Sanford C. Bernstein Lowers Zoom Communications (NASDAQ:ZM) Price Target to $88.00

Zoom Communications (NASDAQ:ZM) had its price objective lowered by equities researchers at Sanford C. Bernstein from $90.00 to $88.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “market perform” rating on the stock. Sanford C. Bernstein’s price target would suggest a potential upside of 19.02% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. KeyCorp boosted their target price on shares of Zoom Communications from $69.00 to $74.00 and gave the stock an “underweight” rating in a research report on Thursday. Citizens Jmp reiterated a “market perform” rating on shares of Zoom Communications in a research report on Tuesday. BTIG Research reduced their price objective on Zoom Communications from $105.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday. Morgan Stanley increased their target price on Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Finally, Needham & Company LLC restated a “buy” rating and issued a $100.00 price target on shares of Zoom Communications in a research note on Tuesday, November 25th. Fourteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Zoom Communications currently has a consensus rating of “Hold” and an average price target of $95.32.

Zoom Communications Stock Performance

Shares of ZM opened at $73.94 on Thursday. Zoom Communications has a 1 year low of $64.41 and a 1 year high of $97.58. The stock has a 50-day simple moving average of $87.63 and a 200-day simple moving average of $84.39. The stock has a market capitalization of $21.89 billion, a PE ratio of 11.93, a PEG ratio of 6.76 and a beta of 0.90.

Zoom Communications (NASDAQ:ZM) last posted its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.04). The business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.23 billion. Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.Zoom Communications’s revenue for the quarter was up 5.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 EPS. 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. Analysts predict that Zoom Communications will post 2.93 EPS for the current year.

Insider Buying and Selling at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 7,568 shares of the firm’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.55, for a total value of $655,010.40. Following the completion of the sale, the insider directly owned 136,182 shares in the company, valued at approximately $11,786,552.10. This trade represents a 5.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Eric S. Yuan sold 73,378 shares of Zoom Communications stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $87.29, for a total transaction of $6,405,165.62. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 183,089 shares of company stock valued at $15,751,383 in the last three months. 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. Advocate Investing Services LLC bought a new position in shares of Zoom Communications during the fourth quarter valued at $26,000. Elevation Point Wealth Partners LLC acquired a new position in Zoom Communications during the 2nd quarter valued at about $27,000. Strive Financial Group LLC purchased a new position in Zoom Communications during the fourth quarter worth about $27,000. Toth Financial Advisory Corp purchased a new stake in shares of Zoom Communications during the 4th quarter valued at $28,000. Finally, Root Financial Partners LLC bought a new stake in shares of Zoom Communications in the 3rd quarter worth approximately $33,000. Institutional investors own 66.54% of the company’s stock.

Trending Headlines about 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.