Kingsoft Cloud Holdings Limited vs Zoom Video Communications, Inc. — how do they compare? Kingsoft Cloud Holdings Limited trades at $11.67 (market cap $3.53B), while Zoom Video Communications, Inc. trades at $103.76 (market cap $31.10B). The key difference: Zoom Video Communications, Inc. is far larger — about 8.8× Kingsoft Cloud Holdings Limited's market cap, and Zoom Video Communications, Inc. is trading nearer its 52-week high, Kingsoft Cloud Holdings Limited nearer its low. Which is the better fit depends on your goals.
| KC | ZM | |
|---|---|---|
Market Cap | $3.53B | $31.10B |
Sector | Technology | Technology |
52-Week High | $18.21 | $111.88 |
52-Week Low | $8.58 | $69.96 |
Enterprise Value | $3.84B | $23.44B |
Signals from Pluang's Aura AI — not financial advice
Kingsoft Cloud (KC) trades at $11.66, down 2.55% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported revenue growth of 37% year-over-year in Q1 2026, driven by AI cloud services, but net income remains negative at -$936 million for 2025. Analyst consensus is strongly bullish with 70% buy ratings, citing AI-driven expansion and undervaluation relative to peers.
The outlook is positive due to AI revenue acceleration and analyst optimism, but risks include persistent losses, high capital expenditure, and competitive pressures in China's cloud market. Investors should weigh growth potential against profitability challenges ahead of Q2 2026 earnings on August 19, 2026.
Zoom Communications (ZM) trades at $103.75, down 3.22% on the day, near the analyst consensus low price target of $104.00. The stock shows a bullish technical trend per moving averages, though oscillators indicate overbought conditions. Fundamentally, revenue grew to $4.67 billion in 2025 with a strong net income margin of 41.99%, while recent earnings beat expectations in Q1 2026. Analyst sentiment is mixed with a 38.78% buy rating, and insider selling has been notable in recent weeks.
The outlook for ZM hinges on continued execution amid competitive pressures. Upside exists if the company meets Q2 2026 EPS expectations of $1.48 and sustains high profitability, but risks include insider selling trends and potential growth deceleration. The stock's valuation at a P/E of 15.62 appears reasonable if earnings growth persists.
Trailing returns across standard periods
Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →