Zoom Communications (NASDAQ:ZM) Updates Q4 2026 Earnings Guidance

Zoom Communications (NASDAQ:ZM) updated its fourth quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 1.480-1.490 for the period, compared to the consensus estimate of 0.840. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Zoom Communications also updated its FY 2026 guidance to 5.950-5.970 EPS.

Zoom Communications Trading Down 0.0%

Shares of Zoom Communications stock traded down $0.03 on Monday, hitting $78.60. 9,641,747 shares of the company traded hands, compared to its average volume of 2,788,529. Zoom Communications has a 12-month low of $64.41 and a 12-month high of $92.80. The firm’s 50-day simple moving average is $82.71 and its 200 day simple moving average is $79.67. The company has a market cap of $23.78 billion, a P/E ratio of 20.74, a P/E/G ratio of 10.73 and a beta of 0.79.

Zoom Communications (NASDAQ:ZM) last posted its quarterly earnings results on Monday, November 24th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.21 billion. Zoom Communications had a net margin of 24.99% and a return on equity of 11.91%. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS. Q4 2026 guidance at 1.480-1.490 EPS. Analysts predict that Zoom Communications will post 2.93 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Zoom Communications in a research note on Monday, November 17th. KeyCorp decreased their target price on shares of Zoom Communications from $73.00 to $69.00 and set an “underweight” rating on the stock in a research note on Friday, August 22nd. Wells Fargo & Company started coverage on shares of Zoom Communications in a report on Tuesday, September 30th. They set an “equal weight” rating and a $90.00 price target for the company. Dbs Bank raised shares of Zoom Communications to a “moderate buy” rating in a report on Tuesday, September 16th. Finally, UBS Group initiated coverage on shares of Zoom Communications in a research report on Monday, October 20th. They issued a “neutral” rating and a $85.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Zoom Communications has an average rating of “Hold” and an average target price of $92.35.

Insider Buying and Selling at Zoom Communications

In other news, insider Velchamy Sankarlingam sold 7,660 shares of Zoom Communications stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $82.00, for a total transaction of $628,120.00. Following the sale, the insider owned 132,795 shares of the company’s stock, valued at approximately $10,889,190. The trade was a 5.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Michelle Chang sold 33,956 shares of the stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $82.00, for a total transaction of $2,784,392.00. Following the completion of the transaction, the chief financial officer directly owned 20,539 shares of the company’s stock, valued at approximately $1,684,198. The trade was a 62.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 391,848 shares of company stock worth $32,508,712. 10.78% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Zoom Communications

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. NewEdge Advisors LLC boosted its holdings in shares of Zoom Communications by 16.8% during the 1st quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock valued at $591,000 after buying an additional 1,153 shares in the last quarter. Intech Investment Management LLC increased its stake in shares of Zoom Communications by 59.1% during the first quarter. Intech Investment Management LLC now owns 16,785 shares of the company’s stock valued at $1,238,000 after purchasing an additional 6,235 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Zoom Communications by 82.0% during the first quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock valued at $65,000 after purchasing an additional 397 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Zoom Communications in the 2nd quarter worth approximately $217,000. Finally, Invesco Ltd. boosted its position in shares of Zoom Communications by 7.0% in the 2nd quarter. Invesco Ltd. now owns 730,207 shares of the company’s stock worth $56,942,000 after purchasing an additional 47,749 shares in the last quarter. 66.54% of the stock is owned by hedge funds and other institutional investors.

Zoom 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.