Zoom vs PTC
This page compares Zoom Video Communications Inc and PTC Inc, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, earns value, and positions itself within its industry. Educational content, not financial advice.
This page compares Zoom Video Communications Inc and PTC Inc, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understa...
Why It's Moving
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Which Baskets Do They Appear In?
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Explore BasketAI-Powered Productivity Platforms
Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
Explore BasketWhich Baskets Do They Appear In?
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A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: September 9, 2025
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Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
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Explore BasketInvestment Analysis
Zoom
ZM
Pros
- Zoom is undergoing a strategic AI-first transformation with advanced agentic AI capabilities that differentiate it in the collaboration and enterprise productivity market.
- The company shows solid financial health with $7.8 billion in cash and marketable securities, strong operating cash flow margin of 41.7%, and improved GAAP operating margins.
- Zoom’s diversified product portfolio now includes video conferencing, cloud phone, chat, workflow automation, and contact center solutions catering to multiple business sectors.
Considerations
- Revenue growth remains modest at just over 3% year-over-year, reflecting ongoing challenges to expand beyond its pandemic-era growth peak.
- Despite AI innovations, the stock’s price performance has shown volatility with some forecasts calling for a potential decline in share price over the near term.
- The company’s valuation metrics, such as forward P/E around 14, indicate expectations of growth but face pressure from intense competition and evolving remote work trends.
PTC
PTC
Pros
- PTC has demonstrated a strong competitive position in industrial software, particularly in CAD, IoT, and AR technologies that are increasingly critical for manufacturing digital transformation.
- The company consistently reports healthy profit margins and free cash flow, supporting ongoing investment in innovation and strategic acquisitions.
- PTC benefits from multi-industry exposure including automotive, aerospace, and industrial sectors, reducing reliance on any single market and providing diverse growth drivers.
Considerations
- PTC’s business is somewhat cyclical and sensitive to macroeconomic factors affecting capital spending by manufacturing clients.
- The company faces risks related to integration of recent acquisitions and the challenge of maintaining growth momentum in a competitive software industry.
- Valuation levels reflect substantial growth expectations, which may be pressured if technological adoption or digital transformation spending slows.
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