Zoom Communications, Inc.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Riot Platforms Inc (Symbol: RIOT), where a total volume of 166,862 contracts has been traded thus far today, a contract volume which is representative of approximately 16.7 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 54.4% of RIOT's average daily trading volume over the past month, of 30.7 million shares. Particularly high volume was seen for the $11 strike put option expiring January 16, 2026, with 101,908 contracts trading so far today, representing approximately 10.2 million underlying shares of RIOT. Below is a chart showing RIOT's trailing twelve month trading history, with the $11 strike highlighted in orange:
Exxon Mobil Corp (Symbol: XOM) saw options trading volume of 71,741 contracts, representing approximately 7.2 million underlying shares or approximately 54.1% of XOM's average daily trading volume over the past month, of 13.3 million shares. Especially high volume was seen for the $125 strike call option expiring January 16, 2026, with 5,824 contracts trading so far today, representing approximately 582,400 underlying shares of XOM. Below is a chart showing XOM's trailing twelve month trading history, with the $125 strike highlighted in orange:
And Zoom Communications Inc (Symbol: ZM) saw options trading volume of 13,058 contracts, representing approximately 1.3 million underlying shares or approximately 53.5% of ZM's average daily trading volume over the past month, of 2.4 million shares. Particularly high volume was seen for the $85 strike call option expiring October 24, 2025, with 4,034 contracts trading so far today, representing approximately 403,400 underlying shares of ZM. Below is a chart showing ZM's trailing twelve month trading history, with the $85 strike highlighted in orange:
For the various different available expirations for RIOT options, XOM options, or ZM options, visit StockOptionsChannel.com.
Also see:
Howard Marks Stock Picks
PRGO Historical Stock Prices
Institutional Holders of STZ
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Thursday Option Activity: RIOT, XOM, ZM

Key Points
Microsoft is focusing on agentic AI as its next major growth opportunity.
Okta is well positioned to benefit from a surge in demand for identity security services for both human and nonhuman entities interacting with systems.
The company is seeing significant improvement in its financial trajectory.
Technology giant Microsoft (NASDAQ: MSFT) is gearing its portfolio to serve "human-led, agent-operated" enterprises.
The company has built a robust end-to-end artificial intelligence (AI) technology stack, comprising underlying hardware, a data layer made of the data and analytics platform Fabric, large language model orchestration through Foundry, and a dev layer categorizing activities as pro code and low code. And it's positioning Copilot as the front-end layer that can orchestrate specialized agents to get work done efficiently and effectively.
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Copilot is already gaining momentum. The virtual AI assistant boasts 100 million monthly active users. Nearly 70% of Fortune 500 companies are already using Copilot extensively. With a 430 million Microsoft 365 user base, there is still significant runway ahead for Copilot.
However, as AI agents proliferate in the global enterprise landscape, demand for a trusted identity infrastructure will also rise. Demand for identity security is also growing as enterprises migrate workloads from on-premises infrastructure to the cloud .
The surging need for authentication, authorization, and governance, not only of human users, but also of chatbots, digital agents, and agentic workflows, has opened a vast target market for cybersecurity players. With its identity-as-a-service platform, cybersecurity player Okta (NASDAQ: OKTA) is well-positioned to capitalize on this opportunity. The company is also leveraging AI technologies further to strengthen its threat detection and access control capabilities.
Microsoft is now laying the foundation for the next agentic AI wave. Similarly, here's why Okta can play an equally critical role in the identity security landscape.
Identity Security Fabric
Okta is helping clients build the Identity Security Fabric, an architecture that helps secure every identity, including employees, customers, partners, machines, and AI agents. It also secures all use cases of all these identities, as well as all the resources used in the organization.
Several specialized products, such as Identity Threat Protection, Okta Identity Governance, Okta Privileged Access, Highly Regulated Identity, and Fine Grained authorization, together form the Identity Security Fabric. These products are already contributing to the company's top-line growth. The company has consolidated all these specialized products into a complete identity security platform.
The success of this platform strategy is evident, considering that a major technology company is already upgrading its identity security infrastructure from several point solutions to Okta. The trend may continue among other enterprises, as Okta offers a more cost-effective yet technologically superior way for identity security management.
Okta's identity solutions are increasingly finding their way in mission-critical national infrastructure. The company's neutrality to cloud providers is also helping foster confidence. In the second quarter of fiscal 2026 (ending July 31, 2025), five out of the company's 10 top deals were with the U.S. public sector.
A robust go-to-market strategy
Okta has created dedicated sales teams, each with deep knowledge of specific buyer types, such as developers, IT buyers, and data security professionals. Additionally, the company has also created a broad partner ecosystem. All 20 out of the company's top 20 deals involved partners. This robust go-to-market strategy seems to mirror Microsoft's distributor ecosystem in its early years of growth.
Strong financials
Okta reported impressive financial performance in the second quarter, with revenues and earnings surpassing consensus estimates. Revenues were up 13% year over year to $728 million, of which $711 million were subscription revenues.
Okta's non-GAAP (generally accepted accounting principles) net income also soared 29% year over year to $169 million, while free cash flow was $162 million or 22% of its total revenues. The company ended the second quarter with a $4.15 billion subscription backlog, highlighting solid revenue visibility.
Okta has provided healthy guidance for fiscal 2025, with revenues expected to grow year over year by 10% to 11% and non-GAAP operating margin in the range of 25% to 26%. The company also expects a non-GAAP free cash flow margin of 28%. Further improvements in financials further reiterate confidence in the company's future growth story.
Long-term catalysts
The most significant catalyst for Okta is securing AI and nonhuman entities such as bots and autonomous AI agents.
Okta's Auth0 platform is helping developers build agents that are designed to be secure and compatible with the identity security fabric. Auth0 for AI agents offers services such as user authentication, safe credential storage, giving agents some autonomy while maintaining user control, and ensuring agents get access only to authorized resources.
Okta has also created a new open standard called Cross App Access to control resources that the AI agents can access. Several partners and internet service providers, including Amazon's AWS, Boomi, Box, Ryder, and Zoom, have showed interest in this innovation.
Okta is further extending its identity security capabilities through the acquisition of a modern Privileged Access Management (PAM) company called Axiom Security. Once completed, the deal will enable the company to ensure superior security and compliance across areas such as just-in-time access and unified control. The deal will also strengthen Okta's reach in areas such as securing connections between machines and with databases.
Okta's valuation
Okta is currently trading at 24.5 times forward earnings. The valuation is more like that of a software-as-a-service (SaaS) player, not as a category leader in the identity security landscape. Hence, there is definitely significant scope for expansion in valuation multiples, as the company sees rapid expansion in use cases in the AI agent dominated enterprise.
Improving profitability and an expanding product portfolio can potentially position the company as the "Microsoft" of the identity security layer in coming years.
Should you invest $1,000 in Okta right now?
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Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Microsoft, Okta, and Zoom Communications. The Motley Fool recommends Box and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: The Next Microsoft-Level Stock Could Come From an Unexpected AI Niche

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
ACM RESEARCH INC (ACMR) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: ACM Research, Inc. develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, plasma-enhanced chemical vapor deposition (PECVD), and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. It has also developed Timely Energized Bubble Oscillation (TEBO) technology for application in wet wafer cleaning during the fabrication of two-dimensional (2D) and three-dimensional wafers with fine feature sizes. It has designed these tools for use in fabricating foundry, logic, and memory chips, including dynamic random-access memory (DRAM), 3D NAND-flash memory chips, and compound semiconductor chips. It also develops, manufactures, and sells a range of advanced packaging tools to wafer assembly and packaging customers. Its other advanced packaging tools include Ultra ECP ap, Ultra C Developer, and Ultra C PR Megasonic-Assisted Stripper.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ACM RESEARCH INC
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The Companys integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORTINET INC
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 81% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ZOOM COMMUNICATIONS INC
INTERDIGITAL INC (IDCC) is a mid-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: InterDigital, Inc. is a global research and development company focused primarily on wireless, video, artificial intelligence (AI), and related technologies. It designs and develops foundational technologies that enable connected, immersive experiences in a range of communications and entertainment products and services. The Company licenses its innovations worldwide to companies providing such products and services, including makers of wireless communications devices, consumer electronics, Internet of Things (IoT) devices, cars and other motor vehicles and providers of cloud-based services such as video streaming. It focuses on wireless technology, which is used in wireless products and networks, from the earliest digital cellular systems to fifth generation (5G) and advanced Wi-Fi technologies. The Company also focuses on video processing and video encoding/decoding technology, with a significant AI research effort that intersects with both wireless and video technologies.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of INTERDIGITAL INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 10/22/2025

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
QUALCOMM INC (QCOM) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of QUALCOMM INC
UNITED MICROELECTRONICS CORP (ADR) (UMC) is a large-cap value stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: United Microelectronics Corp is a global semiconductor foundry. The Company provides integrated circuit (IC) production for applications spanning every sector of the electronics industry. The Company operates through two segments. The Wafer Fabrication segment is mainly engaged in the manufacture of chips to the design specifications of its customers by using its own processes and techniques. The New Business segment is engaged in the research, development, manufacture and provision of solar energy. The Company is engaged in the maintenance of a customer base across various industries, including communication, consumer electronics, computer, memory, new generation light-emitting diode (LED) and others, while focusing on manufacturing for applications, including networking, telecommunications, Internet, multimedia, personal computers (PCs) and graphics.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNITED MICROELECTRONICS CORP (ADR)
APPLIED MATERIALS INC (AMAT) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates in three segments: Semiconductor Systems, Applied Global Services (AGS), and Display. The Semiconductor systems segment designs, develops, manufactures and sells a range of primarily 300 mm equipment used to fabricate semiconductor chips, also referred to as integrated circuits (ICs). The AGS segment provides services, spares and factory automation software to customer fabrication plants globally. The AGS segment also manufactures and sells 200mm and other equipment. The Display segment is comprised primarily of products for manufacturing liquid crystal displays (LCDs), organic light-emitting diodes (OLEDs), and other display technologies for televisions, monitors, laptops, personal computers (PCs), tablets, smartphones, and other consumer-oriented devices.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of APPLIED MATERIALS INC
FABRINET (FN) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FABRINET
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 81% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ZOOM COMMUNICATIONS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 10/6/2025

Key Points
Figma's stock fell 26.2% in September 2025, its second consecutive month of double-digit losses following the company's August IPO.
Despite two months of steep declines, Figma shares still trade well above the $33 IPO price at nearly $52 per share.
The dramatic first-day IPO pop from $33 to $65.57 set up unrealistic expectations that are now being corrected in real time.
Shares of Figma (NYSE: FIG) fell 26.2% in September 2025, according to data from S&P Global Market Intelligence. That's the second double-digit price drop in two months, following Figma's initial public offering (IPO) on Aug. 1, 2025. On the upside, September's plunge was softer than August's 39% crash.
The company published its first quarterly report as a public company last month. The market reaction to that presentation accounted for most of August's investor pain.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Wall Street wanted more from Figma's debut report
Figma posted 41% year-over-year revenue growth in the second quarter of 2025, landing at $249.6 million. Adjusted net income rose 39% to $19.8 million, but both the new tally and the year-ago figure rounded off to breakeven earnings per share. The analyst consensus had called for earnings near $0.08 per share on sales in the neighborhood of $248.7 million. So that was a mixed bag with a mild revenue surprise and a more substantial bottom-line miss.
Looking ahead, Figma's management issued fairly bullish revenue guidance, with next-quarter and full-year targets just ahead of the Wall Street consensus.
Investors shrugged off the solid revenues to focus on Figma's earnings miss instead. The stock fell 19.9% the next day, followed by continued volatility for the rest of the month.
What goes up on IPO day often comes down quickly
The stock soared sky high on its IPO date. The stock was priced for sale at $33 per share but closed the first trading day at $65.57. Even now, after two months of steep price drops, Figma's stock trades well above the official IPO price at nearly $52 per share.
Getting in early on exciting IPOs can be a risky business. It's not a hard and fast rule but skyrocketing first-day prices are often followed by harsh price corrections right away. That's really what's going on here, as Figma investors adjust their expectations after August's soaring debut.
And there may be further price drops in the months ahead. The stock still looks incredibly expensive, trading at 277 times trailing earnings and 28.5 times sales.
Figma's technology is indeed exciting, using artificial intelligence (AI) and advanced collaboration tools to help teams of people create stunning web sites and mobile apps. The client list includes big names like Netflix, Duolingo, Zoom, and The New York Times -- all online veterans with the resources to choose any graphic design platform. And they all ended up using Figma.
But even when the sky is the limit, there's always a limit. Figma's stock probably shouldn't be worth $25.4 billion at this early stage, but that's the deal today. I don't mind watching this cooldown playing out from Wall Street's sidelines. The original IPO price of $33 per share looks like a more reasonable entry point. The stock is just too hot to handle so far.
Should you invest $1,000 in Figma right now?
Before you buy stock in Figma, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Figma wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $631,456!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,147,755!*
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Anders Bylund has positions in Duolingo and Netflix. The Motley Fool has positions in and recommends Netflix, The New York Times Co., and Zoom Communications. The Motley Fool recommends Duolingo. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Figma's Stock Lost 26% Last Month

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The Companys integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORTINET INC
FABRINET (FN) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FABRINET
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 81% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ZOOM COMMUNICATIONS INC
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 9/26/2025

Zoom Communications ZM has been steadily scaling beyond its pandemic-era reliance on video meetings into a diversified collaboration platform. With solutions spanning Zoom Phone, Contact Center, Workvivo and the AI-powered Zoom Workplace, the company is broadening its reach across both industries and geographies, positioning itself as a global unified communications provider.
International scaling is evident with all major regions delivering robust year-over-year growth during the second quarter of fiscal 2026. The Americas contributed $873.97 million in revenue, up 4.6% year over year. Europe, the Middle East and Africa Combined (EMEAC) added $200 million, increasing 5.7% year over year, while Asia Pacific generated $148.3 million, growing 4.2% year over year. The consistent progress across regions indicates that international markets are beginning to play a larger role in Zoom’s growth narrative, helping diversify revenue beyond its home base.
To sustain the trajectory, Zoom is broadening its go-to-market reach through new distribution channels and deepening strategic partnerships to enhance enterprise penetration globally. Expanded availability on marketplaces such as AWS is creating efficient routes into multinational accounts, while collaborations with consulting majors like PwC are accelerating adoption in complex enterprise environments. These efforts are complemented by product enhancements, including AI Companion 3.0 and departmental solutions, which are expected to resonate strongly with multinational and hybrid workforces, enhancing global adoption.
Geography-wise, the Zacks Consensus Estimates for third-quarter fiscal 2026 revenues from the Americas is pegged at $870.53 million (up 3% year over year), $194.32 million for EMEAC (up 4% year over year) and $149 million for Asia Pacific (up 3.2% year over year). With expansion momentum holding steady and enterprise upgrades gaining traction, Zoom’s global push could be a sign of more upside ahead.
How Zoom’s Rivals Are Working on Global Expansion
Zoom’s rivals, including Microsoft MSFT and Cisco CSCO, are also expanding global reach to enhance their market share in the team collaboration tool space. Microsoft continues to drive global adoption of Teams by leveraging its Office 365 ecosystem, which embeds collaboration directly into enterprise productivity workflows. Cisco is extending Webex globally, supported by investments in local data centers and hybrid work solutions that appeal to regulated industries and multinational customers. While Microsoft benefits from bundling scale and Cisco from infrastructure depth, Zoom differentiates through AI-driven innovation and platform flexibility as it builds global momentum.
Zoom’s Share Price Performance, Valuation and Estimates
Zoom shares have appreciated 2.4% year to date, while the Zacks Internet – Software industry and the Zacks Computer and Technology sector have increased 26.5% and 22.4%, respectively.
ZM’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Zoom stock is currently trading at a forward 12-month Price/Sales ratio of 5.14X compared with the industry’s 6.01X. Zoom has a Value Score of D.
ZM Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for third-quarter fiscal 2026 earnings is pegged at $1.42 per share, which is up four cents over the past 30 days, indicating a year-over-year improvement of 2.9%.
Zoom Communications, Inc. Price and Consensus
Zoom currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zoom's Global Expansion Picks Up: A Sign of More Upside?

Zoom Communications ZM shares are trading at a significant discount, with a forward 12-month Price/Earnings of 14.82X compared with the Zacks Internet - Software industry’s 40.19X. Zoom has undergone a substantial transformation from its pandemic-era video conferencing origins into a broader workplace collaboration platform. This strategic evolution encompasses unified communications, contact center solutions and artificial intelligence-powered productivity tools that compete with established players such as Microsoft’s Teams MSFT,Cisco Systems' Webex CSCO and Alphabet’s Google Meet GOOGL. Even with the diversification into hybrid work solutions, Zoom continues to trade at a discount to peers. Microsoft, Cisco Systems and Alphabet are currently trading at 32.06X, 16.59X and 23.94X, respectively.
Zoom’s Valuation
Image Source: Zacks Investment Research
Zoom shares have returned 5.7% Year to Date (YTD), while the Zacks Internet - Software industry and the Zacks Computer and Technology sector have returned 24.1% and 20.3%, respectively. Microsoft, Cisco and Alphabet have appreciated 21%, 14.4% and 31.8% in the year-to-date period, respectively.
Zoom Stock’s YTD Performance
Image Source: Zacks Investment Research
This performance divergence suggests the market has not fully recognized Zoom's operational improvements and strategic positioning enhancements. Despite the modest stock performance, technical indicators suggest potential momentum shifts. Zoom shares are currently trading above both their 50-day and 200-day simple moving averages, indicating underlying technical strength and potential bullish momentum.
Zoom Stock Trades Above the 50-Day & 200-Day SMAs
Image Source: Zacks Investment Research
The key question is whether Zoom’s fundamentals and growth drivers support a potential re-rating at these discounted levels. Let’s delve deep to find out.
Revenue Growth Acceleration Demonstrates Business Momentum
Zoom's revenue momentum in the second quarter of fiscal 2026 illustrates a fundamental shift in business trajectory, with total revenues reaching $1.22 billion, representing 4.7% year-over-year growth, suggesting improved business fundamentals. Enterprise revenues rose 7% and accounted for 60% of total revenues, driven by strength in Zoom Phone and Contact Center solutions. Customers contributing more than $100,000 in trailing 12-month revenues grew 8.7% to 4,274, suggesting steady upmarket traction. Geographically, revenues from the Americas increased 5% year over year, while EMEA advanced 6% and APAC improved 4%. The balanced performance across regions highlights diversified demand and reduces reliance on any single geography, strengthening visibility for sustained revenue momentum.
The Zacks Consensus Estimate for third-quarter fiscal 20265 revenues is pegged at $1.21 billion, indicating 2.99% growth year over year. The consensus mark for earnings is pegged at $1.42 per share, up four cents in the past 30 days and suggesting a 2.9% year-over-year improvement, while the Current Remaining Performance Obligations are pegged at $2.44 billion for the third quarter, up 6.5% year over year, reinforcing visibility into sustained enterprise demand.
Zoom's Price and Consensus
Artificial Intelligence Integration and Product Diversification Drive Growth
The strategic implementation of artificial intelligence capabilities across Zoom's platform creates substantial competitive advantages and revenue expansion opportunities. AI Companion monthly active users have increased over 4X year over year in the second quarter, with millions utilizing these capabilities throughout the meeting lifecycle and beyond traditional summaries. The launch of Custom AI Companion and Virtual Agent 2.0 demonstrates monetization potential, as evidenced by a Fortune 200 technology company deploying the paid AI add-on for nearly 60,000 employees. This AI-first approach differentiates Zoom from Microsoft Teams, which relies heavily on Office 365 integration, Cisco Webex, which maintains a more traditional feature set despite recent improvements and Alphabet's Google Meet, which leverages Google Workspace connectivity.
Zoom's expansion into contact center and unified communications markets provides significant growth vectors beyond core video conferencing. Zoom Contact Center customers with over $100,000 annual recurring revenue grew 94% year over year to 229, highlighting the successful penetration of enterprise accounts. The solution's artificial intelligence capabilities, including Expert Assist and quality management features, contributed to all top ten contact center deals being competitive displacements. Zoom Phone continues generating mid-teens annual recurring revenue growth while gaining market share against established providers, demonstrating the effectiveness of the "better together" strategy that integrates voice, collaboration and customer engagement solutions.
Employee experience solutions through Workvivo continue showing strong momentum, with customers generating over $100,000 in annual recurring revenues, reaching 168 customers, up 142% year over year. Notable enterprise wins include Marubeni Corporation, a large Japanese conglomerate that transitioned from Meta Workplace with more than 10,000 licenses to elevate employee communications and engagement. This diversification into employee experience platforms complements Zoom Phone's unified communications capabilities, creating comprehensive workplace solutions that compete effectively against Microsoft Teams, Cisco Webex, and Alphabet's Google Meet in the broader collaboration market.
Conclusion
Zoom Communications represents a compelling investment opportunity at current valuation levels. The combination of attractive valuation metrics, accelerating business fundamentals, successful product diversification and technical momentum indicators suggests investors should consider purchasing shares. While competition from peers remains intense, Zoom's specialized focus, superior profitability and innovation capabilities position the company for sustained outperformance as the market eventually recognizes the disconnect between current pricing and underlying business value.
Zoom Communications currently sports a Zacks Rank #1 (Strong Buy), which implies that investors should start accumulating the stock right now. You can see the complete list of today's Zacks #1 Rank stocks here.
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7 Best Stocks for the Next 30 Days
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should Investors Buy the ZOOM Stock at a Discounted P/E of 14.8X?

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Core & Main Inc (Symbol: CNM), where a total volume of 11,063 contracts has been traded thus far today, a contract volume which is representative of approximately 1.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 64.6% of CNM's average daily trading volume over the past month, of 1.7 million shares. Especially high volume was seen for the $50 strike put option expiring September 19, 2025, with 1,143 contracts trading so far today, representing approximately 114,300 underlying shares of CNM. Below is a chart showing CNM's trailing twelve month trading history, with the $50 strike highlighted in orange:
Zoom Communications Inc (Symbol: ZM) options are showing a volume of 26,373 contracts thus far today. That number of contracts represents approximately 2.6 million underlying shares, working out to a sizeable 62.6% of ZM's average daily trading volume over the past month, of 4.2 million shares. Particularly high volume was seen for the $89 strike call option expiring September 12, 2025, with 14,793 contracts trading so far today, representing approximately 1.5 million underlying shares of ZM. Below is a chart showing ZM's trailing twelve month trading history, with the $89 strike highlighted in orange:
And Microsoft Corporation (Symbol: MSFT) saw options trading volume of 124,083 contracts, representing approximately 12.4 million underlying shares or approximately 58.1% of MSFT's average daily trading volume over the past month, of 21.4 million shares. Particularly high volume was seen for the $502.50 strike call option expiring September 12, 2025, with 7,680 contracts trading so far today, representing approximately 768,000 underlying shares of MSFT. Below is a chart showing MSFT's trailing twelve month trading history, with the $502.50 strike highlighted in orange:
For the various different available expirations for CNM options, ZM options, or MSFT options, visit StockOptionsChannel.com.
Also see:
Funds Holding IDIX
ISDR Stock Predictions
AMDA Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: CNM, ZM, MSFT

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
FAIR ISAAC CORP (FICO) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fair Isaac Corporation is an applied analytics software company. The Company is focused on using predictive analytics and data science to improve operational decisions. The Company operates through two segments: Scores and Software. The Scores segment includes the Company's business-to-business scoring solutions and services which give its clients access to predictive credit and other scores. This segment includes its business-to-consumer scoring solutions, including its myFICO.com subscription offerings. The Companys Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process, such as account origination, customer management, customer engagement, fraud detection and marketing as well as associated professional services. This segment includes FICO Platform, a modular software offering designed to support advanced analytic and decision use cases as well as stand-alone analytic and decisioning software.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
CURRENT QUARTER EARNINGS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
Detailed Analysis of FAIR ISAAC CORP
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
CURRENT QUARTER EARNINGS:
PASS
Detailed Analysis of ZOOM COMMUNICATIONS INC
FABRINET (FN) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FABRINET
CANON INC (ADR) (CAJPY) is a large-cap growth stock in the Misc. Capital Goods industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Canon Inc is a Japan-based company mainly engaged in business activities ranging from development and production to sales and service in the fields of printing, medical, imaging, and industrial. The Company consists of four business segments. The Printing Business Unit segment provides digital continuous ledger printers and digital cut sheet printers. The Medical Business Unit segment provides diagnostic ultrasound systems and X-ray systems. The Imaging Business Unit segment is engaged in the provision of interchangeable lens digital cameras, interchangeable lenses, and compact digital cameras. The Industrial Business Unit segment is engaged in the provision of semiconductor lithography equipment. The Company also provides handy terminals and document scanners.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CANON INC (ADR)
FISERV INC (FI) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fiserv, Inc. is a global provider of payments and financial services technology solutions. Its segments include Merchant Solutions (Merchant) and Financial Solutions (Financial). The businesses in its Merchant segment provide commerce-enabling products and services to companies of all sizes around the world. These products and services include merchant acquiring and digital commerce services; mobile payment services; security and fraud protection solutions; stored-value solutions; software-as-a-service; POS devices; and pay-by-bank solutions. The business lines in its Merchant segment consist of small business, enterprise, and processing. The businesses in its Financial segment provide products and services to financial institutions, corporate and public sector clients across the world, enabling the processing of customer loan and deposit accounts, digital payments and card transactions. The business lines in its Financial segment consist of digital payments, issuing, and banking.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FISERV INC
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	0.00 28.98
Price/Sales	5.00 2.58
P/B	0.00 2.76
P/FCF	0.00 24.31

Indicator	TTM Median
ROE	0.00 15.33
ROA	0.00 6.66
Net Worth	0.00 0.98
Quick Ratio	0.00 1.53
Current Ratio	4.00 1.84

Indicator	TTM Median
Net Profit Margin	17.00 9.71
Operating Margin	0.00 11.07
Gross Margin	0.00 50.00
Return on tangible equity	0.00 27.59

Indicator	TTM Median
EPS	0.71 0.24
EPS Forecast	0.64 0.19
Revenue	0.00 73.00M
Gross Profit	0.00 —
EBITDA	0.00 —

Zoom Communications, Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue