Analyst Price Targets — ZM
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| February 26, 2026 3:00 pm | Thomas Blakey | Cantor Fitzgerald | $87.00 | $74.17 | StreetInsider | Cantor Fitzgerald Reiterates Neutral Rating on Zoom Video (ZM) as Estimates Unchanged |
| February 5, 2026 10:24 am | — | Wolfe Research | $115.00 | $90.83 | TheFly | Zoom Communications upgraded to Outperform from Peer Perform at Wolfe Research |
| January 27, 2026 12:13 pm | Daniel Ives | Wedbush | $110.00 | $94.88 | StreetInsider | Zoom Video (ZM) PT Raised to $110 at Wedbush |
| January 5, 2026 11:50 am | — | Piper Sandler | $91.00 | $83.32 | TheFly | Zoom Communications price target raised to $91 from $85 at Piper Sandler |
| December 16, 2025 9:58 pm | Allan Verkhovski | BTIG | $105.00 | $87.91 | TheFly | Zoom Communications initiated with a Buy at BTIG |
| November 25, 2025 1:47 pm | — | Stifel Nicolaus | $110.00 | $78.98 | StreetInsider | Benchmark Reiterates Buy Rating on Zoom Video (ZM) Following Strong Q3 Results |
| November 25, 2025 12:31 pm | — | Morgan Stanley | $92.00 | $78.60 | TheFly | Zoom Communications price target raised to $92 from $85 at Morgan Stanley |
| November 25, 2025 11:17 am | Peter Weed | Bernstein | $90.00 | $78.60 | TheFly | Zoom Communications price target raised to $90 from $89 at Bernstein |
| November 25, 2025 10:51 am | — | Jefferies | $105.00 | $78.60 | TheFly | Zoom Communications price target raised to $105 from $100 at Jefferies |
| October 21, 2025 8:41 am | — | Morgan Stanley | $85.00 | $81.91 | TheFly | Zoom Communications resumed with an Equal Weight at Morgan Stanley |
Latest News for ZM
Zoom Communications stands out in a weak software sector, supported by its Anthropic stake and robust net cash position. ZM trades at just 12x forward non-GAAP earnings, with net cash and investments comprising up to 48% of market cap. Management guides for modest 4.2% FY revenue growth but expresses optimism about AI monetization in FY '27.
Zoom Communications, Inc. (ZM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
111 Capital lifted its position in Zoom Communications, Inc. (NASDAQ: ZM) by 353.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,607 shares of the company's stock after acquiring an additional 12,948 shares during the period. 111 Capital's holdings
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