William Blair analyst Arjun Bhatia maintains $Zoom Video Communications (ZM.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 10.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zoom Video Communications (ZM.US)$'s main analysts recently are as follows:
Zoom Communications's recent quarterly report, described as unsurprising, continues to focus on broadening its platform, aiming to enhance both customer value and platform adherence. This strategy is part of an overarching goal to reignite accelerated growth, capitalizing on the stability of the online segment and potential enterprise upselling opportunities.
After the recent Q3 results of Zoom Video surpassed expectations, it was noted that the company's Q4 revenue guidance was marginally above consensus expectations. Despite the initial FY26 revenue growth projection being 2.7%, slightly under the general market anticipation of 3.2%, there's speculation that this could be a strategic underestimation to establish an achievable target for the new CFO.
The most recent financial results for Zoom Video demonstrated ongoing stabilization trends in both the Enterprise and Online sectors. The consistent performance across these key areas, coupled with significant share repurchase authorizations, explains the stock's substantial appreciation of over 60% since August. However, expectations for growth exceeding mid-single digits in the near to mid-term appear unlikely.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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威廉博萊分析師Arjun Bhatia維持$Zoom視頻通訊 (ZM.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為58.2%，總平均回報率為10.1%。
此外，綜合報道，$Zoom視頻通訊 (ZM.US)$近期主要分析師觀點如下：
Zoom 通信-半導體最近的季度報告被描述爲並不意外，繼續專注於拓寬其平台，旨在提升客戶價值和平台粘性。這一策略是爲了重燃加速增長的總體目標，利用在線領域的穩定性和潛在企業追加銷售機會。
在Zoom視頻最近的第三季度業績超出預期後，注意到公司第四季度的營業收入指引略高於市場普遍預期。儘管最初的2026財年營業收入增長預測爲2.7%，略低於市場普遍預期的3.2%，但有 speculation 認爲這可能是一個戰略性低估，以爲新任首席財務官設定一個可實現的目標。
Zoom 視頻最近的財務結果顯示出企業和在線領域持續穩定的趨勢。這些關鍵領域的一致表現，加上大量的股票回購授權，解釋了自八月以來股票上漲超過60%的原因。然而，近期到中期內增長超過中低個位數的預期似乎不太可能。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
