Back in 2022, ARK predicted that $ZM stock would reach $1,500 per share in 2026. It's not over until the fat lady sings, but at $57 per share today, Zoom stock has a long way to go to meet ARK's lofty aspirations.

So, what went wrong with ARK's prediction? For starters, their bear case feels more like a bull case in disguise, with double digit revenue growth predicted. Zoom's current single-digit growth is barely outpacing inflation. Additionally, the metrics used in ARK's model aren't readily accessible, making their model difficult for the average retail investor to follow.

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 ARK's Zoom price target
03:04 Fact-checking the numbers
04:54 ZM stock today
05:58 Revenue per user and retention rates
07:27 Is Zoom an AI stock?
09:24 The biggest problem with ARK's model
12:00 Competition from Microsoft
12:49 Conclusion
14:46 Cathie's side of the story

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