Zoom Communications (NASDAQ:ZM) Upgraded at Argus

Argus upgraded shares of Zoom Communications (NASDAQ:ZM) to a hold rating in a report published on Monday,Zacks.com reports.

Other research analysts also recently issued research reports about the stock. BTIG Research lowered their price objective on shares of Zoom Communications from $105.00 to $100.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Piper Sandler lifted their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Jefferies Financial Group upped their target price on shares of Zoom Communications from $100.00 to $105.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. KeyCorp raised their price target on shares of Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a research report on Thursday, February 26th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 price target 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, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Stock Performance

Shares of Zoom Communications stock opened at $76.05 on Monday. The stock has a market capitalization of $22.52 billion, a PE ratio of 12.27, a price-to-earnings-growth ratio of 4.37 and a beta of 0.93. Zoom Communications has a 52 week low of $64.41 and a 52 week high of $97.58. The stock has a 50 day moving average price of $85.82 and a two-hundred day moving average price of $84.62.

Zoom Communications (NASDAQ:ZM) last issued its 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). Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same period in the previous year, the company earned $1.41 earnings per share. Zoom Communications’s revenue for the quarter was up 5.3% compared to the same quarter last year. 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. Research analysts forecast that Zoom Communications will post 2.93 EPS for the current year.

Insider Activity

In other news, insider Velchamy Sankarlingam sold 2,590 shares of Zoom Communications stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $78.24, for a total transaction of $202,641.60. Following the sale, the insider directly owned 137,044 shares in the company, valued at $10,722,322.56. The trade was a 1.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Aparna Bawa sold 12,137 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $81.37, for a total transaction of $987,587.69. Following the transaction, the chief operating officer owned 1,978 shares of the company’s stock, valued at approximately $160,949.86. The trade was a 85.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 183,084 shares of company stock worth $15,704,721. 11.51% of the stock is owned by insiders.

Institutional Inflows and Outflows

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

Key Headlines Impacting Zoom Communications

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

• Positive Sentiment: Zoom expanded its enterprise “agentic” AI platform and rolled out AI Companion 3.0 plus custom AI agents to orchestrate workflows across meetings, Phone, CX and Workplace — a product push that could drive enterprise upsells and stickier revenue. Zoom expands enterprise agentic AI platform to orchestrate workflows across collaboration and customer experience
• Positive Sentiment: TechCrunch reports Zoom launched an AI-powered office suite (Docs, Slides, Sheets), an AI agent builder, voice translation and imminent AI avatars for meetings — new product initiatives that broaden revenue opportunities beyond Meetings. Zoom introduces an AI-powered office suite, says AI avatars for meetings arrive this month
• Positive Sentiment: PCI Pal expanded its partnership to add secure, compliant payment capabilities to Zoom Virtual Agent — a niche but valuable CX integration that can enhance Zoom’s customer-experience (CX) product value and enterprise adoption. PCI Pal Advances AI-Driven Customer Engagement with Secure Payment Experiences for Zoom Virtual Agent
• Positive Sentiment: Coverage reiterating Zoom’s focus on AI integration and enterprise revenue growth (citing CFO comments at the Morgan Stanley TMT conference) supports the narrative of strategic refocus toward higher-value enterprise offerings. Zoom Communications, Inc. (ZM) Focused on AI Integration and Enterprise Revenue Growth
• Neutral Sentiment: Argus moved Zoom to a “hold” rating — not a strong buy signal, but also not a downgrade to sell; this may temper bullish sentiment without creating a major catalyst. Argus upgrade to hold
• Neutral Sentiment: An article on small-cap Russell 2000 names appeared in coverage; this is likely immaterial to Zoom’s story and investor reaction given Zoom’s market cap and enterprise focus. 3 Russell 2000 Stocks We Think Twice About
• Negative Sentiment: An insider (Velchamy Sankarlingam) sold 2,590 shares (~$202k) on Mar 10, reducing his stake ~1.85% — a small but visible insider sale that can be interpreted negatively by short-term investors. Insider sale filing

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.