Posts  / ZM  / #POST-239814
REDDIT

Zoom $ZM - Long Term Play

N
Jul 17, 2026 · 07:34

Anyone else looking or have Zoom $ZM for a long term play? Hold nearly 8 billion in cash, zero debt. Annual cash flow. They are profitable. PE of 13. Has contracts with multiple large organizations and continues to see customer growth. Especially in a post pandemic world they are continuing to be used. They have profited $1.5 billion in Anthropic. They are continuing to grow their AI services. From a society POV, using the word “Zoom” is now a household name. From a chart technical it’s down 85% from its COVID highs and looks to just be consolidating or accumulating for the last several years. Snagging shares here seems like a good low risk, very high upside play for the long-term. Downside risk is Teams but that’s competition that is typical of a market.