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 EPS guidance of 1.290-1.310 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Wells Fargo & Company upgraded Zoom Video Communications from an “underweight” rating to an “equal weight” rating and upped their price target for the stock from $70.00 to $85.00 in a research note on Tuesday, January 7th. The Goldman Sachs Group lifted their price objective on shares of Zoom Video Communications from $72.00 to $86.00 and gave the company a “neutral” rating in a report on Tuesday, November 26th. Needham & Company LLC reaffirmed a “hold” rating on shares of Zoom Video Communications in a research note on Tuesday. Sanford C. Bernstein raised their price target on shares of Zoom Video Communications from $78.00 to $89.00 and gave the company a “market perform” rating in a research report on Tuesday, November 26th. Finally, Citigroup lowered their price objective on Zoom Video Communications from $86.00 to $85.00 and set a “neutral” rating for the company in a research report on Tuesday, February 18th. Sixteen equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $89.48.

Zoom Video Communications Stock Performance

NASDAQ ZM opened at $81.10 on Tuesday. The firm’s fifty day moving average is $83.13 and its two-hundred day moving average is $76.55. Zoom Video Communications has a one year low of $55.06 and a one year high of $92.80. The firm has a market cap of $24.86 billion and a PE ratio of 27.03.

Zoom Video Communications (NASDAQ:ZM) last issued its quarterly earnings results 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 net margin of 20.34% and a return on equity of 10.98%. Research analysts predict that Zoom Video Communications will post 2.93 earnings per share for the current year.

Insider Buying and Selling

In other news, CAO Shane Crehan sold 1,551 shares of the business’s stock in a transaction that occurred on Tuesday, December 10th. The stock was sold at an average price of $84.94, for a total transaction of $131,741.94. Following the sale, the chief accounting officer now 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Velchamy Sankarlingam sold 3,618 shares of the company’s stock in a transaction that occurred on Tuesday, December 10th. The stock was sold at an average price of $84.94, for a total value of $307,312.92. Following the completion of the sale, the insider now owns 107,826 shares in the company, valued at approximately $9,158,740.44. This represents a 3.25 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 382,242 shares of company stock valued at $31,230,938 over the last quarter. Company insiders own 10.78% of the company’s stock.

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.