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Zoom Communications is drawing fresh investor attention after launching its AI-powered Revenue OS, with a new Simply Wall St analysis suggesting the company’s shares may be undervalued based on its cash-flow outlook. As of September 25, 2026, Zoom’s stock was around USD 90.35, down 66.2% over the past five years.
The launch of Zoom’s AI-powered Revenue OS and related tools has introduced a potential new avenue for monetization and future cash generation. The analysis said this opportunity depends on customers adopting the platform and its related tools at scale.
The Revenue OS is part of Zoom’s broader effort to expand beyond its traditional video-conferencing business. The company is using AI-powered products and tools to connect customer conversations, buyer intelligence, and revenue execution, potentially giving enterprise customers more functions within the platform.
However, the Simply Wall St analysis noted that the valuation case remains dependent on how successfully these products are adopted and translated into future cash flows.
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Simply Wall St’s two-stage Free Cash Flow to Equity model uses Zoom’s latest twelve-month free cash flow of around USD 1.89 billion as its starting point. The projections assume that these cash flows continue growing rather than shrinking.
Based on those estimates, the DCF calculation places Zoom’s intrinsic value substantially above its current share price of USD 90.35. The analysis links the gap partly to potential contributions from the AI-powered Revenue OS, while noting that the model relies on continued cash-flow growth.
Simply Wall St also highlighted a community narrative that places Zoom at 24% undervalued, based on expectations around enterprise adoption of AI-driven collaboration tools and unified communications.
The analysis also points to risks investors should consider, including three warning signs, two of which it classifies as major. It stresses that its valuation analysis is based on historical data and analyst forecasts and is not financial advice.
Zoom’s latest reported results showed second-quarter fiscal 2027 revenue of USD 1,277.2 million, up 4.9% year over year, while Enterprise revenue rose 7.8% to USD 787.5 million.
The company’s AI strategy, therefore, remains closely tied to whether newer products can drive adoption, revenue growth, and sustained cash generation as Zoom expands beyond its core meeting platform.
