William Blair Has Positive Outlook for ZM Q1 Earnings

Zoom Video Communications, Inc. (NASDAQ:ZM) – Stock analysts at William Blair raised their Q1 2026 earnings estimates for shares of Zoom Video Communications in a research report issued to clients and investors on Tuesday, February 25th. William Blair analyst A. Bhatia now forecasts that the company will post earnings of $0.61 per share for the quarter, up from their prior estimate of $0.59. The consensus estimate for Zoom Video Communications’ current full-year earnings is $2.93 per share. William Blair also issued estimates for Zoom Video Communications’ Q1 2026 earnings at $0.61 EPS, Q2 2026 earnings at $0.66 EPS, Q2 2026 earnings at $0.66 EPS, Q3 2026 earnings at $0.68 EPS, Q3 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.68 EPS, FY2026 earnings at $2.63 EPS, FY2026 earnings at $2.63 EPS, Q1 2027 earnings at $0.64 EPS, Q1 2027 earnings at $0.64 EPS, Q2 2027 earnings at $0.66 EPS, Q3 2027 earnings at $0.69 EPS, Q3 2027 earnings at $0.69 EPS, Q4 2027 earnings at $0.67 EPS, FY2027 earnings at $2.66 EPS and FY2027 earnings at $2.66 EPS.

A number of other equities research analysts also recently commented on ZM. Barclays cut 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 research report on Wednesday. Morgan Stanley lifted their price target on shares of Zoom Video Communications from $86.00 to $96.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 18th. Needham & Company LLC reiterated a “hold” rating on shares of Zoom Video Communications in a research note on Tuesday. JMP Securities reiterated a “market perform” rating on shares of Zoom Video Communications in a research note on Tuesday, November 26th. Finally, Scotiabank upgraded shares of Zoom Video Communications to a “hold” rating in a research note on Tuesday, November 19th. Fifteen analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $90.05.

Zoom Video Communications Trading Down 1.7 %

NASDAQ:ZM opened at $72.88 on Friday. Zoom Video Communications has a 12 month low of $55.06 and a 12 month high of $92.80. The company has a market cap of $22.34 billion and a PE ratio of 24.29. The company has a 50 day simple moving average of $82.54 and a two-hundred day simple moving average of $76.63.

Institutional Trading of Zoom Video Communications

A number of large investors have recently made changes to their positions in the business. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of Zoom Video Communications in the 4th quarter worth about $20,430,000. Leigh Baldwin & CO. LLC bought a new stake in shares of Zoom Video Communications in the 4th quarter worth about $239,000. Mackenzie Financial Corp increased its holdings in shares of Zoom Video Communications by 98.6% in the 4th quarter. Mackenzie Financial Corp now owns 70,955 shares of the company’s stock worth $5,791,000 after buying an additional 35,230 shares during the last quarter. Forum Financial Management LP bought a new stake in shares of Zoom Video Communications in the 4th quarter worth about $345,000. Finally, Peak Retirement Planning Inc. bought a new stake in shares of Zoom Video Communications in the 4th quarter worth about $961,000. 66.54% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Zoom Video Communications news, COO Aparna Bawa sold 9,317 shares of the business’s stock in a transaction on Friday, January 10th. The shares were sold at an average price of $78.69, for a total value of $733,154.73. Following the sale, the chief operating officer now owns 14,053 shares in the company, valued at $1,105,830.57. The trade was a 39.87 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Eric S. Yuan sold 33,751 shares of the business’s stock in a transaction on Wednesday, January 8th. The stock was sold at an average price of $78.69, for a total transaction of $2,655,866.19. Following the completion of the sale, the chief executive officer now owns 34,703 shares in the company, valued at approximately $2,730,779.07. The trade was a 49.30 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 382,242 shares of company stock worth $31,230,938 in the last 90 days. 10.78% of the stock is currently owned by corporate insiders.

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.