
Zoom Video (ZM) Stock Forecast & Price Target
Zoom Video (ZM) Analyst Ratings
Bulls say
Zoom Video Communications has demonstrated solid performance through a 6% year-over-year growth in enterprise revenue, which now constitutes 60% of total revenues, indicating the company's strong focus on the Enterprise segment. The company reported deferred revenues of $1.35 billion, reflecting a 7% year-over-year increase, and an overall increase in Remaining Performance Obligations (RPO) to approximately $3.8 billion, which signifies robust future revenue recognition. Additionally, with a strong balance sheet highlighted by $7.8 billion in cash and a steady enterprise net dollar expansion rate of 98%, Zoom's financial stability supports a positive outlook for its stock.
Bears say
Zoom Video Communications is experiencing a slowdown in its growth metrics, with its "true enterprise" segment sales increasing by only 6.7% year-over-year, marking an all-time low, and online sales declining by 0.4% for the first time in four quarters. Furthermore, the revised fiscal year 2026 revenue growth forecast has been adjusted down to 2.6%, attributed to foreign exchange headwinds and a consistently pressured gross margin of 78.8%. Additionally, with online revenues projected to remain flat to slightly decline, persistent demand challenges may adversely impact the company’s overall revenue growth 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
Start investing in Zoom Video (ZM)
Order type
Buy in
Order amount
Est. shares
0 shares