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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美東時間11月27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。
巴克萊銀行分析師Ryan MacWilliams維持持有評級，並將目標價從70美元上調至85美元。
瑞士銀行分析師Karl Keirstead維持持有評級，並將目標價從100美元下調至90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。
瑞穗證券分析師Siti Panigrahi維持買入評級，並將目標價從90美元上調至105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：
投資者對於Zoom通信在其核心業務中找到穩定性更加有信心，儘管仍然希望在第三季度看到更強的營業收入或運營利潤改善。
Zoom通信已表示強調加速增長，但仍不確定第三季度的結果是否會增強對2026財政年度顯著加速的信懇智能。預計第四季度營業收入增長3%，並將此數字視爲2026財政年度增長預測的初步「佔位符」，儘管公司採取謹慎的態度，但這可能無法支持大幅增長轉變的論點。
Zoom通信最近的第三季度報告以其可預測性而聞名，繼續專注於擴展平台以提升客戶價值和參與度，這仍然是一個關鍵的戰略優先事項。該策略旨在促進再加速增長，依託於在線板塊的穩定性及增強的企業追加銷售機會。
在第三季度結果超出預期後，Zoom視頻的前景展望包括第四季度營業收入預期略高於一致預期。2026財政年度的初始指導顯示營業收入增長2.7%，低於市場普遍預期的3.2%。這一保守的預測可能爲新CFO預期的業績設定基準。
Zoom通信報告了強勁的第三季度業績，繼續提供「最佳的盈利能力」和現金流，因爲管理層致力於營業收入的再加速。預計由於核心平台的穩定性和新興產品的增長推動，公司將恢復中個位數增長。
以下爲今日13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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