Why Zoom Video Communications, Zscaler, and Just Eat Takeaway.com Fell Hard_老虎社区_美港股上老虎

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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Jarrsoo
·2022-01-05
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·2022-01-05
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Zoom and Zscaler were...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/04/why-zoom-video-zscaler-and-just-eat-takeaway-fell/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZM","symbol_name":"Zoom","start_time":0,"source_url":"https://www.fool.com/investing/2022/01/04/why-zoom-video-zscaler-and-just-eat-takeaway-fell/","article_id":"1141017759","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1141017759","pubTimestamp":1641348977,"sourceInfo":null,"weMediaInfo":null,"summary":"What happenedShares of Zoom Video Communications(NASDAQ:ZM),Zscaler(NASDAQ:ZS), and Just Eat Takeawa","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ZM":"Zoom","ZS":"Zscaler Inc."},"translate_title":"为什么Zoom Video通信、Zscaler和Just Eat Takeaway.com重挫","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GRUB":0.9,"ZM":0.9,"ZS":0.9},"content_text":"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 actually down by much more earlier in the trading session before recovering.This may be a situation where good news for the broader economy means bad news for these particular companies, all of which benefited greatly from the pandemic. But on Tuesday, it appeared that traders' recent concerns about the impact of the omicron coronavirus variant were diminishing, and long-term bond yields and oil prices rose, putting pressure on these \"stay at home\" growth stocks.IMAGE SOURCE: GETTY IMAGES.So whatNone of the aforementioned companies made any specific announcements Tuesday, so their sell-offs likely had more to do with macroeconomic factors. 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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