Đổi zm vào bang bang
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Argus Retìm kiếm, for one, maintained its Buy rating on shares following the company's steep post-quarterly-results selloff. And no less a market luminary than ARK Invest CEO Cathie Wood – manager of some of 2020's best exchange-traded funds (ETFs) – deployed $57 million to lớn buy the Zoom dip.
ZM stock is still off about 15% since spooking the market with high churn in its segment serving small- and medium-sized businesses. Management và analysts alượt thích expect that revenue headwind lớn persist for several quarters -- an outlook that could weigh on the stoông xã for some time.
The Analysts' Take on ZM Stock
Stifel analyst Tom Roderick sums up the Hold case on Zoom: "Year-over-year compares remain as tricky as ever, và the 'Online' business – best represented by customers with fewer than 10 employees – seems to lớn have sầu temporarily peaked."
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Over at Needmê mẩn, analyst Ryan Koontz chimes in with much the same sentiment.
"We maintain our Hold rating on increasing churn và slowing growth, as we seek greater confidence in post-pandemic and new sản phẩm trends," Koontz writes in a note khổng lồ clients.
But Argus Research's Joseph Bonner says Zoom's reversion khổng lồ a more normalized growth rate is hardly a surprise và doesn't change the long-term bull case on ZM stoông chồng.
"Zoom made significant gains in its installed base over the last year that should provide a long term benefit whether or not some smaller customers churn in 'coming quarters,'" says Bonner, who rates shares at Buy. "Zoom also demonstrated strong growth in its enterprise business, which the market seems to have sầu overlooked."
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The central question for Zoom is whether the pandemic created a secular change in which employees continue to lớn work from home at least part-time -- or whether they are forced to return khổng lồ their offices en masse, the analyst says.
True, ZM can't influence secular demand for its communication services, but it can tilt things in its favor, Bonner notes. To that over, it's rolling out hàng hóa extensions, such as Zoom Phone Appliance. Additionally, it aims to lớn become a more broad-based communications platsize by enabling third-party developers khổng lồ create a new applications ecosystem.
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"Although the company is competing against some large industry incumbents, it may have sầu just the right mix of innovative technology and svào customer service lớn take cốt truyện from these larger competitors," Bonner adds.
Cathie Wood Buys the Dip in Zoom
As much as Zoom bulls might take comfort in Argus Research's take, nothing walks the walk like capital.
That's where ARK Invest's Wood comes in.
The CEO responded to Zoom stock's initial 17% plunge by purchasing roughly 200,000 shares for ARK's flagship ETFs. The ARK Innovation ETF (ARKK) picked up 157,233 shares worth roughly $45.5 million, while ARK Next Generation Internet ETF (ARKW) purchased 36,847 shares for about $11 million.
Baông xã on Wall Street, analysts skew more toward Wood's view of Zoom – albeit with a considerable amount of dissent.
Of the 25 analysts covering ZM tracked by S&P Global Market Intelligence, 11 rate it at Svào Buy, three say Buy, 10 have sầu it at Hold & one calls it a Strong Sell. That works out to a consensus recommendation of Buy, but with middling-to-low conviction.
Analysts project Zoom lớn generate average annual earnings per nội dung growth of 13.8% over the next three to lớn five years. But overall, they see plenty of run left in ZM stock; their average 12-month price target of $372.05 gives shares implied upside of about 28% from current levels.
