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 EPS guidance of 5.340-5.370 for the period, compared to the consensus EPS 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 Price Performance

ZM opened at $74.22 on Wednesday. Zoom Video Communications has a 1 year low of $55.06 and a 1 year high of $92.80. The stock’s 50 day simple moving average is $82.92 and its 200 day simple moving average is $76.67. The firm has a market cap of $22.75 billion and a price-to-earnings ratio of 24.74.

Wall Street Analyst Weigh In

ZM has been the subject of a number of recent analyst reports. Stifel Nicolaus lowered their price target on shares of Zoom Video Communications from $90.00 to $85.00 and set a “hold” rating for the company in a report on Tuesday. Barclays dropped their target price on shares of Zoom Video Communications from $85.00 to $80.00 and set an “equal weight” rating for the company in a report on Wednesday. Piper Sandler boosted their price target on Zoom Video Communications from $68.00 to $89.00 and gave the company a “neutral” rating in a report on Tuesday, November 26th. Sanford C. Bernstein boosted their target price on Zoom Video Communications from $78.00 to $89.00 and gave the company a “market perform” rating in a research note on Tuesday, November 26th. Finally, Evercore ISI raised Zoom Video Communications from an “in-line” rating to an “outperform” rating and raised their price target for the stock from $70.00 to $115.00 in a research note on Tuesday, November 26th. Sixteen research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $89.57.

Insider Buying and Selling

In other Zoom Video Communications news, CAO Shane Crehan sold 1,551 shares of the business’s stock in a transaction dated Tuesday, December 10th. The shares were sold at an average price of $84.94, for a total value of $131,741.94. Following the completion of the sale, the chief accounting officer now directly owns 3,251 shares of the company’s stock, valued at $276,139.94. The trade was a 32.30 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Aparna Bawa sold 9,317 shares of the stock in a transaction that occurred on Friday, January 10th. The stock was sold at an average price of $78.69, for a total value of $733,154.73. Following the completion of the transaction, the chief operating officer now directly owns 14,053 shares in the company, valued at approximately $1,105,830.57. This trade represents a 39.87 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 382,242 shares of company stock worth $31,230,938. Insiders own 10.78% of the company’s stock.

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.