
Zoom's stock has gained more than 30% since early 2026, outperforming the broader market due to firm revenue growth and strong profitability. The company's significant cash reserves and a stake worth over $1 billion in AI firm Anthropic add strategic value and upside potential. Recent share price gains of over 40% reflect improved fundamentals and potential benefits from Anthropic's upcoming IPO. This performance supports a reiterated buy rating for Zoom.