Zoom $ZOOM stock saw a huge boost from the pandemic, but #ARKInvest thinks that's only the early shoots of growth. Using a sophisticated Monte Carlo model, ARK's analysts present a most likely price target for ZOOM stock - $1,500 a share by 01/01/2027. This estimate is based on lots of assumptions that can't be proven because Zoom uses a different language than ARK is using. One key driver? The use of #artificialintelligence by Zoom to build products for knowledge worker productivity. If you invest in Zoom stock, do it based on your own convictions, not the wildly optimistic outlook presented in ARK's valuation model. Just because #RemoteWorking boomed during the pandemic doesn't mean the trend will continue. Investors interested in riding this bull might at least wait until results roll in over the next quarter or two. In July, Zoom will limit its one-on-one video-conferencing calls to just 40 minutes in an obvious attempt to convert some of those freeloaders basic customers to paying customers. But Google Meet and Microsoft Teams, which are two of the top competitors, don’t appear to have any plans to follow suit. There’s also what we’re calling the Netflix effect: Paying subscribers will use their enterprise account for personal communications, so there’s always a friend with Zoom access to count on for those of us too cheap to pay. There’s no particular reason not to buy Zoom, just don’t do it because of a wildly optimistic Monte Carlo method that’s based on lots of assumptions.

RESEARCH PIECES USED IN THIS VIDEO:
1. Will Zoom Stock Hit $1,500 a Share by 2026?
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2. The Remote Connectivity Investment Thesis
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CHAPTERS:
00:00 Intro
01:29 ARK's bull thesis on Zoom
03:30 Four key variables for Zoom
04:32 The problem with ARPU
05:53 Zoom's customer base
07:24 ARK's Monte Carlo model
09:20 Users vs participants
10:44 Revenue per user estimates
13:50 Zoom needs to grow revenues
15:25 The post-pandemic thesis
18:24 Zoom's competitive advantages
19:30 Zoom's valuation
20:00 Conclusion

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