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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美东时间11月26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。
美银证券分析师Michael Funk维持持有评级，并将目标价从75美元上调至90美元。
德意志银行分析师Matthew Niknam维持持有评级，并将目标价从75美元上调至88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。
贝雅分析师William Power维持买入评级，并将目标价从77美元上调至100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：
Zoom通信-半导体的第三季度报告没有重大惊喜，其扩大Zoom平台以增强客户价值和粘性的努力被突出为核心战略优先事项。这些努力的目标是推动重新加速的增长，依靠在线业务的稳定性和企业增销的机会支持。
在第三季度业绩超出预期之后，管理层表示对第四季度的营业收入预期有轻微好于预期的迹象，围绕这一点的讨论是，最初对FY26营业收入增长的保守指导是否是故意设定较低的预期基准，可能是新CFO的策略性举措。
Zoom视频最新的业绩没有显著惊喜，表明企业和在线业务的持续稳定。这种稳定性，加上数十亿的股票回购授权，支持了股票自八月份低点以来的显著上涨。然而，在短期至中期内实现超过中单数字的增长似乎不太可能。
Zoom视频报告了强劲的第三财季业绩，企业和总营业收入增长显著改善，这一直被视为潜在催化剂。
第三季度显示Zoom视频的增长改善迹象，因为客户流失率降低，扩展率保持稳定。然而，最近运行后的风险依然存在，因为增长率仍然温和，随着公司对新领域的投资，利润率可能会受到压缩。
以下为今日10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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