A $3.13 Billion Reason to Buy Zoom Communications Stock Now

Artificial intelligence (AI) is changing the software landscape, giving investors a reason to reconsider which companies can capture the next wave of enterprise spending. Zoom Communications (ZM) occupies an appealing intersection, pairing an established communications platform with an expanding AI strategy.

Zoom once depended heavily on video conferencing. Its enterprise business now grows faster than overall revenue, while AI products play a larger role across its broader platform. Meanwhile, the company's Anthropic investment has evolved into a strategic asset, giving investors a solid reason to examine Zoom's multifaceted stock story.

The company made its initial Anthropic investment in early 2023, when the position looked modest. Since then, Anthropic's value has climbed sharply as demand for advanced AI continues reshaping the technology industry. The AI-powered communications platform's stake in Anthropic now carries a value of $3.13 billion.

Moreover, during the second quarter of FY2026, Zoom recorded an unrealized gain of $1.61 billion. The company also added roughly $301 million to that position during the six months through July, strengthening its exposure. Zoom has also invested $140.2 million in equity securities of other private companies developing AI products.

These investments add weight to the portfolio and make the strategy harder to dismiss as a side bet. However, understanding what this means for shareholders requires a closer look.

The San Jose, California-based Zoom Communications is an AI-first work platform that enables seamless communication, collaboration, and human connection. Its nearly $29.4 billion market cap supports an integrated suite covering video meetings, cloud telephony, team chat, productivity tools, and workspace solutions.

Zoom's shares have already delivered a lively performance. The stock has climbed 21.8% during the last 52 weeks and gained 14.1% year-to-date (YTD). Recent momentum remains encouraging, with shares rising 7.6% over the past month.