Zoom is repositioning from videoconferencing to a unified work platform with Zoom AI Companion, Contact Center, and Workplace. Enterprise net dollar retention has stabilized, but SMB churn remains elevated. Cash flow and balance sheet are strong, supporting buybacks. Re-rating requires durable AI monetization or accretive M&A. Limited near-term catalysts.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ZM | Zoom Communications Inc. | 65 | +5% | ↓8% | NEUTRAL |
| SE | Sea Limited | 65 | +14% | ↓8% | WATCH |
| TEAM | Atlassian Corporation | 65 | +7% | ↓8% | NEUTRAL |
| DOCU | DocuSign Inc. | 65 | +6% | ↓8% | NEUTRAL |
| ZS | Zscaler Inc. | 65 | +14% | ↓8% | WATCH |
| BABA | Alibaba Group Holding Ltd | 65 | +17% | ↓8% | WATCH |
| NET | Cloudflare Inc. | 65 | +16% | ↓8% | WATCH |
Zoom Contact Center crosses 1,000 enterprise customers
Zoom AI Companion 2 launches with custom agent builder