Zoom Communications (NASDAQ:ZM) Price Target Raised to $74.00

Zoom Communications (NASDAQ:ZM) had its target price lifted by KeyCorp from $69.00 to $74.00 in a research report sent to investors on Thursday,Benzinga reports. KeyCorp currently has an underweight rating on the stock.

A number of other equities research analysts also recently weighed in on ZM. Citigroup raised Zoom Communications from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $94.00 to $106.00 in a report on Monday, January 12th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $115.00 price target on shares of Zoom Communications in a research note on Thursday. Jefferies Financial Group upped their price target on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. Zacks Research lowered Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $100.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Fourteen equities research 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, the company has a consensus rating of “Hold” and an average price target of $95.32.

Zoom Communications Price Performance

Shares of Zoom Communications stock opened at $73.94 on Thursday. The firm has a market capitalization of $21.89 billion, a PE ratio of 11.93, a price-to-earnings-growth ratio of 6.62 and a beta of 0.90. The company’s fifty day moving average price is $87.63 and its two-hundred day moving average price is $84.49. Zoom Communications has a 52-week low of $64.41 and a 52-week high of $97.58.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the previous year, the business posted $1.41 earnings per share. Zoom Communications’s revenue was up 5.3% on a year-over-year basis. 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. Analysts predict that Zoom Communications will post 2.93 earnings per share for the current fiscal year.

Insider Activity at Zoom Communications

In related news, CFO Michelle Chang sold 8,417 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.54, for a total transaction of $728,407.18. Following the transaction, the chief financial officer owned 25,482 shares in the company, valued at $2,205,212.28. This represents a 24.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Velchamy Sankarlingam sold 7,568 shares of the firm’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.55, for a total transaction 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 position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 183,089 shares of company stock valued at $15,751,383. 11.51% of the stock is currently owned by company insiders.

Institutional Trading of Zoom Communications

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

Zoom Communications News Summary

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

• Positive Sentiment: Revenue and enterprise strength — Zoom reported Q4 revenue of ~$1.25B, up ~5% year‑over‑year, with enterprise revenue growing ~7% and more customers contributing >$100k ARR, showing continued strength in higher‑value customers. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Share repurchase completed — Zoom finished a $2.7B buyback program, which supports EPS and signals capital‑allocation confidence. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: AI product launch — Zoom rolled out Virtual Agent 3.0 and is pushing embedded AI for customer service and collaboration, expanding monetization opportunities. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Revenue beat but slight EPS miss — Q4 non‑GAAP EPS was $1.44, just below consensus (reported misses ranged ~$0.04–$0.05), leaving fundamentals mixed. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Macroeconomic and market context — softer futures and sector rotation (housing/manufacturing signals) and post‑earnings profit‑taking amplified the move. US Stock Market Today S&P 500 Futures Slip As Housing And Factory Signals Mix
• Neutral Sentiment: Unclear impact from AI-investment narrative — one analyst piece highlights early investments in Anthropic by pandemic‑era winners; relevance to Zoom is uncertain and should be treated cautiously. Want Exposure to Anthropic? Then Buy This AI Software Stock.
• Negative Sentiment: Profit/guidance disappointed some investors — Zoom’s FY‑27 and Q1 EPS guidance was viewed as conservative by some analysts, prompting concerns about near‑term EPS trajectory. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Analyst reactions and target moves — several firms adjusted targets/ratings (mixed raises and cuts; Sanford Bernstein trimmed its target to $88 with a Market Perform), increasing uncertainty for investors. Analyst coverage/target updates
• Negative Sentiment: Shares fell sharply after hours and into the next session as traders digested the mixed print and guidance, driving a notable pullback from recent gains. Zoom (ZM) Stock Trades Down, Here Is Why

About Zoom Communications

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.