Q2 STOCKS TO BUY

Behind Zoom Video's New Bull Note

ZM options traders have preferred puts

May 20, 2019 at 10:09 AM
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William Blair initiated coverage on Zoom Video Communications Inc (NASDAQ:ZM) with an "outperform" rating, citing "compelling growth drivers," including "industry-leading revenue growth rates." The brokerage firm joined four others in its bullish outlook on the new Wall Street stock, while six others currently maintain tepid "hold" ratings.

The San Jose-based cloud concern went public on April 18, the same day as Pinterest (PINS), and similar to the social media stock, opened well above its initial public offering price (IPO) of $36 per share. This momentum has continued, with Zoom stock hitting a record high of $90.28 on Friday. Today, the shares are down 4.7% at $85.74 amid tech sector headwinds, but considering ZM's 14-day Relative Strength Index (RSI) closed last week at 72 -- in overbought territory -- a near-term pullback may have been in the cards.

Options traders have shown a preference for puts over calls. Currently, 16,251 puts are open on Zoom Video, compared to 13,957 calls. Not all of the activity is bearish, though, with the June 70 put home to peak open interest of 2,695 contracts, and data from Trade-Alert signaling sell-to-open activity here.

Data suggests put writers have also targeted the June 75 and 85 puts. If this is the case, those selling the puts expect Zoom Video to stay above the respective strikes through front-month options expiration at the close on Friday, June 21.

 
 

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