Zoom Communications Inc. (ZM): A Bull Case Theory

We came across a bullish thesis on Zoom Communications Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on ZM. Zoom Communications Inc.'s share was trading at $82.47 as of August 22^nd. ZM’s trailing and forward P/E were 21.70 and 14.31 respectively according to Yahoo Finance.

Zoom Video Communications (ZM) has transitioned from a pandemic-era favorite to a resilient player in unified communications, with its AI-first platform encompassing meetings, phone, chat, and contact center solutions under Zoom Workplace. Its second-quarter fiscal 2026...