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

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

ZM has been the subject of a number of other research reports. Jefferies Financial Group increased their target price on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. BTIG Research reduced their price objective on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday. Zacks Research cut Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Finally, Wall Street Zen cut shares of Zoom Communications from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 15th. Fourteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Trading Down 11.6%

ZM stock opened at $75.54 on Thursday. Zoom Communications has a one year low of $64.41 and a one year high of $97.58. The firm has a 50-day moving average of $87.95 and a two-hundred day moving average of $84.36. The firm has a market capitalization 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 (NASDAQ:ZM) last released its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share (EPS) 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 analyst estimates of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 12.13%. The firm’s revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior 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. On average, equities research analysts anticipate that Zoom Communications will post 2.93 earnings per share for the current year.

Insider Activity

In other Zoom Communications news, Director Santiago Subotovsky sold 2,475 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $90.39, for a total transaction of $223,715.25. Following the completion of the sale, the director directly owned 155,917 shares in the company, valued at $14,093,337.63. This represents a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Aparna Bawa sold 12,137 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $81.37, for a total value of $987,587.69. Following the completion of the sale, the chief operating officer directly owned 1,978 shares in the company, valued at approximately $160,949.86. This represents a 85.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 183,089 shares of company stock worth $15,751,383. Insiders own 11.51% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Advocate Investing Services LLC acquired a new stake in shares of Zoom Communications in the fourth quarter worth $26,000. Elevation Point Wealth Partners LLC bought a new stake in Zoom Communications in the 2nd quarter valued at $27,000. Strive Financial Group LLC acquired a new stake in Zoom Communications in the 4th quarter worth $27,000. Toth Financial Advisory Corp bought a new position in shares of Zoom Communications during the 4th quarter worth about $28,000. Finally, Root Financial Partners LLC acquired a new position in shares of Zoom Communications during the third quarter valued at about $33,000. 66.54% of the stock is currently owned by institutional investors and hedge funds.

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 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.