ZM Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: Zoom's recent efforts in AI and hybrid work environments could spark renewed interest and growth, supported by positive sentiment and a 35% rise in one year.




Bearish Case: Increased competition and persistent technical issues continue to challenge Zoom, exacerbated by past declines and visible on stable volatility levels.




Potential Outcomes: Zoom could stabilize (50% chance) due to balanced market forces, rise slightly amid AI initiatives (30%), or decline if competition intensifies (20%).




Trading Oracle: Consider a bearish credit spread. Sell $90 calls and buy $95 calls expiring in March 2025. Leverage stable implied volatility trends and recent downturns for a favorable risk/reward, anticipating limited upside.



February 05, 2025


Zoom Video Communications Forecast

ZM        Zoom Video Communications











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