Zoom is set up for a strong 2026. This options trade lets you benefit from gains and minimizes losses

December 31, 2025

TL;DR

Zoom is evolving from a pandemic growth stock to a high-margin enterprise software platform.
The company shows improving margins, accelerating capital returns, and growing enterprise product market share.
The stock has broken out of a multiyear consolidation, indicating improved market structure and momentum.
Zoom exhibits strong fundamentals with a net margin of ~33% and over $7 billion in liquidity.
Future growth drivers include Zoom Phone, Contact Center, and AI Companion, enhancing stickiness and margins.
Aggressive share buybacks are amplifying per-share earnings.
A defined-risk bullish options strategy is proposed with a maximum risk of $349 and maximum reward of $651.

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