Zoom's Investment in Anthropic Soars in Value
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy ZM?
Source: stocktwits
- Investment Value Surge: Zoom's $51 million investment in Anthropic is now valued between $2 billion and $4 billion, assuming Anthropic's current valuation of $350 billion, highlighting the significant potential of this investment.
- Stock Price Surge: Zoom's shares soared nearly 11% on Monday, reaching a 52-week high of $94.83, reflecting market optimism regarding its AI opportunities and revenue growth.
- Strategic Investment Returns: In Q3, Zoom reported $406.1 million in gains from strategic investments, largely attributed to its Anthropic investment, which boosted its earnings per share by $1.33, enhancing financial performance.
- Market Sentiment Shift: Sentiment among Stocktwits users shifted from neutral to bullish regarding ZM, with message volumes significantly increasing, indicating growing investor confidence in Zoom's future prospects.
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Analyst Views on ZM
Wall Street analysts forecast ZM stock price to rise
20 Analyst Rating
12 Buy
7 Hold
1 Sell
Moderate Buy
Current: 92.240
Low
85.00
Averages
99.33
High
115.00
Current: 92.240
Low
85.00
Averages
99.33
High
115.00
About ZM
Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Company’s AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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