Zoom Communications (ZM) Expected to Announce Quarterly Earnings on Wednesday

Zoom Communications (NASDAQ:ZM) is expected to announce its Q4 2026 results after the market closes on Wednesday, February 25th. Analysts expect the company to announce earnings of $1.48 per share and revenue of $1.2338 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Wednesday, February 25, 2026 at 5:00 PM ET.

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, beating the consensus estimate of $1.44 by $0.08. Zoom Communications had a net margin of 33.17% and a return on equity of 12.20%. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the previous year, the business earned $1.38 EPS. The company’s revenue was up 4.4% on a year-over-year basis. On average, analysts expect Zoom Communications to post $3 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Zoom Communications Trading Down 4.7%

Shares of ZM stock opened at $86.06 on Tuesday. The company has a market capitalization of $25.48 billion, a price-to-earnings ratio of 16.74, a P/E/G ratio of 8.08 and a beta of 0.90. Zoom Communications has a 1-year low of $64.41 and a 1-year high of $97.58. The stock’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $84.31.

Insider Activity at Zoom Communications

In related news, CEO Eric S. Yuan sold 73,378 shares of Zoom Communications stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $87.29, for a total value of $6,405,165.62. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 sale, the director owned 155,917 shares of the company’s stock, valued at $14,093,337.63. This trade represents a 1.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 183,089 shares of company stock valued at $15,751,383. 10.78% of the stock is owned by company insiders.

Institutional Investors Weigh In On Zoom Communications

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC lifted its holdings in Zoom Communications by 43.9% in 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 buying an additional 3,718,186 shares during the period. State Street Corp increased its position in shares of Zoom Communications by 5.0% in the 4th quarter. State Street Corp now owns 7,582,924 shares of the company’s stock valued at $654,331,000 after buying an additional 363,776 shares in the last quarter. FIL Ltd raised its stake in Zoom Communications by 0.4% during the 4th quarter. FIL Ltd now owns 3,284,861 shares of the company’s stock worth $283,451,000 after buying an additional 11,849 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Zoom Communications by 9.5% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,852,621 shares of the company’s stock valued at $246,153,000 after acquiring an additional 248,640 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Zoom Communications by 46.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,645,846 shares of the company’s stock worth $218,282,000 after acquiring an additional 836,594 shares in the last quarter. 66.54% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Piper Sandler lifted their target price on Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Wedbush restated an “outperform” rating and set a $95.00 price target on shares of Zoom Communications in a report on Tuesday, November 25th. Morgan Stanley boosted their price objective on shares of Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 25th. Citigroup upgraded shares of Zoom Communications from a “neutral” rating to a “buy” rating and upped their price objective for the company from $94.00 to $106.00 in a research note on Monday, January 12th. Finally, Wall Street Zen lowered shares of Zoom Communications from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 15th. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $94.74.

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.