William Blair Has Bullish Forecast for ZM Q1 Earnings

Zoom Video Communications, Inc. (NASDAQ:ZM) – Research analysts at William Blair boosted their Q1 2026 earnings per share (EPS) estimates for shares of Zoom Video Communications in a report released on Tuesday, February 25th. William Blair analyst A. Bhatia now forecasts that the company will earn $0.61 per share for the quarter, up from their previous 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 brokerages have also recently issued reports on ZM. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $87.00 price objective on shares of Zoom Video Communications in a research note on Tuesday. Morgan Stanley upped their price target on shares of Zoom Video Communications from $86.00 to $96.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 18th. Bank of America lifted their price objective on Zoom Video Communications from $75.00 to $90.00 and gave the stock a “neutral” rating in a report on Tuesday, November 26th. Rosenblatt Securities reissued a “buy” rating and issued a $95.00 target price on shares of Zoom Video Communications in a research note on Tuesday. Finally, Piper Sandler raised their price target on Zoom Video Communications from $68.00 to $89.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 26th. 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 stock. Based on data from MarketBeat, Zoom Video Communications presently has an average rating of “Hold” and a consensus target price of $90.05.

Zoom Video Communications Price Performance

Shares of ZM opened at $73.70 on Friday. Zoom Video Communications has a 1 year low of $55.06 and a 1 year high of $92.80. The stock has a 50 day simple moving average of $82.30 and a two-hundred day simple moving average of $76.76. The firm has a market cap of $22.59 billion and a P/E ratio of 24.57.

Insider Transactions at Zoom Video Communications

In related news, COO Aparna Bawa sold 9,317 shares of the stock in a transaction dated Friday, January 10th. The shares were 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 in the company, valued at $1,105,830.57. This trade represents a 39.87 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Eric S. Yuan sold 83,333 shares of the business’s stock in a transaction dated Wednesday, December 4th. The stock was sold at an average price of $83.50, for a total transaction of $6,958,305.50. 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. Corporate insiders own 10.78% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Global X Japan Co. Ltd. lifted its stake in shares of Zoom Video Communications by 127.5% in the fourth quarter. Global X Japan Co. Ltd. now owns 339 shares of the company’s stock worth $28,000 after buying an additional 190 shares in the last quarter. Avior Wealth Management LLC raised its holdings in Zoom Video Communications by 291.2% in the 4th quarter. Avior Wealth Management LLC now owns 356 shares of the company’s stock worth $29,000 after acquiring an additional 265 shares during the last quarter. Parkside Financial Bank & Trust lifted its position in Zoom Video Communications by 277.4% in the 4th quarter. Parkside Financial Bank & Trust now owns 351 shares of the company’s stock valued at $29,000 after acquiring an additional 258 shares in the last quarter. Raiffeisen Bank International AG purchased a new stake in Zoom Video Communications during the 4th quarter valued at $30,000. Finally, Colonial Trust Co SC bought a new stake in shares of Zoom Video Communications in the 4th quarter worth $32,000. Institutional investors own 66.54% of the company’s stock.

Zoom Video Communications Company Profile

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.