On Nov 27, major Wall Street analysts update their ratings for $Zoom Communications (ZM.US)$, with price targets ranging from $70 to $115.
Barclays analyst Ryan MacWilliams maintains with a hold rating, and adjusts the target price from $70 to $85.
UBS analyst Karl Keirstead maintains with a hold rating, and adjusts the target price from $100 to $90.
Wells Fargo analyst Michael Turrin maintains with a sell rating, and maintains the target price at $70.
Evercore analyst Peter Levine upgrades to a buy rating, and adjusts the target price from $70 to $115.
Mizuho Securities analyst Siti Panigrahi maintains with a buy rating, and adjusts the target price from $90 to $105.
Furthermore, according to the comprehensive report, the opinions of $Zoom Communications (ZM.US)$'s main analysts recently are as follows:
Investors are more confident that Zoom Communications has found stabilization within its core business, although there remains a desire for a stronger revenue or operational margin improvement in Q3.
Zoom Communications has indicated an emphasis on speeding up growth, yet it remains uncertain if the Q3 results will instill confidence in a significant acceleration for fiscal year 2026. The projection of a 3% revenue growth for Q4, and the mention of this figure as an initial 'placeholder' for FY26 growth projections, may not support arguments for a substantial growth pivot, despite a cautious stance from the company.
Zoom Communications' recent Q3 report was noted for its predictability, continuing to focus on expanding the platform to boost customer value and engagement, which remains a critical strategic priority. This strategy aims to facilitate re-accelerated growth, supported by stability in the Online segment and enhanced Enterprise upsell opportunities.
After Q3 results surpassed expectations, Zoom Video's forward outlook included Q4 revenue expectations slightly above consensus. Initial guidance for FY26 showing a 2.7% revenue growth falls below broader market expectations of 3.2%. This conservative projection could potentially set a baseline for the performance expected of the new CFO.
Zoom Communications reported strong Q3 results, continuing to deliver "best-in-class" profitability and cash flow as the management drives towards revenue reacceleration. It is expected that the company will return to mid-single-digit growth due to stabilization in the core platform and growth impetus from emerging products.
Here are the latest investment ratings and price targets for $Zoom Communications (ZM.US)$ from 13 analysts:
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美东时间11月27日，多家华尔街大行更新了$Zoom视频通讯 (ZM.US)$的评级，目标价介于70美元至115美元。
巴克莱银行分析师Ryan MacWilliams维持持有评级，并将目标价从70美元上调至85美元。
瑞士银行分析师Karl Keirstead维持持有评级，并将目标价从100美元下调至90美元。
富国集团分析师Michael Turrin维持卖出评级，维持目标价70美元。
Evercore分析师Peter Levine上调至买入评级，并将目标价从70美元上调至115美元。
瑞穗证券分析师Siti Panigrahi维持买入评级，并将目标价从90美元上调至105美元。
此外，综合报道，$Zoom视频通讯 (ZM.US)$近期主要分析师观点如下：
投资者们更有信心，认为Zoom通信在其核心业务中已经找到了稳定性，尽管他们仍然渴望在第三季度实现更强劲的营业收入或运营利润改善。
Zoom通信已经表明了加快增长的重点，但第三季度的结果是否能为2026财年的显著加速增长注入信心仍不确定。预计第四季度的营收增长为3％，并将这一数字作为FY26增长预测的初步'占位符'，可能无法支持大幅增长转向的论点，尽管公司对此持谨慎态度。
Zoom通信最近的第三季度报告以其可预测性而闻名，继续专注于扩大平台以提升客户价值和参与度，这仍然是一个重要的战略优先事项。该策略旨在促进重新加速增长，得益于在线业务部门的稳定性和增强的企业升级销售机会的支持。
在第三季度的业绩超出预期后，Zoom Video的未来展望包括Q4营收预期略高于共识。FY26的初步指导显示营收增长2.7％，低于市场对3.2％的更广泛预期。这一保守的预测可能为新CFO的预期绩效设定了基准。
Zoom通信报告了强劲的第三季度业绩，继续提供'最佳'的盈利能力和现金流，同时管理层致力于实现营收再加速增长。预计公司将由于核心平台的稳定性和新产品的增长动力而恢复至中等一位数的增长。
以下为今日13位分析师对$Zoom视频通讯 (ZM.US)$的最新投资评级及目标价：
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