Zoom Communications (NASDAQ:ZM) Price Target Cut to $100.00 by Analysts at BTIG Research

Zoom Communications (NASDAQ:ZM) had its target price cut by BTIG Research from $105.00 to $100.00 in a research note published on Thursday,Benzinga reports. They currently have a buy rating on the stock.

Several other research analysts also recently issued reports on ZM. Morgan Stanley lifted their price target on Zoom Communications from $85.00 to $92.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 25th. Piper Sandler lifted their target price on shares of Zoom Communications from $85.00 to $91.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Wolfe Research raised shares of Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price target on the stock in a report on Thursday, February 5th. Sanford C. Bernstein reissued a “market perform” rating and set a $90.00 price objective on shares of Zoom Communications in a research note on Tuesday, November 25th. Finally, Jefferies Financial Group lifted their price objective on Zoom Communications from $100.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Zoom Communications has a consensus rating of “Hold” and a consensus target price of $95.32.

Zoom Communications Trading Down 11.6%

Shares of Zoom Communications stock opened at $75.54 on Thursday. The company has a 50-day moving average of $87.95 and a two-hundred day moving average of $84.36. Zoom Communications has a 12-month low of $64.41 and a 12-month high of $97.58. The stock has a market cap of $22.37 billion, a PE ratio of 12.18, a price-to-earnings-growth ratio of 7.65 and a beta of 0.90.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings results 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 during the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The business’s revenue was up 5.3% on a year-over-year basis. During the same quarter in the prior year, the company 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. On average, sell-side analysts forecast that Zoom Communications will post 2.93 EPS for the current fiscal year.

Insider Transactions at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 7,568 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $86.55, for a total value of $655,010.40. Following the completion of the sale, the insider directly owned 136,182 shares in the company, valued at approximately $11,786,552.10. The trade was a 5.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction of $728,407.18. Following the transaction, the chief financial officer directly 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 disclosure for this sale is available in the SEC filing. Insiders sold 183,089 shares of company stock worth $15,751,383 in the last quarter. 11.51% of the stock is currently owned by corporate insiders.

Institutional Trading of Zoom Communications

Institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Zoom Communications by 4.0% during the 4th quarter. Vanguard Group Inc. now owns 26,967,224 shares of the company’s stock worth $2,327,002,000 after buying an additional 1,029,623 shares during the last quarter. AQR Capital Management LLC grew its position in Zoom Communications by 43.9% during the fourth quarter. AQR Capital Management LLC now owns 12,195,243 shares of the company’s stock valued at $1,052,328,000 after acquiring an additional 3,718,186 shares during the period. State Street Corp increased its stake in Zoom Communications by 5.0% during the fourth quarter. State Street Corp now owns 7,582,924 shares of the company’s stock worth $654,331,000 after acquiring an additional 363,776 shares during the last quarter. Norges Bank purchased a new position in shares of Zoom Communications in the 2nd quarter worth about $539,998,000. Finally, Geode Capital Management LLC lifted its stake in shares of Zoom Communications by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 5,139,583 shares of the company’s stock valued at $445,254,000 after purchasing an additional 152,862 shares in the last quarter. 66.54% of the stock is owned by hedge funds and other institutional investors.

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

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.