Subotovsky Santiago sold $69K of ZM (indirect holdings)

AI-related stocks rose Monday after Anthropic filed for an IPO, with Nvidia up 3% and Microsoft, Amazon, and others gaining. Analysts suggest a successful Anthropic IPO could reshape AI sector valuations, potentially diverting capital from tech giants. Shares of CoreWeave, Nebius, Micron, and others also increased. The broader semiconductor index rose over 3%.

Oppenheimer upgraded Zoom Communications (ZM) to Outperform with a $130 price target. Shares rose 4.1% in premarket trading. The upgrade follows the Zoomtopia conference. According to Oppenheimer, the company's performance is improving.

Oppenheimer upgraded Zoom Video (ZM) to Outperform with a $130 target, citing strong AI platform traction. Analysts noted impressive new services and growing customer uptake. ZM shares rose 4% premarket. The company aims for 6-8% revenue growth by fiscal 2030, supported by enterprise growth and AI-driven products.

Rosenblatt kept a Buy rating on Zoom Communications with a $130 price target, implying 33.4% upside from the Oct 20 close. The company has $7.2B in net cash and a 35-36% free cash flow margin. Zoom's focus on enterprise and CX solutions is driving market share gains and revenue growth.

Oppenheimer upgraded Zoom Video Communications (ZM) to Outperform with a $130 price target, citing progress in AI platform and new services. The stock is currently trading at $97.46, with a Fair Value of $124.60 according to InvestingPro. Other analysts have also commented on Zoom's AI integration and growth potential.

Zoom Communications (ZM) targets 6%-8% growth by 2030, focusing on AI integration. The company reported 7.5% enterprise growth, with AI adoption reducing churn. Zoom has authorized $4.7B in share repurchases, executing $3.4B. AI-related products and services are driving growth, with Contact Center AI business growing in the mid-100s.