Zoom Communications, Inc. (NASDAQ:ZM) Receives $94.74 Average PT from Analysts

27 Feb 2026, 12:00 by Danessa Lincoln · The Markets Daily

Zoom Communications, Inc. (NASDAQ:ZM – Get Free Report) has earned an average rating of “Hold” from the twenty-seven research firms that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, twelve have assigned a hold rating and fourteen have issued a buy rating on the company. The average 12 month price target among brokerages that have covered the stock in the last year is $95.3182.

ZM has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. increased their price objective on shares of Zoom Communications from $85.00 to $90.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 25th. Wedbush reaffirmed an “outperform” rating and set a $95.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Citizens Jmp reiterated a “market perform” rating on shares of Zoom Communications in a report on Tuesday. Royal Bank Of Canada restated an “outperform” rating and set a $100.00 price objective on shares of Zoom Communications in a report on Tuesday, November 25th. Finally, KeyCorp upped their price objective on Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a research report on Thursday.

Read Our Latest Report on ZM

Key Zoom Communications News

Here are the key news stories impacting Zoom Communications this week:

Positive Sentiment: Enterprise momentum and revenue beat — Q4 revenue was about $1.25B, up ~5.3% YoY with enterprise revenue rising ~7% and more large customers (> $100k) year‑over‑year, providing a healthier top‑line backdrop. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
Positive Sentiment: New AI product and execution — Zoom launched Zoom Virtual Agent 3.0 to expand AI‑driven customer service automation, reinforcing its strategy to monetize AI and deepen enterprise ties. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
Positive Sentiment: Capital returns and margin progress — management completed a $2.7B buyback program and reported margin expansion and shifting cash flow dynamics that support shareholder returns. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
Neutral Sentiment: Full disclosure materials available — investors can review the earnings slide deck and the full earnings call transcript for details on metrics, customer composition and FY27 assumptions. Zoom Q4 Results – Earnings Call Presentation
Negative Sentiment: EPS miss — non‑GAAP EPS came in at $1.44, a few cents below Street consensus (roughly $1.48–$1.49), which undercut the stock despite the revenue beat. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
Negative Sentiment: Softer near‑term profit outlook and analyst concern — several outlets and analysts highlighted guidance and commentary that imply tougher quarterly profit comparisons and prompted reviews of EPS trajectories, sparking downward pressure. Zoom forecasts quarterly profit below estimates amid tough competition
Negative Sentiment: Mixed analyst moves — several firms adjusted ratings/targets after the print (Sanford Bernstein trimmed its target; others issued divergent price targets), adding to intraday volatility and driving some selling. Zoom tumbles after mixed Q4, analysts mull softer EPS outlook

Zoom Communications Stock Down 11.6%

Shares of ZM opened at $75.54 on Friday. The business has a fifty day moving average of $87.95 and a 200 day moving average of $84.36. The company has a market cap of $22.37 billion, a PE ratio of 12.18, a P/E/G ratio of 7.65 and a beta of 0.90. Zoom Communications has a 52-week low of $64.41 and a 52-week high of $97.58.

Zoom Communications (NASDAQ:ZM – Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 12.13%. The company’s revenue was up 5.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.41 EPS. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. As a group, research analysts anticipate that Zoom Communications will post 2.93 earnings per share for the current fiscal year.

Insider Transactions at Zoom Communications

In related news, CFO Michelle Chang sold 8,417 shares of the firm’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.54, for a total value of $728,407.18. Following the transaction, the chief financial officer owned 25,482 shares of the company’s stock, valued at $2,205,212.28. This trade represents a 24.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Aparna Bawa sold 12,137 shares of Zoom Communications stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $81.37, for a total transaction of $987,587.69. Following the sale, the chief operating officer owned 1,978 shares of the company’s stock, valued at $160,949.86. The trade was a 85.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 183,089 shares of company stock valued at $15,751,383. Company insiders own 11.51% of the company’s stock.

Institutional Trading of Zoom Communications

A number of large investors have recently modified their holdings of ZM. Kera Capital Partners Inc. raised its position in Zoom Communications by 65.6% during the 4th quarter. Kera Capital Partners Inc. now owns 15,205 shares of the company’s stock valued at $1,400,000 after purchasing an additional 6,024 shares in the last quarter. Virtu Financial LLC purchased a new position in shares of Zoom Communications during the fourth quarter valued at $554,000. Wick Capital Partners LLC purchased a new position in shares of Zoom Communications during the fourth quarter valued at $497,000. T. Rowe Price Investment Management Inc. raised its holdings in shares of Zoom Communications by 7.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,637,903 shares of the company’s stock valued at $400,205,000 after acquiring an additional 341,104 shares in the last quarter. Finally, Compound Planning Inc. lifted its stake in Zoom Communications by 10.0% in the fourth quarter. Compound Planning Inc. now owns 7,940 shares of the company’s stock worth $685,000 after acquiring an additional 725 shares during the period. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Zoom Communications Company Profile

(Get Free Report)

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.