Zoom Communications (NASDAQ:ZM) Issues FY 2026 Earnings Guidance

Zoom Communications (NASDAQ:ZM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 5.950-5.970 for the period, compared to the consensus EPS estimate of 4.980. The company issued revenue guidance of $4.9 billion-$4.9 billion, compared to the consensus revenue estimate of $4.8 billion. Zoom Communications also updated its Q4 2026 guidance to 1.480-1.490 EPS.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Rosenblatt Securities upped their price target on shares of Zoom Communications from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Wells Fargo & Company initiated coverage on shares of Zoom Communications in a report on Tuesday, September 30th. They set an “equal weight” rating and a $90.00 price target on the stock. JMP Securities restated a “market perform” rating on shares of Zoom Communications in a report on Thursday, September 18th. William Blair reaffirmed an “outperform” rating on shares of Zoom Communications in a research report on Tuesday, September 30th. Finally, Dbs Bank raised Zoom Communications to a “moderate buy” rating in a report on Tuesday, September 16th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $92.35.

Zoom Communications Price Performance

Shares of ZM traded down $0.03 during trading hours on Monday, hitting $78.60. The stock had a trading volume of 9,830,737 shares, compared to its average volume of 2,807,480. The firm has a market capitalization of $23.78 billion, a PE ratio of 20.74, a PEG ratio of 10.73 and a beta of 0.79. Zoom Communications has a 12 month low of $64.41 and a 12 month high of $92.80. The stock has a fifty day moving average price of $82.71 and a 200 day moving average price of $79.67.

Zoom Communications (NASDAQ:ZM) last announced its earnings results on Monday, November 24th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.21 billion. Zoom Communications had a return on equity of 11.91% and a net margin of 24.99%. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS. Q4 2026 guidance at 1.480-1.490 EPS. As a group, 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, COO Aparna Bawa sold 10,528 shares of the stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $79.77, for a total value of $839,818.56. Following the transaction, the chief operating officer directly owned 1,978 shares in the company, valued at approximately $157,785.06. This trade represents a 84.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Michelle Chang sold 33,956 shares of Zoom Communications stock in a transaction on Friday, October 10th. The stock was sold at an average price of $82.00, for a total transaction of $2,784,392.00. Following the transaction, the chief financial officer owned 20,539 shares in the company, valued at $1,684,198. This represents a 62.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 391,848 shares of company stock valued at $32,508,712 in the last three months. Corporate insiders own 10.78% of the company’s stock.

Institutional Trading of Zoom Communications

A number of hedge funds and other institutional investors have recently bought and sold shares of ZM. NewEdge Advisors LLC raised its stake in Zoom Communications by 16.8% during the 1st quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock worth $591,000 after acquiring an additional 1,153 shares during the period. Intech Investment Management LLC increased its stake in shares of Zoom Communications by 59.1% in the first quarter. Intech Investment Management LLC now owns 16,785 shares of the company’s stock worth $1,238,000 after purchasing an additional 6,235 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of Zoom Communications by 82.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock valued at $65,000 after purchasing an additional 397 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of Zoom Communications during the 2nd quarter valued at $217,000. Finally, Invesco Ltd. boosted its holdings in Zoom Communications by 7.0% in the 2nd quarter. Invesco Ltd. now owns 730,207 shares of the company’s stock worth $56,942,000 after buying an additional 47,749 shares during the period. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Zoom Communications Company Profile

Zoom Video Communications, Inc provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices.