Rosenblatt Securities Reaffirms Buy Rating for Zoom Communications (NASDAQ:ZM)

Zoom Communications (NASDAQ:ZM)‘s stock had its “buy” rating restated by research analysts at Rosenblatt Securities in a note issued to investors on Thursday,Benzinga reports. They currently have a $115.00 price target on the stock. Rosenblatt Securities’ price target indicates a potential upside of 55.53% from the company’s current price.

Several other research firms also recently weighed in on ZM. Morgan Stanley lifted their price target on shares of Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Zacks Research downgraded Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Benchmark decreased their target price on Zoom Communications from $115.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday. Wedbush reiterated an “outperform” rating and issued a $95.00 price target on shares of Zoom Communications in a report on Tuesday, November 25th. Finally, Citizens Jmp reissued a “market perform” rating on shares of Zoom Communications in a research note on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Zoom Communications has a consensus rating of “Hold” and a consensus price target of $95.32.

Zoom Communications Stock Performance

Shares of ZM opened at $73.94 on Thursday. The firm has a market cap of $21.89 billion, a PE ratio of 11.93, a price-to-earnings-growth ratio of 6.76 and a beta of 0.90. Zoom Communications has a 52-week low of $64.41 and a 52-week high of $97.58. The business’s 50 day moving average price is $87.63 and its two-hundred day moving average price is $84.39.

Zoom Communications (NASDAQ:ZM) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.04). Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The company had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same period last year, the business earned $1.41 EPS. The business’s quarterly revenue was up 5.3% compared to the same quarter last year. 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. Research analysts predict that Zoom Communications will post 2.93 EPS for the current fiscal year.

Insider Activity at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 7,568 shares of the company’s 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 completion of 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Aparna Bawa sold 12,137 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $81.37, for a total value of $987,587.69. Following the completion of the sale, the chief operating officer directly owned 1,978 shares of the company’s stock, valued at $160,949.86. The trade was a 85.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 183,089 shares of company stock valued at $15,751,383 over the last 90 days. Corporate insiders own 11.51% of the company’s stock.

Institutional Investors Weigh In On Zoom Communications

Large investors have recently made changes to their positions in the business. Norges Bank bought a new position in Zoom Communications during the second quarter valued at about $539,998,000. AQR Capital Management LLC boosted its stake in Zoom Communications by 43.9% in the fourth quarter. AQR Capital Management LLC now owns 12,195,243 shares of the company’s stock valued at $1,052,328,000 after acquiring an additional 3,718,186 shares during the last quarter. Acadian Asset Management LLC grew its position in shares of Zoom Communications by 41.1% during the 2nd quarter. Acadian Asset Management LLC now owns 3,769,480 shares of the company’s stock valued at $293,909,000 after acquiring an additional 1,097,333 shares during the period. Two Sigma Investments LP purchased a new stake in shares of Zoom Communications during the 3rd quarter worth approximately $86,709,000. Finally, Vanguard Group Inc. raised its holdings in shares of Zoom Communications by 4.0% in the 4th quarter. Vanguard Group Inc. now owns 26,967,224 shares of the company’s stock worth $2,327,002,000 after purchasing an additional 1,029,623 shares during the period. 66.54% of the stock is owned by hedge funds and other institutional investors.

Key Zoom Communications News

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.