Zoom Communications (NASDAQ:ZM) Given New $100.00 Price Target at BTIG Research

Zoom Communications (NASDAQ:ZM) had its price target decreased by BTIG Research from $105.00 to $100.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price target would suggest a potential upside of 17.05% from the stock’s current price.

Several other equities research analysts also recently weighed in on ZM. Piper Sandler increased their price objective on Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Morgan Stanley upped their price objective on shares of Zoom Communications from $85.00 to $92.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 25th. Needham & Company LLC reiterated a “buy” rating and issued a $100.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. Weiss Ratings restated a “buy (b-)” rating on shares of Zoom Communications in a research report on Monday, December 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $100.00 price target on shares of Zoom Communications in a research note on Tuesday, November 25th. Fourteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Zoom Communications currently has an average rating of “Hold” and an average target price of $95.18.

Zoom Communications Price Performance

NASDAQ ZM opened at $85.43 on Thursday. Zoom Communications has a 1-year low of $64.41 and a 1-year high of $97.58. The company has a market cap of $25.30 billion, a P/E ratio of 16.62, a P/E/G ratio of 7.84 and a beta of 0.90. The stock has a 50-day moving average of $88.22 and a two-hundred day moving average of $84.43.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Monday, November 24th. The company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.08. Zoom Communications had a return on equity of 12.20% and a net margin of 33.17%.The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the business posted $1.38 earnings per share. Zoom Communications’s revenue was up 4.4% compared to the same quarter last year. On average, analysts anticipate that Zoom Communications will post 2.93 EPS for the current fiscal year.

Insider Activity at Zoom Communications

In other Zoom Communications news, insider Velchamy Sankarlingam sold 7,568 shares of the business’s stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $86.55, for a total value of $655,010.40. Following the completion of the sale, the insider owned 136,182 shares of the company’s stock, valued at $11,786,552.10. The trade was a 5.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Michelle Chang sold 8,417 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The stock was 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 approximately $2,205,212.28. This trade represents a 24.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 183,089 shares of company stock worth $15,751,383 over the last quarter. 11.51% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Candriam S.C.A. lifted its holdings in Zoom Communications by 49.4% during the 2nd quarter. Candriam S.C.A. now owns 16,560 shares of the company’s stock worth $1,291,000 after buying an additional 5,477 shares in the last quarter. LSV Asset Management boosted its position in shares of Zoom Communications by 5.0% during the third quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock worth $88,229,000 after purchasing an additional 50,579 shares in the last quarter. Catalyst Funds Management Pty Ltd acquired a new position in shares of Zoom Communications in the 2nd quarter valued at $1,248,000. Krilogy Financial LLC acquired a new stake in Zoom Communications during the 3rd quarter worth $1,963,000. Finally, Shelton Capital Management boosted its stake in Zoom Communications by 519.3% in the 2nd quarter. Shelton Capital Management now owns 215,500 shares of the company’s stock worth $16,805,000 after purchasing an additional 180,700 shares during the period. 66.54% of the stock is owned by institutional investors.

Trending Headlines about Zoom Communications

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

• Positive Sentiment: Revenue and enterprise momentum: Q4 revenue of $1.247B beat Street views and enterprise revenue grew 7.1% year-over-year; customers with >$100k trailing 12‑month revenue rose ~9.3%, indicating strength in large accounts. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Product catalyst — Zoom Virtual Agent 3.0: Company introduced an upgraded AI-powered virtual agent aimed at improving customer resolution and scaling automation, which could expand enterprise product revenue and stickiness. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
• Neutral Sentiment: Analyst stance unchanged: Citizens Jmp reaffirmed a “Market Perform” rating on ZM, signaling analysts are taking a cautious, wait‑and‑see view rather than lifting the stock. Citizens Jmp Reaffirms “Market Perform” Rating for Zoom Communications (NASDAQ:ZM)
• Neutral Sentiment: Full disclosure materials available: The earnings call transcript and slide deck were posted (useful for digging into KPIs, margin dynamics and product commentary). Zoom Communications, Inc. (ZM) Q4 2026 Earnings Call Transcript Zoom Communications, Inc. 2026 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: EPS and profit guidance disappointed: Reported EPS missed consensus by a few cents and management’s quarterly profit outlook was characterized by outlets and Reuters as below Wall Street estimates — a primary reason shares pulled back. Zoom falls on earnings miss and weak profit guidance Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Competitive pressure and mixed outlook: Management reiterated that competition from bundled offerings (Microsoft, Google) and a slow consumer/small‑business segment are constraining growth; guidance for near‑term growth was modest, keeping investors cautious. Zoom forecasts quarterly profit below estimates amid tough competition

Zoom Communications Company Profile

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.

Founded in 2011 by Eric S.