In February 2026, Vizrt unveiled two AI-driven solutions, InteractifAI and CaptivAIte, in collaboration with Zoom, aimed at enhancing engagement in corporate communications and webinars through advanced on-screen graphics and AV-over-IP integration. This partnership emphasizes Zoom’s strategy of leveraging collaborations, such as its involvement in Vizrt’s ISV Exchange Program, to differentiate its platform for professional users. Investors must recognize Zoom as a maturing collaboration platform still seeking demand, as revenue growth slows and earnings projections dip. While the stock has risen and may be undervalued by 27%, the outlook hinges on effective margin management amid less robust growth expectations. Evaluations of Zoom’s fair value range from $90 to $127, reflecting uncertain investor sentiment. As competition intensifies, customer retention becomes crucial. For deeper insights and diverse investment perspectives, explore multiple fair value estimates to gauge Zoom’s potential worth. Note: This analysis is not financial advice.
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