
Zoom Video (ZM) Stock Forecast & Price Target
Zoom Video (ZM) Analyst Ratings
Bulls say
Zoom Video Communications has demonstrated a robust financial performance, with enterprise revenue growing approximately 6% year-over-year, now constituting 60% of total revenues, highlighting a strong demand within its key market segment. The company's deferred revenues also increased by 7% year-over-year to $1.35 billion, exceeding expectations, while the remaining performance obligations (RPO) grew 6% to roughly $3.8 billion. Additionally, strong cash generation led to a healthy balance sheet, with $7.8 billion in cash reported at the end of the quarter, underscoring Zoom's financial stability and growth potential.
Bears say
Zoom Video Communications has reported concerning trends in its financial outlook, notably a significant slowdown in sales growth within its "true enterprise" segment, which rose by only 6.7% year-over-year, marking an all-time low for this metric. Additionally, the company's online sales experienced a decline of 0.4% year-over-year, the first decrease in four quarters, prompting a downward adjustment in FY26 revenue growth estimates from 3.3% to 2.6%. The forecast for fiscal year 2026 shows further challenges, with online revenues expected to remain flat or slightly decrease, indicating a potential worsening of demand trends that could adversely impact the company's long-term revenue trajectory.
This aggregate rating is based on analysts' research of Zoom Video and is not a guaranteed prediction by Public.com or investment advice.
Zoom Video (ZM) Analyst Forecast & Price Prediction
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