Why Zoom Video Communications, Zscaler, and Just Eat Takeaway.com Fell Hard

Motley Fool2022-01-05

What happenedShares of Zoom Video Communications(NASDAQ:ZM),Zscaler(NASDAQ:ZS), and Just Eat Takeaway.com(NASDAQ:GRUB)finished Tuesday down by 2.4%, 6.7%, and 8.1%, respectively. Zoom and Zscaler were...

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Comments

saimatkong
2022-01-05
saimatkong
Okay
koolgal
2022-01-05
koolgal
Zoom share price has taken a beating as investors are rotating into financial and energy stocks with the opening of the economies. Hopefully things will improve but need to hold long term to reap the benefits.
superpopo
2022-01-05
superpopo
Ya why?
JcJc
2022-01-05
JcJc
👍
Shandon
2022-01-05
Shandon
Ok
Shandon
2022-01-05
Shandon
Ok

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On Tuesday, the 10-year Treasury bond yield and the price of crude oil both rose, indicating that investors may be anticipating both a strengthening economy and a relatively rapid emergence from the sharp omicron surge now impacting the country.In recent days, former Food and Drug Administration Commissioner Dr. Scott Gottlieb stated publicly via a variety of media outlets that the omicron surge in the hardest-hit parts of the U.S. may reach its peak in a couple of weeks, and that the national peak could possibly occur in February.Good news on the economy means good news for stocks, right? Well, not for these particular stocks. Obviously, Zoom soared early in the pandemic as people learned how to work, teach, and communicate from home through its easy-to-use platform. Tens of millions of employees suddenly working from home and accessing their companies' systems via the cloud also made organizations more vulnerable to cyberattacks, boosting demand for the services of cybersecurity specialist Zscaler. And obviously, when people are afraid (or unable) to go to restaurants or grocery stores, they'll be more likely to turn to services like Grubhub, which was purchased by Just Eat Takeaway in June 2020. So any reason for optimism about the future course of the pandemic is bad news for these stocks.Not only that, but the aforementioned companies are also growth stocks that are still trading at high valuations, even after a difficult November and December. Zoom's share price looks more reasonable after it was cut in half over the past year, but it still trades at 48 times earnings -- not exactly a bargain if its growth rate meaningfully decelerates. 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It may not be exactly like the dot-com crash of 2000, but the market may well begin to favor non-technology sectors in 2022.Some investors may wish to hold onto these tech companies through the volatility for the long term, but you'll really have to believe in them strongly, given the valuation pressures and the way that investor sentiment is gravitating elsewhere.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9008374924,"gmtCreate":1641375984201,"gmtModify":1676533607591,"author":{"id":"4098570453488480","authorId":"4098570453488480","authorIdStr":"4098570453488480","name":"saimatkong","avatar":"https://static.tigerbbs.com/b8d1b9ca3ba9544668bb6102b2970468","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4098570453488480"},"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008374924","repostId":1141017759,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008350623,"gmtCreate":1641368340378,"gmtModify":1676533606777,"author":{"id":"3559581955535845","authorId":"3559581955535845","authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845"},"htmlText":"Zoom share price has taken a beating as investors are rotating into financial and energy stocks with the opening of the economies. Hopefully things will improve but need to hold long term to reap the benefits.&nbsp;","listText":"Zoom share price has taken a beating as investors are rotating into financial and energy stocks with the opening of the economies. Hopefully things will improve but need to hold long term to reap the benefits.&nbsp;","text":"Zoom share price has taken a beating as investors are rotating into financial and energy stocks with the opening of the economies. Hopefully things will improve but need to hold long term to reap the benefits.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":61,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008350623","repostId":1141017759,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008369143,"gmtCreate":1641362571271,"gmtModify":1676533606245,"author":{"id":"3584161011431512","authorId":"3584161011431512","authorIdStr":"3584161011431512","name":"superpopo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584161011431512"},"htmlText":"Ya why?","listText":"Ya why?","text":"Ya why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008369143","repostId":1141017759,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008332945,"gmtCreate":1641356825019,"gmtModify":1676533605591,"author":{"id":"4088126420960140","authorId":"4088126420960140","authorIdStr":"4088126420960140","name":"JcJc","avatar":"https://static.tigerbbs.com/3a18de000ce7013be088f3ab4082bd27","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088126420960140"},"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008332945","repostId":1141017759,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008978522,"gmtCreate":1641351993870,"gmtModify":1676533604779,"author":{"id":"3582031739174169","authorId":"3582031739174169","authorIdStr":"3582031739174169","name":"Shandon","avatar":"https://static.tigerbbs.com/6f19607c2fa3f8fcda548608c98481a3","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3582031739174169"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008978522","repostId":1141017759,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008978212,"gmtCreate":1641351973547,"gmtModify":1676533604778,"author":{"id":"3582031739174169","authorId":"3582031739174169","authorIdStr":"3582031739174169","name":"Shandon","avatar":"https://static.tigerbbs.com/6f19607c2fa3f8fcda548608c98481a3","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3582031739174169"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008978212","repostId":1141017759,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":73,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1141017759"}