Zoom Video Communications (NASDAQ:ZM) Releases Q1 2026 Earnings Guidance

Zoom Video Communications (NASDAQ:ZM) issued an update on its first quarter 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 1.290-1.310 for the period, compared to the consensus estimate of 1.340. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Zoom Video Communications also updated its FY 2026 guidance to 5.340-5.370 EPS.

Zoom Video Communications Stock Performance

Shares of ZM traded down $1.40 during trading hours on Monday, hitting $81.10. The company had a trading volume of 6,420,395 shares, compared to its average volume of 2,409,991. The firm has a fifty day moving average price of $83.18 and a 200-day moving average price of $76.37. Zoom Video Communications has a 52-week low of $55.06 and a 52-week high of $92.80. The stock has a market capitalization of $24.86 billion and a price-to-earnings ratio of 27.03.

Zoom Video Communications (NASDAQ:ZM) last released its quarterly earnings data on Monday, February 24th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $1.31 by ($0.53). Zoom Video Communications had a return on equity of 10.98% and a net margin of 20.34%. Research analysts anticipate that Zoom Video Communications will post 2.93 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on ZM shares. Cantor Fitzgerald started coverage on shares of Zoom Video Communications in a research report on Friday, January 17th. They set a “neutral” rating and a $87.00 price objective on the stock. Barclays increased their price target on Zoom Video Communications from $70.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, November 27th. Mizuho lifted their price objective on Zoom Video Communications from $90.00 to $105.00 and gave the stock an “outperform” rating in a report on Tuesday, November 26th. Scotiabank raised Zoom Video Communications to a “hold” rating in a report on Tuesday, November 19th. Finally, Rosenblatt Securities restated a “buy” rating and set a $78.00 price target on shares of Zoom Video Communications in a research note on Friday, November 22nd. Sixteen equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $89.48.

Insider Buying and Selling

In other news, CEO Eric S. Yuan sold 83,332 shares of Zoom Video Communications stock in a transaction dated Tuesday, February 4th. The stock was sold at an average price of $86.28, for a total value of $7,189,884.96. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, COO Aparna Bawa sold 9,317 shares of the stock in a transaction that occurred on Friday, January 10th. The shares were sold at an average price of $78.69, for a total value of $733,154.73. Following the transaction, the chief operating officer now directly owns 14,053 shares of the company’s stock, valued at approximately $1,105,830.57. The trade was a 39.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 382,242 shares of company stock worth $31,230,938. 10.78% of the stock is owned by corporate insiders.

About Zoom Video Communications

Zoom Video Communications, Inc provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices.