Zoom Communications, Inc.

Zoom Communications, Inc.

ZMยทNASDAQ

$106.20

-5.1%
TechnologySoftware - Application

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

At a Glance

Live Snapshot
Market Cap$31.14B
EPS6.3200
P/E Ratio16.80
Earnings Date08/20/2026
zm

Zoom Communications, Inc. Street Expectations Map

ZM ยท NASDAQ

Wall Street analysts project that ZM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 118.50, with estimates ranging from a low of 104.00 to a high of 133.00.

Lowest Target
104.00
-2.07%
Consensus Target
118.50
11.58%
Highest Target
133.00
25.24%

The consensus 1-year price target stands at 118.50, with estimates ranging from a low of 104.00 to a high of 133.00.

Analyst Consensus Analysis

Upside Potential

+11.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

24.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

12.18x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Zoom Communications, Inc. Forward Estimates of Revenue

ZM ยท NASDAQ
Latest Revenue
4.87B
FY 2026
Avg Estimate
5.03B
FY 2027
Estimate Range
4.95B - 5.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Zoom Communications, Inc. Forward Estimates of Net Income

ZM ยท NASDAQ
Latest Net Income
1.90B
FY 2026
Avg Estimate
1.88B
FY 2027
Estimate Range
1.74B - 2.02B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Zoom Communications, Inc. Forward Estimates of EPS

ZM ยท NASDAQ
Latest EPS
6.32
FY 2026
Avg Estimate
$6.05
FY 2027
Estimate Range
$5.51 - $6.41
Analyst Spread

Forward Growth Analysis

Projected Growth-4.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Zoom Communications, Inc. Forward Estimates of EBIT

ZM ยท NASDAQ
Latest EBIT
2.42B
FY 2026
Avg Estimate
859.47M
FY 2027
Estimate Range
845.71M - 876.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-64.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Zoom Communications, Inc. Forward Estimates of EBITDA

ZM ยท NASDAQ
Latest EBITDA
2.56B
FY 2026
Avg Estimate
950.73M
FY 2027
Estimate Range
935.51M - 969.74M
Analyst Spread

Forward Growth Analysis

Projected Growth-62.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Zoom Communications, Inc. Forward Estimates of SG&A Expense

ZM ยท NASDAQ
Latest SG&A Expense
1.78B
FY 2026
Avg Estimate
2.17B
FY 2027
Estimate Range
2.14B - 2.22B
Analyst Spread

Forward Growth Analysis

Projected Growth+22.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zoom Communications, Inc. Insider Positioning

ZM ยท NASDAQ

During the last 12 months, insiders have sold $35.07M worth of ZM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

49.1K

4.04M

Net Activity

-4.0M

-$4.04M

3-6 Months

Bought

0

0.00

Sold

159.5K

13.71M

Net Activity

-13.7M

-$13.71M

6-9 Months

Bought

0

0.00

Sold

141.5K

11.82M

Net Activity

-11.8M

-$11.82M

9-12 Months

Bought

0

0.00

Sold

72.5K

5.50M

Net Activity

-5.5M

-$5.50M

Top Buyers

No buying activity

Top Sellers

1
YES

Yuan Eric S.

Director, Officer: Chief Executive Officer

319.4K sharesโ€ข17 transactions

$26.74M

2
BA

Bawa Aparna

Officer: Chief Operating Officer

23.3K sharesโ€ข4 transactions

$1.96M

3
CJ

Chadwick Jonathan

Director

25.0K sharesโ€ข1 transactions

$1.87M

4
SV

Sankarlingam Velchamy

Officer: Pres. Of Engineering & Product

21.7K sharesโ€ข7 transactions

$1.76M

5
CM

Chang Michelle

Officer: Chief Financial Officer

18.8K sharesโ€ข3 transactions

$1.57M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $35.07M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.04M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.