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ZM · NASDAQ · STOCK

Zoom Communications, Inc.

Technology Updated August 11, 2026
$106.01
52W $69.15 – $114.74
65/100
$31.10B
15.3
1.04
AI Committee Verdict
Buy
65/100
Conviction: High · 83% agreement · 6 analysts
High

Is ZM Bullish or Bearish?

Bullish. Innellis AI committee rates Zoom Communications, Inc. (ZM) Buy with a composite score of 65/100 , based on 6 analysts with 83% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +10.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -9.92 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 14.8 is inexpensive for the broad market — Value
  • ROE of 21.8% shows genuine earnings power backing the valuation — Value
  • EPS growing 104.5% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • RSI at 77 is in overbought territory — Technical
  • Bollinger bandwidth of 28.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
65/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 13%
of 284 Technology peers
Value Analyst bullish
70 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.8 is inexpensive for the broad market
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 104.5% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 77 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 28.3% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
61 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
77.2
Overbought
MACD Histogram
1.667
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$82.30
Resistance
$114.65
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$101.40 Above
EMA 21
$96.86 Above
EMA 50
$94.25 Above
EMA 200
$89.49 Above

Fundamental Analysis

Valuation
91
Profitability
99
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 15.3×
P/B Ratio 3.13×
PEG Ratio 0.15
Dividend Yield 0.00%
52W High $114.74
52W Low $69.15
Quality & Growth
ROE 1937.3%
ROA 1588.7%
Gross Margin 7739.9%
Operating Margin 2417.4%
Revenue Growth YoY
Debt / Equity 0.01
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 15.3 (inexpensive relative to a 15-40x range); Price-to-book of 3.1x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 19.4%; Return on assets of 15.9%; Net margin of 42.0%; Gross margin of 77.4%; Current ratio of 4.22 (healthy short-term liquidity); Debt-to-equity of 0.01; Free cash flow per share is positive (6.66); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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