stable near 39%. Additionally, free cash flow in the quarter under review is expected to have been impacted by timing differences, tax conditions and changes in interest rates. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case currently has an Earnings ESP of -1.68% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases:NVIDIA NVDA currently has an Earnings ESP of +3.87% and a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks shares have gained 0.8% in the year-to-date (YTD) period. It is slated to report its first-quarter fiscal 2026 results on May Lauren RL has an Earnings ESP of +2.72% and a Zacks Rank #3 at shares have gained 18.9% YTD. It is scheduled to report its fourth-quarter fiscal 2025 results on May Sports, Inc. AS has an Earnings ESP of +1.06% and a Zacks Rank #3 at shares have gained 11.4% YTD. It is scheduled to report its first-quarter 2025 results on May 20. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Ralph Lauren Corporation (RL) : Free Stock Analysis Report Zoom Communications, Inc. (ZM) : Free Stock Analysis Report Amer Sports, Inc. (AS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
14-04-2025
- Business
- Yahoo
‘I've made the most money over the last 30 years buying solid companies in terrible markets': Should I start buying?
I have made the most money over the last 30 years buying solid companies in terrible markets, not the other way around. I held power of attorney for my late brother. Can I withdraw money from his bank account to give to his favorite charity? I begged my adviser to sell amid the market turmoil. He dragged his feet and I lost $20,000. Can I sue? S&P 500 on track for its first 'death cross' in three years. Here's what happens next. Nasdaq set to lead Dow, S&P 500 higher on tech tariff pause amid mixed signals Americans are 'doom-buying' coffee, olive oil and soap. What's the one thing I should stockpile to avoid tariff price hikes? For some of the panicked people in the world, the flip side of this situation is you should have cash on hand to buy. I don't own this stock and am not recommending it, but it's just an example: Zoom Communications ZM is now down more than 88% since the pandemic. In a recession, are companies going to cut back on Zoom calls or pay to travel more? My guess is, in looking to cut expenses, they will do more business with Zoom. This is just one stock I have on my shopping list. Can it go down more? Absolutely. As the old phrase goes, don't catch a falling knife, but these are the types of stocks people should be watching. Companies with solid balance sheets, that don't have a lot of debt, produce cash instead of using cash. This NOT a stock recommendation. Your column is as much about group therapy as financial advice, which is why I wrote this email. Buying Low Related: 'I cannot afford to lose more': Will Trump's 'liberation day' tariffs hurt my retirement? You must have more perfect timing than a Swiss watch. If the smartest people on Wall Street knew exactly what stocks would be spared from a prolonged recession on the back of President Donald Trump's trade war, markets wouldn't be heading south in the first place. But you're not the only one with plans of big returns: Individual investors had $4.7 billion worth of net equity purchases on April 3, the day after 'liberation day' — when Trump announced his 'reciprocal' tariffs — meaning they bought that amount of shares more than they sold, according to data from J.P. Morgan. Not since the pandemic in 2020 have individuals felt there was such an opportunity to buy the dip. The backdrop is stark: U.S. stocks experienced their most dramatic two-day wipeout in history. In total, markets have shed trillions of dollars since Inauguration Day. Your overall mission of buying low, despite my major reservations about taking gambits on individual stocks, is not completely out of left field. 'Finding a bottom is an art, not a science,' Adam Turnquist, chief technical strategist at LPL Financial, told MarketWatch in an interview on Friday. 'And while this might not be the bottom, we're likely getting close.' The S&P 500 SPX, Dow Jones Industrial Average DJIA and Nasdaq COMP had an extraordinary week. The S&P 500 experienced the biggest swing, at least since 1978, rising over 4% on Tuesday before closing more than 1% lower. U.S. stocks rallied on Wednesday after Trump suspended most country-specific tariffs for 90 days, lost most of their gains Thursday and closed the week in positive territory Friday after Fed officials signaled that they were more concerned about inflation than an imminent recession. Morgan Stanley's Global Investment Committee does not endorse the 'buy-the-dip' approach, 'but we do see some opportunities for investors elsewhere, especially in the 'soft landing' scenario of slower-but-steady economic growth and receding inflation that we anticipate.' The bank recommends favoring defensive sectors like financials, which are likely to benefit from a looser era of deregulation; taking profits in long-duration bonds; and adding non-U.S. equity exposure. 'It is hard to remember a time in the past 30 years when demanding this premium was more important,' according to Lisa Shaelett, chief investment officer, wealth management, at Morgan Stanley. 'Consider not only the rapid pace of policy changes coming from Washington but also that the U.S. government's unsustainable debt and deficits are likely to continue growing. Yet, the current lower term premium doesn't seem to fully reflect these risks. In addition, bonds tend to struggle with stagflation, which is a rising possibility in the near term.' With that advice for (not) buying the dip (or at some point in the future, if you feel compelled to do so), the risks of focusing on individual stocks and those other caveats, I like your moxy. I take your point that you're not giving stock tips — we, at least, have that in common. Investing in the rearview mirror is easy: Zoom soared during the pandemic primarily because millions of people were working from home and they needed to communicate. Yes, people were not traveling for business trips, so that was part of the equation too, but it mostly benefited from remote work and, while that has stayed with many office workers, more companies (including the federal government) are calling people back to the office. The stock now sits at around $68 and, if you had purchased Zoom shares during those heady days of the pandemic when it reached $559, you'd be sitting on some hefty losses right about now. Everyone has opinions about recession-proof stocks, some based on data and others based on conjecture, and any of those people — your anonymous self, perhaps, excluded — have services to sell, whether they're financial services or financial information. As my dear old grandmother used to say, if it's not one thing, it's another — and if it's not a trade war or a global pandemic sending stock markets into 'free fall' (for now, at least, if you'll excuse the dramatic language). Put another way, if you invest betting on bull markets, prepare for bear markets too. This is a trade war that, while well flagged, came with tariffs attached that surprised even the most pessimistic of market observers. The consensus, if there is one, suggests the one investor who appears to be doing well is the one who is well diversified and/or the one who purchased gold GC00. Don't miss: I invested $100,000 in the S&P 500 and lost $10,000. How long will it take to recover? The answer may not be found in stocks that fluctuate wildly with the onset of pandemics and economic downturns. Remember Peloton PTON, which reached a pandemic-era peak of more than $167 and now languishes at $5? It may be time to consider boring old healthcare, utility and consumer-staples stocks for the medium and long term, in addition to mid- and small-cap equities — although some analysts say the latter tend to underperform during recessions. Add bonds, cash and non-U.S. equities to your list, too. In other words, you can try to time the market in an attempt to look like the genius who gets it right, perhaps the only one, and buy/sell at the right time, or you can indulge yourself in a symphony of everything and live a full and diversified life. Hope abides, even in U.S. equities, even as the market faces another bloodbath on Monday. 'A shift in regional allocation rarely helps cushion performance in a market correction,' says J.P. Morgan Asset Management. 'Investors concerned about a potential recession in the U.S. may be tempted to shift away from U.S. equities into other equity markets, but during U.S. recessions stock markets in all regions tend to fall — sometimes by more than U.S. equities.' 'When you add in the fact that the dollar appreciated during the last two recessions, it's far from clear that concerns about a U.S. recession should lead investors to shift from U.S. equities into other equity markets,' it adds. 'Investors are normally better off maintaining a regionally diversified portfolio.' It is human to seek higher ground, but adventurous investors are asking where to find it. J.P. Morgan said hedge funds and ETFs offloaded $40 billion in stocks in the wake of Trump's 'liberation day' tariffs announcement on April 2, even while individual investors like yourself may be seeking bargains. Those safe havens, according to Goldman Sachs, include billing-software company Amdocs DOX, Bank of New York Mellon BK, grocery chain Kroger KR, automotive-services firm Valvoline VVV, healthcare companies Masimo MASI, Boston Scientific BSX, Medtronic MDT and Thermo Fisher TMO, plus the credit-ratings companies S&P Global SPGI and Moody's MCO. View such notes with a jaundiced eye; none of those stocks have escaped the recent bloodletting. With that in mind, resist playing with all sharp objects. Don't miss: U.S. stocks aren't a screaming buy just yet — but we're getting close My portfolio lost 20%. With Trump's trade war, do I sell my stocks and buy gold? Will Trump's policies lead to a recession? I'm 62 and earn $50K. How should I invest $100,000? 'I'm not being a troll': I bought 'DJT' stock and I'm down 50%. I'm sweating. What now? 'Are we out of our minds?' My husband and I are in our 70s. Should we use $600K of our savings to buy our dream home? My tenant convinced me to take out a $175,000 home loan to buy stock — then he stole my home 'The whole thing feels predatory': My grandma, 97, pays $170 a month for a $10,000 life-insurance policy. Should we stop payments? 7 stock picks from a global fund manager as markets 'enforce discipline' on Trump Investors are jittery about earnings — and that's opening up big opportunities, say Goldman strategists Sign in to access your portfolio
Yahoo
21-03-2025
- Business
- Yahoo
4 Tech Stocks Positioned for Strong Growth in the Rest of 2025
Stocks in the Technology sector, including Broadcom AVGO, Zoom Communications ZM, NVIDIA NVDA and Fortinet FTNT, are poised for transformative growth in 2025, driven by artificial intelligence (AI), quantum computing, and a strong focus on sustainability and AI, which enables machines to autonomously complete complex tasks, is one of the most significant developments, reducing the need for human intervention. Alongside this, generative AI will continue to transform industries such as healthcare and content creation by enabling personalized automation and more intelligent will also see a major shift, with AI-powered threat detection playing a crucial role in combating increasingly sophisticated cyberattacks. Industry-specific AI models, which are specialized artificial intelligence systems designed to address the unique needs of sectors like finance, healthcare, and manufacturing, will further accelerate AI adoption by providing tailored computing, which merges digital and physical environments through Augmented Reality and Virtual Reality, is set to redefine human-computer interaction, particularly in gaming, training, and entertainment. Robots capable of performing adaptive tasks and collaborating with humans will lead the charge in automation. Meanwhile, Quantum computing, which leverages quantum mechanics to perform complex calculations at unprecedented speeds, is still in its early stages but is expected to advance toward real-world applications, transforming various these advances, the rapid adoption of cloud computing, which provides Internet-based computing services, along with 5G technology, autonomous vehicles, and wearables, will continue to drive progress. Edge computing will also gain momentum as it processes data closer to its source, reducing latency and enhancing real-time the rising demand for processors used in enterprise laptops and data center servers, as well as the increasing adoption of consumer electronics, industrial tools and equipment, and networking and communication products, have been contributing significantly to global semiconductor sales. According to the Semiconductor Industry Association, global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024. Broadcom continues to make significant strides in advancing technology and securing its position as a leader in the semiconductor recently introduced its end-to-end PCIe Gen 6portfolio, extending its multi-generational leadership by offering an Interop Development Platform for simplified system design and interoperability, alongside successful collaborations with Micron and Teledyne LeCroy to ensure compliance and enable high-performance AI infrastructure Zacks Rank #1 (Strong Buy) company also launched Emulex Secure Fibre Channel Emulex Secure Fibre Channel Host Bus Adapters, the industry's first quantum-resistant encryption solution, securing data transmission while enabling real-time ransomware detection. You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for 2025 earnings has increased to 3.96% in the past 30 days to $6.56 per share, highlighting growing investor confidence in its technological advancements and market position. Broadcom Inc. price-consensus-chart | Broadcom Inc. Quote Zoom Communications is transitioning from a pandemic-era video conferencing tool to an AI-first work platform poised for sustainable growth. In March 2025, Zoom launched a suite of agentic AI features, with its AI Companion evolving into a fully autonomous tool capable of reasoning, retaining memory, and executing multi-step tasks. This addresses productivity challenges for knowledge workers, setting Zoom apart in the competitive collaboration expanding its capabilities, this Zacks Rank #2 (Buy) company and Mitel have launched a hybrid cloud solution integrating Zoom Workplace and AI Companion with Mitel's telephony platforms to enhance enterprise communications. The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $5.37 per share, which has increased 1.51% in the past 30 days. Zoom Communications, Inc. price-consensus-chart | Zoom Communications, Inc. Quote NVIDIA's Hopper and Blackwell GPUs are gaining traction among high performance computing, automotive, workstation manufacturing and other technology companies that develop AI based products. It is also solidifying its leadership in AI and enterprise solutions through key partnerships. This Zacks Rank #2 company has expanded its collaboration with Alphabet to advance AI, with a focus on robotics, drug discovery, and energy initiatives include integrating NVIDIA's hardware with Google Cloud's AI infrastructure and optimizing generative AI models, such as Google DeepMind's Gemma, for better transparency and performance while also developing new tools for intelligent robotics and energy grid company's consensus mark for fiscal 2026 earnings is currently pegged at $4.39 per share, which has increased 4.28% over the past 30 days. NVIDIA Corporation price-consensus-chart | NVIDIA Corporation Quote Fortinet is benefiting from its position in the cybersecurity market with its latest advancements in endpoint detection and response Zacks Rank #2 company has recently upgraded its OT Security Platform with enhanced threat detection, durable segmentation, 5G connectivity, and AI-driven SecOps, all integrated into FortiOS for comprehensive OT security and has also announced FortiAnalyzer, a powerful, streamlined entry point aimed to scale an organization's security operations center into a Turnkey AI-driven SecOps Platform for Resource-Constrained Security Zacks consensus estimate for 2025 earnings has increased by a couple of pennies to $2.45 per share over the past 30 days, reflecting positive market sentiment. Fortinet, Inc. price-consensus-chart | Fortinet, Inc. Quote Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report Zoom Communications, Inc. (ZM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
