BTIG Research Has Lowered Expectations for Zoom Communications (NASDAQ:ZM) Stock Price

Zoom Communications (NASDAQ:ZM) had its price objective lowered by investment analysts at BTIG Research from $105.00 to $100.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s target price would suggest a potential upside of 17.05% from the stock’s current price.

Several other brokerages have also issued reports on ZM. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $100.00 price target on shares of Zoom Communications in a report on Tuesday, November 25th. Needham & Company LLC restated a “buy” rating and issued a $100.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a research report on Monday, December 29th. JPMorgan Chase & Co. raised their price target on shares of Zoom Communications from $85.00 to $90.00 and gave the company a “neutral” rating in a research report on Tuesday, November 25th. Finally, Morgan Stanley upped their price objective on shares of Zoom Communications from $85.00 to $92.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 25th. Fourteen research 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. Based on data from MarketBeat.com, Zoom Communications presently has a consensus rating of “Hold” and an average price target of $95.18.

Zoom Communications Trading Down 2.4%

NASDAQ ZM opened at $85.43 on Thursday. The company has a market cap of $25.30 billion, a price-to-earnings ratio of 16.62, a PEG ratio of 7.84 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 company has a 50 day moving average of $88.22 and a 200-day moving average of $84.43.

Zoom Communications (NASDAQ:ZM) last posted its quarterly earnings data on Monday, November 24th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.08. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Zoom Communications had a net margin of 33.17% and a return on equity of 12.20%. Zoom Communications’s revenue was up 4.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.38 earnings per share. On average, equities research analysts forecast that Zoom Communications will post 2.93 earnings per share for the current year.

Insider Transactions at Zoom Communications

In other Zoom Communications news, CFO Michelle Chang sold 8,417 shares of the stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $86.54, for a total value of $728,407.18. Following the completion of the sale, the chief financial officer owned 25,482 shares in the company, valued at approximately $2,205,212.28. This trade represents a 24.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Santiago Subotovsky sold 2,475 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $90.39, for a total value of $223,715.25. Following the completion of the transaction, the director directly owned 155,917 shares of the company’s stock, valued at $14,093,337.63. This represents a 1.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 183,089 shares of company stock valued at $15,751,383. Company insiders own 11.51% of the company’s stock.

Institutional Investors Weigh In On Zoom Communications

Several large investors have recently bought and sold shares of ZM. Kestra Advisory Services LLC lifted its stake in Zoom Communications by 2.0% during the 4th quarter. Kestra Advisory Services LLC now owns 5,928 shares of the company’s stock valued at $512,000 after acquiring an additional 116 shares during the period. New York State Teachers Retirement System raised its stake in Zoom Communications by 0.5% during the 4th quarter. New York State Teachers Retirement System now owns 24,263 shares of the company’s stock valued at $2,094,000 after buying an additional 123 shares during the last quarter. Wynn Capital LLC lifted its holdings in shares of Zoom Communications by 1.3% during the 3rd quarter. Wynn Capital LLC now owns 10,429 shares of the company’s stock valued at $860,000 after buying an additional 130 shares during the period. Root Financial Partners LLC boosted its stake in shares of Zoom Communications by 33.5% in the 4th quarter. Root Financial Partners LLC now owns 542 shares of the company’s stock worth $47,000 after buying an additional 136 shares during the last quarter. Finally, MAI Capital Management grew its holdings in shares of Zoom Communications by 34.7% in the third quarter. MAI Capital Management now owns 579 shares of the company’s stock worth $48,000 after acquiring an additional 149 shares during the period. 66.54% of the stock is currently owned by institutional investors.

Zoom Communications News Summary

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

• Positive Sentiment: Revenue and enterprise momentum: Q4 revenue of $1.247B beat Street views and enterprise revenue grew 7.1% year-over-year; customers with >$100k trailing 12‑month revenue rose ~9.3%, indicating strength in large accounts. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Product catalyst — Zoom Virtual Agent 3.0: Company introduced an upgraded AI-powered virtual agent aimed at improving customer resolution and scaling automation, which could expand enterprise product revenue and stickiness. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
• Neutral Sentiment: Analyst stance unchanged: Citizens Jmp reaffirmed a “Market Perform” rating on ZM, signaling analysts are taking a cautious, wait‑and‑see view rather than lifting the stock. Citizens Jmp Reaffirms “Market Perform” Rating for Zoom Communications (NASDAQ:ZM)
• Neutral Sentiment: Full disclosure materials available: The earnings call transcript and slide deck were posted (useful for digging into KPIs, margin dynamics and product commentary). Zoom Communications, Inc. (ZM) Q4 2026 Earnings Call Transcript Zoom Communications, Inc. 2026 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: EPS and profit guidance disappointed: Reported EPS missed consensus by a few cents and management’s quarterly profit outlook was characterized by outlets and Reuters as below Wall Street estimates — a primary reason shares pulled back. Zoom falls on earnings miss and weak profit guidance Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Competitive pressure and mixed outlook: Management reiterated that competition from bundled offerings (Microsoft, Google) and a slow consumer/small‑business segment are constraining growth; guidance for near‑term growth was modest, keeping investors cautious. Zoom forecasts quarterly profit below estimates amid tough competition

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.