Zoom vs HP
Video communications platform powering meetings and collaboration tools vs Global PC and printer giant with recurring revenue. Which is the better buy for your portfolio in June 2026? Plain-English answer below.
Zoom Video Communications sells cloud-based video conferencing and collaboration tools to enterprises and individuals after explosive pandemic-era growth gave way to slower expansion in a saturated market, while HP Inc. sells printers, PCs, and related supplies through a global hardware and services business that generates steady free cash flow. Both technology companies face competition from platform giants and must convince customers to pay for solutions that increasingly feel commoditized. The Zoom vs HP comparison breaks down how software subscription economics and hardware refresh cycles drive free cash flow, buyback capacity, and the long-term case for each stock.
Zoom Video Communications sells cloud-based video conferencing and collaboration tools to enterprises and individuals after explosive pandemic-era growth gave way to slower expansion in a saturated ma...
Why It’s Moving
Zoom is drawing analyst support as Wall Street sees room for a rebound in 2026.
- Analyst models point to a broadly bullish setup, with consensus targets implying meaningful upside from recent trading levels, which is keeping the stock on watchlists.
- The market appears to be responding to expectations that Zoom’s business has stabilized after its pandemic-era reset, making valuation expansion easier if growth and profitability remain steady.
- No major earnings surprise or company announcement appears to be driving the stock in the last 7 days, so the move is more tied to broader analyst sentiment and forecast revisions than to a fresh headline.
HPQ is drawing attention as analysts lean constructive, but the next catalyst is still HP’s late-August earnings update.
- Analysts remain broadly constructive on HPQ’s 12-month outlook, which is keeping the stock in focus even though consensus ratings are still mixed and generally cautious.
- The next earnings release is expected in late August 2026, and investors are watching it for signs that demand trends and cost discipline can support the 2026 forecast.
- Recent analyst models point to upside potential from current levels, but the spread between bullish and cautious views shows the stock is still trading on expectations rather than a new hard catalyst.
Zoom is drawing analyst support as Wall Street sees room for a rebound in 2026.
- Analyst models point to a broadly bullish setup, with consensus targets implying meaningful upside from recent trading levels, which is keeping the stock on watchlists.
- The market appears to be responding to expectations that Zoom’s business has stabilized after its pandemic-era reset, making valuation expansion easier if growth and profitability remain steady.
- No major earnings surprise or company announcement appears to be driving the stock in the last 7 days, so the move is more tied to broader analyst sentiment and forecast revisions than to a fresh headline.
HPQ is drawing attention as analysts lean constructive, but the next catalyst is still HP’s late-August earnings update.
- Analysts remain broadly constructive on HPQ’s 12-month outlook, which is keeping the stock in focus even though consensus ratings are still mixed and generally cautious.
- The next earnings release is expected in late August 2026, and investors are watching it for signs that demand trends and cost discipline can support the 2026 forecast.
- Recent analyst models point to upside potential from current levels, but the spread between bullish and cautious views shows the stock is still trading on expectations rather than a new hard catalyst.
Investment Analysis
Zoom
ZM
Pros
- Zoom has successfully transitioned to an AI-first platform, introducing agentic AI capabilities improving productivity for knowledge workers.
- Operating cash flow surged 21.7% to $1.95 billion in fiscal 2025 with a strong 41.7% cash flow margin, highlighting operational efficiency.
- The company maintains a robust balance sheet with approximately $7.8 billion in cash and marketable securities, enabling innovation and share repurchases.
Considerations
- Zoom's stock price exhibits volatility reflecting uncertainties in post-pandemic demand and evolving remote work trends.
- Despite growth, revenue increased modestly by only 3.1% year over year in fiscal 2025, indicating challenges in accelerating expansion.
- Intense competition in cloud communications and collaboration markets could pressure Zoom's long-term market share and profitability.
HP
HPQ
Pros
- HP Inc. benefits from a diverse product portfolio spanning printers, personal systems, and 3D printing technologies, reducing reliance on any single segment.
- Recent strategic focus on sustainable printing solutions and digital manufacturing positions HP well for future market needs.
- HP generates steady cash flow and has maintained investment-grade credit ratings, supporting operational stability and shareholder returns.
Considerations
- HP faces significant exposure to cyclical PC and printer markets, making revenues sensitive to macroeconomic downturns.
- The company encounters escalating raw material and component costs, which can compress profit margins amid competitive pricing pressures.
- Execution risks remain from ongoing shifts in customer preferences and rapid technology changes, requiring continual product innovation.
Zoom (ZM) Next Earnings Date
Zoom’s next earnings date is estimated for August 20, 2026, with the company not yet having formally confirmed the release. The report is expected to cover Q2 FY2027 earnings. This timing is based on Zoom’s historical reporting pattern and current earnings-calendar estimates.
HP (HPQ) Next Earnings Date
HPQ’s next earnings date is currently estimated for August 26, 2026, with some calendars showing a range of August 26–31 pending formal confirmation. The report will cover fiscal Q3 2026 results. HP has not yet officially announced the date, so the timing should be treated as estimated rather than confirmed.
Zoom (ZM) Next Earnings Date
Zoom’s next earnings date is estimated for August 20, 2026, with the company not yet having formally confirmed the release. The report is expected to cover Q2 FY2027 earnings. This timing is based on Zoom’s historical reporting pattern and current earnings-calendar estimates.
HP (HPQ) Next Earnings Date
HPQ’s next earnings date is currently estimated for August 26, 2026, with some calendars showing a range of August 26–31 pending formal confirmation. The report will cover fiscal Q3 2026 results. HP has not yet officially announced the date, so the timing should be treated as estimated rather than confirmed.
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