Back in 2022, ARK predicted that $ZM stock would reach $1,500 per share in 2026. It's not over until the fat lady sings, but at $57 per share today, Zoom stock has a long way to go to meet ARK's lofty aspirations.

So, what went wrong with ARK's prediction? For starters, their bear case feels more like a bull case in disguise, with double digit revenue growth predicted. Zoom's current single-digit growth is barely outpacing inflation. Additionally, the metrics used in ARK's model aren't readily accessible, making their model difficult for the average retail investor to follow.




Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/YzdmJXwtyLc.

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