Zoom Communications’ (ZM) “Neutral” Rating Reiterated at Cantor Fitzgerald

Cantor Fitzgerald reaffirmed their neutral rating on shares of Zoom Communications (NASDAQ:ZM) in a research note published on Wednesday,Benzinga reports. The brokerage currently has a $104.00 price target on the stock.

ZM has been the subject of several other reports. Weiss Ratings raised shares of Zoom Communications from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. Sanford C. Bernstein reissued a “market perform” rating and issued a $108.00 price objective on shares of Zoom Communications in a research report on Wednesday, August 26th. Morgan Stanley boosted their price objective on shares of Zoom Communications from $105.00 to $107.00 and gave the stock an “equal weight” rating in a research report on Wednesday, August 26th. BTIG Research restated a “buy” rating and set a $125.00 target price on shares of Zoom Communications in a report on Wednesday. Finally, Jefferies Financial Group decreased their target price on shares of Zoom Communications from $118.00 to $116.00 and set a “buy” rating for the company in a research report on Wednesday, August 26th. Sixteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.48.

Zoom Communications Stock Performance

Shares of Zoom Communications stock opened at $95.77 on Wednesday. The business’s 50 day simple moving average is $96.29 and its 200 day simple moving average is $95.10. Zoom Communications has a 52-week low of $70.70 and a 52-week high of $114.74. The firm has a market cap of $27.94 billion, a PE ratio of 26.50, a P/E/G ratio of 4.27 and a beta of 1.03.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Tuesday, August 25th. The company reported $1.55 EPS for the quarter, beating the consensus estimate of $1.48 by $0.07. The firm had revenue of $1.28 billion for the quarter, compared to analysts’ expectations of $1.27 billion. Zoom Communications had a return on equity of 10.86% and a net margin of 65.19%. The business’s quarterly revenue was up 4.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.53 EPS. Zoom Communications has set its FY 2027 guidance at 6.080-6.120 EPS and its Q3 2027 guidance at 1.460-1.480 EPS. As a group, equities research analysts predict that Zoom Communications will post 4.27 EPS for the current year.

Insider Buying and Selling at Zoom Communications

In other Zoom Communications news, insider Velchamy Sankarlingam sold 7,645 shares of the firm’s stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $99.26, for a total value of $758,842.70. Following the completion of the transaction, the insider directly owned 151,813 shares in the company, valued at $15,068,958.38. This trade represents a 4.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Santiago Subotovsky sold 3,812 shares of the firm’s stock in a transaction that occurred on Wednesday, October 21st. The shares were sold at an average price of $100.56, for a total value of $383,334.72. Following the completion of the transaction, the director owned 117,974 shares of the company’s stock, valued at approximately $11,863,465.44. This represents a 3.13% 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 have sold a total of 87,414 shares of company stock valued at $8,580,692 in the last ninety days. Insiders own 8.83% of the company’s stock.

Institutional Investors Weigh In On Zoom Communications

Institutional investors and hedge funds have recently made changes to their positions in the stock. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Zoom Communications by 133.3% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 350 shares of the company’s stock valued at $30,000 after buying an additional 200 shares during the last quarter. Rexford Capital Inc. grew its stake in shares of Zoom Communications by 45.7% in the first quarter. Rexford Capital Inc. now owns 389 shares of the company’s stock valued at $31,000 after buying an additional 122 shares in the last quarter. Elevation Wealth Partners LLC increased its holdings in Zoom Communications by 133.8% during the third quarter. Elevation Wealth Partners LLC now owns 477 shares of the company’s stock worth $43,000 after buying an additional 273 shares during the last quarter. Strategic Investment Solutions Inc. IL increased its holdings in Zoom Communications by 400.0% during the second quarter. Strategic Investment Solutions Inc. IL now owns 500 shares of the company’s stock worth $43,000 after buying an additional 400 shares during the last quarter. Finally, V Square Quantitative Management LLC raised its position in Zoom Communications by 100.4% during the first quarter. V Square Quantitative Management LLC now owns 505 shares of the company’s stock worth $41,000 after acquiring an additional 253 shares in the last quarter. Institutional investors own 66.54% of the company’s stock.

Key Stories Impacting Zoom Communications

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

• Positive Sentiment: Analyst support remains broad: Oppenheimer upgraded Zoom, while BTIG Research and RBC initiated or reiterated bullish ratings. Rosenblatt maintained a Buy rating, and Needham reaffirmed its Buy rating with a $130 price target, implying substantial upside from recent levels. Oppenheimer upgrades Zoom BTIG gives Zoom a Buy rating Rosenblatt maintains Buy rating RBC gives Zoom an Outperform rating
• Positive Sentiment: Zoomtopia highlighted a deeper AI push: Zoom introduced a unified context layer and additional AI tools designed to convert meeting discussions into completed work across Zoom Workplace, customer experience, developer tools, and events. The announcements support management’s effort to reaccelerate growth and improve the platform’s strategic value. Zoom AI strategy announcement
• Neutral Sentiment: Valuation arguments are mixed: Some analysis estimates ZM is undervalued following the AI announcements, while comparisons with other software stocks question whether it is currently the better value opportunity. Wells Fargo maintained a Hold rating, and Cantor Fitzgerald reiterated Neutral, limiting the overall bullish signal. Wells Fargo maintains Hold rating
• Negative Sentiment: Near-term sentiment has been pressured: Zoom’s stock recently declined more sharply than the broader market. Commentary also cautions that the shares may trade at a discount after the AI push if investors remain uncertain about monetization, execution, or the pace of revenue growth. Zoom stock valuation after AI push

About Zoom Communications

Zoom Communications, Inc (NASDAQ: ZM) is a communications technology company that provides cloud-based collaboration and customer engagement solutions. Founded in 2011 and headquartered in San Jose, California, the company is best known for Zoom Meetings, its videoconferencing platform for online meetings, webinars and virtual events.

The company’s product portfolio also includes Zoom Phone, a cloud-based business phone service; Zoom Team Chat; Zoom Rooms for hybrid meeting spaces; Zoom Whiteboard; and Zoom Contact Center.