Zoom Communications reports second-quarter earnings on August 25. Analysts identify the company’s stake in AI firm Anthropic as a potential catalyst for valuation growth. Estimates value this stake between $3 billion and $6 billion.
The upcoming report is expected to show a re-acceleration in revenue and earnings growth. Investors are closely monitoring the monetization of Zoom's new AI-driven features.
On August 24, BTIG reiterated a Buy rating with a $125 price target. Cantor Fitzgerald maintained a Neutral rating, citing stable demand throughout the second fiscal quarter. Cantor noted that continued Enterprise segment strength is required to justify the stock's recent multiple expansion.