Buy ZM by Jul 17, 2026.

In its FY26, Zoom collected about $4.8 billion in revenue and $1.9B in GAAP Net Income (+88% YoY) at a 13x P/E and 4.8x P/S - with about $8 billion in cash on the balance sheet. I'm considering starting a position in Zoom Communications after diving into their AI-first strategy. I've summarized the opportunity I'm thinking through below, and wanted to ask this community if others are considering Zoom or have thoughts on the company. \*\*Opportunity Summary\*\* \* Zoom is …