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

Zoom Video Communications (NASDAQ:ZM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 5.340-5.370 for the period, compared to the consensus estimate of 5.560. The company issued revenue guidance of $4.8 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. Zoom Video Communications also updated its Q1 2026 guidance to 1.290-1.310 EPS.

Zoom Video Communications Stock Performance

Shares of NASDAQ:ZM traded down $1.40 during midday trading on Monday, hitting $81.10. 6,285,960 shares of the stock were exchanged, compared to its average volume of 2,397,505. Zoom Video Communications has a 52-week low of $55.06 and a 52-week high of $92.80. The business’s fifty day simple moving average is $83.18 and its two-hundred day simple moving average is $76.37. The company has a market capitalization of $24.86 billion and a PE ratio of 27.03.

Zoom Video Communications (NASDAQ:ZM) last announced its quarterly earnings data on Monday, February 24th. The company reported $0.78 earnings per share (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%. As a group, equities analysts anticipate that Zoom Video Communications will post 2.93 EPS for the current year.

Analyst Upgrades and Downgrades

ZM has been the topic of several recent research reports. Evercore ISI upgraded Zoom Video Communications from an “in-line” rating to an “outperform” rating and raised their target price for the company from $70.00 to $115.00 in a report on Tuesday, November 26th. Royal Bank of Canada restated an “outperform” rating and set a $95.00 target price on shares of Zoom Video Communications in a report on Tuesday, November 26th. Barclays raised their target price 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. Bank of America raised their price target on Zoom Video Communications from $75.00 to $90.00 and gave the company a “neutral” rating in a research report on Tuesday, November 26th. Finally, Cantor Fitzgerald began coverage on Zoom Video Communications in a research report on Friday, January 17th. They issued a “neutral” rating and a $87.00 price target on the stock. Sixteen equities research analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, Zoom Video Communications has an average rating of “Hold” and an average target price of $89.48.

Insider Buying and Selling at Zoom Video Communications

In other news, insider Velchamy Sankarlingam sold 3,618 shares of Zoom Video Communications stock in a transaction that occurred on Tuesday, December 10th. The shares were sold at an average price of $84.94, for a total value of $307,312.92. Following the completion of the transaction, the insider now owns 107,826 shares in the company, valued at approximately $9,158,740.44. The trade was a 3.25 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Eric S. Yuan sold 118,036 shares of Zoom Video Communications stock in a transaction that occurred on Monday, January 13th. The shares were sold at an average price of $79.03, for a total transaction of $9,328,385.08. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 382,242 shares of company stock valued at $31,230,938. 10.78% of the stock is currently owned by corporate insiders.

Zoom Video Communications Company Profile

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.