Zoom Video Communications (NASDAQ:ZM) Issues FY 2026 Earnings Guidance

Zoom Video Communications (NASDAQ:ZM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 5.340-5.370 for the period, compared to the consensus EPS estimate of 5.560. The company issued revenue guidance of $4.8 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. Zoom Video Communications also updated its Q1 2026 guidance to 1.290-1.310 EPS.

Analyst Ratings Changes

ZM has been the subject of several recent research reports. Wells Fargo & Company upgraded Zoom Video Communications from an “underweight” rating to an “equal weight” rating and upped their price target for the stock from $70.00 to $85.00 in a report on Tuesday, January 7th. Royal Bank of Canada reiterated an “outperform” rating and issued a $95.00 target price on shares of Zoom Video Communications in a research note on Tuesday, November 26th. Piper Sandler raised their price target on shares of Zoom Video Communications from $68.00 to $89.00 and gave the company a “neutral” rating in a research report on Tuesday, November 26th. Benchmark upped their price objective on shares of Zoom Video Communications from $85.00 to $97.00 and gave the stock a “buy” rating in a research report on Tuesday, November 26th. Finally, Scotiabank upgraded shares of Zoom Video Communications to a “hold” rating in a research note on Tuesday, November 19th. Sixteen research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $89.48.

Zoom Video Communications Price Performance

NASDAQ:ZM traded down $1.40 on Monday, reaching $81.10. 6,420,395 shares of the company’s stock were exchanged, compared to its average volume of 2,409,991. The firm has a market cap of $24.86 billion and a price-to-earnings ratio of 27.03. The stock has a fifty day simple moving average of $83.18 and a 200-day simple moving average of $76.37. Zoom Video Communications has a 52 week low of $55.06 and a 52 week high of $92.80.

Zoom Video Communications (NASDAQ:ZM) last released its quarterly earnings data on Monday, February 24th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $1.31 by ($0.53). Zoom Video Communications had a return on equity of 10.98% and a net margin of 20.34%. As a group, sell-side analysts predict that Zoom Video Communications will post 2.93 EPS for the current year.

Insider Transactions at Zoom Video Communications

In related news, CEO Eric S. Yuan sold 83,332 shares of the company’s stock in a transaction that occurred on Tuesday, February 4th. The shares were sold at an average price of $86.28, for a total transaction of $7,189,884.96. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jonathan Chadwick sold 25,000 shares of the firm’s stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $80.33, for a total transaction of $2,008,250.00. Following the completion of the transaction, the director now directly owns 1,514 shares of the company’s stock, valued at approximately $121,619.62. The trade was a 94.29 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 382,242 shares of company stock valued at $31,230,938 over the last three months. Company insiders own 10.78% of the company’s stock.

About Zoom Video Communications

Zoom Video Communications, Inc provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices.