Zoom Communications’ (ZM) Market Perform Rating Reiterated at Citizens Jmp

Citizens Jmp restated their market perform rating on shares of Zoom Communications (NASDAQ:ZM) in a report released on Tuesday morning,Benzinga reports.

A number of other equities research analysts also recently issued reports on ZM. Zacks Research downgraded shares of Zoom Communications from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 13th. Sanford C. Bernstein reiterated a “market perform” rating and set a $90.00 price objective on shares of Zoom Communications in a report on Tuesday, November 25th. Jefferies Financial Group lifted their price objective on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. raised their price target on Zoom Communications from $85.00 to $90.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 25th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $95.32.

Zoom Communications Stock Down 11.6%

ZM opened at $75.54 on Tuesday. The stock has a fifty day moving average of $87.95 and a 200-day moving average of $84.36. The firm has a market capitalization of $22.37 billion, a P/E ratio of 12.18, a PEG ratio of 7.65 and a beta of 0.90. Zoom Communications has a 12-month low of $64.41 and a 12-month high of $97.58.

Zoom Communications (NASDAQ:ZM) last issued its quarterly 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). The business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 12.13%. The business’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.41 EPS. 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. On average, analysts expect that Zoom Communications will post 2.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, COO Aparna Bawa sold 12,137 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $81.37, for a total transaction of $987,587.69. Following the completion of the sale, the chief operating officer directly owned 1,978 shares of the company’s stock, valued at approximately $160,949.86. This represents a 85.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Eric S. Yuan sold 12,100 shares of Zoom Communications stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $93.01, for a total transaction of $1,125,421.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 183,089 shares of company stock valued at $15,751,383 in the last three months. Company insiders own 11.51% of the company’s stock.

Hedge Funds Weigh In On Zoom Communications

Institutional investors have recently made changes to their positions in the business. Advocate Investing Services LLC acquired a new stake in Zoom Communications in the 4th quarter valued at approximately $26,000. Elevation Point Wealth Partners LLC bought a new stake in shares of Zoom Communications in the second quarter valued at approximately $27,000. Strive Financial Group LLC acquired a new stake in shares of Zoom Communications in the fourth quarter worth $27,000. Toth Financial Advisory Corp bought a new position in Zoom Communications during the fourth quarter worth $28,000. Finally, Root Financial Partners LLC bought a new position in Zoom Communications during the third quarter worth $33,000. 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: Enterprise momentum and revenue beat — Q4 revenue was about $1.25B, up ~5.3% YoY with enterprise revenue rising ~7% and more large customers (> $100k) year‑over‑year, providing a healthier top‑line backdrop. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: New AI product and execution — Zoom launched Zoom Virtual Agent 3.0 to expand AI‑driven customer service automation, reinforcing its strategy to monetize AI and deepen enterprise ties. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
• Positive Sentiment: Capital returns and margin progress — management completed a $2.7B buyback program and reported margin expansion and shifting cash flow dynamics that support shareholder returns. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Full disclosure materials available — investors can review the earnings slide deck and the full earnings call transcript for details on metrics, customer composition and FY27 assumptions. Zoom Q4 Results – Earnings Call Presentation
• Negative Sentiment: EPS miss — non‑GAAP EPS came in at $1.44, a few cents below Street consensus (roughly $1.48–$1.49), which undercut the stock despite the revenue beat. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: Softer near‑term profit outlook and analyst concern — several outlets and analysts highlighted guidance and commentary that imply tougher quarterly profit comparisons and prompted reviews of EPS trajectories, sparking downward pressure. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Mixed analyst moves — several firms adjusted ratings/targets after the print (Sanford Bernstein trimmed its target; others issued divergent price targets), adding to intraday volatility and driving some selling. Zoom tumbles after mixed Q4, analysts mull softer EPS outlook

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.