ZMSoftware
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Get what investors say about ZM next
1 investor call on ZM in the last 90 days (1 bullish, 0 bearish). Follow ZM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ZM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ZM
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-11 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Zoom's partnership with Anthropic makes its upward momentum trustworthy unlike the broader software rally… |
| 2026-01-29 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Chit Chat Stocks | Zoom's $2-4B estimated Anthropic stake represented roughly 25% of its market cap at ~10x cash flow, making it… |
| 2025-12-23 | Ali GhodsiCo-founder & CEO, Databricks | Bullish | interview | Zoom captures all business conversations, making it the natural data entry layer that could feed enterprise… |
| 2023-10-19 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Timely Investment Research | Zoom's new AI-driven product suite (including Zoom Docs) positions it as a serious competitor in the AI… |
| 2022-06-21 | David HardenCEO & CIO, Summit Global Investments | Bearish | Fox Market Check (playlist) | Pandemic-era tailwinds are fully spent as workforces return to offices, removing the demand driver that… |
| 2021-10-12 | Lou BasenesePresident & chief market strategist, MDB Capital Holdings | Bearish | Fox Making Money | Zoom fatigue has durably set in post-COVID and the stock still needs to be cut in half again from its… |
Next report: 23 Nov 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 25 Aug 2026 | after the close | 1.55 vs 1.52 | -1.6% |
Notable options days
Sessions in the last 120 where ZM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-26 | ||||||
| 2026-08-25 | ||||||
| 2026-08-04 | ||||||
| 2026-08-03 | ||||||
| 2026-07-24 | ||||||
| 2026-07-16 | ||||||
| 2026-07-13 | ||||||
| 2026-05-21 |
ZM on the Wheel
ZM did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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