奥本海默表示，Zoom的活动凸显了“对创新的承诺”

2025-09-18 23:42

Zoom Communications (NASDAQ:ZM) made several announcements at yesterday's Zoomtopia event, with investment firm Oppenheimer saying the unveilings highlight Zoom's “commitment to innovation.”
“AI Companion 3.0 was the key announcement from the event, which adds a number of new agentic skills to the product,” Oppenheimer analyst J. Parker Lane wrote in a note to clients. “The company's various growth drivers were unsurprisingly the focus of the event, as management noted that the team's top priority is accelerating the top-line. We believe Zoom continues to tell compelling stories around its AI monetization strategy and ZCX, and believe the investor session clearly displayed the company's confidence in realizing those visions.”
Lane kept his Hold rating on Zoom, but upped his price target to $90 from $80.
Aside from AI, Zoom's growth drivers are the same, Lane said: return its Online business unit to growth; continued progress in its Enterprise unit, including diversifying the product, continued progress in the core and bringing new routes to market.
Shares rose 0.5% in early trading on Thursday.

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