Zoom Communications (NASDAQ:ZM) Stock Price Expected to Rise, KeyCorp Analyst Says

Zoom Communications (NASDAQ:ZM) had its price target boosted by equities research analysts at KeyCorp from $69.00 to $74.00 in a research report issued on Thursday,Benzinga reports. The firm currently has an “underweight” rating on the stock. KeyCorp’s price objective would indicate a potential upside of 0.08% from the company’s current price.

Several other equities analysts have also commented on the company. Piper Sandler upped their target price on Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Citigroup raised shares of Zoom Communications from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $94.00 to $106.00 in a research note on Monday, January 12th. Wolfe Research raised shares of Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research report on Thursday, February 5th. Cantor Fitzgerald reiterated a “neutral” rating and set a $87.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Finally, Citizens Jmp reissued a “market perform” rating on shares of Zoom Communications in a report on Tuesday. Fourteen 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 an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Stock Down 2.1%

NASDAQ ZM 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. The stock has a market capitalization of $21.89 billion, a P/E ratio of 11.93, a P/E/G 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.

Zoom Communications (NASDAQ:ZM) last issued 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). 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 quarter in the previous year, the company posted $1.41 earnings per share. The company’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. On average, equities research analysts expect that Zoom Communications will post 2.93 earnings per share for the current fiscal year.

Insider Activity

In other Zoom Communications news, CEO Eric S. Yuan sold 73,378 shares of Zoom Communications stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $87.29, for a total transaction of $6,405,165.62. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Michelle Chang sold 8,417 shares of the business’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $86.54, for a total transaction of $728,407.18. Following the transaction, the chief financial officer owned 25,482 shares in the company, valued at approximately $2,205,212.28. This represents a 24.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders 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 Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of ZM. Vanguard Group Inc. boosted its holdings in Zoom Communications by 4.0% during the fourth quarter. Vanguard Group Inc. now owns 26,967,224 shares of the company’s stock valued at $2,327,002,000 after acquiring an additional 1,029,623 shares during the period. AQR Capital Management LLC lifted its position in shares of Zoom Communications by 43.9% during the 4th quarter. AQR Capital Management LLC now owns 12,195,243 shares of the company’s stock worth $1,052,328,000 after purchasing an additional 3,718,186 shares during the last quarter. State Street Corp boosted its stake in Zoom Communications by 5.0% during the 4th quarter. State Street Corp now owns 7,582,924 shares of the company’s stock valued at $654,331,000 after purchasing an additional 363,776 shares during the period. Norges Bank bought a new stake in Zoom Communications during the 2nd quarter valued at approximately $539,998,000. Finally, Geode Capital Management LLC grew its holdings in Zoom Communications by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 5,139,583 shares of the company’s stock valued at $445,254,000 after buying an additional 152,862 shares during the last quarter. Hedge funds and other institutional investors own 66.54% of the company’s stock.

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

About Zoom Communications

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.