Analysts Set Zoom Communications, Inc. (NASDAQ:ZM) Price Target at $108.15

Zoom Communications, Inc. (NASDAQ:ZM) has been assigned a consensus recommendation of “Moderate Buy” from the twenty-seven research firms that are currently covering the company, MarketBeat Ratings reports. Twelve investment analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $109.3333.

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings upgraded shares of Zoom Communications from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 1st. Piper Sandler boosted their price objective on shares of Zoom Communications from $91.00 to $107.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Robert W. Baird upped their price target on shares of Zoom Communications from $95.00 to $105.00 and gave the company an “outperform” rating in a report on Tuesday, May 19th. BTIG Research upped their price target on shares of Zoom Communications from $100.00 to $125.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Finally, Wolfe Research upgraded shares of Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price target for the company in a report on Thursday, February 5th.

Zoom Communications Price Performance

Shares of Zoom Communications stock opened at $111.88 on Friday. Zoom Communications has a 1 year low of $69.15 and a 1 year high of $114.74. The firm has a market cap of $32.81 billion, a PE ratio of 16.43, a PEG ratio of 6.39 and a beta of 1.01. The company has a 50 day simple moving average of $92.06 and a two-hundred day simple moving average of $87.57.

Zoom Communications (NASDAQ:ZM) last announced its quarterly earnings data on Thursday, May 21st. The company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.42 by $0.13. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.22 billion. Zoom Communications had a net margin of 41.99% and a return on equity of 11.87%. The business’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.43 EPS. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. As a group, research analysts anticipate that Zoom Communications will post 3.94 earnings per share for the current year.

Insider Activity at Zoom Communications

In other Zoom Communications news, CEO Eric S. Yuan sold 12,100 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $106.60, for a total transaction of $1,289,860.00. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Aparna Bawa sold 12,886 shares of the business’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $87.62, for a total transaction of $1,129,071.32. Following the transaction, the chief operating officer directly owned 1,978 shares in the company, valued at approximately $173,312.36. The trade was a 86.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 141,854 shares of company stock worth $12,173,374 over the last ninety days. 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 modified their holdings of ZM. Advocate Investing Services LLC bought a new position in shares of Zoom Communications in the 4th quarter worth approximately $26,000. Strive Financial Group LLC purchased a new stake in Zoom Communications in the 4th quarter worth approximately $27,000. Toth Financial Advisory Corp purchased a new stake in Zoom Communications in the 4th quarter worth approximately $28,000. Rexford Capital Inc. increased its holdings in Zoom Communications by 45.7% in the 1st quarter. Rexford Capital Inc. now owns 389 shares of the company’s stock worth $31,000 after acquiring an additional 122 shares in the last quarter. Finally, Sound Income Strategies LLC increased its holdings in Zoom Communications by 94.8% in the 4th quarter. Sound Income Strategies LLC now owns 411 shares of the company’s stock worth $33,000 after acquiring an additional 200 shares in the last quarter. 66.54% of the stock is owned by hedge funds and other institutional investors.

Zoom Communications News Roundup

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

• Positive Sentiment: Zoom launched ZoomMate, a new “AI teammate” and agentic work surface that turns meetings and conversations into completed work by connecting with tools like Salesforce, Jira, Slack, and ServiceNow. Investors appear to be rewarding the company’s push into higher-value AI workflow software. Zoom launches ZoomMate: the first AI teammate built to turn conversations into completed work
• Positive Sentiment: Zoom’s recent quarterly results also helped sentiment: revenue and earnings beat expectations, margins improved, guidance was raised, and the company added $1.0 billion to its share repurchase authorization. That backdrop suggests stronger profitability and capital returns. Zoom shares climb as AI product launch adds to post-earnings momentum
• Positive Sentiment: Anthropic’s confidential IPO filing was viewed as a potential upside catalyst for Zoom because Zoom is an early investor in the AI startup, leading some investors to reassess the value of that stake. Zoom Stock Jumps 11%. Why the Anthropic IPO Is Good News for the Video Calling Company.
• Neutral Sentiment: Zoom also presented at the William Blair Growth Stock Conference, which likely kept the stock in focus but did not appear to be a major standalone catalyst. Zoom Communications, Inc. Presents at 46th Annual William Blair Growth Stock Conference Transcript
• Neutral Sentiment: Some commentary raised questions about the quality of Zoom’s earnings, suggesting the market may still be weighing whether the latest results are durable enough to justify the rally. There May Be Underlying Issues With The Quality Of Zoom Communications’ Earnings
• Negative Sentiment: Event-driven trading analysis around ZM indicates some investors may be viewing the move as trade-driven rather than a clean fundamental breakout, which could limit follow-through if catalysts fade. Evaluating Zoom’s (ZM) Event-Driven Trade

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.