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2021-11-30
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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>
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Yet, experts see upside ahead for $ZM stock.</p><p><blockquote>尽管第三季度的营收和利润均超出预期，但 Zoom 的 2022 年指引较低，财报公布后股价下跌 17%。然而，专家认为 $ZM 股票未来还有上涨空间。</blockquote></p><p> Zoom 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.</p><p><blockquote>Zoom Video于 11 月 22 日收盘后公布了第三季度业绩。尽管每股收益和收入超出预期，但糟糕的指引令人失望，自财报日以来，该股已下跌超过 17%。</blockquote></p><p> 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.</p><p><blockquote>在 Zoom 的财报令人失望之后，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，尽管大流行后环境中存在增长担忧，但 ZM 仍有超过 40% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：位于加利福尼亚州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</span></p></blockquote></p><p> <b>Q3 earnings beat, but growth is a concern</b></p><p><blockquote><b>第三季度盈利超出预期，但增长令人担忧</b></blockquote></p><p> Zoom 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.</p><p><blockquote>Zoom Video公布的每股收益和收入分别增长了 2 美分和 3100 万美元。结果远非灾难性的，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 预测的增长低于过去两年。</blockquote></p><p> The 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.</p><p><blockquote>该公司预计第四季度收入同比仅增长 19%，这应该与第三季度报告的 10.5 亿美元收入大致一致。Zoom 难以维持增长轨迹也就不足为奇了，因为疫情年的居家趋势已不复存在。</blockquote></p><p> During Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:</p><p><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></p><p> <i>\"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.\"</i> <b>Wall Street’s thoughts after Q3 earnings</b></p><p><blockquote><i>“我们仍然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。当他们适应环境并了解他们个人未来的工作方式时，我们预计这将是具有挑战性的逆风。”</i><b>第三季度财报公布后华尔街的想法</b></blockquote></p><p> 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.</p><p><blockquote>尽管该公司宣布未来将面临挑战，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增长潜力。</blockquote></p><p> Based 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.</p><p><blockquote>根据 11 位华尔街分析师在第三季度财报后对 Zoom 股票提供 12 个月目标价，其中 6 位给出买入建议，5 位表示中性。尽管如此，尽管共识评级不是买入，但预计当前水平的平均上涨潜力为 42%。</blockquote></p><p> Morgan 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).</p><p><blockquote>摩根士丹利的 Meta Marshall 表示，Zoom Video第三季度的表现超出了低预期，因为执行情况与战略一致。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 10 万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></p><p> Piper 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”.</p><p><blockquote>派珀-桑德勒（Piper Sandler）的詹姆斯-菲什（James Fish）将公司对ZM股票的目标价从369美元下调至299美元，尽管他维持了买入建议，并认为未来还有44%的上涨潜力。他认为，Zoom 第三季度的业绩 “净令人鼓舞”，流失率显示了稳定性。下调价格目标的理由是 “明年可能出现多重压缩和低谷”。</blockquote></p><p> Skeptical, 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.</p><p><blockquote>Evercore ISI 的彼得-莱文（Peter Levine）持怀疑态度，对 ZM 给予中性评级，目标价为 235 美元，他预测随着公司加大在研发、销售和营销方面的投资，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将面临一些挑战。</blockquote></p><p> Also 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.</p><p><blockquote>同样持怀疑态度的德意志银行分析师 Matthew Nikam 将该公司对Zoom Video的目标价从 350 美元下调至 280 美元，并在第三季度业绩公布后维持对该股的中性评级。这位分析师表示，“更难喜欢一只增长急剧放缓、盈利能力压力越来越大的股票”。然而，他看到了关键增长领域的积极战略举措。</blockquote></p><p> Lastly, 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.</p><p><blockquote>最后，瑞穗分析师 Siti Panigrahi 还将该公司对 Zoom 的目标价从 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 第三季度盈利高于预期，“扫清了一个较低的门槛”。这位分析师还表示，尽管 Zoom 在大流行后的增长面临压力，但 Zoom Phone、Zoom Rooms 和视频参与中心对混合员工的未来仍将至关重要。</blockquote></p><p></p>","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<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-29 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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.</p><p><blockquote>尽管第三季度的营收和利润均超出预期，但 Zoom 的 2022 年指引较低，财报公布后股价下跌 17%。然而，专家认为 $ZM 股票未来还有上涨空间。</blockquote></p><p> Zoom 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.</p><p><blockquote>Zoom Video于 11 月 22 日收盘后公布了第三季度业绩。尽管每股收益和收入超出预期，但糟糕的指引令人失望，自财报日以来，该股已下跌超过 17%。</blockquote></p><p> 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.</p><p><blockquote>在 Zoom 的财报令人失望之后，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，尽管大流行后环境中存在增长担忧，但 ZM 仍有超过 40% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62bf3114b685604e5e71c6b7c3e4edcd\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Zoom headquarters on Almaden Boulevard in San Jose, California. Photographed on June 21, 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：位于加利福尼亚州圣何塞阿尔马登大道的Zoom总部。拍摄于2020年6月21日。</span></p></blockquote></p><p> <b>Q3 earnings beat, but growth is a concern</b></p><p><blockquote><b>第三季度盈利超出预期，但增长令人担忧</b></blockquote></p><p> Zoom 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.</p><p><blockquote>Zoom Video公布的每股收益和收入分别增长了 2 美分和 3100 万美元。结果远非灾难性的，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 预测的增长低于过去两年。</blockquote></p><p> The 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.</p><p><blockquote>该公司预计第四季度收入同比仅增长 19%，这应该与第三季度报告的 10.5 亿美元收入大致一致。Zoom 难以维持增长轨迹也就不足为奇了，因为疫情年的居家趋势已不复存在。</blockquote></p><p> During Zoom’s earnings call, CFO Kelly Steckelberg spoke of the company’s challenges ahead:</p><p><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></p><p> <i>\"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.\"</i> <b>Wall Street’s thoughts after Q3 earnings</b></p><p><blockquote><i>“我们仍然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。当他们适应环境并了解他们个人未来的工作方式时，我们预计这将是具有挑战性的逆风。”</i><b>第三季度财报公布后华尔街的想法</b></blockquote></p><p> 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.</p><p><blockquote>尽管该公司宣布未来将面临挑战，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增长潜力。</blockquote></p><p> Based 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.</p><p><blockquote>根据 11 位华尔街分析师在第三季度财报后对 Zoom 股票提供 12 个月目标价，其中 6 位给出买入建议，5 位表示中性。尽管如此，尽管共识评级不是买入，但预计当前水平的平均上涨潜力为 42%。</blockquote></p><p> Morgan 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).</p><p><blockquote>摩根士丹利的 Meta Marshall 表示，Zoom Video第三季度的表现超出了低预期，因为执行情况与战略一致。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 10 万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></p><p> Piper 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”.</p><p><blockquote>派珀-桑德勒（Piper Sandler）的詹姆斯-菲什（James Fish）将公司对ZM股票的目标价从369美元下调至299美元，尽管他维持了买入建议，并认为未来还有44%的上涨潜力。他认为，Zoom 第三季度的业绩 “净令人鼓舞”，流失率显示了稳定性。下调价格目标的理由是 “明年可能出现多重压缩和低谷”。</blockquote></p><p> Skeptical, 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.</p><p><blockquote>Evercore ISI 的彼得-莱文（Peter Levine）持怀疑态度，对 ZM 给予中性评级，目标价为 235 美元，他预测随着公司加大在研发、销售和营销方面的投资，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将面临一些挑战。</blockquote></p><p> Also 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.</p><p><blockquote>同样持怀疑态度的德意志银行分析师 Matthew Nikam 将该公司对Zoom Video的目标价从 350 美元下调至 280 美元，并在第三季度业绩公布后维持对该股的中性评级。这位分析师表示，“更难喜欢一只增长急剧放缓、盈利能力压力越来越大的股票”。然而，他看到了关键增长领域的积极战略举措。</blockquote></p><p> Lastly, 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.</p><p><blockquote>最后，瑞穗分析师 Siti Panigrahi 还将该公司对 Zoom 的目标价从 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 第三季度盈利高于预期，“扫清了一个较低的门槛”。这位分析师还表示，尽管 Zoom 在大流行后的增长面临压力，但 Zoom Phone、Zoom Rooms 和视频参与中心对混合员工的未来仍将至关重要。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/zoom-stock-growth-a-concern-but-experts-see-42-upside\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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,"tweetType":1,"viewCount":1341,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609991662"}
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