Zoom’s Strategic AI Investment in Anthropic Yields Massive Returns
Zoom Video Communications saw its stock surge 11% following revelations about its 2023 investment in AI startup Anthropic. Baird analysts estimate the initial $51 million stake could now be worth $2-4 billion—a potential 78x return.
The undisclosed investment, part of a strategic partnership with Anthropic, has emerged as a hidden asset for Zoom. Anthropic's current $350 billion valuation transforms Zoom's position into a major value driver for shareholders.
Wall Street maintains a Moderate Buy rating on Zoom with a $99.11 average price target. The market reaction underscores how strategic tech investments can create unexpected windfalls for traditional companies.