Zoom Video Communications, Inc. Class A (ZM)

496.50
NASDAQ
Prev Close 464.98
Day Low/High 474.87 / 500.00
52 Wk Low/High 60.97 / 529.74
Exchange NASDAQ
Shares Outstanding 284.42B
Market Cap 132.25B
P/E Ratio 588.58
Div & Yield N.A. (N.A)

Shorting Netflix

I am shorting Netflix over $490/share.  The quarterly release is clear: Netflix has pulled forward sales. (And so are others, like Zoom .)  * Valuation is far too high. * New subs opportunity is at lower ARPU. * India subs won't pay $16/month. * Reg...

With Nothing Good on Netflix, I'm Adding to My QQQ Short

I have added to my already large Invesco QQQ short in the after hours, following the very weak forward subscriber guidance at Netflix (-$56).   The operating margin guide is also a bit weaker than some previously assumed and, with its heightened pro...

The Bell Ringing From High Above

The Bell Ringing From High Above

Think they don't ring a bell at the top? Then I've got an old Cisco chart I'd like to show you....

The Parallels Between the Current Environment and the Dot.com Bubble Are Growing

The Parallels Between the Current Environment and the Dot.com Bubble Are Growing

While valuations still aren't as high as they got in 2000, a lot of recent investor behavior feels very familiar.

Slack Faces Increasing Competition

Slack Faces Increasing Competition

This was a name I had been very bullish on but the story has changed enough that I need to reconsider my stance.

Keep Riding Peloton, Stock Could Climb Higher

Keep Riding Peloton, Stock Could Climb Higher

PTON is in an uptrend with no signs of selling.

Jim Cramer: Think Trimming Right Now Is Bad Advice? Good Luck

Jim Cramer: Think Trimming Right Now Is Bad Advice? Good Luck

Here's why this is a good time to consider taking some off the table and raising cash.

Jim Cramer: Stuck at Home Yet Still Hopeful? Then Lift the 'Barbell'

Jim Cramer: Stuck at Home Yet Still Hopeful? Then Lift the 'Barbell'

There are stocks for people who believe we're roaring back, those who are hiding out from the virus, and those fearing gloom and doom. But here are the ones I'd give a workout.

Software High-Flyers Continue Taking Share from the Likes of Oracle and IBM

Software High-Flyers Continue Taking Share from the Likes of Oracle and IBM

Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.

Jim Cramer: A Guide to the Great Pandemic of 2020

Jim Cramer: A Guide to the Great Pandemic of 2020

Disinfectant makers, home repair retailers and even camping equipment names might be your best bet until a vaccine comes.

Many Tech Firms Could See Demand Worsen if There Isn't a Fast Recovery

Many Tech Firms Could See Demand Worsen if There Isn't a Fast Recovery

Should COVID-19 significantly depress economic activity in the second half of 2020, companies seeing only moderate top-line pressures right now could see their sales drop more sharply.

Jim Cramer: New Investors Are Driving This Rollercoaster

Jim Cramer: New Investors Are Driving This Rollercoaster

Young day traders have flocked to the market, and they don't know a balance sheet from a ball of yarn.

Jim Cramer: Amateur Investors Are in for a Hard Landing

Jim Cramer: Amateur Investors Are in for a Hard Landing

The airlines and cruise companies are falling back down to earth, and here's why they started to take off in the first place.

High-Growth Software Firms Such as Slack Are Sharing Mixed Signals

High-Growth Software Firms Such as Slack Are Sharing Mixed Signals

While still reporting healthy revenue and billings growth, Slack and some other software high-flyers are also seeing some demand headwinds.

Today's Trades

* I have covered my entire large bond short ( is down by another -$2.80 today) - I plan to reestablish the short on any TLT strength.   * Reduced speculative from large to medium-sized. * Eliminated my large long (the shares have moved from the low ...

Why Investing in Slack Still WORKs

Why Investing in Slack Still WORKs

Zoom's earnings report had a negative impact on Slack.

Even the Bulls Are Having Trouble Keeping Pace in This Market

Even the Bulls Are Having Trouble Keeping Pace in This Market

They need a rest even more than the market does -- it's tough to keep pressing to the upside, especially when dealing with such unusual news flow.

My (Downside) Zoom Price Target Is $165/share

I have received a bunch of emails and inquiries about my price target for Zoom . On a discounted cash flow basis I come up with a $165/share price target which implies a (liberal) 21x enterprise value to 2021 calendar year revenues. My price target ...

Zoom Ramps Up

While the company substantially beat first quarter expectations, I am of the belief that, as a result of Covid-19 fears, Zoom has substantially pulled forward its business opportunities and that comparisons ahead will be difficult. Indeed, it is qui...

Widening Acceptance of Zoom Video Should Propel the Stock Further on the Upside

Widening Acceptance of Zoom Video Should Propel the Stock Further on the Upside

Let's check the latest charts and indicators now that ZM passed our $200 price target.

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.

Jim Cramer: Zoom Video's Time Has Come

Jim Cramer: Zoom Video's Time Has Come

Where can Zoom go? Higher ... and then higher still.

Zoom Video Raised to Buy at DA Davidson

Market Highs, Zoom's Blowout Quarter, Trading Thoughts

Market Highs, Zoom's Blowout Quarter, Trading Thoughts

The market continues to rise despite numerous negative catalysts, while Zoom beat all earnings expectations and guided higher.

Bulls Feast as Bears Focus on This Illogical Market Advance

Bulls Feast as Bears Focus on This Illogical Market Advance

A pandemic, riots across the country and the worst economic conditions since the Great Depression have not hindered the V-shaped action.

As Indexes Rise Amid Unrest, Investors Are Skeptical, Fear Missing Out

As Indexes Rise Amid Unrest, Investors Are Skeptical, Fear Missing Out

If this market is ever going to top, it seems likely it will have to occur on good news since no amount of bad news seems to matter.

Here's When I'd Adjust My Position Size in Microsoft

Here's When I'd Adjust My Position Size in Microsoft

We've had quite a run, and I hate to violate net basis, which is a long, long way off.

Watching Price Action, Pfizer Selloff, Trading Thoughts

Watching Price Action, Pfizer Selloff, Trading Thoughts

Taking a chunk of Pfizer during this selloff, while Amazon has raised $10 billion in mixed-maturity debt and all eyes are on the government's response to civil unrest in the U.S.

Jim Cramer: The Market Makes No Judgment Calls, Investors Do

Jim Cramer: The Market Makes No Judgment Calls, Investors Do

And the reality is that the more money you make, the more likely you can contribute to the causes that you care about.

Traders Ignore the News and Focus on 'Hot Pockets'

Traders Ignore the News and Focus on 'Hot Pockets'

What is most notable is that the Covid-19 plays are leading again.