Soybean Meal (ZM)

Zoom Communications (NASDAQ:ZM) Bolsa

ZOOM COMMUNICATIONS INC

Zoom Communications

Zoom Video Comms

Zoom Video Communications provides a communications platform that connects people through video, voice, chat, and content sharing. The company's cloud-native platform enables face-to-face video and connects users across various devices and locations in a single meeting. Zoom, which was founded in 2011 and is headquartered in San Jose, California, serves companies of all sizes from all industries around the world.

Zoom Video Communications

Feb,19,,2020,San,Mateo, - ,Ca, - ,Usa,-

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Pre-Market Outlook

Markets

Trading Ideas

SNOW

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este jueves: BJ, ZM, ADI, SNOW y WSM.

5 acciones en el foco este jueves: BJ, ZM, ADI, SNOW y WSM

INTU

WOLF

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este jueves: BJ, WOLF, WSM, ZM y INTU.

5 acciones en el foco este jueves: BJ, WOLF, WSM, ZM y INTU

KEYS

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este miércoles: TJX, KEYS, TGT, LZB y ZM.

5 acciones en el foco este miércoles: TJX, KEYS, TGT, LZB y ZM

Zoom Communications, Inc. - Class A Common Stock

Zoom Communications Inc

Innovator ETFs Trust Innovator Equity Defined Protection ETF - 1 Yr March

Innovator ETFs Trust Innovator Equity Defined Protection ETF - 1 Yr May

ZOOMD TECHNOLOGIES LTD by Zoomd Technologies Ltd.

Zoomd Technologies Ltd

Zhangmen Education Inc ADR

ZAMAGE DIGITAL ART IMAGNG by Zamage Digital Art Imaging, Inc.

Zamage Digital Art Imaging Inc

ZHONGMIN MEI-HAO by ZhongMin Mei-Hao Holding Co Ltd.

ZhongMin Mei Hao Holding Co Ltd

ZIMPLATS HLDGS LTD ORD by Zimplats Holdings Ltd.

Zimplats Holdings Ltd

ZALEMARK HOLDING CO INC by Zalemark Holding Co., Inc.

Zalemark Holding Co Inc

ZECOTEK PHOTONICS INC ORD by Zecotek Photonics, Inc.

Zecotek Photonics Inc

Zipmex - United States Dollar

Zumtobel Group AG

ZoomAway Technologies Inc

Looking into the current session, Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) shares are trading at $77.31, after a 0.87% decrease. Over the past month, the stock fell by 2.02%, but over the past year, it actually spiked by 33.78%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1750687219_0.png" alt="Past Year Chart" />

<h3>Zoom Communications P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 257.38 in the Software industry, Zoom Communications Inc. has a lower P/E ratio of 23.42. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1750687219_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

A Look Into Zoom Communications Inc's Price Over Earnings

Scale AI&#8217;s billionaire co-founder Lucy Guo says anyone pining for work-life balance is likely "not in the right work," arguing 90-hour weeks are the new baseline for startup success.
What Happened: The 30-year-old co-founder and Passes CEO <a href="https://fortune.com/2025/06/22/scale-ai-millennial-billionaire-lucy-guo-warning-work-life-balance-gen-z-wrong-job-career/">told</a> Fortune she rises at 5:30 a.m., completes two to three Barry's Bootcamp sessions, then works until midnight, often policing her customer-support inbox with a self-imposed five-minute reply rule.
Guo's rejection of the 40-hour norm comes as venture investors trumpet China's "996" regimen as Silicon Valley's new competitive tempo. VC Harry Stebbings recently <a href="https://www.linkedin.com/posts/harrystebbings_founder-funding-business-activity-7334473729579606016-56Od/">wrote</a> that founders need "seven days a week" to win, while Index Ventures partner Martin Mignot <a href="https://www.linkedin.com/posts/martinmignot_forget-9-to-5-996-is-the-new-startup-standard-activity-7335258912662683649-s6R0/">declared</a>, "Forget 9-to-5, 996 is the new startup standard." Guo agrees, saying her schedule "doesn't really feel like work… I love doing my job."
See also: <a href="https://www.benzinga.com/personal-finance/management/25/06/46043723/elon-musk-said-in-america-its-pretty-easy-to-keep-yourself-alive-so-he-challenged-himself-to-live-on-1-a-day-eating-hot-dogs-and-oranges">Elon Musk Said &#8216;In America, It&#8217;s Pretty Easy To Keep Yourself Alive&#8217; — So He Challenged Himself To Live On $1 A Day, Eating Hot Dogs And Oranges</a>
The Miami-based entrepreneur retains a nearly 5% stake in Scale AI, now valued at <a href="https://www.benzinga.com/markets/tech/25/06/45919069/meta-invests-in-scale-ai-at-29-billion-valuation-taps-ceo-alexandr-wang-to-drive-internal-ai-push-as-part-of-deepening-partnership">about $29 billion</a>, making her the world's youngest self-made woman billionaire, according to Forbes. She now devotes most days to Passes, a creator-monetization platform that raised $40 million in Series A funding last year..
Guo insists even marathon weeks leave room for life. "I still find one to two hours for family and friends… You should always find time for that," she says. Her daily routine includes black coffee, "lunch al desko," design reviews and late-night QA checks on user feedback.
Why It Matters: Critics warn 996 culture fuels burnout, yet Guo's stance mirrors Big Tech veterans who say 60-plus hours are now table stakes. Google co-founder Sergey Brin <a href="https://www.benzinga.com/news/25/03/44145930/its-the-sweet-spot-googles-sergey-brin-wants-engineers-in-the-office-60-hours-a-week-theyre-building-ai-that-may-make-them-obsolete">recently told AI teams</a> that "60 hours is the sweet spot," according to a leaked memo.
Shark Tank star and billionaire entrepreneur Mark Cuban recently <a href="https://www.benzinga.com/personal-finance/financial-advisors/25/06/45939593/mark-cuban-challenges-concept-of-work-life-balance-for-high-achievers-not-working-would-be-a-sacrifice">dismissed the idea</a> of work-life balance, claiming there&#8217;s &#8220;somebody working 24 hours a day to kick your a&#x2A;s&#8221;. Zoom Communication Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) CEO Eric Yuan shares a <a href="https://www.benzinga.com/markets/tech/25/06/45944333/zoom-ceo-eric-yuan-dismisses-work-life-balance-work-is-life-life-is-work-with-one-important-caveat">similar view</a>. Yuan, on a recent podcast, said, &#8220;There&#8217;s no way to balance. Work is life, life is work.&#8221;
Read next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46045542/tesla-launches-robotaxi-in-austin-elon-musk-calls-it-a-culmination-of-a-decade-of-hard-work">Tesla Launches Robotaxi In Austin: Elon Musk Calls It A &#8216;Culmination Of A Decade Of Hard Work&#8217;</a></li>
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Photo courtesy: Shutterstock

Tech

Scale AI's Co-Founder Says Those Seeking Work-Life Balance Are 'Not In The Right Work'

Pradnya Desh, the founder and CEO of <a href="https://www.benzinga.com/news/25/05/45229632/supio-raises-60m-series-b-with-backing-from-thomson-reuters-ventures-sapphire-ventures-and-mayfield-to-accelerate-ai-adoption-in-legal-industry">legal</a> tech startup Advocat, is entering politics with a bid for Bellevue City Council in Washington state, hoping to bring her tech-rooted problem-solving mindset to local government. Desh, a former U.S. diplomat and attorney, <a href="https://www.electdesh.com/">says</a> she believes that the public sector can benefit from the iterative, builder-style approach that drives startups forward.
According to <a href="https://www.geekwire.com/2025/if-somethings-broken-you-solve-it-why-this-startup-founder-is-running-for-bellevue-city-council/">GeekWire</a>, her platform focuses on improving housing, transportation, social equity, and public safety, with a heavy emphasis on building Bellevue into a leading hub for startups and innovation.
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<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
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<h2 class="wp-block-heading">Bellevue's Startup Ecosystem Gets A Tech Insider Candidate</h2>
Desh launched Advocat to provide AI-powered legal tools to <a href="https://www.benzinga.com/news/25/04/44868492/art-of-the-steal-ross-gerber-says-small-businesses-get-to-go-bankrupt-while-trump-makes-exceptions-for-mag-7-chinese-imports">small businesses</a> priced out of traditional services. Now she's applying the same logic to civic challenges, advocating for smarter processes and more efficient systems, GeekWire reports.
"I want to bring a founder's mindset to government, the kind of thinking that we've used to solve problems," Desh told GeekWire. "Because in tech, if something's broken you don't just wait, you have to solve it. We study a problem, we build, we talk to users, we iterate, and we constantly make it better. And that is missing from government."
She is running against incumbent Councilmember Jared Nieuwenhuis for one of five open seats on the seven-member council, GeekWire says. According to her website, Desh has already secured endorsements from the King County Democrats, 41st Democrats, and several other local leaders.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
As a trustee of Bellevue College and a mother of three, Desh told GeekWire that her commitment to the region is both professional and personal. &#8220;I want to see what I can do to help Bellevue now,&#8221; she said.
<h2 class="wp-block-heading">Big Tech Has Moved In But Infrastructure Still Trails Behind</h2>
Bellevue has become a magnet for major tech companies including Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Zoom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>), Shopify (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>), Shein, TikTok parent ByteDance, and Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), all of which have opened offices in the city. Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) also had a significant presence in the area in previous years, GeekWire reports.
Desh believes the city needs to act faster to keep up with the pace of innovation. "We have a lot of the dots, but they're not all connected," she told GeekWire, referring to the region's fragmented approach to infrastructure and economic development.
Desh envisions a more coordinated tech ecosystem that includes better transportation, more affordable housing, and deeper partnerships between local government, founders, and investors, according to her website.
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">Desh Wants To Help Washington Rival The Bay Area For Startups</h2>
One of Desh's concerns is the recent push for new business taxes in Washington state, which she told GeekWire could drive innovation elsewhere. "We need to solve it in a different way," Desh said, expressing her frustration with policies that she believes contradict efforts to make Washington more attractive to startups.
She told GeekWire she sees her City Council campaign as a launchpad for broader impact, potentially leading to future roles at higher levels of government. For now, she's focused on Bellevue, a city she believes is uniquely positioned to set the tone for tech-centered growth across the Pacific Northwest.
Read Next: <a href="https://www.benzinga.com/money/gbr-savings-by-age">If You're Age 35, 50, or 60: Here&#8217;s How Much You Should Have Saved Vs. Invested By Now</a>
Image: Shutterstock

AMZN

MSFT

SHOP

Startup Founder Behind Advocat AI Says 'We Have A Lot Of The Dots, But They're Not All Connected' As She Runs For Bellevue City Council

The best investments you will ever make in your entire life are those in sectors and opportunities where almost nobody else agrees with you.
The consensus holds that the asset class you are reviewing is terrible and investing there will almost certainly lead to immediate and severe loss of funds.
Right at this moment, as we survey Wall Street and Main Street, it is probably easier to find eight-year-old kids looking forward to a dinner of liver and onions with chicken gizzards and broccoli than openly enthusiastic advocates of investing in commercial real estate.
When you take an asset class this universally hated and discover that only private equity professionals truly love it, I start to get interested.
Recently, KKR &amp; Co (Ticker: KKR) came out and waxed poetic about opportunities in commercial real estate debt, pointing out severe price contractions. Low prices tend to bring out buyers and dealmakers, exactly what we are seeing.
John Gray at Blackstone (Ticker: BX) has emerged as a vocal advocate, pounding the table that this is the time to be opportunistic and aggressive. Gray came up through Blackstone&#8217;s real estate division and knows these markets intimately. His firm has generated tremendous returns for themselves and investors in commercial real estate.
When the best minds in private equity begin to pick at and nibble around a sector, it is generally time to start getting interested.
When I examine commercial real estate, offices immediately come to mind. The conventional wisdom holds that offices are empty, and nobody will ever work in them again. People envision office space as something from a post-apocalyptic movie.
In a word, bleak.
The forecast appears terrible.
Workers want to stay home in their sweatpants with dress shirts and ties for Zoom (Ticker: ZM) calls.
That paradigm is shifting. We have completed our work-from-home experiment. The office decline is beginning to ebb, stabilizing at a new, lower baseline.
Across the country, return-to-work policies are emerging. Financial services led the charge. The federal government has made it official policy. State and local governments are following suit.
Artificial intelligence companies are mandating office returns, recognizing that breakthrough innovation requires massive collaborative efforts that demand physical presence.
Return-to-work mandates represent just one factor.
Construction has virtually stopped. Even developers interested in office construction cannot secure financing for new projects.
According to a recent CBRE Group (Ticker: CBRE) report, the math has fundamentally shifted. The combined number of office conversions, to life science buildings, medical facilities, condominiums, and residential buildings, plus outright demolitions exceeds new supply coming to market in many U.S. markets.
We are witnessing the creation of a supply-constrained office market, particularly for Class A space where everyone wants to locate.
Within just a few years, we will face a supply-and-demand imbalance resulting in an actual shortage of high-end Class A office space.
This trend is emerging everywhere, even in battered markets like San Francisco. There, AI-related office space has grown fivefold over recent years and is projected to triple again over the next five years.
&nbsp;Demand is building while new supply remains nonexistent. Office real estate is beginning to improve, yet nobody is paying attention.
For three to four years running, I have heard predictions that multifamily real estate will collapse. These forecasts began with the initial post-pandemic surge that elevated multifamily values.
The reality is we face a massive affordability crisis in residential real estate. Three factors have created a perfect storm: older homeowners with no intention of moving, persistently high mortgage rates, and builders correctly focused on higher-margin market segments.
This combination has eliminated supply at the market&#8217;s lower end.
Estimates of the housing shortage range from two million to six million units, with the true number likely between four and five million.
We face an absolute shortage of new single-family and attached homes (think townhouses rather than condominiums).
Substantial new supply will not come online until older homeowners who own much of existing inventory either pass away or are convinced by their children to relocate. Something must break this logjam.
The mathematics are stark: older homeowners hold mortgages below four percent, creating zero incentive to sell and generate new inventory.
New construction requires tax and economic incentives to make first-time and move-up home building financially viable for developers. That relief remains distant.
The Mortgage Brokers Association forecasts no significant pickup in single-family housing activity over the next several years, nor any meaningful decline in mortgage rates.
Paradoxically, if mortgage rates do fall meaningfully, it will signal that economic activity has ground to a halt, creating different affordability problems entirely.
This dynamic sustains strong multifamily demand. An entire demographic cohort that would typically have purchased homes remains trapped in apartments.
These demographic shifts are creating apartment demand surges. The substantial building wave over recent years to meet post-COVID demand filled immediately upon completion. Construction is decelerating as financing becomes more selective. Lenders will only finance the best apartment complexes in the hottest, highest-end markets.
This pullback makes multifamily commercial real estate particularly attractive, especially if acquired during broader market sell-offs.
Logistics and industrial real estate has emerged as the hottest market, driven by global supply chain restructuring and e-commerce growth. Warehousing has migrated from central districts to locations closer to cities and towns.
&nbsp;Currently, everyone is holding their breath over trade uncertainties and their potential impact on global logistics and supply chains.
This too shall pass.
The underlying demand remains robust. While we experienced a supply surge as supply chains were remade following early COVID disruptions, that wave is now ebbing.
Demand has remained strong, existing supply is filling up, and occupancy rates are very high. The outlook for industrial and logistics real estate remains very positive.
Retail properties present a bifurcated market similar to office real estate. Second and third-tier malls are finished, destined for the dustbin of history. However, Class A malls with premier tenants, exceptional entertainment and dining options, and high-end retail remain fantastic businesses.
Outlet malls continue to thrive.
Open-air centers that are internet-resistant featuring grocery stores, gyms, medical offices, and pharmacies are performing exceptionally well.
Single-tenant net lease retail properties represent another compelling opportunity. These include Walgreens(Ticker: WBA), Starbucks (Ticker: SBUX), Home Depot (Ticker: HD), Walmart (Ticker: WMT), McDonald&#8217;s (Ticker: MCD), Burger King (Ticker: QSR), and other standalone businesses.
When you examine the four corners of any major city intersection, those corner buildings typically house net lease, single-tenant real estate. This is one of my favorite segments of the real estate market and a fantastic business model.
Most commercial real estate sectors are performing well. The only serious problems have been concentrated in downtown office buildings, and even there, the combination of constrained new supply, return-to-work mandates, conversions, and demolitions is generating meaningful market improvement.
This presents an opportune time to consider commercial real estate investments: direct property ownership, commercial real estate companies, servicing companies, and non-REIT companies that own real estate assets. Real opportunity exists here because no one on Wall Street that I am aware of is advocating for commercial real estate and commercial real estate services. Numerous companies are flying well under the radar, potentially offering huge long-term returns for patient, aggressive investors willing to step into the liver and onions of current financial markets.
FRP Holdings (Ticker: FRPH) embodies everything I discussed about commercial real estate opportunities. This Jacksonville, Florida-based holding company operates across four distinct segments that perfectly capture the themes I believe are driving the commercial real estate renaissance: Industrial and Commercial properties, Mining Royalty Lands, Development, and Multifamily residential.
The crown jewel of FRP Holding's portfolio remains largely invisible to most investors.
It is approximately 16,650 acres under lease for mining rents or royalties and an additional 4,280 acres through its Brooksville joint venture with Vulcan Materials. These properties contain reserves totaling over 500 million tons, representing decades of steady cash flow.
I find the mining segment particularly attractive because it brings in approximately $10 million annually in revenue with roughly 90% free cash flow margin, generating $9 million in free cash flow.
Think about that mathematics for a moment. &nbsp;
This represents the purest form of real estate investment, land that generates income without the headaches of tenant management, building maintenance, or capital expenditure cycles. The mining royalty business provides FRP Holdings with a steady foundation of cash flow that supports their more aggressive development activities.
I also like FRP Holding's multifamily portfolio concentration in the Washington D.C. market, exactly where I want exposure as a real estate investor. D.C. is fairly recession-resistant since the federal government is the biggest employer in the area.
The company owns interests in multiple apartment complexes including Dock 79, The Maren, The Verge, Bryant Street, and .408 Jackson through joint ventures.
The strategic positioning becomes clear when you examine FRP Holding's development pipeline. The company has executed an agreement with Steuart Investment Company and MidAtlantic Realty Partners for the development of up to ten mixed-use projects in the Capitol Riverfront and Buzzard Point submarkets of Washington, D.C.
&nbsp;Upon completion and stabilization, these projects will comprise over 3 million square feet of mixed-use development including 3,000 residential units and 150,000 square feet of retail.
I see FRP Holding's industrial segment perfectly capturing the trends I discussed earlier about logistics and warehousing demand.
The company entered into two new joint venture agreements in early 2024 with Altman Logistics. The first joint venture is a 200,000 square-foot warehouse development project in Lakeland, FL, and the second joint venture is a 182,000 square-foot warehouse redevelopment project in Broward County, FL.
Shell construction on their spec warehouse project in Aberdeen, MD on Chelsea Road was completed effective April 1, 2025, and is in the lease-up phase.
&nbsp;This 258,000 square-foot industrial asset in Harford County, Maryland represents exactly the type of modern logistics facility that companies need as they restructure supply chains closer to population centers.
I find the company&#8217;s industrial strategy particularly well-timed. FRP Holding aims to double its industrial segment over five years by delivering three new industrial assets every two years.
This aggressive expansion targets markets where demand for modern warehouse and distribution facilities continues growing while new supply remains constrained.
One of the most compelling aspects of FRP Holdings that involves its ownership structure and management alignment. The Baker family owns approximately 35% of the company, with the CEO owning 14.8% and other family members owning an additional 20.8%.
Company CEO John Baker is the largest shareholder with 15% of shares outstanding.
This represents serious skin in the game.
&nbsp;When management owns more than one-third of the business, their interests align perfectly with my interests as an outside shareholder.
The Baker family has shown that they are willing to sell if the right offer presents itself, which creates substantial shareholder value.
They have also demonstrated disciplined capital allocation, evidenced by the company repurchasing $20 million of shares during the pandemic below NAV.
I see FRP Holding's development pipeline providing multiple catalysts for future growth. In 2025, the company anticipates moving forward with two multifamily projects outside the DC area, one in South Carolina and the other in southwest Florida.
The company&#8217;s development expertise spans nearly four decades. Through its subsidiaries, FRP Development Corp &amp; Florida Rock Properties, Inc., FRP Holdings has nearly 40 years of development experience.
Several factors contribute to FRP Holding's relative obscurity among investors, which I view as an opportunity. FRP Holdings is covered by 4 analysts, with 0 of those analysts submitting estimates of revenue or earnings used as inputs to reports. The company operates in unfashionable sectors, mining royalties, apartment buildings, and warehouses, rather than the technology or growth companies that capture headlines.
FRPH does not currently pay a dividend, which eliminates income-focused investors from the shareholder base.
The company&#8217;s complex structure across multiple real estate segments requires more analysis than most investors want to undertake. This complexity creates the opportunity for those of us willing to do the work.
I believe FRP Holdings represents everything attractive about the commercial real estate opportunity I described. The company combines steady cash flows from mining royalties, growth potential from industrial development, and strategic positioning in recession-resistant Washington D.C. multifamily markets.
Management owns more than one-third of the business and has demonstrated disciplined capital allocation over decades.
This combination of quality assets, aligned management, and market neglect creates exactly the type of contrarian opportunity that I believe patient investors should embrace.
For investors willing to step into the liver and onions of today&#8217;s financial markets, I see FRP Holdings offering compelling exposure to the commercial real estate renaissance that nobody wants to discuss. The best investments you will ever make are those where almost nobody else agrees with you, and right here, almost nobody is paying attention to FRP Holdings.

Opinion

CBRE

FRPH

SBUX

Under the Radar: The Contrarian Case for Commercial Real Estate Is Getting Stronger

Providing a diverse range of perspectives from bullish to bearish, 21 analysts have published ratings on Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) in the last three months.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">6</td>
<td align="right">3</td>
<td align="right">11</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Zoom Communications and provided 12-month price targets. The average target is $86.14, accompanied by a high estimate of $102.00 and a low estimate of $71.00. This current average represents a 1.7% decrease from the previous average price target of $87.63. 
<img src="https://www.benzinga.com/files/images/story/2025/1749211218_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Zoom Communications. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jackson Ader</td>
<td>Keybanc</td>
<td>Announces</td>
<td>Underweight</td>
<td>$73.00</td>
<td>-</td>
</tr>
<tr>
<td>Nikolay Beliov</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$84.00</td>
<td>$79.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$95.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Thomas Blakey</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$87.00</td>
<td>$87.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$85.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$85.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$102.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$85.00</td>
<td>$79.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Buy</td>
<td>$100.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Joshua Reilly</td>
<td>Needham</td>
<td>Announces</td>
<td>Buy</td>
<td>$100.00</td>
<td>-</td>
</tr>
<tr>
<td>Allan Verkhovski</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$85.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$84.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$90.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$73.00</td>
<td>$96.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$71.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$95.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$95.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Allan Verkhovski</td>
<td>Scotiabank</td>
<td>Lowers</td>
<td>Sector Perform</td>
<td>$75.00</td>
<td>$85.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Zoom Communications. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Zoom Communications compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Zoom Communications's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Zoom Communications's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/ZM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Zoom Communications analyst ratings.</a>
<h2>Unveiling the Story Behind Zoom Communications</h2>
Zoom Video Communications provides a communications platform that connects people through video, voice, chat, and content sharing. The company's cloud-native platform enables face-to-face video and connects users across various devices and locations in a single meeting. Zoom, which was founded in 2011 and is headquartered in San Jose, California, serves companies of all sizes from all industries around the world.
<h3>Key Indicators: Zoom Communications's Financial Health</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Over the 3M period, Zoom Communications showcased positive performance, achieving a revenue growth rate of 2.93% as of 30 April, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Zoom Communications's net margin excels beyond industry benchmarks, reaching 21.67%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Zoom Communications's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 2.85%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Zoom Communications's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.32% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.01.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Demystifying Zoom Communications: Insights From 21 Analyst Reviews

Keybanc analyst Jackson Ader initiates coverage on Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Underweight rating and announces Price Target of $73.

Price Target

Initiation

Keybanc Initiates Coverage On Zoom Communications with Underweight Rating, Announces Price Target of $73

Zoom Communications's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NYSE">ZM</a>) short percent of float has risen 3.45% since its last report. The company recently reported that it has 7.02 million shares sold short, which is 2.7% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.69 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Zoom Communications Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748613618_0_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Zoom Communications has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Zoom Communications's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Zoom Communications's peer group average for short interest as a percentage of float is 3.07%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

What's Driving the Market Sentiment Around Zoom Communications?

Whales with a lot of money to spend have taken a noticeably bearish stance on Zoom Communications.
Looking at options history for Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) we detected 10 trades.
If we consider the specifics of each trade, it is accurate to state that 40% of the investors opened trades with bullish expectations and 50% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $1,017,973 and 5, calls, for a total amount of $242,559.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $92.5 for Zoom Communications over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Zoom Communications's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Zoom Communications's significant trades, within a strike price range of $65.0 to $92.5, over the past month.
<h3>Zoom Communications Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748372442_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ZM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$7.5</td>
<td>$7.35</td>
<td>$7.47</td>
<td>$80.00</td>
<td>$747.0K</td>
<td>1.5K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ZM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$1.34</td>
<td>$1.22</td>
<td>$1.31</td>
<td>$80.00</td>
<td>$130.6K</td>
<td>195</td>
<td>1.4K</td>
</tr>
<tr>
<td>ZM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$16.6</td>
<td>$16.4</td>
<td>$16.45</td>
<td>$92.50</td>
<td>$83.8K</td>
<td>122</td>
<td>52</td>
</tr>
<tr>
<td>ZM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$2.08</td>
<td>$2.01</td>
<td>$2.08</td>
<td>$78.00</td>
<td>$62.4K</td>
<td>49</td>
<td>302</td>
</tr>
<tr>
<td>ZM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$9.25</td>
<td>$9.05</td>
<td>$9.14</td>
<td>$72.50</td>
<td>$62.1K</td>
<td>304</td>
<td>137</td>
</tr>
</tbody>
</table>

<h3>About Zoom Communications</h3>
Zoom Video Communications provides a communications platform that connects people through video, voice, chat, and content sharing. The company's cloud-native platform enables face-to-face video and connects users across various devices and locations in a single meeting. Zoom, which was founded in 2011 and is headquartered in San Jose, California, serves companies of all sizes from all industries around the world.
Following our analysis of the options activities associated with Zoom Communications, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Zoom Communications</h3>
<ul>
<li>Currently trading with a volume of 1,824,629, the ZM's price is down by -1.02%, now at $78.47. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 85 days.</li>
</ul>
<h3>Expert Opinions on Zoom Communications</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $86.6.
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&#x2A; An analyst from B of A Securities persists with their Neutral rating on Zoom Communications, maintaining a target price of $84. 
&#x2A; An analyst from Morgan Stanley persists with their Equal-Weight rating on Zoom Communications, maintaining a target price of $85. 
&#x2A; Reflecting concerns, an analyst from Cantor Fitzgerald lowers its rating to Neutral with a new price target of $87. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Equal-Weight rating for Zoom Communications, targeting a price of $80. 
&#x2A; In a cautious move, an analyst from Benchmark downgraded its rating to Buy, setting a price target of $97. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Zoom Communications options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Zoom Communications Unusual Options Activity

On Monday, Russian President Vladimir Putin called for restrictions on certain foreign tech services, accusing them of undermining Russia&#8217;s sovereignty.
What Happened: Putin said service providers like Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) that act against Russian interests should be "throttled," reported Reuters.
He underscored the need for domestic software solutions.
Why It&#8217;s Important: Putin&#8217;s statement arrives following a series of geopolitical tensions and economic strategies. In February 2025, <a href="https://www.benzinga.com/news/global/25/02/43935605/putin-offers-russian-aluminum-rare-earths-as-an-alternative-to-ukraines-minerals">Putin extended an offer to the U.S.</a> for access to Russia&#8217;s metal resources, positioning Moscow as a counterweight to Washington&#8217;s efforts to secure Ukraine&#8217;s assets.
See Also: <a href="https://www.benzinga.com/news/25/05/45610237/trump-targets-usa-hating-judges-immigrants-and-biden-in-capital-letters-on-memorial-day-fear-not-we-have-made-great-progress">Trump Targets &#8216;USA Hating Judges,&#8217; Immigrants And Biden In Capital Letters On Memorial Day: &#8216;Fear Not, We Have Made Great Progress…&#8217;</a>
However, in March, things escalated and U.S. President Donald Trump <a href="https://www.benzinga.com/25/03/44552961/trump-threatens-russian-oil-tariffs-says-hes-very-angry-and-pissed-off-at-putin">reacted angrily to Putin's comments</a> implying that Ukrainian President Volodymyr Zelenskyy should be removed from power.
At the time, Trump threatened broad "secondary tariffs" on nations buying Russian oil, proposing duties ranging from 25% to 50% on Russian crude and related energy products.
On Monday, Trump called Putin "crazy" accusing him of "needlessly killing a lot of people," after <a href="https://www.benzinga.com/25/05/45604616/trump-blasts-putin-as-absolutely-crazy-after-deadly-russian-airstrikes-on-ukraine-signals-possible-shift-toward-tougher-sanctions">Russian forces carried out what officials</a> described as the most extensive airstrike against Ukraine since the conflict began three years ago.
Additionally, the ongoing conflict in Ukraine has further strained relations. Former U.S. President Donald Trump has been vocal about his disapproval of Putin&#8217;s actions, particularly after a major airstrike in Ukraine. Trump&#8217;s criticism and potential for tougher sanctions highlight the international community&#8217;s growing impatience with Russia&#8217;s aggressive policies. <a href="https://www.benzinga.com/25/05/45604616/trump-blasts-putin-as-absolutely-crazy-after-deadly-russian-airstrikes-on-ukraine-signals-possible-shift-toward-tougher-sanctions">Read more</a>.
Photo Courtesy: miss.cabul on Shutterstock.com
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45603673/trumps-targeting-of-apple-isnt-random-analyst-says-its-a-calculated-move-for-maximum-political-gain" target="_blank" rel="noreferrer noopener">Trump's Targeting Of Apple Isn't Random — Analyst Says It's A Calculated Move For Maximum Political Gain</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Politics

Media

Russia's President Targets Microsoft And Zoom, Calls For Crackdown On Foreign Tech

Wall Street analysts rerated Zoom Communications, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) after the company reported its <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45552860/zoom-stock-climbs-after-better-than-expected-q1-results-raised-fy-guidance" rel="noreferrer noopener">first-quarter results</a> on Wednesday.
Zoom reported quarterly earnings of&nbsp;$1.43&nbsp;per share, which beat the analyst consensus estimate of&nbsp;$1.31. Quarterly revenue reached&nbsp;$1.17 billion, which met the Street estimate.
Zoom raised its fiscal 2026 adjusted EPS guidance from $5.34-$5.37&nbsp;to&nbsp;$5.56-$5.59, versus the $5.41&nbsp;analyst estimate, and raised its revenue outlook&nbsp;from&nbsp;a range of $4.79 billion-$4.79 billion&nbsp;to&nbsp;a new range of $4.8 billion-$4.81 billion, versus the&nbsp;$4.79 billion&nbsp;estimate.
Also Read: <a href="https://www.benzinga.com/25/04/44995364/zoom-faces-international-growth-risks-amid-macroeconomic-and-tariff-headwinds-analyst" target="_blank" rel="noreferrer noopener">Zoom Faces International Growth Risks Amid Macroeconomic And Tariff Headwinds: Analyst</a>
<ul class="wp-block-list">
<li>Needham analyst Joshua Reilly rated Zoom Communications with a Buy and a&nbsp;<a target="_blank" href="https://www.benzinga.com/quote/ZM/analyst-ratings" rel="noreferrer noopener">$100&nbsp;price target</a> on Thursday.</li>
<li>Rosenblatt analyst Catharine Trebnick maintained a Buy and raised the <a target="_blank" href="https://www.benzinga.com/quote/ZM/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$90&nbsp;to&nbsp;$100</a> on Thursday.</li>
<li>Oppenheimer analyst Timothy Horan had a Perform rating on Thursday.</li>
<li>Citizens analyst Patrick Walravens maintained a Market Perform rating on Thursday.</li>
<li>Piper Sandler analyst James Fish reiterated a Neutral and raised the price target from&nbsp;$77&nbsp;to&nbsp;$85 on Wednesday.</li>
<li>Cantor Fitzgerald analyst Thomas Blakey maintained a Neutral and $87&nbsp;price target on Wednesday.</li>
</ul>
Needham: Reilly noted Zoom is at an interesting inflection point where revenue headwinds from Online are easing, dilution from stock-based compensation has peaked, and the share count can decrease with buybacks moving forward, and finally, the pricing power of the business may be returning due to new embedded AI functionality as evidenced by the latest price increase for Online taking effect June 1. Given all of these items, and roughly 33% of the company&#8217;s market cap is in cash, the analyst noted Zoom is well positioned for new AI-driven products to begin moving the needle on growth.
Reilly projected fiscal 2026 adjusted EPS of $5.57 and fiscal 2027 adjusted EPS of $5.64.
Rosenblatt: Zoom&#8217;s first quarter total revenue increased 3% to $1.18 billion. It surpassed Street estimates and the high end of guidance, Trebnick noted. The Enterprise segment now constitutes 60% of total revenue. It grew by 6%, while the online segment achieved a record low churn rate of 2.8%, the analyst said. 
Adjusted EPS of $1.43, beat by $0.12 on operating expenditure savings and larger than expected share repurchase. She added that Zoom Customer Experience is now a triple-digit ARR segment, growing in high double digits. Zoom lifted its fiscal 2026 revenue guidance and raised its outlook for operating income. It also adjusted EPS while reaffirming free cash flow guidance.
Trebnick projected fiscal 2026 adjusted EPS of $5.56 (prior $5.34) and fiscal 2027 adjusted EPS of $5.58 (prior $5.48).
Oppenheimer: Horan noted that Zoom grew first-quarter revenue by 2.9%, a +90 bps beat. The analyst said that Enterprise revenue was 60% of total revenue, up +166bps, and increased 6%. He notes that gross margins rose 34bps for the quarter and fell -13bps for the year. 
The company continues to invest in AI. Adoption of AI Companion continues to grow, with monthly active users up ~40% sequentially, Horan said. AI Companion&#8217;s usage is extending beyond meeting summaries, he added. Horan projected fiscal 2026 adjusted EPS of $5.53 and fiscal 2027 adjusted EPS of $5.92.
Citizens: While macro pressure and guidance prompted Walravens to lower his full-year expectations for the Enterprise business, he mentioned some positive elements. Zoom Contact Center is a triple-digit ARR business growing in double digits; Zoom AI Companion&#8217;s monthly active users are increasing by 40% sequentially. The analyst said Zoom is well-positioned to benefit from how AI is transforming how work gets done. He added that Zoom can return capital to shareholders through its $2 billion buyback program and maintains significant M&amp;A flexibility as it is sitting on a cash hoard of $7.8 billion.
Walravens increased his fiscal 2026 adjusted EPS estimate to $5.58 from $5.35 (consensus $5.41) and increased his fiscal 2027 adjusted EPS estimate to $5.61 from $5.52 (consensus $5.52).
Piper Sandler:&nbsp;&nbsp;It was a relatively normal quarter for Zoom, as newer products show strength in selling into the installed base and lengthening deal durations, which would have helped normalized Direct growth accelerate, Fish noted. However, the core remains challenged with in-period NRR &lt;100%, and Direct/Enterprise guide was lowered given concerns around some large US customers&#8217; deal-cycles, the analyst said. The guide dynamics appear conservative and he remains encouraged by the Online Pro price increase, CX size and growth, CX Elite package adoption, Workvivo acceleration, and Phone sustainability.
Fish projected fiscal 2026 adjusted EPS of $5.37 and fiscal 2027 adjusted EPS of $5.34.
Cantor Fitzgerald: The rerating reflected a strong first-quarter report driven by large customers, particularly $100k+ Enterprise customers. Zoom phone and CCaaS continue solid growth, driven by channel, competitive displacements, and AI, Blakey noted. Online saw record churn, which was flat sequentially. The analyst added that the updated fiscal 2026 topline guide implied that these trends continue for the rest of fiscal 2026.
Blakey projected fiscal 2026 adjusted EPS of $5.59 (prior $5.36) and fiscal 2027 adjusted EPS of $5.60 (prior $5.47).
Price Action:&nbsp;ZM shares are trading higher by 0.46% to $82.65 at last check on Thursday.
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Reiteration

Zoom Analysts Boost Targets, Raise Hands As AI Tools Gain Traction

B of A Securities analyst Nikolay Beliov maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Neutral and raises the price target from $79 to $84.

B of A Securities Maintains Neutral on Zoom Communications, Raises Price Target to $84

RBC Capital analyst Rishi Jaluria reiterates Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Outperform and maintains $95 price target.

RBC Capital Reiterates Outperform on Zoom Communications, Maintains $95 Price Target

JMP Securities analyst Patrick Walravens reiterates Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) from Market Perform to Market Perform.

JMP Securities Reiterates Market Perform on Zoom Communicationsto Market Perform

Cantor Fitzgerald analyst Thomas Blakey reiterates Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Neutral and maintains $87 price target.

Cantor Fitzgerald Reiterates Neutral on Zoom Communications, Maintains $87 Price Target

JP Morgan analyst Mark Murphy maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Neutral and raises the price target from $80 to $85.

JP Morgan Maintains Neutral on Zoom Communications, Raises Price Target to $85

Piper Sandler analyst James Fish maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Neutral and raises the price target from $77 to $85.

Piper Sandler Maintains Neutral on Zoom Communications, Raises Price Target to $85

Benchmark analyst Matthew Harrigan maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Buy and raises the price target from $97 to $102.

Benchmark Maintains Buy on Zoom Communications, Raises Price Target to $102

Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) reported stronger-than-expected earnings for its first quarter<a href="https://www.benzinga.com/quote/ZM/earnings"> after Wednesday's closing bell.</a>
Zoom reported quarterly earnings of $1.43 per share which beat the analyst consensus estimate of $1.31. Quarterly revenue came in at $1.17 billion which met the Street estimate.
"We delivered another solid quarter, exceeding guidance in both revenue and profitability — a testament to the strength of our platform and AI-first innovation," said Eric S. Yuan, Zoom's CEO. "In an uncertain macro-economic environment, customers are turning to Zoom to drive efficiency, improve customer and employee experiences, and future-proof their businesses."
Zoom also raised its fiscal 2026 adjusted EPS guidance from $5.34 to $5.37 to $5.56 to $5.59, versus the $5.41 analyst estimate, and raised its revenue outlook from a range of $4.79 billion to $4.79 billion to a new range of $4.8 billion to $4.81 billion, versus the $4.79 billion estimate.
Zoom shares fell 1.5% to trade at $81.03 on Thursday.
These analysts made changes to their price targets on Zoom following earnings announcement.
<ul class="wp-block-list">
<li>Rosenblatt analyst Catharine Trebnick maintained Zoom Communications with a Buy and raised the price target from $90 to $100.</li>
<li>Morgan Stanley analyst Meta Marshall maintained the stock with an Equal-Weight rating and raised the price target from $79 to $85.</li>
<li>Wells Fargo analyst Michael Turrin maintained Zoom with an Equal-Weight rating and boosted the price target from $75 to $80.</li>
</ul>
Considering buying ZM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="614" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22093416/image-290-1024x614.png" alt="" class="wp-image-924491" style="width:649px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22093416/image-290-1024x614.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22093416/image-290-300x180.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22093416/image-290-768x461.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22093416/image-290.png 1127w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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These Analysts Raise Their Forecasts On Zoom After Better-Than-Expected Q1 Earnings

Wells Fargo analyst Michael Turrin maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Equal-Weight and raises the price target from $75 to $80.

Wells Fargo Maintains Equal-Weight on Zoom Communications, Raises Price Target to $80

Morgan Stanley analyst Meta Marshall maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Equal-Weight and raises the price target from $79 to $85.

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