Zoom Communications (NASDAQ:ZM) Price Target Raised to $125.00 at BTIG Research

Zoom Communications (NASDAQ:ZM) had its target price hoisted by BTIG Research from $100.00 to $125.00 in a report released on Friday,Benzinga reports. The firm currently has a buy rating on the stock.

A number of other research firms have also recently commented on ZM. Wolfe Research upgraded Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a report on Thursday, February 5th. Weiss Ratings upgraded Zoom Communications from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 1st. Benchmark upped their price objective on Zoom Communications from $115.00 to $121.00 and gave the company a “buy” rating in a report on Thursday. Citigroup upped their price objective on Zoom Communications from $106.00 to $122.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, Sanford C. Bernstein decreased their price target on Zoom Communications from $90.00 to $88.00 and set a “market perform” rating on the stock in a research note on Thursday, February 26th. Fourteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.95.

Zoom Communications Stock Performance

ZM opened at $105.64 on Friday. Zoom Communications has a one year low of $69.15 and a one year high of $113.73. The stock has a market capitalization of $31.13 billion, a PE ratio of 15.51, a P/E/G ratio of 5.54 and a beta of 1.00. The business’s 50 day moving average price is $88.73 and its 200 day moving average price is $86.72.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings data on Thursday, May 21st. The company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.42 by $0.13. Zoom Communications had a return on equity of 12.06% and a net margin of 41.99%.The firm had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the firm posted $1.43 earnings per share. The firm’s quarterly revenue was up 5.5% on a year-over-year basis. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. As a group, equities research analysts forecast that Zoom Communications will post 3.94 earnings per share for the current fiscal year.

Insider Buying and Selling at Zoom Communications

In other news, Director Santiago Subotovsky sold 5,274 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $106.58, for a total transaction of $562,102.92. Following the sale, the director owned 142,882 shares of the company’s stock, valued at approximately $15,228,363.56. This represents a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Aparna Bawa sold 12,886 shares of the company’s stock in a transaction on Friday, April 17th. The stock was sold at an average price of $87.62, for a total value of $1,129,071.32. Following the sale, the chief operating officer directly owned 1,978 shares in the company, valued at $173,312.36. This represents a 86.69% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 144,329 shares of company stock valued at $12,364,989. Insiders own 11.51% of the company’s stock.

Hedge Funds Weigh In On Zoom Communications

Several large investors have recently bought and sold shares of ZM. NewEdge Advisors LLC increased its holdings in Zoom Communications by 16.8% in the first quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock valued at $591,000 after buying an additional 1,153 shares during the last quarter. Intech Investment Management LLC increased its holdings in Zoom Communications by 59.1% in the first quarter. Intech Investment Management LLC now owns 16,785 shares of the company’s stock valued at $1,238,000 after buying an additional 6,235 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in Zoom Communications by 82.0% in the first quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock valued at $65,000 after buying an additional 397 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Zoom Communications in the second quarter valued at $217,000. Finally, Invesco Ltd. increased its holdings in Zoom Communications by 7.0% in the second quarter. Invesco Ltd. now owns 730,207 shares of the company’s stock valued at $56,942,000 after buying an additional 47,749 shares during the last quarter. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Key Stories Impacting Zoom Communications

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

• Positive Sentiment: Zoom beat fiscal Q1 expectations, posting EPS of $1.55 versus the $1.41 consensus and revenue of $1.24 billion versus $1.22 billion expected, with revenue up 5.5% year over year. Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027
• Positive Sentiment: The company lifted FY2027 guidance, now targeting EPS of $5.96-$6.00, above prior expectations, which signals management confidence in continued margin and profit expansion. Zoom Raises FY2027 Outlook After 184% Paid AI User Growth
• Positive Sentiment: AI momentum was a key driver, with paid AI users surging 184% and enterprise revenue rising 7.2%, suggesting Zoom is successfully expanding beyond basic video conferencing into higher-value enterprise tools. Zoom raises annual forecasts, banks on AI features to drive demand
• Positive Sentiment: Several Wall Street firms raised price targets after the results, including RBC, Rosenblatt, Needham, BTIG, Mizuho, Benchmark, and Piper Sandler, reflecting improved sentiment around Zoom’s growth outlook. These Analysts Increase Their Forecasts On Zoom After Upbeat Q1 Results
• Neutral Sentiment: Zoom also reported a modest uptick in churn and competitive pressure, which investors may continue to monitor even as the broader earnings picture remains strong. Zoom Communications Inc (ZM) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and AI …

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.