Zoom vs HP

Zoom and HP are compared here, focusing on business models, financial performance, and market context to illuminate how the two companies operate and compete. The page presents neutral, accessible information on strategy, revenue streams, and industry position, without judgments or investment guidance. Educational content, not financial advice.

Zoom and HP are compared here, focusing on business models, financial performance, and market context to illuminate how the two companies operate and compete. The page presents neutral, accessible inf...

Comparison Snapshot

Key Financial Metrics

ZM

Metric

HPQ

$27.50B

Market Cap

$18.19B

6.97%

Potential Profit

32.93%

Buy

Analyst Rating

Hold

Why It's Moving

Zoom Stock Dips Amid Market Gains as Q4 Earnings Date Looms on February 25.

Earnings announcement highlights Q4 guidance of $1.48-$1.49 EPS and FY2026 outlook at 5.95-5.97 EPS, building on Q3's $1.23B revenue beat and EPS gains.
Stock trades near 52-week high of $97.58 and above 200-day MA of $80.77, yet recent sessions saw declines despite positive analyst 'Moderate Buy' consensus.
Short interest dropped notably, easing selling pressure as investors anticipate updates on AI initiatives and the $1B buyback program.

Sentiment:

⚖️Neutral

HP Unveils AI-Powered PCs and Printers at CES 2026, Sparking Buzz in PCs and Printers Sector

Debuted world's first commercial notebooks with up to 85 TOPS NPU for seamless AI multitasking, including EliteBook X G2 Series and OmniBook Ultra 14 with Snapdragon X2 Elite.
Integrated Microsoft Copilot into HP Office Print devices for instant productivity boosts at the printer, plus new firmware recovery in Workforce Experience Platform.
Declared quarterly dividend payable April 1, yielding 6.2%, while National Pension Service boosted its HPQ stake, underscoring investor confidence despite mixed analyst holds.

Sentiment:

🐃Bullish

Zoom Stock Dips Amid Market Gains as Q4 Earnings Date Looms on February 25.

Earnings announcement highlights Q4 guidance of $1.48-$1.49 EPS and FY2026 outlook at 5.95-5.97 EPS, building on Q3's $1.23B revenue beat and EPS gains.
Stock trades near 52-week high of $97.58 and above 200-day MA of $80.77, yet recent sessions saw declines despite positive analyst 'Moderate Buy' consensus.
Short interest dropped notably, easing selling pressure as investors anticipate updates on AI initiatives and the $1B buyback program.

Sentiment:

⚖️Neutral

HP Unveils AI-Powered PCs and Printers at CES 2026, Sparking Buzz in PCs and Printers Sector

Debuted world's first commercial notebooks with up to 85 TOPS NPU for seamless AI multitasking, including EliteBook X G2 Series and OmniBook Ultra 14 with Snapdragon X2 Elite.
Integrated Microsoft Copilot into HP Office Print devices for instant productivity boosts at the printer, plus new firmware recovery in Workforce Experience Platform.
Declared quarterly dividend payable April 1, yielding 6.2%, while National Pension Service boosted its HPQ stake, underscoring investor confidence despite mixed analyst holds.

Sentiment:

🐃Bullish

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.

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