Zoom Stock: Growth A Concern, But Experts See 42% Upside_老虎社区_美港股上老虎

Zoom Stock: Growth A Concern, But Experts See 42% Upside

TheStreet2021-11-29

Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock. Zoom Video reported Q3 results on November...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

317

Barbarazhao
·2021-11-30
Agree
回复
点赞
举报
Eatmi
·2021-11-30
Wah is this a good stock for new bird to buy in?
回复
1
举报
Slowmopi
·2021-11-30
Ok
回复
3
举报
jojoc
·2021-11-30
Good
回复
2
举报
收起
- Slowmopi:
  ok
  2021-11-30
  回复
  举报
Gackky
·2021-11-30
zoom to the moon[Grin]
回复
3
举报
KFChen
·2021-11-30
Woa
回复
2
举报
HoSeyLiao48
·2021-11-30
[看涨] [强]
回复
6
举报
chiox
·2021-11-30
👍🏻
回复
3
举报
ferwih
·2021-11-30
Nice info
回复
2
举报
mel18
·2021-11-30
Zoom grew exponentially because of WFH, and most had gotten used to it. Many other simar platforms are appearing. Will zoom continue to innovate and dominate?
回复
3
举报
收起
- zzgundam:
  I think it will
  2021-11-30
  回复
  举报
andrew123
·2021-11-30
Like
回复
3
举报
收起
- ferwih:
  done
  2021-11-30
  回复
  举报
- JamesPang:
  please like and comment back
  2021-11-30
  回复
  举报
cassan
·2021-11-30
Pls like
回复
4
举报
SPOT_ON
·2021-11-30
Like n follow
回复
5
举报
收起
- SPOT_ON:
  👍 👍 👍 👍 👍 👍
  2021-11-30
  回复
  举报
- cassan:
  Ok
  2021-11-30
  回复
  举报
koolgal
·2021-11-30
Zoom still has more zooming to do to restore confidence in investors! But with the new shift in Work From Home, Zoom will continue to stay relevant and grow! Zoom to the moon! 🚀🚀🚀🌙🌙🌙
回复
26
举报
收起
- koolgal:
  Yes I agree. Thanks for sharing
  2021-11-30
  回复
  举报
- koolgal:
  Thanks
  2021-11-30
  回复
  举报
- koolgal:
  That's a good question
  2021-11-30
  回复
  举报
查看更多 2 条评论
Slee49
·2021-11-30
Wow
回复
2
举报
收起
- Slee49:
  Like
  2021-11-30
  回复
  举报
Weeckee
·2021-11-30
With WFH still in force, zoom will grow
回复
2
举报
收起
- Weeckee:
  Unless all have to go back office to work
  2021-11-30
  回复
  举报
Dennis888
·2021-11-30
ok
回复
1
举报
Pc_lee
·2021-11-30
Tell me your opinion about this news...
回复
1
举报
收起
- yaozong7:
  just buy zoom!
  2021-11-30
  回复
  举报
1a5e40bb
·2021-11-30
Nice
回复
4
举报
fysx49
·2021-11-30
Still a good technology stocks as more towards virtual platform
回复
5
举报
收起
- 1a5e40bb:
  k
  2021-11-30
  回复
  举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-29 23:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1140086726","market":"us","top_or_hot":-1,"title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside","media":"TheStreet","content":"<div>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November...\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside>TheStreet</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November...\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZM","symbol_name":"Zoom","start_time":0,"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","article_id":"1140086726","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","pubTimestamp":1638199972,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ZM":"Zoom"},"translate_title":"Zoom股票：增长令人担忧，但专家认为有42%的上涨空间","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZM":0.9},"content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":609976802,"gmtCreate":1638235374314,"gmtModify":1638235445132,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","vip":1,"crmLevel":13,"crmLevelSwitch":0,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609976802","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609915278,"gmtCreate":1638231121397,"gmtModify":1638231121589,"author":{"id":"3586650352963687","authorId":"3586650352963687","name":"Eatmi","avatar":"https://static.tigerbbs.com/c87cf272101a80f24fca3ccaf2ff53e5","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586650352963687","idStr":"3586650352963687"},"htmlText":"Wah is this a good stock for new bird to buy in?&nbsp;","listText":"Wah is this a good stock for new bird to buy in?&nbsp;","text":"Wah is this a good stock for new bird to buy in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609915278","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609991662,"gmtCreate":1638229645386,"gmtModify":1638229834185,"author":{"id":"3584052109735205","authorId":"3584052109735205","name":"Slowmopi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3584052109735205","idStr":"3584052109735205"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609991662","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609079473,"gmtCreate":1638228363424,"gmtModify":1638228363534,"author":{"id":"4099442649801160","authorId":"4099442649801160","name":"jojoc","avatar":"https://static.tigerbbs.com/ccc8519a0bdc4ba6b43a9aa8afa0e63c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4099442649801160","idStr":"4099442649801160"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609079473","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6775914,"gmtCreate":1638229622823,"gmtModify":1638229622852,"authorId":3584052109735205,"author":{"id":3584052109735205,"idStr":"3584052109735205","authorId":3584052109735205,"name":"Slowmopi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609079473,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":609079859,"gmtCreate":1638228345226,"gmtModify":1638228348347,"author":{"id":"3574326723774097","authorId":"3574326723774097","name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3574326723774097","idStr":"3574326723774097"},"htmlText":"zoom to the moon[Grin]&nbsp;","listText":"zoom to the moon[Grin]&nbsp;","text":"zoom to the moon[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609079859","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609044888,"gmtCreate":1638228144506,"gmtModify":1638228145252,"author":{"id":"3576990193651421","authorId":"3576990193651421","name":"KFChen","avatar":"https://static.tigerbbs.com/6830fa3fe8a82d29953fbb2e6153801e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3576990193651421","idStr":"3576990193651421"},"htmlText":"Woa","listText":"Woa","text":"Woa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609044888","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609048885,"gmtCreate":1638227799785,"gmtModify":1638227801100,"author":{"id":"4087949413245130","authorId":"4087949413245130","name":"HoSeyLiao48","avatar":"https://static.tigerbbs.com/8a9a7795aa16cbb122ca86630c428a3a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087949413245130","idStr":"4087949413245130"},"htmlText":"[看涨]&nbsp;[强]&nbsp;","listText":"[看涨]&nbsp;[强]&nbsp;","text":"[看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609048885","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609040551,"gmtCreate":1638227461513,"gmtModify":1638227461644,"author":{"id":"3585005903818040","authorId":"3585005903818040","name":"chiox","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3585005903818040","idStr":"3585005903818040"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609040551","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609057980,"gmtCreate":1638227330629,"gmtModify":1638227331019,"author":{"id":"4087555492646570","authorId":"4087555492646570","name":"ferwih","avatar":"https://static.tigerbbs.com/a486c5e4886118f8d52722ad7d9d30ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087555492646570","idStr":"4087555492646570"},"htmlText":"Nice info","listText":"Nice info","text":"Nice info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609057980","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609052496,"gmtCreate":1638227166452,"gmtModify":1638227166646,"author":{"id":"4097201280076440","authorId":"4097201280076440","name":"mel18","avatar":"https://static.tigerbbs.com/dd8d93ec725062898e7691dd48771179","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4097201280076440","idStr":"4097201280076440"},"htmlText":"Zoom grew exponentially because of WFH, and most had gotten used to it. Many other simar platforms are appearing. Will zoom continue to innovate and dominate?","listText":"Zoom grew exponentially because of WFH, and most had gotten used to it. Many other simar platforms are appearing. Will zoom continue to innovate and dominate?","text":"Zoom grew exponentially because of WFH, and most had gotten used to it. Many other simar platforms are appearing. Will zoom continue to innovate and dominate?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609052496","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6775002,"gmtCreate":1638227181313,"gmtModify":1638227181417,"authorId":3581557670197158,"author":{"id":3581557670197158,"idStr":"3581557670197158","authorId":3581557670197158,"name":"zzgundam","avatar":"https://static.tigerbbs.com/72a957606426aa2583f4b054c436d6f8","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609052496,"type":1,"supId":0,"prevId":0,"content":"I think it will","text":"I think it will","html":"I think it will"}],"langContent":"CN"},{"id":609053220,"gmtCreate":1638226625634,"gmtModify":1638226645548,"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3576260758860416","idStr":"3576260758860416"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609053220","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6775042,"gmtCreate":1638227339786,"gmtModify":1638227339817,"authorId":4087555492646570,"author":{"id":4087555492646570,"idStr":"4087555492646570","authorId":4087555492646570,"name":"ferwih","avatar":"https://static.tigerbbs.com/a486c5e4886118f8d52722ad7d9d30ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609053220,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"},{"id":6774916,"gmtCreate":1638226782985,"gmtModify":1638226783018,"authorId":3571697757751706,"author":{"id":3571697757751706,"idStr":"3571697757751706","authorId":3571697757751706,"name":"JamesPang","avatar":"https://static.tigerbbs.com/7be8c64b1475bb8d5afdfd812323bd46","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609053220,"type":1,"supId":0,"prevId":0,"content":"please like and comment back","text":"please like and comment back","html":"please like and comment back"}],"langContent":"CN"},{"id":609025132,"gmtCreate":1638226102111,"gmtModify":1638226102562,"author":{"id":"3562891229203554","authorId":"3562891229203554","name":"cassan","avatar":"https://static.tigerbbs.com/2f12a58ed338611b5e581e7f21ac579b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3562891229203554","idStr":"3562891229203554"},"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609025132","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609026318,"gmtCreate":1638225810008,"gmtModify":1638225819211,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"htmlText":"Like n follow&nbsp;","listText":"Like n follow&nbsp;","text":"Like n follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609026318","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6775126,"gmtCreate":1638227643508,"gmtModify":1638227643591,"authorId":3582922989777578,"author":{"id":3582922989777578,"idStr":"3582922989777578","authorId":3582922989777578,"name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609026318,"type":1,"supId":6774771,"prevId":0,"content":"👍 👍 👍 👍 👍 👍","text":"👍 👍 👍 👍 👍 👍","html":"👍 👍 👍 👍 👍 👍"},{"id":6774771,"gmtCreate":1638226091246,"gmtModify":1638226091341,"authorId":3562891229203554,"author":{"id":3562891229203554,"idStr":"3562891229203554","authorId":3562891229203554,"name":"cassan","avatar":"https://static.tigerbbs.com/2f12a58ed338611b5e581e7f21ac579b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609026318,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":609064974,"gmtCreate":1638224542321,"gmtModify":1638228800963,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"htmlText":"Zoom still has more zooming to do to restore confidence in investors!&nbsp; But with the new shift in Work From Home, Zoom will continue to stay relevant and grow!&nbsp; Zoom to the moon! 🚀🚀🚀🌙🌙🌙","listText":"Zoom still has more zooming to do to restore confidence in investors!&nbsp; But with the new shift in Work From Home, Zoom will continue to stay relevant and grow!&nbsp; Zoom to the moon! 🚀🚀🚀🌙🌙🌙","text":"Zoom still has more zooming to do to restore confidence in investors! But with the new shift in Work From Home, Zoom will continue to stay relevant and grow! Zoom to the moon! 🚀🚀🚀🌙🌙🌙","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":26,"repostSize":0,"link":"https://laohu8.com/post/609064974","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6776360,"gmtCreate":1638230482395,"gmtModify":1638230482395,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609064974,"type":1,"supId":6774536,"prevId":0,"content":"Yes I agree. Thanks for sharing","text":"Yes I agree. Thanks for sharing","html":"Yes I agree. Thanks for sharing"},{"id":6776356,"gmtCreate":1638230472854,"gmtModify":1638230472854,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609064974,"type":1,"supId":6774627,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6776352,"gmtCreate":1638230467376,"gmtModify":1638230467376,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609064974,"type":1,"supId":6774720,"prevId":0,"content":"That's a good question","text":"That's a good question","html":"That's a good question"},{"id":6776346,"gmtCreate":1638230456871,"gmtModify":1638230456871,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609064974,"type":1,"supId":6774769,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6776344,"gmtCreate":1638230451528,"gmtModify":1638230451528,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609064974,"type":1,"supId":6774880,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"}],"langContent":"CN"},{"id":609062962,"gmtCreate":1638224200412,"gmtModify":1638224421278,"author":{"id":"3581993357014262","authorId":"3581993357014262","name":"Slee49","avatar":"https://static.tigerbbs.com/a4a9c556617a3ec3446f5c1c667b4aa0","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581993357014262","idStr":"3581993357014262"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609062962","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6774378,"gmtCreate":1638224212566,"gmtModify":1638224212645,"authorId":3581993357014262,"author":{"id":3581993357014262,"idStr":"3581993357014262","authorId":3581993357014262,"name":"Slee49","avatar":"https://static.tigerbbs.com/a4a9c556617a3ec3446f5c1c667b4aa0","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609062962,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"}],"langContent":"CN"},{"id":609061492,"gmtCreate":1638223756022,"gmtModify":1638223756543,"author":{"id":"3582072953259355","authorId":"3582072953259355","name":"Weeckee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3582072953259355","idStr":"3582072953259355"},"htmlText":"With WFH still in force, zoom will grow&nbsp;","listText":"With WFH still in force, zoom will grow&nbsp;","text":"With WFH still in force, zoom will grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609061492","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6774315,"gmtCreate":1638223779868,"gmtModify":1638223779947,"authorId":3582072953259355,"author":{"id":3582072953259355,"idStr":"3582072953259355","authorId":3582072953259355,"name":"Weeckee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609061492,"type":1,"supId":0,"prevId":0,"content":"Unless all have to go back office to work ","text":"Unless all have to go back office to work ","html":"Unless all have to go back office to work "}],"langContent":"CN"},{"id":609061571,"gmtCreate":1638223739690,"gmtModify":1638223739815,"author":{"id":"3574897684839151","authorId":"3574897684839151","name":"Dennis888","avatar":"https://static.tigerbbs.com/9838e81aa6b2e9a99b143a1af897f6da","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574897684839151","idStr":"3574897684839151"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609061571","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609084555,"gmtCreate":1638222722591,"gmtModify":1638224418177,"author":{"id":"4098159040341300","authorId":"4098159040341300","name":"Pc_lee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4098159040341300","idStr":"4098159040341300"},"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609084555","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6775045,"gmtCreate":1638227350156,"gmtModify":1638227350187,"authorId":3553658931361428,"author":{"id":3553658931361428,"idStr":"3553658931361428","authorId":3553658931361428,"name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609084555,"type":1,"supId":0,"prevId":0,"content":"just buy zoom!","text":"just buy zoom!","html":"just buy zoom!"}],"langContent":"CN"},{"id":609086552,"gmtCreate":1638221773858,"gmtModify":1638221774211,"author":{"id":"3576450275163448","authorId":"3576450275163448","name":"1a5e40bb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576450275163448","idStr":"3576450275163448"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609086552","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609086214,"gmtCreate":1638221661564,"gmtModify":1638221662031,"author":{"id":"3577580458147788","authorId":"3577580458147788","name":"fysx49","avatar":"https://static.tigerbbs.com/fe5937c0ada861e9603ef8a12ae3e445","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3577580458147788","idStr":"3577580458147788"},"htmlText":"Still a good technology stocks as more towards virtual platform","listText":"Still a good technology stocks as more towards virtual platform","text":"Still a good technology stocks as more towards virtual platform","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609086214","repostId":1140086726,"repostType":4,"repost":{"id":"1140086726","kind":"news","pubTimestamp":1638199972,"share":"https://www.laohu8.com/m/news/1140086726?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:32","market":"us","language":"en","title":"Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140086726","media":"TheStreet","summary":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% aft","content":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Stock: Growth A Concern, But Experts See 42% Upside<blockquote>Zoom股票：增长令人担忧，但专家认为上涨空间为42%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-29 23:32\n\n</h4>\n</header>\n<article>\nDespite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.<blockquote>尽管Zoom报告第三季度营收和利润均超出预期，但2022年业绩指引较低，财报公布后股价下跌17%。然而，专家认为$ZM股票还有上涨空间。</blockquote> Zoom Video&nbsp;reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.<blockquote>Zoom Video于11月22日收盘后公布了第三季度业绩。尽管每股收益和营收均超出预期，但糟糕的指引令人失望，该股自财报日以来下跌了17%以上。</blockquote> After Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.<blockquote>在Zoom盈利惨淡后，几位华尔街专家下调了目标价。尽管如此，在最近的抛售之后，现在的共识表明，尽管在大流行后的环境中存在增长担忧，但ZM仍有超过40%的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.<blockquote>图1：位于加州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</blockquote> Q3 earnings beat, but growth is a concern<blockquote>第三季度盈利超出预期，但增长令人担忧</blockquote> Zoom Video&nbsp;reported&nbsp;EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.<blockquote>Zoom Video报告每股收益和营收分别超出2美分和3100万美元。结果远非灾难性，但对投资者情绪影响不大。糟糕的指导是最令人失望的，因为Zoom预测增长低于过去两年。</blockquote> The company&nbsp;expects&nbsp;Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.<blockquote>该公司预计第四季度收入仅同比增长19%，与第三季度报告的10.5亿美元收入大致一致。Zoom将难以维持增长轨迹并不奇怪，因为大流行年的居家趋势已不复存在。</blockquote> During Zoom’s earnings call, CFO Kelly Steckelberg&nbsp;spoke&nbsp;of the company’s challenges ahead:<blockquote>在Zoom的财报看涨期权上，首席财务官Kelly Steckelberg谈到了公司未来面临的挑战：</blockquote> \"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\" Wall Street’s thoughts after Q3 earnings<blockquote>“我们仍然拥有这些最不稳定的在线客户，而且他们中的许多人仍然签订月度合同。当他们正在适应环境并弄清楚他们个人的未来工作将如何时，我们预计这将是一个具有挑战性的逆风。”第三季度财报公布后华尔街的想法</blockquote> Despite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.<blockquote>尽管该公司宣布了未来的挑战，但华尔街分析师仍然认为ZM可能被低估，并且明年具有巨大的上涨潜力。</blockquote> Based&nbsp;on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is&nbsp;projected, on average.<blockquote>11名华尔街分析师在第三季度财报公布后对Zoom股票提出了12个月的目标价，其中6名分析师给予买入建议，5名分析师给予中性建议。尽管如此，尽管共识评级不是买入，但预计平均较当前水平有42%的上涨潜力。</blockquote> Morgan Stanley’s Meta Marshall says that Zoom Video&nbsp;outperformed&nbsp;low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).<blockquote>摩根士丹利的Meta Marshall表示，Zoom Video第三季度的表现超出了较低的预期，因为执行与战略一致。该分析师强化了买入建议，并预测价格为365美元，代表76%的上涨潜力。看涨目标考虑到贡献超过100,000美元的客户收入大幅增长94%；以及高于平均水平的大型企业垂直扩张（即10名或更多员工）。</blockquote> Piper Sandler’s James Fish&nbsp;lowered&nbsp;the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.<blockquote>Piper Sandler的James Fish将ZM股票的目标价从369美元下调至299美元，尽管他维持买入建议，并且仍认为未来有44%的上涨潜力。他认为Zoom第三季度的业绩“令人鼓舞”，流失率表现出稳定性。下调价格目标的理由是“多重压缩和明年可能出现的低谷”。</blockquote> Skeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine&nbsp;forecasts&nbsp;margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.<blockquote>Evercore ISI的Peter Levine持怀疑态度，对ZM给予中性评级，目标价为235美元，他预测，随着该公司加大对研发、销售和营销的投资，利润率将在2023年1月下降。尽管他认为Zoom的估值更加合理，但他也认为该股未来面临一些挑战。</blockquote> Also skeptical, Deutsche Bank analyst Matthew Nikam&nbsp;lowered&nbsp;the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.<blockquote>德意志银行分析师Matthew Nikam也持怀疑态度，他将Zoom Video的目标股价从350美元下调至280美元，并在第三季度业绩公布后维持该股的中性评级。这位分析师表示，“更难喜欢一只增长速度更快、盈利能力面临增量压力的股票”。不过，他看到了关键增长领域的积极战略举措。</blockquote> Lastly, Mizuho analyst Siti Panigrahi also&nbsp;lowered&nbsp;the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.<blockquote>最后，瑞穗分析师Siti Panigrahi还将该公司对Zoom的目标股价从350美元下调至300美元，同时仍维持对该股的买入建议和45%的涨幅预测。得益于好于预期的在线流失率和收入增长，Zoom第三季度盈利高于市场预期，“清除了较低的门槛”。该分析师还表示，尽管Zoom在大流行后的增长面临压力，但Zoom Phone、Zoom Room和视频参与中心对于未来的混合员工仍然至关重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140086726","content_text":"Despite reporting Q3 top- and bottom-line beats, Zoom guided low for 2022 and shares dropped 17% after earnings. Yet, experts see upside ahead for $ZM stock.\nZoom Video reported Q3 results on November 22, after the closing bell. Despite an EPS and revenue beat, poor guidance disappointed, and the stock sank more than 17% since earnings day.\nAfter Zoom’s earnings bummer, several Wall Street experts updated their price targets lower. Still, following the recent selloff, consensus now suggests that ZM has upside potential of over 40% ahead, despite growth concerns in a post-pandemic environment.\nFigure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.\nQ3 earnings beat, but growth is a concern\nZoom Video reported EPS and revenue beats of 2 cents and $31 million, respectively. The results were far from disastrous, but they mattered little for investor sentiment. Poor guidance is what disappointed most, since Zoom forecasted lower growth than witnessed in the past two years.\nThe company expects Q4 revenues to climb only 19% YOY, which should be about in line with the $1.05 billion in revenues reported in Q3. It was not a surprise that Zoom would struggle to maintain the growth trajectory, as the stay-at-home trends of the pandemic year are no longer in place.\nDuring Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:\n\n\"We're still having these online customers which are the most volatile [and] many of them are still on monthly contracts. And as they are adjusting to the environment and figuring out how the future of work is going to be for them individually, we expect that to be the challenging headwind.\"\n\nWall Street’s thoughts after Q3 earnings\nDespite the company having announced challenges ahead, Wall Street analysts still believe that ZM could be undervalued and that it has substantial gain potential over the next year.\nBased on 11 Wall Street analysts that offered twelve-month price targets on Zoom stock after Q3 earnings, 6 of them have a buy recommendation and 5 are neutral. Still, even though consensus rating is not a buy, 42% upside potential from current levels is projected, on average.\nMorgan Stanley’s Meta Marshall says that Zoom Video outperformed low expectations in Q3 as execution has been consistent with the strategy. The analyst reinforced the buy recommendation and forecasts a $365 price, representing 76% upside potential. The bullish target takes into account massive growth of 94% in revenues from customers contributing more than $100,000; and above-average expansion of the larger enterprise vertical (i.e. 10 employees or more).\nPiper Sandler’s James Fish lowered the firm's price target on ZM stock to $299 from $369, despite maintaining his buy recommendation and still seeing 44% upside potential ahead. He believes that Zoom’s Q3 results were \"net-encouraging\", and that the churn rate showcased stability. The price target cut was justified by “multiple compression and a trough likely to occur next year”.\nSkeptical, with a neutral rating on ZM and a $235 price target, Evercore ISI’s Peter Levine forecasts margins coming down in January 2023, as the company ramps up investments in both research and development, and sales and marketing. Despite seeing a more reasonable valuation for Zoom, he also sees several challenges ahead for the stock.\nAlso skeptical, Deutsche Bank analyst Matthew Nikam lowered the firm's price target on Zoom Video to $280 from $350, maintaining a neutral rating on the shares following Q3 results. The analyst said that it is \"tougher to like a stock with more sharply decelerating growth and incremental pressure on profitability”. However, he sees positive strategic initiatives in key growth areas.\nLastly, Mizuho analyst Siti Panigrahi also lowered the firm's price target on Zoom to $300 from $350, while he still maintained a buy recommendation on the stock and a 45% gain forecast. Zoom’s Q3 earnings above consensus “cleared a lowered bar”, aided by better-than-expected online churn ratio and revenue growth. The analyst also said that despite Zoom’s post pandemic growth being under pressure, Zoom Phone, Zoom Rooms and Video Engagement Center will remain crucial for hybrid workers going forward.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6773982,"gmtCreate":1638221769697,"gmtModify":1638221769731,"authorId":3576450275163448,"author":{"id":3576450275163448,"idStr":"3576450275163448","authorId":3576450275163448,"name":"1a5e40bb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609086214,"type":1,"supId":0,"prevId":0,"content":"k","text":"k","html":"k"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":317,"commentSize":33,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}