Zoom Video Communications (NASDAQ:ZM) Issues 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

Several research analysts recently issued reports on the company. Mizuho upped their target price on Zoom Video Communications from $90.00 to $105.00 and gave the company an “outperform” rating in a research report on Tuesday, November 26th. Bank of America upped their price objective on shares of Zoom Video Communications from $75.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, November 26th. Stifel Nicolaus increased their price objective on shares of Zoom Video Communications from $70.00 to $90.00 and gave the company a “hold” rating in a research report on Tuesday, November 26th. Evercore ISI raised shares of Zoom Video Communications from an “in-line” rating to an “outperform” rating and boosted their target price for the stock from $70.00 to $115.00 in a research report on Tuesday, November 26th. Finally, Piper Sandler lifted their price objective on shares of Zoom Video Communications from $68.00 to $89.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 26th. Sixteen equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, Zoom Video Communications presently has a consensus rating of “Hold” and a consensus target price of $89.48.

Zoom Video Communications Stock Down 1.7 %

Shares of Zoom Video Communications stock opened at $81.10 on Tuesday. The firm has a market cap of $24.86 billion and a PE ratio of 27.03. Zoom Video Communications has a twelve month low of $55.06 and a twelve month high of $92.80. The business has a 50-day moving average price of $83.13 and a 200 day moving average price of $76.55.

Zoom Video Communications (NASDAQ:ZM) last issued its quarterly earnings data on Monday, February 24th. The company reported $0.78 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%. On average, sell-side analysts expect that Zoom Video Communications will post 2.93 EPS for the current year.

Insider Buying and Selling

In related news, COO Aparna Bawa sold 9,317 shares of the stock in a transaction on Friday, January 10th. The stock was sold at an average price of $78.69, for a total value of $733,154.73. Following the completion of the transaction, the chief operating officer now directly owns 14,053 shares of the company’s stock, valued at approximately $1,105,830.57. This represents a 39.87 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Eric S. Yuan sold 33,751 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer now owns 34,703 shares in the company, valued at $2,730,779.07. The trade was a 49.30 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 382,242 shares of company stock valued at $31,230,938. 10.78% of the stock is 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.