On Nov 26, major Wall Street analysts update their ratings for $Zoom Video Communications (ZM.US)$, with price targets ranging from $70 to $115.
BofA Securities analyst Michael Funk maintains with a hold rating, and adjusts the target price from $75 to $90.
Deutsche Bank analyst Matthew Niknam maintains with a hold rating, and adjusts the target price from $75 to $88.
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.
Baird analyst William Power maintains with a buy rating, and adjusts the target price from $77 to $100.
Furthermore, according to the comprehensive report, the opinions of $Zoom Video Communications (ZM.US)$'s main analysts recently are as follows:
Zoom Communications' Q3 report was noted for its absence of major surprises, with efforts to broaden the Zoom platform in order to enhance customer value and stickiness highlighted as a central strategic priority. The goal of these efforts is to drive re-accelerated growth, supported by stability in the Online segment and opportunities for enterprise upsell.
Following Q3 results, which exceeded expectations, and management's indication of a modestly better-than-expected revenue projection for Q4, there's a surrounding discourse on whether the initial conservative guidance for FY26 revenue growth is strategically setting a lower expectation benchmark, potentially as a tactical move for the new CFO.
The latest results from Zoom Video have shown no significant surprises, indicating a continued stabilization within both the Enterprise and Online segments. This stability, alongside authorization of share repurchases in the billions, supports the stock's significant increase from its August lows. However, achieving growth higher than mid-single digits in the near to mid-term appears unlikely.
Zoom Video reported strong FQ3 results, with significant improvements in enterprise and total revenue growth, which have long been seen as potential catalysts.
Q3 displayed signs of growth improvement for Zoom Video, as churn moderated and expansion rates remained stable. However, there are risks following the recent run, since growth rates are still moderate, and margins may compress as the company invests in new areas.
Here are the latest investment ratings and price targets for $Zoom Video Communications (ZM.US)$ from 10 analysts:
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美東時間11月26日，多家華爾街大行更新了$Zoom視頻通訊 (ZM.US)$的評級，目標價介於70美元至115美元。
美銀證券分析師Michael Funk維持持有評級，並將目標價從75美元上調至90美元。
德意志銀行分析師Matthew Niknam維持持有評級，並將目標價從75美元上調至88美元。
富國集團分析師Michael Turrin維持賣出評級，維持目標價70美元。
Evercore分析師Peter Levine上調至買入評級，並將目標價從70美元上調至115美元。
貝雅分析師William Power維持買入評級，並將目標價從77美元上調至100美元。
此外，綜合報道，$Zoom視頻通訊 (ZM.US)$近期主要分析師觀點如下：
Zoom通信-半導體的第三季度報告沒有重大驚喜，強調了擴大Zoom平台以提升客戶價值和粘性的努力作爲中央戰略優先事項。這些努力的目標是推動增長再加速，由在線業務的穩定和企業增銷機會支持。
在第三季度業績超出預期和管理層對第四季度營收預測略有改善的指示之後，圍繞2026財年營收增長的初步保守指引是否在戰略上設定了較低的期望基準展開討論，這可能是新CFO的一種戰術舉措。
Zoom視頻的最新結果沒有顯著驚喜，表明企業和在線業務都在持續穩定中。這種穩定性，加上數十億美元的股票回購授權，支持了股票自八月低點以來的顯著上漲。然而，預計短期到中期內實現中低個位數以上的增長似乎不太可能。
Zoom視頻報告了強勁的第三財季業績，企業和總營業收入增長顯著改善，這一直被視爲潛在催化劑。
第三季度顯示Zoom視頻的增長改善跡象，因爲客戶流失率有所緩解，擴展率保持穩定。然而，在近期運行後仍存在風險，因爲增長率仍然適度，公司在新領域的投資可能會壓縮利潤率。
以下爲今日10位分析師對$Zoom視頻通訊 (ZM.US)$的最新投資評級及目標價：
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