William Blair Has Positive Forecast for ZM Q1 Earnings

Zoom Video Communications, Inc. (NASDAQ:ZM) – Research analysts at William Blair lifted their Q1 2026 earnings per share (EPS) 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 anticipates that the company will post earnings per share of $0.61 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.

ZM has been the topic of a number of other research reports. Jefferies Financial Group raised Zoom Video Communications from a “hold” rating to a “buy” rating and lifted their price target for the stock from $85.00 to $100.00 in a research note on Thursday, December 19th. Needham & Company LLC reaffirmed a “hold” rating on shares of Zoom Video Communications in a research note on Tuesday, February 25th. Bank of America lifted their target price on Zoom Video Communications from $75.00 to $90.00 and gave the company a “neutral” rating in a research note on Tuesday, November 26th. The Goldman Sachs Group lifted their target price on Zoom Video Communications from $72.00 to $86.00 and gave the company a “neutral” rating in a research note on Tuesday, November 26th. Finally, Barclays lowered their target price on Zoom Video Communications from $85.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Fifteen research analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $90.05.

Zoom Video Communications Trading Up 1.1 %

Shares of ZM opened at $73.70 on Friday. The business’s 50-day moving average price is $82.30 and its 200 day moving average price is $76.90. The stock has a market capitalization of $22.59 billion and a P/E ratio of 24.57. Zoom Video Communications has a 1-year low of $55.06 and a 1-year high of $92.80.

Insider Buying and Selling

In other news, CAO Shane Crehan sold 1,551 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 transaction of $131,741.94. Following the completion of the transaction, the chief accounting officer now directly owns 3,251 shares in the company, valued at $276,139.94. The trade was a 32.30 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Eric S. Yuan sold 83,332 shares of the company’s stock in a transaction that occurred on Tuesday, February 4th. The stock was sold at an average price of $86.28, for a total value of $7,189,884.96. The disclosure for this sale can be found here. In the last ninety days, insiders sold 382,242 shares of company stock worth $31,230,938. 10.78% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of ZM. Raymond James & Associates lifted its holdings in shares of Zoom Video Communications by 0.7% during the third quarter. Raymond James & Associates now owns 53,089 shares of the company’s stock worth $3,702,000 after buying an additional 383 shares during the last quarter. Allworth Financial LP increased its position in shares of Zoom Video Communications by 43.8% during the third quarter. Allworth Financial LP now owns 591 shares of the company’s stock valued at $41,000 after purchasing an additional 180 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Zoom Video Communications by 93.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 36,867 shares of the company’s stock valued at $2,564,000 after purchasing an additional 17,831 shares during the period. PFG Investments LLC bought a new stake in shares of Zoom Video Communications during the third quarter valued at approximately $228,000. Finally, Wealth Enhancement Advisory Services LLC increased its position in shares of Zoom Video Communications by 558.6% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 74,492 shares of the company’s stock valued at $5,195,000 after purchasing an additional 63,181 shares during the period. 66.54% of the stock is currently owned by institutional investors and hedge funds.

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.