Zoom Stock Surges as Investor Sees Upside Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy ZM?
Source: CNBC
- Increased Position: Joe Terranova, Chief Market Strategist at Virtus Investment Partners, announced he has increased his position in Zoom as the stock surged 10% on the day, reflecting strong confidence in the company's prospects.
- AI Investment Returns: Analysts at Baird estimate that Zoom's initial $53 million investment in AI startup Anthropic may now be worth between $2 billion and $4 billion, indicating significant potential for return on investment that could further drive the stock price upward.
- Market Reaction: Terranova noted that as IPO rumors for Anthropic accelerate, Zoom's investment in the Claude project will become increasingly significant, potentially providing strong support for Zoom's stock price.
- Future Outlook: Although Zoom's stock has remained below $100 since 2022, it has risen 17% over the past year, and Terranova predicts it could break above $100, possibly reaching $125 to $130, indicating a positive market outlook for the company.
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Analyst Views on ZM
Wall Street analysts forecast ZM stock price to rise
20 Analyst Rating
12 Buy
7 Hold
1 Sell
Moderate Buy
Current: 92.240
Low
85.00
Averages
99.33
High
115.00
Current: 92.240
Low
85.00
Averages
99.33
High
115.00
About ZM
Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Company’s AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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