"Hidden Gem" Uncovered: Zoom's (ZM.US) Investment in Anthropic Shows Nearly 100-Fold Paper Gain; Baird Reiterates "Outperform" Rating

Stock News01-27

Shares of video conferencing company Zoom (ZM.US) surged more than 11% on Monday. This followed a report from investment firm Baird, which highlighted Zoom's investment in the generative artificial intelligence (AI) newcomer Anthropic.

Baird analyst William Power stated in a research note to clients, "While our and the market's focus has primarily been on Zoom's ability to gradually regain revenue growth momentum and capitalize on AI opportunities, the company's $51 million investment in Anthropic may be an underappreciated 'hidden gem'."

Power also reaffirmed an "Outperform" rating on Zoom and maintained a $95 price target. It is understood that Zoom's venture capital arm completed the investment in Anthropic in 2023; Anthropic is the developer of the popular Claude series of large AI models.

Earlier this month, reports indicated that Anthropic is in talks to secure $10 billion in funding at a valuation of $350 billion. Baird stated that, based on this valuation, Zoom's stake would be worth between $2 billion and $4 billion.

The latest data shows that Anthropic's recent annualized revenue has surpassed $9 billion.

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