BTIG Research Lowers Zoom Communications (NASDAQ:ZM) Price Target to $100.00

Zoom Communications (NASDAQ:ZM) had its price target cut by equities research analysts at BTIG Research from $105.00 to $100.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s target price would suggest a potential upside of 35.24% from the stock’s current price.

A number of other research analysts also recently weighed in on ZM. Needham & Company LLC reissued a “buy” rating and issued a $100.00 target price on shares of Zoom Communications in a report on Tuesday, November 25th. Piper Sandler upped their price target on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Rosenblatt Securities reiterated a “buy” rating and issued a $115.00 price objective on shares of Zoom Communications in a research note on Thursday. Benchmark cut their target price on shares of Zoom Communications from $115.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, Citigroup raised shares of Zoom Communications from a “neutral” rating to a “buy” rating and upped their target price for the company from $94.00 to $106.00 in a report on Monday, January 12th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $95.32.

Zoom Communications Stock Performance

ZM stock opened at $73.94 on Thursday. The firm has a 50 day moving average price of $87.63 and a 200-day moving average price of $84.39. Zoom Communications has a 52-week low of $64.41 and a 52-week high of $97.58. The firm has a market capitalization of $21.89 billion, a price-to-earnings ratio of 11.93, a PEG ratio of 6.76 and a beta of 0.90.

Zoom Communications (NASDAQ:ZM) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter in the previous year, the firm earned $1.41 earnings per share. Zoom Communications’s revenue was up 5.3% on a year-over-year basis. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. As a group, sell-side analysts forecast that Zoom Communications will post 2.93 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Velchamy Sankarlingam sold 7,568 shares of the stock in a transaction on Monday, January 12th. The stock was sold at an average price of $86.55, for a total transaction of $655,010.40. Following the sale, the insider owned 136,182 shares in the company, valued at approximately $11,786,552.10. This represents a 5.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Eric S. Yuan sold 73,378 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $87.29, for a total transaction of $6,405,165.62. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 183,089 shares of company stock valued at $15,751,383 in the last quarter. 11.51% of the stock is currently owned by insiders.

Institutional Trading of Zoom Communications

Institutional investors and hedge funds have recently made changes to their positions in the company. Kera Capital Partners Inc. boosted its position in Zoom Communications by 65.6% during the 4th quarter. Kera Capital Partners Inc. now owns 15,205 shares of the company’s stock valued at $1,400,000 after acquiring an additional 6,024 shares in the last quarter. Virtu Financial LLC purchased a new position in shares of Zoom Communications during the 4th quarter valued at approximately $554,000. Wick Capital Partners LLC purchased a new stake in shares of Zoom Communications in the fourth quarter valued at approximately $497,000. T. Rowe Price Investment Management Inc. raised its position in shares of Zoom Communications by 7.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,637,903 shares of the company’s stock worth $400,205,000 after purchasing an additional 341,104 shares during the last quarter. Finally, Compound Planning Inc. grew its holdings in shares of Zoom Communications by 10.0% during the fourth quarter. Compound Planning Inc. now owns 7,940 shares of the company’s stock worth $685,000 after buying an additional 725 shares in the last quarter. 66.54% of the stock is currently owned by institutional investors.

Key Headlines Impacting Zoom Communications

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Revenue and enterprise strength — Zoom reported Q4 revenue of ~$1.25B, up ~5% year‑over‑year, with enterprise revenue growing ~7% and more customers contributing >$100k ARR, showing continued strength in higher‑value customers. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Share repurchase completed — Zoom finished a $2.7B buyback program, which supports EPS and signals capital‑allocation confidence. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: AI product launch — Zoom rolled out Virtual Agent 3.0 and is pushing embedded AI for customer service and collaboration, expanding monetization opportunities. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Revenue beat but slight EPS miss — Q4 non‑GAAP EPS was $1.44, just below consensus (reported misses ranged ~$0.04–$0.05), leaving fundamentals mixed. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Macroeconomic and market context — softer futures and sector rotation (housing/manufacturing signals) and post‑earnings profit‑taking amplified the move. US Stock Market Today S&P 500 Futures Slip As Housing And Factory Signals Mix
• Neutral Sentiment: Unclear impact from AI-investment narrative — one analyst piece highlights early investments in Anthropic by pandemic‑era winners; relevance to Zoom is uncertain and should be treated cautiously. Want Exposure to Anthropic? Then Buy This AI Software Stock.
• Negative Sentiment: Profit/guidance disappointed some investors — Zoom’s FY‑27 and Q1 EPS guidance was viewed as conservative by some analysts, prompting concerns about near‑term EPS trajectory. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Analyst reactions and target moves — several firms adjusted targets/ratings (mixed raises and cuts; Sanford Bernstein trimmed its target to $88 with a Market Perform), increasing uncertainty for investors. Analyst coverage/target updates
• Negative Sentiment: Shares fell sharply after hours and into the next session as traders digested the mixed print and guidance, driving a notable pullback from recent gains. Zoom (ZM) Stock Trades Down, Here Is Why

Zoom Communications Company Profile

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.