Back to today’s briefing

Story perspectives

Zoom Shares Soar 11% on Anthropic Investment Potential

1/26/2026

23 3 Full Breakdown

Summary

Story summary

Zoom Video Communications shares jumped about 11% after Baird analysts valued Zoom's Anthropic investment at $2–$4 billion.
Zoom invested $51 million in Anthropic in May 2023, with analysts estimating the stake could return roughly 78x if IPO rumors materialize.
JPMorgan raised Zoom's price target from $85 to $90 and maintained a Neutral rating.
Wall Street forecasts an average 1-year price target of $99.33 for Zoom stock.

1 of 1

Story summary

Zoom Video Communications shares jumped about 11% after Baird analysts valued Zoom's Anthropic investment at $2–$4 billion.
Zoom invested $51 million in Anthropic in May 2023, with analysts estimating the stake could return roughly 78x if IPO rumors materialize.
JPMorgan raised Zoom's price target from $85 to $90 and maintained a Neutral rating.
Wall Street forecasts an average 1-year price target of $99.33 for Zoom stock.