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

$28.27B

Market Cap

$17.86B

0.50%

Potential Profit

30.39%

Buy

Analyst Rating

Hold

Why It's Moving

Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.

Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.

Sentiment:

🐃Bullish

HPQ Dips as Morgan Stanley Flags IT Hardware Storm, Sparking Value Debate

Morgan Stanley slashed its HPQ price target by 10% to $18 while keeping an Underweight rating, dragging shares down 1.7% and pressuring peers like Dell.
Analysts highlight a 'perfect storm' in IT hardware, with HPQ underperforming the market by lagging S&P 500 gains amid a 13.65% monthly drop.
Despite pressure, HPQ trades at a low 7.2x P/E versus industry averages, fueling talk of undervaluation ahead of expected earnings growth.

Sentiment:

🐻Bearish

Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.

Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.

Sentiment:

🐃Bullish

HPQ Dips as Morgan Stanley Flags IT Hardware Storm, Sparking Value Debate

Morgan Stanley slashed its HPQ price target by 10% to $18 while keeping an Underweight rating, dragging shares down 1.7% and pressuring peers like Dell.
Analysts highlight a 'perfect storm' in IT hardware, with HPQ underperforming the market by lagging S&P 500 gains amid a 13.65% monthly drop.
Despite pressure, HPQ trades at a low 7.2x P/E versus industry averages, fueling talk of undervaluation ahead of expected earnings growth.

Sentiment:

🐻Bearish

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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